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9202
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415
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2
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2026-05-08T12:22:59.975963+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242979975_m1.jpg...
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PhpStorm
|
faVsco.js – Service.php
|
1
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NULL
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monitor_1
|
NULL
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NULL
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NULL
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NULL
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
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Code changed:
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19
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
Code changed:
Hide
Sync Changes
Hide This Notification
7
48...
|
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3721594183372312235
|
-3046654212898829877
|
idle
|
accessibility
|
NULL
|
Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
More Actions
JetBrains AI
Search Everywhere
IDE and Project Settings
Sync Changes
Hide This Notification
Code changed:
Hide
19
Previous Highlighted Error
Next Highlighted Error
[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
Code changed:
Hide
Sync Changes
Hide This Notification
7
48...
|
9191
|
NULL
|
NULL
|
NULL
|
|
9200
|
416
|
1
|
2026-05-08T12:22:27.838871+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242947838_m2.jpg...
|
PhpStorm
|
faVsco.js – Service.php
|
1
|
NULL
|
monitor_2
|
NULL
|
NULL
|
NULL
|
NULL
|
Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
More Actions
JetBrains AI
Search Everywhere
IDE and Project Settings
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Hide This Notification
Code changed:
Hide
19
Previous Highlighted Error
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
Code changed:
Hide
Sync Changes
Hide This Notification
7
48
1
33
1
Previous Highlighted Error
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Notification","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"7","depth":4,"bounds":{"left":0.3414229,"top":0.15003991,"width":0.0076462766,"height":0.015163607},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"48","depth":4,"bounds":{"left":0.35106382,"top":0.15003991,"width":0.010305851,"height":0.015163607},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"bounds":{"left":0.36336437,"top":0.15003991,"width":0.00731383,"height":0.015163607},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"33","depth":4,"bounds":{"left":0.3726729,"top":0.15003991,"width":0.010305851,"height":0.015163607},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"bounds":{"left":0.3849734,"top":0.15003991,"width":0.00731383,"height":0.015163607},"on_screen":true,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"bounds":{"left":0.39394948,"top":0.14844373,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.4012633,"top":0.14844373,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
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Project: faVsco.js, menu
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Start Listen Project: faVsco.js, menu
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Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
Code changed:
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242917212_m2.jpg...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Highlighted Error","depth":4,"bounds":{"left":0.39394948,"top":0.14844373,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.4012633,"top":0.14844373,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242886556_m1.jpg...
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faVsco.js – Service.php
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242886090_m2.jpg...
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faVsco.js – Service.php
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Highlighted Error","depth":4,"bounds":{"left":0.39394948,"top":0.14844373,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.4012633,"top":0.14844373,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242855864_m1.jpg...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242855382_m2.jpg...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Highlighted Error","depth":4,"bounds":{"left":0.39394948,"top":0.14844373,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.4012633,"top":0.14844373,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242824600_m2.jpg...
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faVsco.js – Service.php
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Highlighted Error","depth":4,"bounds":{"left":0.39394948,"top":0.14844373,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.4012633,"top":0.14844373,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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faVsco.js – Service.php
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Highlighted Error","depth":4,"bounds":{"left":0.39394948,"top":0.14844373,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.4012633,"top":0.14844373,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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faVsco.js – Service.php
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":true,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242748314_m1.jpg...
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faVsco.js – Service.php
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
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SlackFileEditViewGoHistoryWindowHelp‹ $0lahlLAAPP (-zsh)883DOCKERDEV (docker)882APP (-zsh)-zshPHPruntime:8.3.30Running analysis on 7 cores with 10 files per process.Parallel runner is an experimental feature and may be unstable, use it at your own risk. Feedback highly appreciated!Loadedconfig default from"-php-cs-fixer.dist.php"5663/5663100%• 84screenpipe*Fixed 0 of 5663 files in 42.875 seconds, 60.00 MB memory usedWhat's next:Try Docker Debug for seamless, persistent debugging tools in any container or image → docker debug docker_lamp_1Learn moreat [URL_WITH_CREDENTIALS] ~/jiminny/app (master) $ git pullremote: Enumerating objects: 15,done.remote: Counting objects: 100% (15/15), done.remote: Compressing objects: 100% (2/2), done.remote: Total 15 (delta 13), reused 15 (delta 13), pack-reused 0 (from 0)Unpacking objects: 100% (15/15), 1.28 KiB | 72.00 KiB/s, done.From github.com:jiminny/appc57e71e763..8743fea32e* [new branch]Already up to date.lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $JY-20606-desktop-app-recall-> origin/JY-20606-desktop-app-recallJY-20819-increase-download-transctip-rate-limit -> origin/JY-20819-increase-download-transctip-rate-limit•$5100% C8Fri 8 May 15:19:09T₴1|-zsh₴6APP...
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Project: faVsco.js, menu
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
Code changed:
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":true,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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9186
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5
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2026-05-08T12:18:52.319328+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242732319_m2.jpg...
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PhpStorm
|
faVsco.js – Service.php
|
1
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NULL
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monitor_2
|
NULL
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NULL
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NULL
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NULL
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
More Actions
JetBrains AI
Search Everywhere
IDE and Project Settings
Sync Changes
Hide This Notification
Code changed:
Hide
19
Previous Highlighted Error
Next Highlighted Error
[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
Code changed:
Hide
Sync Changes...
|
[{"role":"AXButton","text" [{"role":"AXButton","text":"Project: faVsco.js, menu","depth":5,"bounds":{"left":0.025930852,"top":0.019952115,"width":0.03856383,"height":0.025538707},"on_screen":true,"help_text":"~/jiminny/app","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"master, menu","depth":5,"bounds":{"left":0.064494684,"top":0.019952115,"width":0.040226065,"height":0.025538707},"on_screen":true,"help_text":"Git Branch: master<br/>Some incoming commits are not fetched<br/>","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Start Listening for PHP Debug 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'AskJiminnyReportActivityServiceTest'","depth":6,"bounds":{"left":0.9268617,"top":0.019952115,"width":0.011303191,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"More Actions","depth":6,"bounds":{"left":0.9381649,"top":0.019952115,"width":0.011303191,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"JetBrains AI","depth":5,"bounds":{"left":0.96609044,"top":0.019952115,"width":0.011303191,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Search Everywhere","depth":5,"bounds":{"left":0.9773936,"top":0.019952115,"width":0.011303191,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"IDE and Project Settings","depth":5,"bounds":{"left":0.9886968,"top":0.019952115,"width":0.011303186,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.042220745,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"19","depth":4,"bounds":{"left":0.6615692,"top":0.10055866,"width":0.009640957,"height":0.015163607},"on_screen":true,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"bounds":{"left":0.67287236,"top":0.09896249,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.68018615,"top":0.09896249,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {\n\"headers\":{\n\"Date\":[\"Thu,07 May 2026 14:21:15 GMT\"],\n \"Content-Type\":[\"application/json;charset=utf-8\"],\n \"Transfer-Encoding\":[\"chunked\"],\n \"Connection\":[\"keep-alive\"],\n \"CF-Ray\":[\"9f80deb8db60dc3a-SOF\"],\n \"CF-Cache-Status\":[\"DYNAMIC\"],\n \"Strict-Transport-Security\":[\"max-age=31536000; includeSubDomains; preload\"],\n \"Vary\":[\"origin,\n accept-encoding\"],\n \"access-control-allow-credentials\":[\"false\"],\n \"server-timing\":[\"hcid;desc=\\\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\\\",\n cfr;desc=\\\"9f80deb8e7c6dc3a-IAD\\\"\"],\n \"x-content-type-options\":[\"nosniff\"],\n \"x-hubspot-correlation-id\":[\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\"],\n \"Set-Cookie\":[\"__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-1.0.1.1-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,\n 07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None\"],\n \"Report-To\":[\"{\n\\\"endpoints\\\":[{\n\\\"url\\\":\\\"https:\\\\/\\\\/a.nel.cloudflare.com\\\\/report\\\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\\\"}],\n\\\"group\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"NEL\":[\"{\n\\\"success_fraction\\\":0.01,\n\\\"report_to\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"Server\":[\"cloudflare\"]}} {\n\"correlation_id\":\"95236535-ec98-4541-b92a-adfa73b69eab\",\n\"trace_id\":\"c7ab8365-903f-46d4-9403-0e5b551e3545\"}","depth":4,"bounds":{"left":0.4275266,"top":0.09736632,"width":0.5724734,"height":0.8818835},"on_screen":true,"lines":[{"char_start":207,"char_count":30,"bounds":{"left":0.4275266,"top":0.0,"width":0.07513298,"height":0.014365523}},{"char_start":237,"char_count":36,"bounds":{"left":0.4275266,"top":0.0,"width":0.09075798,"height":0.014365523}},{"char_start":273,"char_count":32,"bounds":{"left":0.4275266,"top":0.0,"width":0.080119684,"height":0.014365523}},{"char_start":305,"char_count":79,"bounds":{"left":0.4275266,"top":0.0,"width":0.20212767,"height":0.014365523}},{"char_start":384,"char_count":18,"bounds":{"left":0.4275266,"top":0.0,"width":0.043882977,"height":0.014365523}},{"char_start":402,"char_count":21,"bounds":{"left":0.4275266,"top":0.0,"width":0.051861703,"height":0.014365523}},{"char_start":423,"char_count":48,"bounds":{"left":0.4275266,"top":0.008778931,"width":0.12167553,"height":0.014365523}},{"char_start":471,"char_count":72,"bounds":{"left":0.4275266,"top":0.026336791,"width":0.18384309,"height":0.014365523}},{"char_start":543,"char_count":40,"bounds":{"left":0.4275266,"top":0.043894652,"width":0.10106383,"height":0.014365523}},{"char_start":583,"char_count":41,"bounds":{"left":0.4275266,"top":0.061452515,"width":0.10372341,"height":0.014365523}},{"char_start":624,"char_count":72,"bounds":{"left":0.4275266,"top":0.079010375,"width":0.18384309,"height":0.014365523}},{"char_start":696,"char_count":219,"bounds":{"left":0.4275266,"top":0.096568234,"width":0.56515956,"height":0.014365523}},{"char_start":915,"char_count":83,"bounds":{"left":0.4275266,"top":0.11412609,"width":0.21243352,"height":0.014365523}},{"char_start":998,"char_count":20,"bounds":{"left":0.4275266,"top":0.13168396,"width":0.04920213,"height":0.014365523}},{"char_start":1018,"char_count":17,"bounds":{"left":0.4275266,"top":0.14924182,"width":0.041223403,"height":0.014365523}},{"char_start":1035,"char_count":203,"bounds":{"left":0.4275266,"top":0.16679968,"width":0.52360374,"height":0.014365523}},{"char_start":1238,"char_count":22,"bounds":{"left":0.4275266,"top":0.18435754,"width":0.05418883,"height":0.014365523}},{"char_start":1260,"char_count":23,"bounds":{"left":0.4275266,"top":0.2019154,"width":0.056848403,"height":0.014365523}},{"char_start":1283,"char_count":10,"bounds":{"left":0.4275266,"top":0.21947326,"width":0.023271276,"height":0.014365523}},{"char_start":1293,"char_count":27,"bounds":{"left":0.4275266,"top":0.23703113,"width":0.06715426,"height":0.014365523}},{"char_start":1320,"char_count":26,"bounds":{"left":0.4275266,"top":0.254589,"width":0.06482713,"height":0.014365523}},{"char_start":1346,"char_count":23,"bounds":{"left":0.4275266,"top":0.27214685,"width":0.056848403,"height":0.014365523}},{"char_start":1369,"char_count":28,"bounds":{"left":0.4275266,"top":0.2897047,"width":0.06981383,"height":0.014365523}},{"char_start":1397,"char_count":57,"bounds":{"left":0.4275266,"top":0.30726257,"width":0.14494681,"height":0.014365523}}],"value":"[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {\n\"headers\":{\n\"Date\":[\"Thu,07 May 2026 14:21:15 GMT\"],\n \"Content-Type\":[\"application/json;charset=utf-8\"],\n \"Transfer-Encoding\":[\"chunked\"],\n \"Connection\":[\"keep-alive\"],\n \"CF-Ray\":[\"9f80deb8db60dc3a-SOF\"],\n \"CF-Cache-Status\":[\"DYNAMIC\"],\n \"Strict-Transport-Security\":[\"max-age=31536000; includeSubDomains; preload\"],\n \"Vary\":[\"origin,\n accept-encoding\"],\n \"access-control-allow-credentials\":[\"false\"],\n \"server-timing\":[\"hcid;desc=\\\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\\\",\n cfr;desc=\\\"9f80deb8e7c6dc3a-IAD\\\"\"],\n \"x-content-type-options\":[\"nosniff\"],\n \"x-hubspot-correlation-id\":[\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\"],\n \"Set-Cookie\":[\"__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-1.0.1.1-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,\n 07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None\"],\n \"Report-To\":[\"{\n\\\"endpoints\\\":[{\n\\\"url\\\":\\\"https:\\\\/\\\\/a.nel.cloudflare.com\\\\/report\\\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\\\"}],\n\\\"group\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"NEL\":[\"{\n\\\"success_fraction\\\":0.01,\n\\\"report_to\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"Server\":[\"cloudflare\"]}} {\n\"correlation_id\":\"95236535-ec98-4541-b92a-adfa73b69eab\",\n\"trace_id\":\"c7ab8365-903f-46d4-9403-0e5b551e3545\"}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.042220745,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false}]...
|
-6003896896896014011
|
-3048922505522198070
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click
|
accessibility
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NULL
|
Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
More Actions
JetBrains AI
Search Everywhere
IDE and Project Settings
Sync Changes
Hide This Notification
Code changed:
Hide
19
Previous Highlighted Error
Next Highlighted Error
[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
Code changed:
Hide
Sync Changes...
|
NULL
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NULL
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NULL
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9185
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414
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2026-05-08T12:18:45.458240+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242725458_m2.jpg...
|
PhpStorm
|
faVsco.js – Service.php
|
1
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NULL
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monitor_2
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NULL
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NULL
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NULL
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NULL
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PhostormINavigarecodeLaravelFV faVsco.js°9 master PhostormINavigarecodeLaravelFV faVsco.js°9 master kProiect vJiminnyDebugcommand.ong(C) PemoteCrmObiectM:€ ResponseNormalize..n. DeleteCrmEntityraic.ongRematchActivityOnCrmObjectDetach.php© CheckAndRetryRemoteMatch.php© MatchActivityCrmData.phpservice.onp© syncrielaAction.ong© SyncRelatedActivityl© CrmObjectsResolver.php©)Paginationeonnig.pnpc wednooksynebaich:v D IntegrationApp>D Accessors> C ApicontiaODTO11.003> M ProspectSearchStrat 1007M Service Traits1A08IC) DataClient.oho© DecorateActivitv.ohr101€© LocalSearch.php0localSearchinterface 1012© RemoteSearch.php11015© Service.phpv D Listeners11013© ConvertLeadActivitie 1016© PurgeLookupCache.r 1017> D MetadataD Migration> @ Pipedrive110191020 C• M Colocfarco>0 Fields_ Opportunitymatcher> @ OpportunitySyncStra 1024>_ Prospectsearchstrat> 0 ServiceTraits(c) Client.php© DecorateActivitv.pho 1028€ DeleteObjectsTrait.pl 1029C) FieldDefinitions.ono© PavloadBuilder.ohp(C) Profile, oho1072C) @uervBuilder.ohoC) @uerv.andler.ohoC) @uerviterator nhol1035(C) @uervResults.nhn© Service.php@ SvncRatchRedicServi 1038N Traits© BaseClient.php© BaseService.php© CachedCrmServiceDecc 1042© CountryCodeResolver.plC) Crm ActivityDrovidorintoclass Service extends Baseservice 1mplementsprotected function getCacheKey(string $object, ?int $userId = null): ?stringЩ7 A48 V1V33 81Areturn Skev . SkevSuffix:private function get0wnerKeySuffix(?int SuserId = null): stringreturn SuserId === null ?' : (string) $userId;* @return null/arrayiLeadnucl.Account nuutUpporzunitu null.Contact nullstage nullstring|nullublic function matchByPhone(string Sphone. ?string SrawPhoneNumber = null. Pint SuserId = null): 2arraveif (str contains(SphoneII trim all whitespaces if present so the lookup doesn't failSohone = str renlace search:replace: " Sohone):Check if the usen is internallif (Sthis->isPhoneNumber0fTeamMember($phone)) {neturn nullGnocnonce = Sthic-sceanchEonPhoneMumben(Gnhone)•if (empty($response)) {I/ This would ideally importContact instead but the response type differs.Scontact = $this->findAndSyncContact(Sresponse['results'][0ll'id']):if (! Scontact instanceof Contact) {return null:AskJiminnyReportActivityServiceTest v100% 12Fri 8 May 15:18:46+0 ..4 SF jiminny@localhost]A HS_local [jiminny@localhost]# console [PKol)A console [EU]A console [STAGING][2026-05-07 14:21:15] local.INF0: [Hubspot] DEBUG Getting headers {M X19 A V"Uace"."Inu,or May 2020 14.21.15 6Ml"Jn"concent-lvoe. "apolicacionison charser=utt-on"Transfer-Encoding": ["chunked"]."CF-Ray":"9t80deb8dbo0dcsa-S0F""Strict-Transport-Security":["max-aqe=31536000: includeSubDomains: preload"]."server-timino": "hcid:desc="019e02d0-6fd8-7812-bdba-885b7ccb3ee3"."x-content-type-options": ["nosniff"],"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],"Set-Cookie":["__cf_bm=StUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxT07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],"Renont-To".f"y"endnoints"."url\":\"https:|\/\\/a.nel.cloudflare.com\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgl\"group\":\"cf-nel\".\"max_age\":604800}"],"NEL": ["1\"success_fraction\":0.01,"report to\":|"cf-nel\"."max age| ":604800}"]."Server": ["cloudflare"]}} {"correlation_1d": "95256555-ec98-4541-D92a-adta/Sboyead","trace_10":C/AD8565-905t-4604-9405-0e5b551e5545'CascadeHubspot Rate Limitin:HubSpot Rate Limit ReInvestigating Rate Lin• Production: TTL SECONDS = 980 (15 minutes)• Dev: TTL SECONDS DEV = 30 (30 seconas)Vs. the current matchBvvame in Service,oho: cache: : remember(ScacheKey. 60. ... — 60 seconds tlat, no environment distinction.Improvement #2 explained: Use generator + stop after tirst resultCurrently matchByName calls getPaginatedData() which exhausts the entire generator - it fetches every page of results:Client.php:89-99public function getPaginatedData(array $payload, string $type, int Soffset = 0): array$total = 0;SlastId = null:Srows = 01;foreach ($this->getPaginatedDataGenerator($payload, $type, Soffset, Stotal, $lastId) as $row) {Srows" = Srow:return "'results' = Srows. 'total' => Stotal. "last record' = SlastIdl:But then matchByName only ever uses ShsContacts ('results' i0 — the first result:E Service.php:1212-1217Shscontacts = Sthis->client->qetPaqinatedData Spayload, 'contact")=if (emntv(shsContactcf"recultc'l))fScontact = Sthis->importContactShsContactsresults'ro.rCONTAINS_TOKEN on firstname/lastname can match thousands of contacts. With MAX_SEARCH_REQUEST_LIMIT (100 per page), a common name like"John" could cause 10, 20, 50+ sequential API requests just to discard 99.9% of results.The fix is to switch to the denerator and hreak after the firet vielded row — the aenerator is lazv and won't fetch the neyt nade until iterated0nhn$generator = $this->client->getPaginatedDataGenerator($payload, 'contact'):StirstResult = Sgenerator->currento: fetches only the first page, takes first rowit sfirctResult === null4return false:scontact = sthis-simnortContact(<firctRecult).This turns an unbounded number of API requests into exactly 1 - regardless of how many total contacts match the name filter. That directly reducesthe rate limit nreccure at its sourcewhatislremove @CrmActivitvService.ono#215AcrmActivitvService.ono=222 @crmActivitvService.oho#229 then the cacheC° AdantiveWN Windsurf Teams1020-100LITE.Rio 4 spaces...
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PhostormINavigarecodeLaravelFV faVsco.js°9 master PhostormINavigarecodeLaravelFV faVsco.js°9 master kProiect vJiminnyDebugcommand.ong(C) PemoteCrmObiectM:€ ResponseNormalize..n. DeleteCrmEntityraic.ongRematchActivityOnCrmObjectDetach.php© CheckAndRetryRemoteMatch.php© MatchActivityCrmData.phpservice.onp© syncrielaAction.ong© SyncRelatedActivityl© CrmObjectsResolver.php©)Paginationeonnig.pnpc wednooksynebaich:v D IntegrationApp>D Accessors> C ApicontiaODTO11.003> M ProspectSearchStrat 1007M Service Traits1A08IC) DataClient.oho© DecorateActivitv.ohr101€© LocalSearch.php0localSearchinterface 1012© RemoteSearch.php11015© Service.phpv D Listeners11013© ConvertLeadActivitie 1016© PurgeLookupCache.r 1017> D MetadataD Migration> @ Pipedrive110191020 C• M Colocfarco>0 Fields_ Opportunitymatcher> @ OpportunitySyncStra 1024>_ Prospectsearchstrat> 0 ServiceTraits(c) Client.php© DecorateActivitv.pho 1028€ DeleteObjectsTrait.pl 1029C) FieldDefinitions.ono© PavloadBuilder.ohp(C) Profile, oho1072C) @uervBuilder.ohoC) @uerv.andler.ohoC) @uerviterator nhol1035(C) @uervResults.nhn© Service.php@ SvncRatchRedicServi 1038N Traits© BaseClient.php© BaseService.php© CachedCrmServiceDecc 1042© CountryCodeResolver.plC) Crm ActivityDrovidorintoclass Service extends Baseservice 1mplementsprotected function getCacheKey(string $object, ?int $userId = null): ?stringЩ7 A48 V1V33 81Areturn Skev . SkevSuffix:private function get0wnerKeySuffix(?int SuserId = null): stringreturn SuserId === null ?' : (string) $userId;* @return null/arrayiLeadnucl.Account nuutUpporzunitu null.Contact nullstage nullstring|nullublic function matchByPhone(string Sphone. ?string SrawPhoneNumber = null. Pint SuserId = null): 2arraveif (str contains(SphoneII trim all whitespaces if present so the lookup doesn't failSohone = str renlace search:replace: " Sohone):Check if the usen is internallif (Sthis->isPhoneNumber0fTeamMember($phone)) {neturn nullGnocnonce = Sthic-sceanchEonPhoneMumben(Gnhone)•if (empty($response)) {I/ This would ideally importContact instead but the response type differs.Scontact = $this->findAndSyncContact(Sresponse['results'][0ll'id']):if (! Scontact instanceof Contact) {return null:AskJiminnyReportActivityServiceTest v100% 12Fri 8 May 15:18:46+0 ..4 SF jiminny@localhost]A HS_local [jiminny@localhost]# console [PKol)A console [EU]A console [STAGING][2026-05-07 14:21:15] local.INF0: [Hubspot] DEBUG Getting headers {M X19 A V"Uace"."Inu,or May 2020 14.21.15 6Ml"Jn"concent-lvoe. "apolicacionison charser=utt-on"Transfer-Encoding": ["chunked"]."CF-Ray":"9t80deb8dbo0dcsa-S0F""Strict-Transport-Security":["max-aqe=31536000: includeSubDomains: preload"]."server-timino": "hcid:desc="019e02d0-6fd8-7812-bdba-885b7ccb3ee3"."x-content-type-options": ["nosniff"],"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],"Set-Cookie":["__cf_bm=StUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxT07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],"Renont-To".f"y"endnoints"."url\":\"https:|\/\\/a.nel.cloudflare.com\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgl\"group\":\"cf-nel\".\"max_age\":604800}"],"NEL": ["1\"success_fraction\":0.01,"report to\":|"cf-nel\"."max age| ":604800}"]."Server": ["cloudflare"]}} {"correlation_1d": "95256555-ec98-4541-D92a-adta/Sboyead","trace_10":C/AD8565-905t-4604-9405-0e5b551e5545'CascadeHubspot Rate Limitin:HubSpot Rate Limit ReInvestigating Rate Lin• Production: TTL SECONDS = 980 (15 minutes)• Dev: TTL SECONDS DEV = 30 (30 seconas)Vs. the current matchBvvame in Service,oho: cache: : remember(ScacheKey. 60. ... — 60 seconds tlat, no environment distinction.Improvement #2 explained: Use generator + stop after tirst resultCurrently matchByName calls getPaginatedData() which exhausts the entire generator - it fetches every page of results:Client.php:89-99public function getPaginatedData(array $payload, string $type, int Soffset = 0): array$total = 0;SlastId = null:Srows = 01;foreach ($this->getPaginatedDataGenerator($payload, $type, Soffset, Stotal, $lastId) as $row) {Srows" = Srow:return "'results' = Srows. 'total' => Stotal. "last record' = SlastIdl:But then matchByName only ever uses ShsContacts ('results' i0 — the first result:E Service.php:1212-1217Shscontacts = Sthis->client->qetPaqinatedData Spayload, 'contact")=if (emntv(shsContactcf"recultc'l))fScontact = Sthis->importContactShsContactsresults'ro.rCONTAINS_TOKEN on firstname/lastname can match thousands of contacts. With MAX_SEARCH_REQUEST_LIMIT (100 per page), a common name like"John" could cause 10, 20, 50+ sequential API requests just to discard 99.9% of results.The fix is to switch to the denerator and hreak after the firet vielded row — the aenerator is lazv and won't fetch the neyt nade until iterated0nhn$generator = $this->client->getPaginatedDataGenerator($payload, 'contact'):StirstResult = Sgenerator->currento: fetches only the first page, takes first rowit sfirctResult === null4return false:scontact = sthis-simnortContact(<firctRecult).This turns an unbounded number of API requests into exactly 1 - regardless of how many total contacts match the name filter. That directly reducesthe rate limit nreccure at its sourcewhatislremove @CrmActivitvService.ono#215AcrmActivitvService.ono=222 @crmActivitvService.oho#229 then the cacheC° AdantiveWN Windsurf Teams1020-100LITE.Rio 4 spaces...
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Project: faVsco.js, menu
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
|
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changed:","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.088194445,"height":0.027777778},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"19","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {\n\"headers\":{\n\"Date\":[\"Thu,07 May 2026 14:21:15 GMT\"],\n \"Content-Type\":[\"application/json;charset=utf-8\"],\n \"Transfer-Encoding\":[\"chunked\"],\n \"Connection\":[\"keep-alive\"],\n \"CF-Ray\":[\"9f80deb8db60dc3a-SOF\"],\n \"CF-Cache-Status\":[\"DYNAMIC\"],\n \"Strict-Transport-Security\":[\"max-age=31536000; includeSubDomains; preload\"],\n \"Vary\":[\"origin,\n accept-encoding\"],\n \"access-control-allow-credentials\":[\"false\"],\n \"server-timing\":[\"hcid;desc=\\\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\\\",\n cfr;desc=\\\"9f80deb8e7c6dc3a-IAD\\\"\"],\n \"x-content-type-options\":[\"nosniff\"],\n \"x-hubspot-correlation-id\":[\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\"],\n \"Set-Cookie\":[\"__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-1.0.1.1-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,\n 07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None\"],\n \"Report-To\":[\"{\n\\\"endpoints\\\":[{\n\\\"url\\\":\\\"https:\\\\/\\\\/a.nel.cloudflare.com\\\\/report\\\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\\\"}],\n\\\"group\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"NEL\":[\"{\n\\\"success_fraction\\\":0.01,\n\\\"report_to\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"Server\":[\"cloudflare\"]}} {\n\"correlation_id\":\"95236535-ec98-4541-b92a-adfa73b69eab\",\n\"trace_id\":\"c7ab8365-903f-46d4-9403-0e5b551e3545\"}","depth":4,"on_screen":true,"value":"[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {\n\"headers\":{\n\"Date\":[\"Thu,07 May 2026 14:21:15 GMT\"],\n \"Content-Type\":[\"application/json;charset=utf-8\"],\n \"Transfer-Encoding\":[\"chunked\"],\n \"Connection\":[\"keep-alive\"],\n \"CF-Ray\":[\"9f80deb8db60dc3a-SOF\"],\n \"CF-Cache-Status\":[\"DYNAMIC\"],\n \"Strict-Transport-Security\":[\"max-age=31536000; includeSubDomains; preload\"],\n \"Vary\":[\"origin,\n accept-encoding\"],\n \"access-control-allow-credentials\":[\"false\"],\n \"server-timing\":[\"hcid;desc=\\\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\\\",\n cfr;desc=\\\"9f80deb8e7c6dc3a-IAD\\\"\"],\n \"x-content-type-options\":[\"nosniff\"],\n \"x-hubspot-correlation-id\":[\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\"],\n \"Set-Cookie\":[\"__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-1.0.1.1-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,\n 07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None\"],\n \"Report-To\":[\"{\n\\\"endpoints\\\":[{\n\\\"url\\\":\\\"https:\\\\/\\\\/a.nel.cloudflare.com\\\\/report\\\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\\\"}],\n\\\"group\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"NEL\":[\"{\n\\\"success_fraction\\\":0.01,\n\\\"report_to\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"Server\":[\"cloudflare\"]}} {\n\"correlation_id\":\"95236535-ec98-4541-b92a-adfa73b69eab\",\n\"trace_id\":\"c7ab8365-903f-46d4-9403-0e5b551e3545\"}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.088194445,"height":0.027777778},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"7","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"48","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"33","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Hubspot;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Generator;\nuse GuzzleHttp\\Exception\\RequestException;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\HubspotInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SavePlaybackLinkToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Layout;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\CrmEntityRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\ParticipantRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Hubspot\\Actions\\SyncArchivedProfilesAction;\nuse Jiminny\\Services\\Crm\\Hubspot\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\OpportunitySyncTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncCrmEntitiesTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Services\\Crm\\Hubspot\\ServiceTraits\\WriteCrmTrait;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Utils\\PlaybackUrlBuilder;\nuse Sentry;\nuse SevenShores\\Hubspot\\Exceptions\\BadRequest;\nuse Throwable;\nuse UnexpectedValueException;\n\n/**\n * @phpstan-type CrmFieldDefinition array{\n * name: string,\n * label: string,\n * description: string,\n * type: string,\n * fieldType: string,\n * hidden: bool,\n * showCurrencySymbol: bool,\n * options: array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }\n */\nclass Service extends BaseService implements\n HubspotInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SavePlaybackLinkToCrmInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncCrmEntitiesTrait;\n use WriteCrmTrait;\n use SyncFieldsTrait;\n use OpportunitySyncTrait;\n\n private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;\n\n private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';\n private const int BATCH_UPDATE_LIMIT = 100;\n private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';\n private const int TEN_SECONDLY_ROLLING_LIMIT = 10;\n private const string CALLS_SEARCH_ENDPOINT = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n\n private const string TYPE_NOTE = 'NOTE';\n\n private const string TYPE_MEETING = 'MEETING';\n\n private const string TYPE_CALL = 'CALL';\n\n private const string API_URL = 'https://api.hubapi.com';\n\n // NB: v1 is legacy - v3 is the newest\n private const string ENDPOINT_PIPELINES = '/crm-pipelines/v1/pipelines/';\n private const string PIPELINE_OBJECT_TYPE_DEALS = 'deals';\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n protected CrmEntityRepository $crmEntityRepository;\n protected ProspectPhotoPathService $prospectPhotoPathService;\n\n private SyncFieldAction $syncFieldAction;\n private PayloadBuilder $payloadBuilder;\n private SyncRelatedActivityManager $syncRelatedActivityManager;\n private SyncArchivedProfilesAction $syncArchivedProfilesAction;\n private WebhookSyncBatchProcessor $batchProcessor;\n\n public function __construct(\n Client $client,\n SyncFieldAction $syncFieldAction,\n PayloadBuilder $payloadBuilder,\n ProspectPhotoPathService $prospectPhotoPathService,\n SyncArchivedProfilesAction $syncArchivedProfilesAction,\n WebhookSyncBatchProcessor $batchProcessor,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->syncFieldAction = $syncFieldAction;\n $this->prospectPhotoPathService = $prospectPhotoPathService;\n $this->payloadBuilder = $payloadBuilder;\n $this->syncArchivedProfilesAction = $syncArchivedProfilesAction;\n $this->batchProcessor = $batchProcessor;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [\n 'client' => $this->client,\n 'payloadBuilder' => $this->payloadBuilder,\n 'logger' => $this->logger,\n ]);\n $this->crmEntityRepository = app(CrmEntityRepository::class);\n $this->dealFieldsService = app(DealFieldsService::class);\n }\n\n public function getDisplayName(): string\n {\n return 'HubSpot';\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n $owner = $user->team->owner;\n\n return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);\n }\n\n public function getClient(): Client\n {\n /** @var Client */\n return $this->client;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n *\n * @param bool $internal Direction of the conversion.\n * True is pulling from CRM, false normalize before sending to CRM.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize(\n fieldType: $fieldType,\n fieldValue: $fieldValue,\n isInbound: $internal,\n );\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'activityType',\n 'object_type' => $activityType,\n ])->first();\n\n return $activityField;\n }\n\n /**\n * @inheritdoc\n */\n public function getSupportedPlaybookTypes(): array\n {\n return [Playbook::ACTIVITY_TYPE_TASK];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n // Outcome should always be provided calls/meetings.\n $fieldData = [\n [\n 'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',\n 'object_type' => Field::OBJECT_TASK,\n ],\n ];\n\n foreach ($fieldData as $data) {\n $field = $this->config->fields()->where($data)->first();\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_ACCOUNT:\n $crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_CONTACT:\n $crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_OPPORTUNITY:\n $crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);\n\n break;\n case Field::OBJECT_TASK:\n $this->syncSingleTaskField($field);\n\n return;\n default:\n return;\n }\n\n $this->syncFieldAction->execute($field, $crmField->toArray());\n }\n\n /**\n * @param array<array{\n * id:string,\n * label:string,\n * value?:string\n * }> $options\n *\n * @throws CrmException\n *\n * @return FieldData[]\n *\n */\n public function importPicklistValues(\n Field $field,\n array $options = [['id' => '', 'label' => '', 'value' => '']],\n ): array {\n if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {\n // We already have the options, no need to fetch them again\n return $this->importOptions($field, $options);\n }\n\n $options = [];\n\n switch ($field->getObjectType()) {\n case Field::OBJECT_ACCOUNT:\n $options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_CONTACT:\n $options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n // Hubspot has different endpoint for stages\n $options = $this->getClient()->fetchOpportunityFieldOptions($field);\n\n break;\n\n case Field::OBJECT_TASK:\n if ($field->getCrmProviderId() === 'disposition') {\n $options = $this->getClient()->fetchDispositionFieldOptions();\n } elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {\n $options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);\n }\n\n break;\n\n default:\n $this->logger->warning('Invalid object type', [\n 'object_type' => $field->getObjectType(),\n 'field_id' => $field->getId(),\n ]);\n\n throw new CrmException('Invalid object type');\n }\n\n return $this->importOptions($field, $options);\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // Use the HubSpot API client instead of the SDK crmPipelines() method\n $endpoint = self::getDealsPipelinesEndpoint();\n $pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);\n $pipelines = $pipelinesResponse->data->results;\n } catch (RequestException|BadRequest $exception) {\n throw $exception;\n }\n\n foreach ($pipelines as $pipeline) {\n $stages = [];\n\n // We create a business process to contain the pipeline, and store all stages against it.\n $p = ResponseNormalize::normalizePipeline($pipeline);\n\n // Create/update business process for this pipeline\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $p['active'],\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n // Create/update record type clone\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $p['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($p['label'], 0, 150),\n 'is_selectable' => $p['active'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n // Stages - fetch all existing stages upfront to avoid N+1 queries\n $existingStages = $this->config->stages()\n ->withTrashed()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->get()\n ->keyBy('crm_provider_id');\n\n foreach ($p['stages'] as $dealStage) {\n $s = ResponseNormalize::normalizeDealStage($dealStage);\n\n /** @var ?Stage $existingStage */\n $existingStage = $existingStages->get($s['id']);\n\n // Restore soft-deleted stages that are now active in HubSpot\n if ($existingStage?->trashed() && $s['active']) {\n $existingStage->restore();\n }\n\n // Upsert stage (updates soft-deleted records without restoring them)\n $stage = $this->config->stages()->withTrashed()->updateOrCreate([\n 'crm_provider_id' => $s['id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($s['label'], 0, 50),\n 'label' => mb_strimwidth($s['label'], 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $s['displayOrder'],\n 'is_selectable' => $s['active'],\n 'probability' => $s['probability'] * 100,\n ]);\n\n if ($missingStageName === $s['id']) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n try {\n $endpoint = 'https://api.hubapi.com/integrations/v1/me';\n $response = $this->client->getInstance()->getClient()->request('get', $endpoint);\n\n $accountData = $response->data;\n $this->config->update(['default_currency' => $accountData->currency]);\n } catch (BadRequest $e) {\n throw new CrmException('Could not sync the organization.', $e->getCode(), $e);\n }\n }\n\n /**\n * @inheritdoc\n *\n * @throws CrmException\n */\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n $this->syncArchivedProfilesAction->execute($this->team, $this->client, $this->config);\n\n try {\n $owners = $this->client->getOwners();\n } catch (\\HubSpot\\Client\\Crm\\Owners\\ApiException $e) {\n $this->logger->error('[HubSpot] Could not sync the profiles.', [\n 'team_id' => $this->team->getId(),\n 'reason' => $e->getMessage(),\n ]);\n\n throw new CrmException('Could not sync the profiles.', $e->getCode(), $e);\n }\n\n $profileRepository = app(ProfileRepository::class);\n $teamRepository = app(TeamRepository::class);\n\n foreach ($owners as $owner) {\n if ($owner->getArchived()) {\n // not supposed to fetch archived, but log anyway\n $this->logger->warning('[HubSpot] Found archived owner', [\n 'crm_provider_id' => $owner->getId(),\n 'email' => $owner->getEmail(),\n ]);\n\n continue;\n }\n\n $email = $owner->getEmail();\n if ($email === null) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $email);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $profile = $profileRepository->updateOrCreateProfile($user, [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $owner->getId(),\n ]);\n\n if ($userToSearch && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n return null;\n }\n\n private function generateNameSearchPayload(string $name, int $offset, int $limit): array\n {\n $payload = [\n 'query' => $name,\n 'sorts' => [\n [\n 'propertyName' => 'modifieddate',\n 'direction' => 'DESCENDING',\n ],\n ],\n 'properties' => [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n 'industry',\n 'name',\n 'company',\n ],\n 'limit' => $limit,\n 'after' => $offset,\n ];\n\n $this->logger->debug('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n return $payload;\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n /** @var array<int, array<string, mixed>> */\n return Cache::remember(\n key: $this->team->getId() . $name . $count . $offset,\n ttl: 300,\n callback: function () use ($name, $offset, $count): array {\n $data = [];\n\n // Use the new V3 API to find contacts based on additional fields.\n foreach (['companies', 'contacts'] as $objectType) {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/' . $objectType . '/search';\n $payload = $this->generateNameSearchPayload($name, $offset, $count);\n $type = $objectType === 'companies' ? 'account' : 'contact';\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, [\n 'json' => $payload,\n ]);\n\n // Build mapped list.\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n\n $objectName = $this->buildContactName($properties);\n\n $record = [\n 'crmId' => $object['id'],\n // Pass crmUrl to the FE, needed for success message in the extension when you log activity.\n 'crmUrl' => $this->generateProviderUrl($object['id'], $type),\n 'name' => $objectName,\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n ];\n\n if ($type === 'account') {\n $record['industry'] = $properties['industry'] ?? null;\n } else {\n $record['title'] = $properties['jobtitle'] ?? null;\n $record['organization'] = $properties['company'] ?? null;\n }\n\n $countryCode = $this->buildContactCountry($properties);\n $parsedNumber = $this->buildContactPhone($countryCode, $properties);\n\n // Add phone number to record.\n if (! empty($parsedNumber['phone'])) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national($countryCode, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n\n // Add mobile phone number to record.\n if (! empty($properties['mobilephone'])) {\n $mobileNumber = phone_e164($countryCode, $properties['mobilephone']);\n if ($mobileNumber !== null) {\n $record['phoneNumbers'][] = [\n 'number' => $mobileNumber,\n 'nationalFormat' => phone_national($countryCode, $mobileNumber),\n 'type' => 'mobile',\n ];\n }\n }\n\n $data[] = $record;\n }\n } catch (BadRequest $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->getUuid(),\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n\n throw $e;\n }\n }\n\n return $data;\n },\n );\n }\n\n\n /**\n * @inheritdoc\n */\n public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array\n {\n $data = [];\n $ownerData = [];\n $ownerId = null;\n\n if ($crmAccountId === null) {\n return $data;\n }\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n $closedStages = $this->getClosedDealStages();\n $payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(\n $this->config,\n $crmAccountId,\n $closedStages,\n );\n\n $results = $this->client->getPaginatedData($payload, 'deals');\n\n foreach ($results['results'] as $object) {\n $properties = $object['properties'];\n\n $amount = null;\n if (empty($properties['amount']) === false) {\n $currency = $properties['deal_currency_code'] ?? $this->config->default_currency;\n\n // Values can contain commas and any junk so strip them.\n $value = (float) preg_replace('/[^\\d.]/', '', $properties['amount']);\n $amount = formatCurrency($value, $currency);\n }\n\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n\n if ($businessProcess === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);\n $businessProcess = $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $properties['pipeline'])\n ->first();\n } else {\n $stage = $businessProcess\n ->stages()\n ->where('crm_provider_id', $properties['dealstage'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages(null, $properties['dealstage']);\n }\n }\n\n $recordType = null;\n if ($businessProcess) {\n $recordType = $businessProcess->recordTypes()->first();\n }\n\n $isWon = in_array($properties['dealstage'], $closedStages['won']);\n $isLost = in_array($properties['dealstage'], $closedStages['lost']);\n\n $record = [\n 'crmId' => $object['id'],\n 'name' => $properties['dealname'] ?? 'Unknown Deal',\n 'value' => $amount,\n 'won' => $isWon,\n 'closed' => $isWon || $isLost,\n 'stage' => [\n 'id' => $stage?->getUuid() ?? '',\n 'name' => $stage?->getName() ?? '',\n ],\n ];\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n\n if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n switch ($objectType) {\n case 'contact':\n $hsObject = 'contact';\n\n break;\n case 'account':\n $hsObject = 'company';\n\n break;\n default:\n // This is a hack to prioritise and override a contact/company with a deal.\n if ($opportunityId) {\n $hsObject = 'deal';\n $objectId = $opportunityId;\n } else {\n throw new InvalidArgumentException('Object type not supported.');\n }\n }\n\n $engagementTypes = ['meetings', 'tasks'];\n\n foreach ($engagementTypes as $engagementType) {\n $payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);\n\n $this->logger->info('[HubSpot] CRM Search requested', [\n 'request' => $payload,\n ]);\n\n $engagements = $this->client->getPaginatedData($payload, $engagementType);\n\n foreach ($engagements['results'] as $engagement) {\n if ($engagementType == 'meetings') {\n $title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';\n } elseif ($engagementType == 'tasks') {\n $title = $engagement['properties']['hs_task_subject'];\n } else {\n $title = 'Scheduled meeting';\n }\n\n $data[] = [\n 'crmId' => $engagement['id'],\n 'subject' => $title,\n 'due' => $engagement['properties']['hs_timestamp'],\n 'type' => $engagement['properties']['hs_activity_type'] ?? null,\n ];\n }\n }\n\n usort($data, function ($item1, $item2) {\n return $item2['due'] <=> $item1['due'];\n });\n\n return $data;\n }\n\n /**\n * Try to find CRM Objects using email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n $contactProperties = [\n 'email',\n 'firstname',\n 'lastname',\n 'country',\n 'phone',\n 'mobilephone',\n 'jobtitle',\n 'hubspot_owner_id',\n 'associatedcompanyid',\n 'photo',\n ];\n $contact = null;\n $account = null;\n\n try {\n $hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);\n\n if ($hsContact) {\n $contact = $this->importContact($hsContact);\n $account = $contact->account;\n }\n\n $data = $this->convertCrmData($contact, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (BadRequest $e) {\n $this->logger->warning('[HubSpot] Search failed', [\n 'team_id' => $this->team->getId(),\n 'search_identifier' => $email,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n return $this->getDomainFromEmail($email);\n }\n\n /**\n * Try to find CRM objects using domain name of the email address\n *\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByDomain(string $domain, ?int $userId = null): ?array\n {\n $companyName = $domain;\n\n // Try to find a company matching their email domain.\n $companyProperties = [\n 'country',\n 'phone',\n 'name',\n 'hs_avatar_filemanager_key',\n 'industry',\n 'hubspot_owner_id',\n 'domain',\n ];\n\n try {\n $hsAccounts = $this->client\n ->getInstance()\n ->companies()\n ->searchByDomain($companyName, $companyProperties);\n } catch (Throwable $e) {\n $this->logger->info('[HubSpot] Search failed', [\n 'error' => $e->getMessage(),\n 'domain' => $domain,\n ]);\n\n return null;\n }\n\n $account = null;\n // If there are multiple accounts, don't guess, we'll ask later.\n if (\\count($hsAccounts->data->results) === 1) {\n // Persist this remote object.\n $account = $this->syncAccount($hsAccounts->data->results[0]->companyId);\n }\n\n $data = $this->convertCrmData(null, $account, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n\n /**\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array\n {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact ? $contact->crm_provider_id : null,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n // If there are multiple opportunities, don't guess, we'll ask later.\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n if (str_contains($phone, '**')) {\n return null;\n }\n\n // trim all whitespaces if present so the lookup doesn't fail\n $phone = str_replace(' ', '', $phone);\n\n // Check if the user is internal.\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n $response = $this->searchForPhoneNumber($phone);\n if (empty($response)) {\n return null;\n }\n\n // This would ideally importContact instead but the response type differs.\n $contact = $this->findAndSyncContact($response['results'][0]['id']);\n if (! $contact instanceof Contact) {\n return null;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n try {\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception $e) {\n $this->logger->debug('[HubSpot] Opportunity failed to sync.', [\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function isPhoneNumberOfTeamMember(string $phone): bool\n {\n $teamRepository = app(TeamRepository::class);\n $user = $teamRepository->findTeamMemberByPhone($this->team, $phone);\n\n if ($user instanceof User) {\n return true;\n }\n\n return false;\n }\n\n private function findAndSyncContact(string $crmId): ?Contact\n {\n try {\n return $this->syncContact($crmId);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n }\n\n private function hasResults(array $response): bool\n {\n return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;\n }\n\n private function searchForPhoneNumber(string $phone): array\n {\n // Normalizes the provided phone number for the API search.\n $normalizedPhone = $this->normalizePhoneNumber($phone);\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);\n\n $this->logger->info('[HubSpot] Phone match search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);\n\n if (! $this->hasResults($response)) {\n $nationalPhone = preg_replace('/\\D/', '', phone_national(null, $phone));\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);\n\n $this->logger->info('[HubSpot] Phone match national number search triggered', [\n 'phone' => $phone,\n 'nationalPhone' => $nationalPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n if (! $this->hasResults($response)) {\n $payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);\n\n $this->logger->info('[HubSpot] Phone match alternative search triggered', [\n 'phone' => $phone,\n 'normalizedPhone' => $normalizedPhone,\n 'payload' => $payload,\n ]);\n\n $response = $this->handlePhoneSearchRequest($phone, $payload);\n }\n\n return $this->hasResults($response) ? $response : [];\n }\n\n private function handlePhoneSearchRequest(string $phone, array $payload): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/contacts/search';\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n $endpoint,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $exception->getMessage(),\n ]);\n\n return [];\n }\n\n $this->logger->info('[HubSpot] Phone match completed', [\n 'phone' => $phone,\n 'response' => $response,\n ]);\n\n return $response->toArray();\n }\n\n private function normalizePhoneNumber(string $phone): string\n {\n return ltrim(phone_e164(null, $phone), '+0');\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $payload = $this->payloadBuilder->generateSearchContactsByNamePayload(\n $name,\n $this->getContactFields()\n );\n\n $hsContacts = $this->client->getPaginatedData($payload, 'contact');\n if (empty($hsContacts['results'])) {\n return false;\n }\n\n $contact = $this->importContact($hsContacts['results'][0]);\n if ($contact === null) {\n return false;\n }\n\n $account = $contact->account;\n $countryCode = $contact->country_code ?? $account->country_code ?? null;\n\n try {\n $hsOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId\n );\n } catch (Exception $e) {\n $hsOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($hsOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n });\n\n return is_array($result) ? $result : null;\n }\n\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'contactIds' => $this->getParticipantsIds($activity),\n 'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],\n 'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],\n 'ownerIds' => [],\n ];\n }\n\n private function getParticipantsIds(Activity $activity): array\n {\n $attendees = [];\n\n $participantRepository = app(ParticipantRepository::class);\n $participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);\n foreach ($participants as $participant) {\n if ($participant->user_id || $participant->isCoach()) {\n continue;\n }\n\n $contact = $participant->contact()->first();\n if ($contact && $contact->crm_provider_id) {\n $attendees[] = $contact->crm_provider_id;\n } else {\n if (! empty($participant->name)) {\n $attendeeData = $this->fetchMissingAttendeeInfo($participant);\n }\n if (! empty($attendeeData['id'])) {\n $attendees[] = $attendeeData['id'];\n }\n }\n }\n\n if ($activity->hasContact()) {\n $attendees[] = $activity->contact->crm_provider_id;\n }\n\n return array_unique($attendees);\n }\n\n private function fetchMissingAttendeeInfo(Participant $participant): array\n {\n // Check if we need to look inside an account context.\n $activity = $participant->getActivity();\n $companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;\n\n // First check the local data.\n /** @var Contact[] $contacts */\n $contacts = $this->team->contacts()\n ->with('account')\n ->where('name', $participant->name)\n ->whereNotNull('email')\n ->get();\n\n foreach ($contacts as $contact) {\n // If we have a company in scope, check the contact is associated to it.\n if (\n $companyId !== null\n && ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)\n ) {\n continue;\n }\n\n return [\n 'id' => $contact->crm_provider_id,\n 'email' => $contact->email,\n ];\n }\n\n $payload = $this->generateNameSearchPayload($participant->name, 0, 20);\n\n try {\n $response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);\n\n // TODO add some logic to choose the most suitable contact if multiple\n foreach ($response['results'] as $object) {\n $properties = $object['properties'];\n if (empty($object['properties']) === false) {\n // Check the company matches the contact.\n // Todo: Move this check inside the API search.\n if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {\n continue;\n }\n\n return [\n 'id' => $object['id'],\n 'email' => $properties['email'],\n ];\n }\n }\n } catch (Exception $e) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [\n 'teamId' => $this->team->id_string,\n 'request' => $payload,\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return [];\n }\n\n /**\n * Store transcripts as note engagement.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For HS no need to check if Crm profile - Log Notes field is enabled\n // We only check if store_transcript toggle is enabled on crm profile.\n $engagement = [\n 'active' => true,\n 'ownerId' => $this->profile->crm_provider_id,\n 'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,\n 'type' => 'NOTE',\n ];\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);\n\n $metadata = [\n 'body' => $transcripts,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsEngagement = $this->client\n ->getInstance()\n ->engagements()\n ->create($engagement, $associations, $metadata);\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $noteId = $hsEngagement->data->engagement->id;\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $noteId;\n $transcription->save();\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $payload = [\n 'properties' => $data,\n ];\n\n try {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n $this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);\n\n break;\n case FieldData::OBJECT_CONTACT:\n $this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_ACCOUNT:\n $this->client->getNewInstance()->crm()->companies()->basicApi()->update($objectId, $payload);\n\n break;\n\n case FieldData::OBJECT_TASK:\n // Endpoint for Engagements not ready\n $engagements = [\n 'type' => 'TASK',\n ];\n $metadata = $data;\n $this->client->getInstance()->engagements()->update($objectId, $engagements, $metadata);\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $objectId],\n $metadata,\n );\n\n break;\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n } catch (\\HubSpot\\Client\\Crm\\Deals\\ApiException $apiException) {\n $errorMessage = $apiException->getMessage();\n if ($apiException->getResponseBody()) {\n $responseBody = json_decode($apiException->getResponseBody(), true, 512, JSON_THROW_ON_ERROR);\n $errorMessage = $responseBody['message'] ?? $apiException->getMessage();\n }\n\n $this->logger->error(\n '[HubSpot] Update record failed',\n [\n 'objectType' => $objectType,\n 'objectId' => $objectId,\n 'payload' => $payload,\n 'reason' => $errorMessage,\n 'team' => $this->team->getUuid(),\n ]\n );\n\n throw new CrmException($errorMessage);\n }\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_CONTACT:\n return $this->client->getInstance()->contacts()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_ACCOUNT:\n return $this->client->getInstance()->companies()->getById($objectId)->toArray();\n\n case FieldData::OBJECT_TASK:\n return $this->client->getInstance()->engagements()->get($objectId)->toArray();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n /**\n * @throws BadRequest\n * @throws CrmException\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $payload = [\n 'properties' => [\n [\n 'name' => 'dealstage',\n 'value' => $stage->crm_provider_id,\n ],\n ],\n ];\n\n try {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, $payload);\n } catch (BadRequest $badRequest) {\n if ($badRequest->getCode() === 403) {\n throw new CrmException(\n \"Sorry, you don't have permission to update this stage.\",\n $badRequest->getCode(),\n $badRequest,\n );\n }\n\n $this->logger->warning('[HubSpot] Stage update failed', [\n 'dealId' => $crmObject->crm_provider_id,\n 'payload' => $payload,\n 'message' => $badRequest->getMessage(),\n ]);\n\n throw $badRequest;\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n $baseUrl = 'https://app.hubspot.com/contacts/' . $this->config->crm_provider_id . '/';\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'company/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $baseUrl . 'contact/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $baseUrl . 'deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n return null;\n\n // This should not be deep-linked as per JMNY-3934.\n //$url = $baseUrl.'tasks/list/view/all/?taskId='.$providerId;\n break;\n }\n\n return $url;\n }\n\n public function searchCalls(Carbon $from, Carbon $to, string $activityProvider): array\n {\n $this->logger->info('[HubSpot] Search calls', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $calls = [];\n $page = 1;\n\n do {\n try {\n $payload = $this->payloadBuilder->generateGetCallsPayload($from, $to, $activityProvider, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n $calls = array_merge($calls, $responseResults);\n $page++;\n } while (! empty($responseResults));\n\n return $calls;\n }\n\n public function searchCallsForPeriodByPage(Carbon $from, Carbon $to, int $page, bool $retry = true)\n {\n try {\n $payload = $this->payloadBuilder->generateSearchCallsByPeriodPayload($from, $to, $page);\n $response = $this->client->getInstance()->getClient()->request(\n 'POST',\n self::CALLS_SEARCH_ENDPOINT,\n ['json' => ($payload)],\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search calls for period failed', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallsForPeriodByPage($from, $to, $page, false);\n }\n $response = null;\n }\n\n return $response;\n }\n\n public function searchCallsForPeriod(Carbon $from, Carbon $to): Generator\n {\n $this->logger->info('[HubSpot] Search calls for period', [\n 'from' => $from->format(self::LOG_DATE_FORMAT),\n 'to' => $to->format(self::LOG_DATE_FORMAT),\n ]);\n\n $page = 1;\n\n do {\n $response = $this->searchCallsForPeriodByPage($from, $to, $page);\n\n $responseResults = empty($response['results']) ? [] : $response['results'];\n\n $associationContacts = $this->getAssociationDataForCollection($responseResults, 'calls', 'contacts');\n $associationCompanies = $this->getAssociationDataForCollection($responseResults, 'calls', 'companies');\n $associationDeals = $this->getAssociationDataForCollection($responseResults, 'calls', 'deals');\n\n foreach ($responseResults as $call) {\n $call['associations'] = [\n 'contacts' => $this->importAssociationData($call, $associationContacts),\n 'companies' => $this->importAssociationData($call, $associationCompanies),\n 'deals' => $this->importAssociationData($call, $associationDeals),\n ];\n\n yield $call;\n }\n $page++;\n } while (! empty($responseResults));\n }\n\n public function getCall(string $callId): array\n {\n $this->logger->info('[HubSpot] Get call', [\n 'call_id' => $callId,\n ]);\n\n $searchAttributes = $this->payloadBuilder->getSearchCallAttributes();\n $endpoint = sprintf(\n 'https://api.hubapi.com/crm/v3/objects/calls/%s',\n $callId,\n );\n\n try {\n $response = $this->client->getInstance()->getClient()->request(\n 'GET',\n $endpoint,\n [],\n sprintf(\n 'properties=%s&associations=contacts,companies,deals',\n implode(',', $searchAttributes),\n ),\n );\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Get call failed', [\n 'call_id' => $callId,\n 'reason' => $exception->getMessage(),\n ]);\n $response = null;\n }\n\n return empty($response) ? [] : $response->toArray();\n }\n\n public function bulkAddPlaybackURLToDescription(array $crmUpdateData): array\n {\n $crmUpdateBatches = array_chunk($crmUpdateData, self::BATCH_UPDATE_LIMIT);\n\n $updatedCrmIds = [];\n\n foreach ($crmUpdateBatches as $crmBatch) {\n $payload = $this->payloadBuilder->generatePlaybackAddUrlBatchPayload($crmBatch);\n $updateSuccess = $this->bulkAddPlaybackURLToDescriptionRequest($payload);\n if ($updateSuccess) {\n $updatedCrmIds = array_merge($updatedCrmIds, array_column($crmBatch, 'crm_id'));\n }\n }\n\n return $updatedCrmIds;\n }\n\n private function bulkAddPlaybackURLToDescriptionRequest(array $payload, bool $retry = true): bool\n {\n try {\n $this->client->getNewInstance()->crm()->objects()->batchApi()->update('calls', $payload);\n\n return true;\n } catch (\\HubSpot\\Client\\Crm\\Objects\\ApiException $e) {\n $response = json_decode($e->getResponseBody(), true);\n $retryAfter =\n isset($response['policyName'])\n && $response['policyName'] == self::TEN_SECONDLY_ROLLING_POLICY\n ? self::TEN_SECONDLY_ROLLING_LIMIT\n : 1;\n } catch (Exception $e) {\n $retryAfter = 1;\n }\n\n $this->logger->warning('[HubSpot] Bulk add playback url to CRM failed', [\n 'reason' => $e->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep($retryAfter);\n\n return $this->bulkAddPlaybackURLToDescriptionRequest($payload, false);\n }\n\n return false;\n }\n\n /**\n * Sometimes we have secondly rate limit error, then retry request after 1 second\n */\n public function searchCallByRecordingURLToken(string $playbackURLToken, bool $retry = true): array\n {\n $endpoint = 'https://api.hubapi.com/crm/v3/objects/calls/search';\n $payload = $this->payloadBuilder->generateSearchCallByTokenPayload($playbackURLToken);\n\n $this->logger->info('[HubSpot] CRM Search by playback URL token requested', [\n 'request' => $payload,\n ]);\n\n try {\n $response = $this->client->getInstance()->getClient()->request('POST', $endpoint, ['json' => ($payload)]);\n } catch (Exception $exception) {\n $this->logger->info('[HubSpot] Search by playback URL token failed', [\n 'playbackURLToken' => $playbackURLToken,\n 'reason' => $exception->getMessage(),\n 'retry' => $retry,\n ]);\n\n if ($retry) {\n sleep(1);\n\n return $this->searchCallByRecordingURLToken($playbackURLToken, false);\n }\n\n return [];\n }\n\n return empty($response['results']) ? [] : $response['results'][0];\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n /**\n * @param array<array{\n * id: string,\n * label: string,\n * value?: string,\n * }> $options\n *\n * @return FieldData[]\n */\n private function importOptions(Field $field, array $options): array\n {\n $fieldValues = [];\n $values = [];\n $sequence = 0;\n\n foreach ($options as $option) {\n $values[] = [\n 'value' => $option['value'] ?? $option['id'],\n 'label' => substr($option['label'], 0, 255),\n 'sequence' => $sequence++,\n ];\n }\n\n $fieldsToPurge = $field->values()->get()->pluck('value')->toArray();\n\n foreach ($values as $value) {\n $value['value'] = substr($value['value'], 0, 255);\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $value['value'],\n ], $value);\n\n // Remove this value from the ones we are going to purge.\n if (($key = array_search($value['value'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n\n return $fieldValues;\n }\n\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n if ($noteObject === null || $objectId === null) {\n return null;\n }\n\n /** @var User $user */\n $user = $activity->getUser();\n\n $profile = $this->assignCrmOwner($user, $activity);\n if (! $profile instanceof Profile) {\n return null;\n }\n\n $timestamp = Carbon::now($user->getTimezone())->getTimestamp() * 1000;\n $engagement = [\n 'active' => true,\n 'ownerId' => $profile->getAttribute('crm_provider_id'),\n 'timestamp' => $timestamp,\n 'type' => 'NOTE',\n ];\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($body, 0, self::ENGAGEMENT_BODY_MAX_LENGTH);\n $metadata = [\n 'body' => $body,\n ];\n\n $associations = $this->convertActivityAssociations($activity);\n\n try {\n $hsActivityId = $this->client->createNote(\n body: $body,\n ownerId: $profile->getCrmProviderId(),\n timestamp: $timestamp,\n objectId: $objectId,\n noteObject: $noteObject,\n );\n\n $this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);\n\n $this->logger->info('[HubSpot] Saving Transcription Summary as Note', [\n 'activity' => $activity->getUuid(),\n 'crmActivity' => $hsActivityId,\n ]);\n\n return $hsActivityId;\n } catch (Exception $e) {\n Sentry::captureException($e);\n }\n\n return null;\n }\n\n public function attachSummaryToActivity(ActivityContract $activity, string $summaryTitle, string $summaryContents): bool\n {\n $this->logger->info('[HubSpot] Attaching summary to activity', [\n 'activity' => $activity->getUuid(),\n 'summary_content' => $summaryContents,\n ]);\n\n if (! $activity instanceof Activity) {\n throw new InvalidArgumentException('Expected instance of Activity');\n }\n\n $summary = '<p><strong>' . $summaryTitle . '</strong></p>';\n $summary .= '<p>' . $summaryContents . '</p>';\n $metadata = $this->buildMetadataForSummaryUpdate($activity, $summary);\n\n try {\n $type = $this->matchActivityEngagementType($activity);\n $engagement = ['type' => $type];\n\n $this->client->updateEngagement($activity->getCrmProviderId(), $engagement, $metadata);\n } catch (Exception $e) {\n $this->logger->warning('[HubSpot] Update summary failed', [\n 'activity' => $activity->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n $this->logCrmEngagementManipulation(\n self::ACTION_UPDATE,\n ['crmId' => $activity->getCrmProviderId()],\n $metadata,\n );\n\n return true;\n }\n\n private function buildMetadataForSummaryUpdate(Activity $activity, string $summary): array\n {\n $descriptionField = $activity->getType() === Activity::TYPE_CONFERENCE ? 'internalMeetingNotes' : 'body';\n $engagement = $this->client->getEngagementData($activity->getCrmProviderId());\n // Meeting without internalMeetingNotes might mean it just does not have any notes;\n $description = $engagement['metadata'][$descriptionField] ?? null;\n\n if (empty($description)) {\n $data = $summary;\n } else {\n // avoid playbook url link to Jiminny being sent twice in the activity description\n $targetUrl = PlaybackUrlBuilder::build($activity);\n\n if (str_contains($description, $targetUrl)) {\n $jiminnyUrl = '<p><a href=\"' . $targetUrl . '\" title=\"Play at Jiminny\">Play at Jiminny</a></p>';\n $summary = str_replace($jiminnyUrl, '', $summary);\n\n $this->logger->info('[HubSpot] Summary modified', [\n 'activity' => $activity->getUuid(),\n 'target_url' => $jiminnyUrl,\n 'modified_summary_content' => $summary,\n ]);\n }\n\n $data = $description . '<p></p>' . $summary;\n }\n\n return [\n $descriptionField => $data,\n ];\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n return $this->syncRelatedActivityManager->fetchAndAssociateRelatedActivity($activity);\n }\n\n public function fetchRelatedActivity(Activity $activity): array\n {\n return [];\n }\n\n public function getDealsInBulk(array $dealIds): array\n {\n $payload = $this->payloadBuilder->getDealsInBulkPayload($dealIds);\n\n return $this->client->getPaginatedData($payload, 'deals');\n }\n\n /**\n * Extract deal IDs from HubSpot search response.\n *\n * @param array $hubspotResponse The raw HubSpot search API response.\n * @param bool $includeArchived Whether to include archived deals (default: false).\n *\n * @return string[] Array of deal IDs as strings.\n */\n public function extractDealIds(array $hubspotResponse, bool $includeArchived = false): array\n {\n if (empty($hubspotResponse['results'])) {\n return [];\n }\n\n return array_values(\n array_map(\n fn ($deal) => $deal['id'],\n array_filter(\n $hubspotResponse['results'],\n fn ($deal) => $includeArchived || empty($deal['archived'])\n )\n )\n );\n }\n\n public function matchActivityEngagementType(Activity $activity): string\n {\n return match ($activity->getType()) {\n Activity::TYPE_CONFERENCE => self::TYPE_MEETING,\n Activity::TYPE_SOFTPHONE, Activity::TYPE_SOFTPHONE_INBOUND => self::TYPE_CALL,\n default => self::TYPE_NOTE,\n };\n }\n\n private function assignCrmOwner(User $user, ActivityContract $activity): ?Profile\n {\n $profile = $user->getProfile();\n if ($profile instanceof Profile) {\n return $profile;\n }\n\n $this->logger->info('[HubSpot] Unable to save summary. No profile', [\n 'activity' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n private static function getDealsPipelinesEndpoint(): string\n {\n return self::API_URL . self::ENDPOINT_PIPELINES . self::PIPELINE_OBJECT_TYPE_DEALS;\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $engagement = $this->client->getEngagementData($crmProviderId);\n\n return ! empty($engagement);\n } catch (HttpNotFoundException|BadRequest) {\n // Engagement not found in CRM - this is expected and permanent\n $this->logger->info('[Hubspot] Engagement not found during verification', [\n 'engagement_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":true,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
namespace Jiminny\Services\Crm\Hubspot;
use Carbon\Carbon;
use Exception;
use Generator;
use GuzzleHttp\Exception\RequestException;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\HubspotInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SavePlaybackLinkToCrmInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Layout;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\CrmEntityRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\ParticipantRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Hubspot\Actions\SyncArchivedProfilesAction;
use Jiminny\Services\Crm\Hubspot\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\OpportunitySyncTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncCrmEntitiesTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\SyncFieldsTrait;
use Jiminny\Services\Crm\Hubspot\ServiceTraits\WriteCrmTrait;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Utils\PlaybackUrlBuilder;
use Sentry;
use SevenShores\Hubspot\Exceptions\BadRequest;
use Throwable;
use UnexpectedValueException;
/**
* @phpstan-type CrmFieldDefinition array{
* name: string,
* label: string,
* description: string,
* type: string,
* fieldType: string,
* hidden: bool,
* showCurrencySymbol: bool,
* options: array<array{
* id: string,
* label: string,
* value?: string,
* }
*/
class Service extends BaseService implements
HubspotInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SavePlaybackLinkToCrmInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncCrmEntitiesTrait;
use WriteCrmTrait;
use SyncFieldsTrait;
use OpportunitySyncTrait;
private const int ENGAGEMENT_BODY_MAX_LENGTH = 65536;
private const string LOG_DATE_FORMAT = 'Y-m-d H:i:s';
private const int BATCH_UPDATE_LIMIT = 100;
private const string TEN_SECONDLY_ROLLING_POLICY = 'TEN_SECONDLY_ROLLING';
private const int TEN_SECONDLY_ROLLING_LIMIT = 10;
private const string CALLS_SEARCH_ENDPOINT = '[URL_WITH_CREDENTIALS] ClientInterface|Client
*/
protected $client;
protected OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
protected CrmEntityRepository $crmEntityRepository;
protected ProspectPhotoPathService $prospectPhotoPathService;
private SyncFieldAction $syncFieldAction;
private PayloadBuilder $payloadBuilder;
private SyncRelatedActivityManager $syncRelatedActivityManager;
private SyncArchivedProfilesAction $syncArchivedProfilesAction;
private WebhookSyncBatchProcessor $batchProcessor;
public function __construct(
Client $client,
SyncFieldAction $syncFieldAction,
PayloadBuilder $payloadBuilder,
ProspectPhotoPathService $prospectPhotoPathService,
SyncArchivedProfilesAction $syncArchivedProfilesAction,
WebhookSyncBatchProcessor $batchProcessor,
) {
parent::__construct();
$this->client = $client;
$this->syncFieldAction = $syncFieldAction;
$this->prospectPhotoPathService = $prospectPhotoPathService;
$this->payloadBuilder = $payloadBuilder;
$this->syncArchivedProfilesAction = $syncArchivedProfilesAction;
$this->batchProcessor = $batchProcessor;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$this->syncRelatedActivityManager = app(SyncRelatedActivityManager::class, [
'client' => $this->client,
'payloadBuilder' => $this->payloadBuilder,
'logger' => $this->logger,
]);
$this->crmEntityRepository = app(CrmEntityRepository::class);
$this->dealFieldsService = app(DealFieldsService::class);
}
public function getDisplayName(): string
{
return 'HubSpot';
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
$owner = $user->team->owner;
return $owner->getSocialAccount(SocialAccount::PROVIDER_HUBSPOT);
}
public function getClient(): Client
{
/** @var Client */
return $this->client;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*
* @param bool $internal Direction of the conversion.
* True is pulling from CRM, false normalize before sending to CRM.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize(
fieldType: $fieldType,
fieldValue: $fieldValue,
isInbound: $internal,
);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'activityType',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK];
}
/**
* @inheritdoc
*/
public function getDefaultActivityLayoutFields(string $activityType, string $layoutType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
// Outcome should always be provided calls/meetings.
$fieldData = [
[
'crm_provider_id' => $layoutType === Layout::TYPE_SOFTPHONE_SUMMARY ? 'disposition' : 'meetingOutcome',
'object_type' => Field::OBJECT_TASK,
],
];
foreach ($fieldData as $data) {
$field = $this->config->fields()->where($data)->first();
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_ACCOUNT:
$crmField = $this->client->getInstance()->companyProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_CONTACT:
$crmField = $this->client->getInstance()->contactProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_OPPORTUNITY:
$crmField = $this->client->getInstance()->dealProperties()->get($field->crm_provider_id);
break;
case Field::OBJECT_TASK:
$this->syncSingleTaskField($field);
return;
default:
return;
}
$this->syncFieldAction->execute($field, $crmField->toArray());
}
/**
* @param array<array{
* id:string,
* label:string,
* value?:string
* }> $options
*
* @throws CrmException
*
* @return FieldData[]
*
*/
public function importPicklistValues(
Field $field,
array $options = [['id' => '', 'label' => '', 'value' => '']],
): array {
if (! empty($options[0]['id']) || ! empty($options[0]['value'])) {
// We already have the options, no need to fetch them again
return $this->importOptions($field, $options);
}
$options = [];
switch ($field->getObjectType()) {
case Field::OBJECT_ACCOUNT:
$options = $this->getClient()->fetchPropertyOptions('company', $field->getCrmProviderId());
break;
case Field::OBJECT_CONTACT:
$options = $this->getClient()->fetchPropertyOptions('contact', $field->getCrmProviderId());
break;
case Field::OBJECT_OPPORTUNITY:
// Hubspot has different endpoint for stages
$options = $this->getClient()->fetchOpportunityFieldOptions($field);
break;
case Field::OBJECT_TASK:
if ($field->getCrmProviderId() === 'disposition') {
$options = $this->getClient()->fetchDispositionFieldOptions();
} elseif (in_array($field->getCrmProviderId(), ['meetingOutcome', 'activityType'])) {
$options = $this->getClient()->fetchMeetingOutcomeFieldOptions($field);
}
break;
default:
$this->logger->warning('Invalid object type', [
'object_type' => $field->getObjectType(),
'field_id' => $field->getId(),
]);
throw new CrmException('Invalid object type');
}
return $this->importOptions($field, $options);
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// Use the HubSpot API client instead of the SDK crmPipelines() method
$endpoint = self::getDealsPipelinesEndpoint();
$pipelinesResponse = $this->client->getInstance()->getClient()->request('GET', $endpoint);
$pipelines = $pipelinesResponse->data->results;
} catch (RequestException|BadRequest $exception) {
throw $exception;
}
foreach ($pipelines as $pipeline) {
$stages = [];
// We create a business process to contain the pipeline, and store all stages against it.
$p = ResponseNormalize::normalizePipeline($pipeline);
// Create/update business process for this pipeline
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'type' => BusinessProcess::TYPE_OPPORTUNITY,
'is_selectable' => $p['active'],
]);
// A record type is really a clone of the business process, used to store which record uses which pipeline.
// Create/update record type clone
$this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $p['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($p['label'], 0, 150),
'is_selectable' => $p['active'],
'business_process_id' => $businessProcess->id ?? null,
]);
// Stages - fetch all existing stages upfront to avoid N+1 queries
$existingStages = $this->config->stages()
->withTrashed()
->where('type', Stage::TYPE_OPPORTUNITY)
->get()
->keyBy('crm_provider_id');
foreach ($p['stages'] as $dealStage) {
$s = ResponseNormalize::normalizeDealStage($dealStage);
/** @var ?Stage $existingStage */
$existingStage = $existingStages->get($s['id']);
// Restore soft-deleted stages that are now active in HubSpot
if ($existingStage?->trashed() && $s['active']) {
$existingStage->restore();
}
// Upsert stage (updates soft-deleted records without restoring them)
$stage = $this->config->stages()->withTrashed()->updateOrCreate([
'crm_provider_id' => $s['id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($s['label'], 0, 50),
'label' => mb_strimwidth($s['label'], 0, 191),
'type' => Stage::TYPE_OPPORTUNITY,
'sequence' => $s['displayOrder'],
'is_selectable' => $s['active'],
'probability' => $s['probability'] * 100,
]);
if ($missingStageName === $s['id']) {
$missingStage = $stage;
}
$stages[] = $stage->id;
}
$businessProcess->stages()->sync($stages);
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
try {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
/** @var array<int, array<string, mixed>> */
return Cache::remember(
key: $this->team->getId() . $name . $count . $offset,
ttl: 300,
callback: function () use ($name, $offset, $count): array {
$data = [];
// Use the new V3 API to find contacts based on additional fields.
foreach (['companies', 'contacts'] as $objectType) {
$endpoint = '[URL_WITH_CREDENTIALS]
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
if ($crmAccountId === null) {
return $data;
}
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
$closedStages = $this->getClosedDealStages();
$payload = $this->payloadBuilder->generateOpportunitiesSearchPayload(
$this->config,
$crmAccountId,
$closedStages,
);
$results = $this->client->getPaginatedData($payload, 'deals');
foreach ($results['results'] as $object) {
$properties = $object['properties'];
$amount = null;
if (empty($properties['amount']) === false) {
$currency = $properties['deal_currency_code'] ?? $this->config->default_currency;
// Values can contain commas and any junk so strip them.
$value = (float) preg_replace('/[^\d.]/', '', $properties['amount']);
$amount = formatCurrency($value, $currency);
}
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
if ($businessProcess === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $properties['dealstage']);
$businessProcess = $this->config
->businessProcesses()
->where('crm_provider_id', $properties['pipeline'])
->first();
} else {
$stage = $businessProcess
->stages()
->where('crm_provider_id', $properties['dealstage'])
->where('type', Stage::TYPE_OPPORTUNITY)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages(null, $properties['dealstage']);
}
}
$recordType = null;
if ($businessProcess) {
$recordType = $businessProcess->recordTypes()->first();
}
$isWon = in_array($properties['dealstage'], $closedStages['won']);
$isLost = in_array($properties['dealstage'], $closedStages['lost']);
$record = [
'crmId' => $object['id'],
'name' => $properties['dealname'] ?? 'Unknown Deal',
'value' => $amount,
'won' => $isWon,
'closed' => $isWon || $isLost,
'stage' => [
'id' => $stage?->getUuid() ?? '',
'name' => $stage?->getName() ?? '',
],
];
if ($recordType) {
$record += [
'recordType' => [
'id' => $recordType->id_string,
'name' => $recordType->name,
],
];
}
if ($ownerId && isset($properties['hubspot_owner_id']) && $properties['hubspot_owner_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(?string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
switch ($objectType) {
case 'contact':
$hsObject = 'contact';
break;
case 'account':
$hsObject = 'company';
break;
default:
// This is a hack to prioritise and override a contact/company with a deal.
if ($opportunityId) {
$hsObject = 'deal';
$objectId = $opportunityId;
} else {
throw new InvalidArgumentException('Object type not supported.');
}
}
$engagementTypes = ['meetings', 'tasks'];
foreach ($engagementTypes as $engagementType) {
$payload = $this->payloadBuilder->getLinkToTaskPayload($hsObject, $objectId, $engagementType);
$this->logger->info('[HubSpot] CRM Search requested', [
'request' => $payload,
]);
$engagements = $this->client->getPaginatedData($payload, $engagementType);
foreach ($engagements['results'] as $engagement) {
if ($engagementType == 'meetings') {
$title = $engagement['properties']['hs_meeting_title'] ?? 'Scheduled meeting';
} elseif ($engagementType == 'tasks') {
$title = $engagement['properties']['hs_task_subject'];
} else {
$title = 'Scheduled meeting';
}
$data[] = [
'crmId' => $engagement['id'],
'subject' => $title,
'due' => $engagement['properties']['hs_timestamp'],
'type' => $engagement['properties']['hs_activity_type'] ?? null,
];
}
}
usort($data, function ($item1, $item2) {
return $item2['due'] <=> $item1['due'];
});
return $data;
}
/**
* Try to find CRM Objects using email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contactProperties = [
'email',
'firstname',
'lastname',
'country',
'phone',
'mobilephone',
'jobtitle',
'hubspot_owner_id',
'associatedcompanyid',
'photo',
];
$contact = null;
$account = null;
try {
$hsContact = $this->getClient()->getContactByEmail($email, $contactProperties);
if ($hsContact) {
$contact = $this->importContact($hsContact);
$account = $contact->account;
}
$data = $this->convertCrmData($contact, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
} catch (BadRequest $e) {
$this->logger->warning('[HubSpot] Search failed', [
'team_id' => $this->team->getId(),
'search_identifier' => $email,
'reason' => $e->getMessage(),
]);
}
return null;
}
public function getDomain(string $email): ?string
{
return $this->getDomainFromEmail($email);
}
/**
* Try to find CRM objects using domain name of the email address
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByDomain(string $domain, ?int $userId = null): ?array
{
$companyName = $domain;
// Try to find a company matching their email domain.
$companyProperties = [
'country',
'phone',
'name',
'hs_avatar_filemanager_key',
'industry',
'hubspot_owner_id',
'domain',
];
try {
$hsAccounts = $this->client
->getInstance()
->companies()
->searchByDomain($companyName, $companyProperties);
} catch (Throwable $e) {
$this->logger->info('[HubSpot] Search failed', [
'error' => $e->getMessage(),
'domain' => $domain,
]);
return null;
}
$account = null;
// If there are multiple accounts, don't guess, we'll ask later.
if (\count($hsAccounts->data->results) === 1) {
// Persist this remote object.
$account = $this->syncAccount($hsAccounts->data->results[0]->companyId);
}
$data = $this->convertCrmData(null, $account, $userId);
return ! empty(array_filter($data)) ? $data : null;
}
/**
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
protected function convertCrmData(?Contact $contact, ?Account $account, ?int $userId = null): array
{
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact ? $contact->crm_provider_id : null,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
// If there are multiple opportunities, don't guess, we'll ask later.
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
if (str_contains($phone, '**')) {
return null;
}
// trim all whitespaces if present so the lookup doesn't fail
$phone = str_replace(' ', '', $phone);
// Check if the user is internal.
if ($this->isPhoneNumberOfTeamMember($phone)) {
return null;
}
$response = $this->searchForPhoneNumber($phone);
if (empty($response)) {
return null;
}
// This would ideally importContact instead but the response type differs.
$contact = $this->findAndSyncContact($response['results'][0]['id']);
if (! $contact instanceof Contact) {
return null;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
try {
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception $e) {
$this->logger->debug('[HubSpot] Opportunity failed to sync.', [
'reason' => $e->getMessage(),
]);
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function isPhoneNumberOfTeamMember(string $phone): bool
{
$teamRepository = app(TeamRepository::class);
$user = $teamRepository->findTeamMemberByPhone($this->team, $phone);
if ($user instanceof User) {
return true;
}
return false;
}
private function findAndSyncContact(string $crmId): ?Contact
{
try {
return $this->syncContact($crmId);
} catch (Exception $exception) {
$this->logger->info('[HubSpot] Phone match failed', [
'reason' => $exception->getMessage(),
]);
return null;
}
}
private function hasResults(array $response): bool
{
return isset($response['total']) && is_numeric($response['total']) && $response['total'] > 0;
}
private function searchForPhoneNumber(string $phone): array
{
// Normalizes the provided phone number for the API search.
$normalizedPhone = $this->normalizePhoneNumber($phone);
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone);
$this->logger->info('[HubSpot] Phone match search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($normalizedPhone, $payload);
if (! $this->hasResults($response)) {
$nationalPhone = preg_replace('/\D/', '', phone_national(null, $phone));
$payload = $this->payloadBuilder->generatePhoneSearchPayload($nationalPhone);
$this->logger->info('[HubSpot] Phone match national number search triggered', [
'phone' => $phone,
'nationalPhone' => $nationalPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
if (! $this->hasResults($response)) {
$payload = $this->payloadBuilder->generatePhoneSearchPayload($normalizedPhone, true);
$this->logger->info('[HubSpot] Phone match alternative search triggered', [
'phone' => $phone,
'normalizedPhone' => $normalizedPhone,
'payload' => $payload,
]);
$response = $this->handlePhoneSearchRequest($phone, $payload);
}
return $this->hasResults($response) ? $response : [];
}
private function handlePhoneSearchRequest(string $phone, array $payload): array
{
$endpoint = '[URL_WITH_CREDENTIALS] null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$payload = $this->payloadBuilder->generateSearchContactsByNamePayload(
$name,
$this->getContactFields()
);
$hsContacts = $this->client->getPaginatedData($payload, 'contact');
if (empty($hsContacts['results'])) {
return false;
}
$contact = $this->importContact($hsContacts['results'][0]);
if ($contact === null) {
return false;
}
$account = $contact->account;
$countryCode = $contact->country_code ?? $account->country_code ?? null;
try {
$hsOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId
);
} catch (Exception $e) {
$hsOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($hsOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($hsOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
});
return is_array($result) ? $result : null;
}
private function convertActivityAssociations(Activity $activity): array
{
return [
'contactIds' => $this->getParticipantsIds($activity),
'companyIds' => $activity->hasAccount() ? [$activity->account->crm_provider_id] : [],
'dealIds' => $activity->hasOpportunity() ? [$activity->opportunity->crm_provider_id] : [],
'ownerIds' => [],
];
}
private function getParticipantsIds(Activity $activity): array
{
$attendees = [];
$participantRepository = app(ParticipantRepository::class);
$participants = $participantRepository->getParticipantsWhoEnteredMeeting($activity);
foreach ($participants as $participant) {
if ($participant->user_id || $participant->isCoach()) {
continue;
}
$contact = $participant->contact()->first();
if ($contact && $contact->crm_provider_id) {
$attendees[] = $contact->crm_provider_id;
} else {
if (! empty($participant->name)) {
$attendeeData = $this->fetchMissingAttendeeInfo($participant);
}
if (! empty($attendeeData['id'])) {
$attendees[] = $attendeeData['id'];
}
}
}
if ($activity->hasContact()) {
$attendees[] = $activity->contact->crm_provider_id;
}
return array_unique($attendees);
}
private function fetchMissingAttendeeInfo(Participant $participant): array
{
// Check if we need to look inside an account context.
$activity = $participant->getActivity();
$companyId = $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null;
// First check the local data.
/** @var Contact[] $contacts */
$contacts = $this->team->contacts()
->with('account')
->where('name', $participant->name)
->whereNotNull('email')
->get();
foreach ($contacts as $contact) {
// If we have a company in scope, check the contact is associated to it.
if (
$companyId !== null
&& ($contact->account_id === null || $companyId !== $contact->account->crm_provider_id)
) {
continue;
}
return [
'id' => $contact->crm_provider_id,
'email' => $contact->email,
];
}
$payload = $this->generateNameSearchPayload($participant->name, 0, 20);
try {
$response = $this->client->getNewInstance()->crm()->contacts()->searchApi()->doSearch($payload);
// TODO add some logic to choose the most suitable contact if multiple
foreach ($response['results'] as $object) {
$properties = $object['properties'];
if (empty($object['properties']) === false) {
// Check the company matches the contact.
// Todo: Move this check inside the API search.
if ($companyId !== null && $companyId !== $properties['associatedcompanyid']) {
continue;
}
return [
'id' => $object['id'],
'email' => $properties['email'],
];
}
}
} catch (Exception $e) {
$this->logger->warning('[' . $this->getDisplayName() . '] Search failed', [
'teamId' => $this->team->id_string,
'request' => $payload,
'reason' => $e->getMessage(),
]);
}
return [];
}
/**
* Store transcripts as note engagement.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
// For HS no need to check if Crm profile - Log Notes field is enabled
// We only check if store_transcript toggle is enabled on crm profile.
$engagement = [
'active' => true,
'ownerId' => $this->profile->crm_provider_id,
'timestamp' => $activity->created_at->tz($activity->user->timezone)->getTimestamp() * 1000,
'type' => 'NOTE',
];
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, static::ENGAGEMENT_BODY_MAX_LENGTH);
$metadata = [
'body' => $transcripts,
];
$associations = $this->convertActivityAssociations($activity);
try {
$hsEngagement = $this->client
->getInstance()
->engagements()
->create($engagement, $associations, $metadata);
$this->logCrmEngagementManipulation(self::ACTION_CREATE, $engagement, $metadata, $associations);
$noteId = $hsEngagement->data->engagement->id;
// Store crm logged id in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $noteId;
$transcription->save();
} catch (Exception $e) {
Sentry::captureException($e);
}
}
/*
* @inheritdoc
*/
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$payload = [
'properties' => $data,
];
try {
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
$this->client->getNewInstance()->crm()->deals()->basicApi()->update($objectId, $payload);
break;
case FieldData::OBJECT_CONTACT:
$this->client->getNewInstance()->crm()->contacts()->basicApi()->update($objectId, $payload);
break;
case Fi...
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faVsco.js – CrmActivityService.php
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
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Debug 'AskJiminnyReportActivityServiceTest'
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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Code changed:
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm;
use Illuminate\Support\Collection;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ServiceInterface;
use Jiminny\Exceptions\InvalidArgumentException;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Stage;
use Jiminny\Models\Team;
use Jiminny\Models\User;
use Jiminny\Services\ResolveTeamCrmConnection;
use Psr\Container\ContainerExceptionInterface;
use Psr\Container\NotFoundExceptionInterface;
use Psr\Log\LoggerInterface;
use Exception;
use Throwable;
class CrmActivityService
{
public function __construct(
private readonly TeamRepository $teamRepository,
private readonly CachedCrmServiceDecorator $decorator,
private readonly EmailHelper $emailHelper,
private readonly ResolveTeamCrmConnection $teamCrmResolver,
private readonly LoggerInterface $logger,
) {
}
/**
* Updates CRM data for an activity and its participants.
*
* NOTE: This method performs multiple database writes and should be called
* within a transaction by the caller to ensure atomicity.
*
* @param Activity $activity
* @param bool $remoteSearch
*
* @throws ContainerExceptionInterface
* @throws NotFoundExceptionInterface
* @throws Exception
*/
public function updateCrmData(
Activity $activity,
bool $remoteSearch = false,
): void {
$crmService = null;
$participants = $activity->getParticipants();
$team = $activity->getTeam();
$prospectSearchStrategy = ProspectSearchStrategyFactory::match($team);
if ($prospectSearchStrategy->ignoreCrmMatchData()) {
$this->logger->info('[CrmActivityService] Ignoring crm data because of prospect strategy', [
'activity_id' => $activity->getId(),
'strategy' => get_class($prospectSearchStrategy),
]);
return;
}
if ($remoteSearch) {
try {
$crmService = $this->teamCrmResolver->resolveForTeam($team);
} catch (SocialAccountTokenInvalidException) {
$this->logger->warning('[CrmActivityService] CRM token expired, falling back to local search', [
'activity_id' => $activity->getId(),
'team_id' => $team->getId(),
]);
}
}
$records = $this->updateParticipantsCrmData(
team: $team,
activity: $activity,
participants: $participants,
crmService: $crmService,
);
if (! empty($records)) {
$activity->updateActivityCrmData($records);
}
$activity->refresh();
}
/**
* @param Collection<Participant> $participants
*
* @throws Exception
*
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}|array{}
*/
private function updateParticipantsCrmData(
Team $team,
Activity $activity,
Collection $participants,
?ServiceInterface $crmService = null,
): array {
$matchedRecords = [];
$matchedDomainRecords = [];
$this->validateCrmConfiguration($activity);
$this->decorator->setConfiguration($activity->getCrm());
$this->decorator->setCrmService($crmService);
foreach ($participants as $participant) {
if ($this->shouldSkipParticipant($participant)) {
continue;
}
if (! $this->shouldPerformLookup($participant, $team)) {
$this->logger->info('[CrmActivityService] Email domain belongs to the team, skipping crm lookup', [
'activity_id' => $activity->getId(),
'team_id' => $team->getId(),
'email' => $participant->getEmailAddress(),
]);
$this->attachUserIfExists($participant, $team);
continue;
}
$records = $this->findCrmRecords($participant, $activity);
if (! empty($records)) {
$matchedRecords[] = $records;
} else {
$records = $this->findCrmDomainRecords(
crmService: $crmService,
participant: $participant,
activity: $activity,
);
if (! empty($records)) {
$matchedDomainRecords[] = $records;
}
}
if (empty($records)) {
continue;
}
try {
$activity->updateParticipantCrmData($records, $participant);
} catch (Throwable $ex) {
$this->logger->error('[CrmActivityService] Failed to update participant CRM data', [
'activity_id' => $activity->getId(),
'participant_id' => $participant->getId(),
'exception' => $ex->getMessage(),
]);
continue;
}
}
$bestMatch = $this->getBestMatch(
matchedRecords : $matchedRecords,
matchedDomainRecords: $matchedDomainRecords,
);
$this->logger->info('[CrmActivityService] CRM matching completed', [
'activity_id' => $activity->getId(),
'participants_processed' => $participants->count(),
'exact_matches' => count($matchedRecords),
'domain_matches' => count($matchedDomainRecords),
'best_match_found' => ! empty($bestMatch),
]);
return $bestMatch;
}
private function shouldPerformLookup(Participant $participant, Team $team): bool
{
if ($participant->hasEmailAddress()) {
return $this->emailHelper->shouldPerformLookup($team, $participant->getEmailAddress());
}
return true;
}
private function validateCrmConfiguration(Activity $activity): void
{
if ($activity->getCrm() === null) {
throw new InvalidArgumentException('Cannot find CRM configuration');
}
}
private function getBestMatch(?array $matchedRecords, ?array $matchedDomainRecords): array
{
return RecordSelector::pickBestFromLists($matchedRecords, $matchedDomainRecords);
}
private function findCrmRecords(Participant $participant, Activity $activity): ?array
{
$records = null;
if ($participant->hasEmailAddress()) {
$records = $this->decorator->matchExactlyByEmail(
email: $participant->getEmailAddress(),
userId: $activity->getUser()->getId()
);
}
if (empty($records) && $participant->getPhoneNumber() !== null) {
$records = $this->decorator->matchByPhone(
phone: $participant->getPhoneNumber(),
userId: $activity->getUser()->getId(),
);
}
if (empty($records) && $participant->getName() !== null) {
$records = $this->decorator->matchByName(
name: $participant->getName(),
userId: $activity->getUser()->getId(),
);
}
return $records;
}
private function shouldSkipParticipant(Participant $participant): bool
{
return $participant->hasUser();
}
private function attachUserIfExists(Participant $participant, Team $team): void
{
if ($participant->hasEmailAddress() === false) {
return;
}
$user = $this->teamRepository->findActiveTeamMemberByEmail($team, $participant->getEmailAddress());
if ($user instanceof User) {
$participant->user_id = $user->getId();
$participant->save();
}
}
private function findCrmDomainRecords(
?ServiceInterface $crmService,
Participant $participant,
Activity $activity,
): array {
if ($participant->hasEmailAddress()) {
$this->decorator->setConfiguration($activity->getCrm());
$this->decorator->setCrmService($crmService);
$records = $this->decorator->matchByDomain(
email: $participant->getEmailAddress(),
userId: $activity->getUser()->getId()
);
if (! empty($records)) {
return $records;
}
}
return [];
}
}
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Jiminny\\Services\\ResolveTeamCrmConnection;\nuse Psr\\Container\\ContainerExceptionInterface;\nuse Psr\\Container\\NotFoundExceptionInterface;\nuse Psr\\Log\\LoggerInterface;\nuse Exception;\nuse Throwable;\n\nclass CrmActivityService\n{\n public function __construct(\n private readonly TeamRepository $teamRepository,\n private readonly CachedCrmServiceDecorator $decorator,\n private readonly EmailHelper $emailHelper,\n private readonly ResolveTeamCrmConnection $teamCrmResolver,\n private readonly LoggerInterface $logger,\n ) {\n }\n\n /**\n * Updates CRM data for an activity and its participants.\n *\n * NOTE: This method performs multiple database writes and should be called\n * within a transaction by the caller to ensure atomicity.\n *\n * @param Activity $activity\n * @param bool $remoteSearch\n *\n * @throws ContainerExceptionInterface\n * @throws NotFoundExceptionInterface\n * @throws Exception\n */\n public function updateCrmData(\n Activity $activity,\n bool $remoteSearch = false,\n ): void {\n $crmService = null;\n $participants = $activity->getParticipants();\n $team = $activity->getTeam();\n\n $prospectSearchStrategy = ProspectSearchStrategyFactory::match($team);\n if ($prospectSearchStrategy->ignoreCrmMatchData()) {\n $this->logger->info('[CrmActivityService] Ignoring crm data because of prospect strategy', [\n 'activity_id' => $activity->getId(),\n 'strategy' => get_class($prospectSearchStrategy),\n ]);\n\n return;\n }\n\n if ($remoteSearch) {\n try {\n $crmService = $this->teamCrmResolver->resolveForTeam($team);\n } catch (SocialAccountTokenInvalidException) {\n $this->logger->warning('[CrmActivityService] CRM token expired, falling back to local search', [\n 'activity_id' => $activity->getId(),\n 'team_id' => $team->getId(),\n ]);\n }\n }\n\n $records = $this->updateParticipantsCrmData(\n team: $team,\n activity: $activity,\n participants: $participants,\n crmService: $crmService,\n );\n\n if (! empty($records)) {\n $activity->updateActivityCrmData($records);\n }\n\n $activity->refresh();\n }\n\n /**\n * @param Collection<Participant> $participants\n *\n * @throws Exception\n *\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}|array{}\n */\n private function updateParticipantsCrmData(\n Team $team,\n Activity $activity,\n Collection $participants,\n ?ServiceInterface $crmService = null,\n ): array {\n $matchedRecords = [];\n $matchedDomainRecords = [];\n\n $this->validateCrmConfiguration($activity);\n $this->decorator->setConfiguration($activity->getCrm());\n $this->decorator->setCrmService($crmService);\n\n foreach ($participants as $participant) {\n if ($this->shouldSkipParticipant($participant)) {\n continue;\n }\n\n if (! $this->shouldPerformLookup($participant, $team)) {\n $this->logger->info('[CrmActivityService] Email domain belongs to the team, skipping crm lookup', [\n 'activity_id' => $activity->getId(),\n 'team_id' => $team->getId(),\n 'email' => $participant->getEmailAddress(),\n ]);\n\n $this->attachUserIfExists($participant, $team);\n\n continue;\n }\n\n $records = $this->findCrmRecords($participant, $activity);\n\n if (! empty($records)) {\n $matchedRecords[] = $records;\n } else {\n $records = $this->findCrmDomainRecords(\n crmService: $crmService,\n participant: $participant,\n activity: $activity,\n );\n if (! empty($records)) {\n $matchedDomainRecords[] = $records;\n }\n }\n\n if (empty($records)) {\n continue;\n }\n\n try {\n $activity->updateParticipantCrmData($records, $participant);\n } catch (Throwable $ex) {\n $this->logger->error('[CrmActivityService] Failed to update participant CRM data', [\n 'activity_id' => $activity->getId(),\n 'participant_id' => $participant->getId(),\n 'exception' => $ex->getMessage(),\n ]);\n\n continue;\n }\n }\n\n $bestMatch = $this->getBestMatch(\n matchedRecords : $matchedRecords,\n matchedDomainRecords: $matchedDomainRecords,\n );\n\n $this->logger->info('[CrmActivityService] CRM matching completed', [\n 'activity_id' => $activity->getId(),\n 'participants_processed' => $participants->count(),\n 'exact_matches' => count($matchedRecords),\n 'domain_matches' => count($matchedDomainRecords),\n 'best_match_found' => ! empty($bestMatch),\n ]);\n\n return $bestMatch;\n }\n\n private function shouldPerformLookup(Participant $participant, Team $team): bool\n {\n if ($participant->hasEmailAddress()) {\n return $this->emailHelper->shouldPerformLookup($team, $participant->getEmailAddress());\n }\n\n return true;\n }\n\n private function validateCrmConfiguration(Activity $activity): void\n {\n if ($activity->getCrm() === null) {\n throw new InvalidArgumentException('Cannot find CRM configuration');\n }\n }\n\n private function getBestMatch(?array $matchedRecords, ?array $matchedDomainRecords): array\n {\n return RecordSelector::pickBestFromLists($matchedRecords, $matchedDomainRecords);\n }\n\n private function findCrmRecords(Participant $participant, Activity $activity): ?array\n {\n $records = null;\n\n if ($participant->hasEmailAddress()) {\n $records = $this->decorator->matchExactlyByEmail(\n email: $participant->getEmailAddress(),\n userId: $activity->getUser()->getId()\n );\n }\n\n if (empty($records) && $participant->getPhoneNumber() !== null) {\n $records = $this->decorator->matchByPhone(\n phone: $participant->getPhoneNumber(),\n userId: $activity->getUser()->getId(),\n );\n }\n\n if (empty($records) && $participant->getName() !== null) {\n $records = $this->decorator->matchByName(\n name: $participant->getName(),\n userId: $activity->getUser()->getId(),\n );\n }\n\n return $records;\n }\n\n private function shouldSkipParticipant(Participant $participant): bool\n {\n return $participant->hasUser();\n }\n\n private function attachUserIfExists(Participant $participant, Team $team): void\n {\n if ($participant->hasEmailAddress() === false) {\n return;\n }\n\n $user = $this->teamRepository->findActiveTeamMemberByEmail($team, $participant->getEmailAddress());\n\n if ($user instanceof User) {\n $participant->user_id = $user->getId();\n $participant->save();\n }\n }\n\n private function findCrmDomainRecords(\n ?ServiceInterface $crmService,\n Participant $participant,\n Activity $activity,\n ): array {\n if ($participant->hasEmailAddress()) {\n $this->decorator->setConfiguration($activity->getCrm());\n $this->decorator->setCrmService($crmService);\n\n $records = $this->decorator->matchByDomain(\n email: $participant->getEmailAddress(),\n userId: $activity->getUser()->getId()\n );\n if (! empty($records)) {\n return $records;\n }\n }\n\n return [];\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm;\n\nuse Illuminate\\Support\\Collection;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ServiceInterface;\nuse Jiminny\\Exceptions\\InvalidArgumentException;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\Team;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Services\\ResolveTeamCrmConnection;\nuse Psr\\Container\\ContainerExceptionInterface;\nuse Psr\\Container\\NotFoundExceptionInterface;\nuse Psr\\Log\\LoggerInterface;\nuse Exception;\nuse Throwable;\n\nclass CrmActivityService\n{\n public function __construct(\n private readonly TeamRepository $teamRepository,\n private readonly CachedCrmServiceDecorator $decorator,\n private readonly EmailHelper $emailHelper,\n private readonly ResolveTeamCrmConnection $teamCrmResolver,\n private readonly LoggerInterface $logger,\n ) {\n }\n\n /**\n * Updates CRM data for an activity and its participants.\n *\n * NOTE: This method performs multiple database writes and should be called\n * within a transaction by the caller to ensure atomicity.\n *\n * @param Activity $activity\n * @param bool $remoteSearch\n *\n * @throws ContainerExceptionInterface\n * @throws NotFoundExceptionInterface\n * @throws Exception\n */\n public function updateCrmData(\n Activity $activity,\n bool $remoteSearch = false,\n ): void {\n $crmService = null;\n $participants = $activity->getParticipants();\n $team = $activity->getTeam();\n\n $prospectSearchStrategy = ProspectSearchStrategyFactory::match($team);\n if ($prospectSearchStrategy->ignoreCrmMatchData()) {\n $this->logger->info('[CrmActivityService] Ignoring crm data because of prospect strategy', [\n 'activity_id' => $activity->getId(),\n 'strategy' => get_class($prospectSearchStrategy),\n ]);\n\n return;\n }\n\n if ($remoteSearch) {\n try {\n $crmService = $this->teamCrmResolver->resolveForTeam($team);\n } catch (SocialAccountTokenInvalidException) {\n $this->logger->warning('[CrmActivityService] CRM token expired, falling back to local search', [\n 'activity_id' => $activity->getId(),\n 'team_id' => $team->getId(),\n ]);\n }\n }\n\n $records = $this->updateParticipantsCrmData(\n team: $team,\n activity: $activity,\n participants: $participants,\n crmService: $crmService,\n );\n\n if (! empty($records)) {\n $activity->updateActivityCrmData($records);\n }\n\n $activity->refresh();\n }\n\n /**\n * @param Collection<Participant> $participants\n *\n * @throws Exception\n *\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}|array{}\n */\n private function updateParticipantsCrmData(\n Team $team,\n Activity $activity,\n Collection $participants,\n ?ServiceInterface $crmService = null,\n ): array {\n $matchedRecords = [];\n $matchedDomainRecords = [];\n\n $this->validateCrmConfiguration($activity);\n $this->decorator->setConfiguration($activity->getCrm());\n $this->decorator->setCrmService($crmService);\n\n foreach ($participants as $participant) {\n if ($this->shouldSkipParticipant($participant)) {\n continue;\n }\n\n if (! $this->shouldPerformLookup($participant, $team)) {\n $this->logger->info('[CrmActivityService] Email domain belongs to the team, skipping crm lookup', [\n 'activity_id' => $activity->getId(),\n 'team_id' => $team->getId(),\n 'email' => $participant->getEmailAddress(),\n ]);\n\n $this->attachUserIfExists($participant, $team);\n\n continue;\n }\n\n $records = $this->findCrmRecords($participant, $activity);\n\n if (! empty($records)) {\n $matchedRecords[] = $records;\n } else {\n $records = $this->findCrmDomainRecords(\n crmService: $crmService,\n participant: $participant,\n activity: $activity,\n );\n if (! empty($records)) {\n $matchedDomainRecords[] = $records;\n }\n }\n\n if (empty($records)) {\n continue;\n }\n\n try {\n $activity->updateParticipantCrmData($records, $participant);\n } catch (Throwable $ex) {\n $this->logger->error('[CrmActivityService] Failed to update participant CRM data', [\n 'activity_id' => $activity->getId(),\n 'participant_id' => $participant->getId(),\n 'exception' => $ex->getMessage(),\n ]);\n\n continue;\n }\n }\n\n $bestMatch = $this->getBestMatch(\n matchedRecords : $matchedRecords,\n matchedDomainRecords: $matchedDomainRecords,\n );\n\n $this->logger->info('[CrmActivityService] CRM matching completed', [\n 'activity_id' => $activity->getId(),\n 'participants_processed' => $participants->count(),\n 'exact_matches' => count($matchedRecords),\n 'domain_matches' => count($matchedDomainRecords),\n 'best_match_found' => ! empty($bestMatch),\n ]);\n\n return $bestMatch;\n }\n\n private function shouldPerformLookup(Participant $participant, Team $team): bool\n {\n if ($participant->hasEmailAddress()) {\n return $this->emailHelper->shouldPerformLookup($team, $participant->getEmailAddress());\n }\n\n return true;\n }\n\n private function validateCrmConfiguration(Activity $activity): void\n {\n if ($activity->getCrm() === null) {\n throw new InvalidArgumentException('Cannot find CRM configuration');\n }\n }\n\n private function getBestMatch(?array $matchedRecords, ?array $matchedDomainRecords): array\n {\n return RecordSelector::pickBestFromLists($matchedRecords, $matchedDomainRecords);\n }\n\n private function findCrmRecords(Participant $participant, Activity $activity): ?array\n {\n $records = null;\n\n if ($participant->hasEmailAddress()) {\n $records = $this->decorator->matchExactlyByEmail(\n email: $participant->getEmailAddress(),\n userId: $activity->getUser()->getId()\n );\n }\n\n if (empty($records) && $participant->getPhoneNumber() !== null) {\n $records = $this->decorator->matchByPhone(\n phone: $participant->getPhoneNumber(),\n userId: $activity->getUser()->getId(),\n );\n }\n\n if (empty($records) && $participant->getName() !== null) {\n $records = $this->decorator->matchByName(\n name: $participant->getName(),\n userId: $activity->getUser()->getId(),\n );\n }\n\n return $records;\n }\n\n private function shouldSkipParticipant(Participant $participant): bool\n {\n return $participant->hasUser();\n }\n\n private function attachUserIfExists(Participant $participant, Team $team): void\n {\n if ($participant->hasEmailAddress() === false) {\n return;\n }\n\n $user = $this->teamRepository->findActiveTeamMemberByEmail($team, $participant->getEmailAddress());\n\n if ($user instanceof User) {\n $participant->user_id = $user->getId();\n $participant->save();\n }\n }\n\n private function findCrmDomainRecords(\n ?ServiceInterface $crmService,\n Participant $participant,\n Activity $activity,\n ): array {\n if ($participant->hasEmailAddress()) {\n $this->decorator->setConfiguration($activity->getCrm());\n $this->decorator->setCrmService($crmService);\n\n $records = $this->decorator->matchByDomain(\n email: $participant->getEmailAddress(),\n userId: $activity->getUser()->getId()\n );\n if (! empty($records)) {\n return $records;\n }\n }\n\n return [];\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":true,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse 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Project: faVsco.js, menu
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm;
use Illuminate\Support\Collection;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ServiceInterface;
use Jiminny\Exceptions\InvalidArgumentException;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Stage;
use Jiminny\Models\Team;
use Jiminny\Models\User;
use Jiminny\Services\ResolveTeamCrmConnection;
use Psr\Container\ContainerExceptionInterface;
use Psr\Container\NotFoundExceptionInterface;
use Psr\Log\LoggerInterface;
use Exception;
use Throwable;
class CrmActivityService
{
public function __construct(
private readonly TeamRepository $teamRepository,
private readonly CachedCrmServiceDecorator $decorator,
private readonly EmailHelper $emailHelper,
private readonly ResolveTeamCrmConnection $teamCrmResolver,
private readonly LoggerInterface $logger,
) {
}
/**
* Updates CRM data for an activity and its participants.
*
* NOTE: This method performs multiple database writes and should be called
* within a transaction by the caller to ensure atomicity.
*
* @param Activity $activity
* @param bool $remoteSearch
*
* @throws ContainerExceptionInterface
* @throws NotFoundExceptionInterface
* @throws Exception
*/
public function updateCrmData(
Activity $activity,
bool $remoteSearch = false,
): void {
$crmService = null;
$participants = $activity->getParticipants();
$team = $activity->getTeam();
$prospectSearchStrategy = ProspectSearchStrategyFactory::match($team);
if ($prospectSearchStrategy->ignoreCrmMatchData()) {
$this->logger->info('[CrmActivityService] Ignoring crm data because of prospect strategy', [
'activity_id' => $activity->getId(),
'strategy' => get_class($prospectSearchStrategy),
]);
return;
}
if ($remoteSearch) {
try {
$crmService = $this->teamCrmResolver->resolveForTeam($team);
} catch (SocialAccountTokenInvalidException) {
$this->logger->warning('[CrmActivityService] CRM token expired, falling back to local search', [
'activity_id' => $activity->getId(),
'team_id' => $team->getId(),
]);
}
}
$records = $this->updateParticipantsCrmData(
team: $team,
activity: $activity,
participants: $participants,
crmService: $crmService,
);
if (! empty($records)) {
$activity->updateActivityCrmData($records);
}
$activity->refresh();
}
/**
* @param Collection<Participant> $participants
*
* @throws Exception
*
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}|array{}
*/
private function updateParticipantsCrmData(
Team $team,
Activity $activity,
Collection $participants,
?ServiceInterface $crmService = null,
): array {
$matchedRecords = [];
$matchedDomainRecords = [];
$this->validateCrmConfiguration($activity);
$this->decorator->setConfiguration($activity->getCrm());
$this->decorator->setCrmService($crmService);
foreach ($participants as $participant) {
if ($this->shouldSkipParticipant($participant)) {
continue;
}
if (! $this->shouldPerformLookup($participant, $team)) {
$this->logger->info('[CrmActivityService] Email domain belongs to the team, skipping crm lookup', [
'activity_id' => $activity->getId(),
'team_id' => $team->getId(),
'email' => $participant->getEmailAddress(),
]);
$this->attachUserIfExists($participant, $team);
continue;
}
$records = $this->findCrmRecords($participant, $activity);
if (! empty($records)) {
$matchedRecords[] = $records;
} else {
$records = $this->findCrmDomainRecords(
crmService: $crmService,
participant: $participant,
activity: $activity,
);
if (! empty($records)) {
$matchedDomainRecords[] = $records;
}
}
if (empty($records)) {
continue;
}
try {
$activity->updateParticipantCrmData($records, $participant);
} catch (Throwable $ex) {
$this->logger->error('[CrmActivityService] Failed to update participant CRM data', [
'activity_id' => $activity->getId(),
'participant_id' => $participant->getId(),
'exception' => $ex->getMessage(),
]);
continue;
}
}
$bestMatch = $this->getBestMatch(
matchedRecords : $matchedRecords,
matchedDomainRecords: $matchedDomainRecords,
);
$this->logger->info('[CrmActivityService] CRM matching completed', [
'activity_id' => $activity->getId(),
'participants_processed' => $participants->count(),
'exact_matches' => count($matchedRecords),
'domain_matches' => count($matchedDomainRecords),
'best_match_found' => ! empty($bestMatch),
]);
return $bestMatch;
}
private function shouldPerformLookup(Participant $participant, Team $team): bool
{
if ($participant->hasEmailAddress()) {
return $this->emailHelper->shouldPerformLookup($team, $participant->getEmailAddress());
}
return true;
}
private function validateCrmConfiguration(Activity $activity): void
{
if ($activity->getCrm() === null) {
throw new InvalidArgumentException('Cannot find CRM configuration');
}
}
private function getBestMatch(?array $matchedRecords, ?array $matchedDomainRecords): array
{
return RecordSelector::pickBestFromLists($matchedRecords, $matchedDomainRecords);
}
private function findCrmRecords(Participant $participant, Activity $activity): ?array
{
$records = null;
if ($participant->hasEmailAddress()) {
$records = $this->decorator->matchExactlyByEmail(
email: $participant->getEmailAddress(),
userId: $activity->getUser()->getId()
);
}
if (empty($records) && $participant->getPhoneNumber() !== null) {
$records = $this->decorator->matchByPhone(
phone: $participant->getPhoneNumber(),
userId: $activity->getUser()->getId(),
);
}
if (empty($records) && $participant->getName() !== null) {
$records = $this->decorator->matchByName(
name: $participant->getName(),
userId: $activity->getUser()->getId(),
);
}
return $records;
}
private function shouldSkipParticipant(Participant $participant): bool
{
return $participant->hasUser();
}
private function attachUserIfExists(Participant $participant, Team $team): void
{
if ($participant->hasEmailAddress() === false) {
return;
}
$user = $this->teamRepository->findActiveTeamMemberByEmail($team, $participant->getEmailAddress());
if ($user instanceof User) {
$participant->user_id = $user->getId();
$participant->save();
}
}
private function findCrmDomainRecords(
?ServiceInterface $crmService,
Participant $participant,
Activity $activity,
): array {
if ($participant->hasEmailAddress()) {
$this->decorator->setConfiguration($activity->getCrm());
$this->decorator->setCrmService($crmService);
$records = $this->decorator->matchByDomain(
email: $participant->getEmailAddress(),
userId: $activity->getUser()->getId()
);
if (! empty($records)) {
return $records;
}
}
return [];
}
}
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faVsco.js – CrmActivityService.php
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Start Listen Project: faVsco.js, menu
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm;
use Illuminate\Support\Collection;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ServiceInterface;
use Jiminny\Exceptions\InvalidArgumentException;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Stage;
use Jiminny\Models\Team;
use Jiminny\Models\User;
use Jiminny\Services\ResolveTeamCrmConnection;
use Psr\Container\ContainerExceptionInterface;
use Psr\Container\NotFoundExceptionInterface;
use Psr\Log\LoggerInterface;
use Exception;
use Throwable;
class CrmActivityService
{
public function __construct(
private readonly TeamRepository $teamRepository,
private readonly CachedCrmServiceDecorator $decorator,
private readonly EmailHelper $emailHelper,
private readonly ResolveTeamCrmConnection $teamCrmResolver,
private readonly LoggerInterface $logger,
) {
}
/**
* Updates CRM data for an activity and its participants.
*
* NOTE: This method performs multiple database writes and should be called
* within a transaction by the caller to ensure atomicity.
*
* @param Activity $activity
* @param bool $remoteSearch
*
* @throws ContainerExceptionInterface
* @throws NotFoundExceptionInterface
* @throws Exception
*/
public function updateCrmData(
Activity $activity,
bool $remoteSearch = false,
): void {
$crmService = null;
$participants = $activity->getParticipants();
$team = $activity->getTeam();
$prospectSearchStrategy = ProspectSearchStrategyFactory::match($team);
if ($prospectSearchStrategy->ignoreCrmMatchData()) {
$this->logger->info('[CrmActivityService] Ignoring crm data because of prospect strategy', [
'activity_id' => $activity->getId(),
'strategy' => get_class($prospectSearchStrategy),
]);
return;
}
if ($remoteSearch) {
try {
$crmService = $this->teamCrmResolver->resolveForTeam($team);
} catch (SocialAccountTokenInvalidException) {
$this->logger->warning('[CrmActivityService] CRM token expired, falling back to local search', [
'activity_id' => $activity->getId(),
'team_id' => $team->getId(),
]);
}
}
$records = $this->updateParticipantsCrmData(
team: $team,
activity: $activity,
participants: $participants,
crmService: $crmService,
);
if (! empty($records)) {
$activity->updateActivityCrmData($records);
}
$activity->refresh();
}
/**
* @param Collection<Participant> $participants
*
* @throws Exception
*
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}|array{}
*/
private function updateParticipantsCrmData(
Team $team,
Activity $activity,
Collection $participants,
?ServiceInterface $crmService = null,
): array {
$matchedRecords = [];
$matchedDomainRecords = [];
$this->validateCrmConfiguration($activity);
$this->decorator->setConfiguration($activity->getCrm());
$this->decorator->setCrmService($crmService);
foreach ($participants as $participant) {
if ($this->shouldSkipParticipant($participant)) {
continue;
}
if (! $this->shouldPerformLookup($participant, $team)) {
$this->logger->info('[CrmActivityService] Email domain belongs to the team, skipping crm lookup', [
'activity_id' => $activity->getId(),
'team_id' => $team->getId(),
'email' => $participant->getEmailAddress(),
]);
$this->attachUserIfExists($participant, $team);
continue;
}
$records = $this->findCrmRecords($participant, $activity);
if (! empty($records)) {
$matchedRecords[] = $records;
} else {
$records = $this->findCrmDomainRecords(
crmService: $crmService,
participant: $participant,
activity: $activity,
);
if (! empty($records)) {
$matchedDomainRecords[] = $records;
}
}
if (empty($records)) {
continue;
}
try {
$activity->updateParticipantCrmData($records, $participant);
} catch (Throwable $ex) {
$this->logger->error('[CrmActivityService] Failed to update participant CRM data', [
'activity_id' => $activity->getId(),
'participant_id' => $participant->getId(),
'exception' => $ex->getMessage(),
]);
continue;
}
}
$bestMatch = $this->getBestMatch(
matchedRecords : $matchedRecords,
matchedDomainRecords: $matchedDomainRecords,
);
$this->logger->info('[CrmActivityService] CRM matching completed', [
'activity_id' => $activity->getId(),
'participants_processed' => $participants->count(),
'exact_matches' => count($matchedRecords),
'domain_matches' => count($matchedDomainRecords),
'best_match_found' => ! empty($bestMatch),
]);
return $bestMatch;
}
private function shouldPerformLookup(Participant $participant, Team $team): bool
{
if ($participant->hasEmailAddress()) {
return $this->emailHelper->shouldPerformLookup($team, $participant->getEmailAddress());
}
return true;
}
private function validateCrmConfiguration(Activity $activity): void
{
if ($activity->getCrm() === null) {
throw new InvalidArgumentException('Cannot find CRM configuration');
}
}
private function getBestMatch(?array $matchedRecords, ?array $matchedDomainRecords): array
{
return RecordSelector::pickBestFromLists($matchedRecords, $matchedDomainRecords);
}
private function findCrmRecords(Participant $participant, Activity $activity): ?array
{
$records = null;
if ($participant->hasEmailAddress()) {
$records = $this->decorator->matchExactlyByEmail(
email: $participant->getEmailAddress(),
userId: $activity->getUser()->getId()
);
}
if (empty($records) && $participant->getPhoneNumber() !== null) {
$records = $this->decorator->matchByPhone(
phone: $participant->getPhoneNumber(),
userId: $activity->getUser()->getId(),
);
}
if (empty($records) && $participant->getName() !== null) {
$records = $this->decorator->matchByName(
name: $participant->getName(),
userId: $activity->getUser()->getId(),
);
}
return $records;
}
private function shouldSkipParticipant(Participant $participant): bool
{
return $participant->hasUser();
}
private function attachUserIfExists(Participant $participant, Team $team): void
{
if ($participant->hasEmailAddress() === false) {
return;
}
$user = $this->teamRepository->findActiveTeamMemberByEmail($team, $participant->getEmailAddress());
if ($user instanceof User) {
$participant->user_id = $user->getId();
$participant->save();
}
}
private function findCrmDomainRecords(
?ServiceInterface $crmService,
Participant $participant,
Activity $activity,
): array {
if ($participant->hasEmailAddress()) {
$this->decorator->setConfiguration($activity->getCrm());
$this->decorator->setCrmService($crmService);
$records = $this->decorator->matchByDomain(
email: $participant->getEmailAddress(),
userId: $activity->getUser()->getId()
);
if (! empty($records)) {
return $records;
}
}
return [];
}
}
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Error","depth":4,"bounds":{"left":0.39394948,"top":0.14844373,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.4012633,"top":0.14844373,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm;\n\nuse Illuminate\\Support\\Collection;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ServiceInterface;\nuse Jiminny\\Exceptions\\InvalidArgumentException;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\Team;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Services\\ResolveTeamCrmConnection;\nuse Psr\\Container\\ContainerExceptionInterface;\nuse Psr\\Container\\NotFoundExceptionInterface;\nuse Psr\\Log\\LoggerInterface;\nuse Exception;\nuse Throwable;\n\nclass CrmActivityService\n{\n public function __construct(\n private readonly TeamRepository $teamRepository,\n private readonly CachedCrmServiceDecorator $decorator,\n private readonly EmailHelper $emailHelper,\n private readonly ResolveTeamCrmConnection $teamCrmResolver,\n private readonly LoggerInterface $logger,\n ) {\n }\n\n /**\n * Updates CRM data for an activity and its participants.\n *\n * NOTE: This method performs multiple database writes and should be called\n * within a transaction by the caller to ensure atomicity.\n *\n * @param Activity $activity\n * @param bool $remoteSearch\n *\n * @throws ContainerExceptionInterface\n * @throws NotFoundExceptionInterface\n * @throws Exception\n */\n public function updateCrmData(\n Activity $activity,\n bool $remoteSearch = false,\n ): void {\n $crmService = null;\n $participants = $activity->getParticipants();\n $team = $activity->getTeam();\n\n $prospectSearchStrategy = ProspectSearchStrategyFactory::match($team);\n if ($prospectSearchStrategy->ignoreCrmMatchData()) {\n $this->logger->info('[CrmActivityService] Ignoring crm data because of prospect strategy', [\n 'activity_id' => $activity->getId(),\n 'strategy' => get_class($prospectSearchStrategy),\n ]);\n\n return;\n }\n\n if ($remoteSearch) {\n try {\n $crmService = $this->teamCrmResolver->resolveForTeam($team);\n } catch (SocialAccountTokenInvalidException) {\n $this->logger->warning('[CrmActivityService] CRM token expired, falling back to local search', [\n 'activity_id' => $activity->getId(),\n 'team_id' => $team->getId(),\n ]);\n }\n }\n\n $records = $this->updateParticipantsCrmData(\n team: $team,\n activity: $activity,\n participants: $participants,\n crmService: $crmService,\n );\n\n if (! empty($records)) {\n $activity->updateActivityCrmData($records);\n }\n\n $activity->refresh();\n }\n\n /**\n * @param Collection<Participant> $participants\n *\n * @throws Exception\n *\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}|array{}\n */\n private function updateParticipantsCrmData(\n Team $team,\n Activity $activity,\n Collection $participants,\n ?ServiceInterface $crmService = null,\n ): array {\n $matchedRecords = [];\n $matchedDomainRecords = [];\n\n $this->validateCrmConfiguration($activity);\n $this->decorator->setConfiguration($activity->getCrm());\n $this->decorator->setCrmService($crmService);\n\n foreach ($participants as $participant) {\n if ($this->shouldSkipParticipant($participant)) {\n continue;\n }\n\n if (! $this->shouldPerformLookup($participant, $team)) {\n $this->logger->info('[CrmActivityService] Email domain belongs to the team, skipping crm lookup', [\n 'activity_id' => $activity->getId(),\n 'team_id' => $team->getId(),\n 'email' => $participant->getEmailAddress(),\n ]);\n\n $this->attachUserIfExists($participant, $team);\n\n continue;\n }\n\n $records = $this->findCrmRecords($participant, $activity);\n\n if (! empty($records)) {\n $matchedRecords[] = $records;\n } else {\n $records = $this->findCrmDomainRecords(\n crmService: $crmService,\n participant: $participant,\n activity: $activity,\n );\n if (! empty($records)) {\n $matchedDomainRecords[] = $records;\n }\n }\n\n if (empty($records)) {\n continue;\n }\n\n try {\n $activity->updateParticipantCrmData($records, $participant);\n } catch (Throwable $ex) {\n $this->logger->error('[CrmActivityService] Failed to update participant CRM data', [\n 'activity_id' => $activity->getId(),\n 'participant_id' => $participant->getId(),\n 'exception' => $ex->getMessage(),\n ]);\n\n continue;\n }\n }\n\n $bestMatch = $this->getBestMatch(\n matchedRecords : $matchedRecords,\n matchedDomainRecords: $matchedDomainRecords,\n );\n\n $this->logger->info('[CrmActivityService] CRM matching completed', [\n 'activity_id' => $activity->getId(),\n 'participants_processed' => $participants->count(),\n 'exact_matches' => count($matchedRecords),\n 'domain_matches' => count($matchedDomainRecords),\n 'best_match_found' => ! empty($bestMatch),\n ]);\n\n return $bestMatch;\n }\n\n private function shouldPerformLookup(Participant $participant, Team $team): bool\n {\n if ($participant->hasEmailAddress()) {\n return $this->emailHelper->shouldPerformLookup($team, $participant->getEmailAddress());\n }\n\n return true;\n }\n\n private function validateCrmConfiguration(Activity $activity): void\n {\n if ($activity->getCrm() === null) {\n throw new InvalidArgumentException('Cannot find CRM configuration');\n }\n }\n\n private function getBestMatch(?array $matchedRecords, ?array $matchedDomainRecords): array\n {\n return RecordSelector::pickBestFromLists($matchedRecords, $matchedDomainRecords);\n }\n\n private function findCrmRecords(Participant $participant, Activity $activity): ?array\n {\n $records = null;\n\n if ($participant->hasEmailAddress()) {\n $records = $this->decorator->matchExactlyByEmail(\n email: $participant->getEmailAddress(),\n userId: $activity->getUser()->getId()\n );\n }\n\n if (empty($records) && $participant->getPhoneNumber() !== null) {\n $records = $this->decorator->matchByPhone(\n phone: $participant->getPhoneNumber(),\n userId: $activity->getUser()->getId(),\n );\n }\n\n if (empty($records) && $participant->getName() !== null) {\n $records = $this->decorator->matchByName(\n name: $participant->getName(),\n userId: $activity->getUser()->getId(),\n );\n }\n\n return $records;\n }\n\n private function shouldSkipParticipant(Participant $participant): bool\n {\n return $participant->hasUser();\n }\n\n private function attachUserIfExists(Participant $participant, Team $team): void\n {\n if ($participant->hasEmailAddress() === false) {\n return;\n }\n\n $user = $this->teamRepository->findActiveTeamMemberByEmail($team, $participant->getEmailAddress());\n\n if ($user instanceof User) {\n $participant->user_id = $user->getId();\n $participant->save();\n }\n }\n\n private function findCrmDomainRecords(\n ?ServiceInterface $crmService,\n Participant $participant,\n Activity $activity,\n ): array {\n if ($participant->hasEmailAddress()) {\n $this->decorator->setConfiguration($activity->getCrm());\n $this->decorator->setCrmService($crmService);\n\n $records = $this->decorator->matchByDomain(\n email: $participant->getEmailAddress(),\n userId: $activity->getUser()->getId()\n );\n if (! empty($records)) {\n return $records;\n }\n }\n\n return [];\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm;\n\nuse Illuminate\\Support\\Collection;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ServiceInterface;\nuse Jiminny\\Exceptions\\InvalidArgumentException;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\Team;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Services\\ResolveTeamCrmConnection;\nuse Psr\\Container\\ContainerExceptionInterface;\nuse Psr\\Container\\NotFoundExceptionInterface;\nuse Psr\\Log\\LoggerInterface;\nuse Exception;\nuse Throwable;\n\nclass CrmActivityService\n{\n public function __construct(\n private readonly TeamRepository $teamRepository,\n private readonly CachedCrmServiceDecorator $decorator,\n private readonly EmailHelper $emailHelper,\n private readonly ResolveTeamCrmConnection $teamCrmResolver,\n private readonly LoggerInterface $logger,\n ) {\n }\n\n /**\n * Updates CRM data for an activity and its participants.\n *\n * NOTE: This method performs multiple database writes and should be called\n * within a transaction by the caller to ensure atomicity.\n *\n * @param Activity $activity\n * @param bool $remoteSearch\n *\n * @throws ContainerExceptionInterface\n * @throws NotFoundExceptionInterface\n * @throws Exception\n */\n public function updateCrmData(\n Activity $activity,\n bool $remoteSearch = false,\n ): void {\n $crmService = null;\n $participants = $activity->getParticipants();\n $team = $activity->getTeam();\n\n $prospectSearchStrategy = ProspectSearchStrategyFactory::match($team);\n if ($prospectSearchStrategy->ignoreCrmMatchData()) {\n $this->logger->info('[CrmActivityService] Ignoring crm data because of prospect strategy', [\n 'activity_id' => $activity->getId(),\n 'strategy' => get_class($prospectSearchStrategy),\n ]);\n\n return;\n }\n\n if ($remoteSearch) {\n try {\n $crmService = $this->teamCrmResolver->resolveForTeam($team);\n } catch (SocialAccountTokenInvalidException) {\n $this->logger->warning('[CrmActivityService] CRM token expired, falling back to local search', [\n 'activity_id' => $activity->getId(),\n 'team_id' => $team->getId(),\n ]);\n }\n }\n\n $records = $this->updateParticipantsCrmData(\n team: $team,\n activity: $activity,\n participants: $participants,\n crmService: $crmService,\n );\n\n if (! empty($records)) {\n $activity->updateActivityCrmData($records);\n }\n\n $activity->refresh();\n }\n\n /**\n * @param Collection<Participant> $participants\n *\n * @throws Exception\n *\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}|array{}\n */\n private function updateParticipantsCrmData(\n Team $team,\n Activity $activity,\n Collection $participants,\n ?ServiceInterface $crmService = null,\n ): array {\n $matchedRecords = [];\n $matchedDomainRecords = [];\n\n $this->validateCrmConfiguration($activity);\n $this->decorator->setConfiguration($activity->getCrm());\n $this->decorator->setCrmService($crmService);\n\n foreach ($participants as $participant) {\n if ($this->shouldSkipParticipant($participant)) {\n continue;\n }\n\n if (! $this->shouldPerformLookup($participant, $team)) {\n $this->logger->info('[CrmActivityService] Email domain belongs to the team, skipping crm lookup', [\n 'activity_id' => $activity->getId(),\n 'team_id' => $team->getId(),\n 'email' => $participant->getEmailAddress(),\n ]);\n\n $this->attachUserIfExists($participant, $team);\n\n continue;\n }\n\n $records = $this->findCrmRecords($participant, $activity);\n\n if (! empty($records)) {\n $matchedRecords[] = $records;\n } else {\n $records = $this->findCrmDomainRecords(\n crmService: $crmService,\n participant: $participant,\n activity: $activity,\n );\n if (! empty($records)) {\n $matchedDomainRecords[] = $records;\n }\n }\n\n if (empty($records)) {\n continue;\n }\n\n try {\n $activity->updateParticipantCrmData($records, $participant);\n } catch (Throwable $ex) {\n $this->logger->error('[CrmActivityService] Failed to update participant CRM data', [\n 'activity_id' => $activity->getId(),\n 'participant_id' => $participant->getId(),\n 'exception' => $ex->getMessage(),\n ]);\n\n continue;\n }\n }\n\n $bestMatch = $this->getBestMatch(\n matchedRecords : $matchedRecords,\n matchedDomainRecords: $matchedDomainRecords,\n );\n\n $this->logger->info('[CrmActivityService] CRM matching completed', [\n 'activity_id' => $activity->getId(),\n 'participants_processed' => $participants->count(),\n 'exact_matches' => count($matchedRecords),\n 'domain_matches' => count($matchedDomainRecords),\n 'best_match_found' => ! empty($bestMatch),\n ]);\n\n return $bestMatch;\n }\n\n private function shouldPerformLookup(Participant $participant, Team $team): bool\n {\n if ($participant->hasEmailAddress()) {\n return $this->emailHelper->shouldPerformLookup($team, $participant->getEmailAddress());\n }\n\n return true;\n }\n\n private function validateCrmConfiguration(Activity $activity): void\n {\n if ($activity->getCrm() === null) {\n throw new InvalidArgumentException('Cannot find CRM configuration');\n }\n }\n\n private function getBestMatch(?array $matchedRecords, ?array $matchedDomainRecords): array\n {\n return RecordSelector::pickBestFromLists($matchedRecords, $matchedDomainRecords);\n }\n\n private function findCrmRecords(Participant $participant, Activity $activity): ?array\n {\n $records = null;\n\n if ($participant->hasEmailAddress()) {\n $records = $this->decorator->matchExactlyByEmail(\n email: $participant->getEmailAddress(),\n userId: $activity->getUser()->getId()\n );\n }\n\n if (empty($records) && $participant->getPhoneNumber() !== null) {\n $records = $this->decorator->matchByPhone(\n phone: $participant->getPhoneNumber(),\n userId: $activity->getUser()->getId(),\n );\n }\n\n if (empty($records) && $participant->getName() !== null) {\n $records = $this->decorator->matchByName(\n name: $participant->getName(),\n userId: $activity->getUser()->getId(),\n );\n }\n\n return $records;\n }\n\n private function shouldSkipParticipant(Participant $participant): bool\n {\n return $participant->hasUser();\n }\n\n private function attachUserIfExists(Participant $participant, Team $team): void\n {\n if ($participant->hasEmailAddress() === false) {\n return;\n }\n\n $user = $this->teamRepository->findActiveTeamMemberByEmail($team, $participant->getEmailAddress());\n\n if ($user instanceof User) {\n $participant->user_id = $user->getId();\n $participant->save();\n }\n }\n\n private function findCrmDomainRecords(\n ?ServiceInterface $crmService,\n Participant $participant,\n Activity $activity,\n ): array {\n if ($participant->hasEmailAddress()) {\n $this->decorator->setConfiguration($activity->getCrm());\n $this->decorator->setCrmService($crmService);\n\n $records = $this->decorator->matchByDomain(\n email: $participant->getEmailAddress(),\n userId: $activity->getUser()->getId()\n );\n if (! empty($records)) {\n return $records;\n }\n }\n\n return [];\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":true,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm;
use Illuminate\Support\Collection;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ServiceInterface;
use Jiminny\Exceptions\InvalidArgumentException;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Stage;
use Jiminny\Models\Team;
use Jiminny\Models\User;
use Jiminny\Services\ResolveTeamCrmConnection;
use Psr\Container\ContainerExceptionInterface;
use Psr\Container\NotFoundExceptionInterface;
use Psr\Log\LoggerInterface;
use Exception;
use Throwable;
class CrmActivityService
{
public function __construct(
private readonly TeamRepository $teamRepository,
private readonly CachedCrmServiceDecorator $decorator,
private readonly EmailHelper $emailHelper,
private readonly ResolveTeamCrmConnection $teamCrmResolver,
private readonly LoggerInterface $logger,
) {
}
/**
* Updates CRM data for an activity and its participants.
*
* NOTE: This method performs multiple database writes and should be called
* within a transaction by the caller to ensure atomicity.
*
* @param Activity $activity
* @param bool $remoteSearch
*
* @throws ContainerExceptionInterface
* @throws NotFoundExceptionInterface
* @throws Exception
*/
public function updateCrmData(
Activity $activity,
bool $remoteSearch = false,
): void {
$crmService = null;
$participants = $activity->getParticipants();
$team = $activity->getTeam();
$prospectSearchStrategy = ProspectSearchStrategyFactory::match($team);
if ($prospectSearchStrategy->ignoreCrmMatchData()) {
$this->logger->info('[CrmActivityService] Ignoring crm data because of prospect strategy', [
'activity_id' => $activity->getId(),
'strategy' => get_class($prospectSearchStrategy),
]);
return;
}
if ($remoteSearch) {
try {
$crmService = $this->teamCrmResolver->resolveForTeam($team);
} catch (SocialAccountTokenInvalidException) {
$this->logger->warning('[CrmActivityService] CRM token expired, falling back to local search', [
'activity_id' => $activity->getId(),
'team_id' => $team->getId(),
]);
}
}
$records = $this->updateParticipantsCrmData(
team: $team,
activity: $activity,
participants: $participants,
crmService: $crmService,
);
if (! empty($records)) {
$activity->updateActivityCrmData($records);
}
$activity->refresh();
}
/**
* @param Collection<Participant> $participants
*
* @throws Exception
*
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}|array{}
*/
private function updateParticipantsCrmData(
Team $team,
Activity $activity,
Collection $participants,
?ServiceInterface $crmService = null,
): array {
$matchedRecords = [];
$matchedDomainRecords = [];
$this->validateCrmConfiguration($activity);
$this->decorator->setConfiguration($activity->getCrm());
$this->decorator->setCrmService($crmService);
foreach ($participants as $participant) {
if ($this->shouldSkipParticipant($participant)) {
continue;
}
if (! $this->shouldPerformLookup($participant, $team)) {
$this->logger->info('[CrmActivityService] Email domain belongs to the team, skipping crm lookup', [
'activity_id' => $activity->getId(),
'team_id' => $team->getId(),
'email' => $participant->getEmailAddress(),
]);
$this->attachUserIfExists($participant, $team);
continue;
}
$records = $this->findCrmRecords($participant, $activity);
if (! empty($records)) {
$matchedRecords[] = $records;
} else {
$records = $this->findCrmDomainRecords(
crmService: $crmService,
participant: $participant,
activity: $activity,
);
if (! empty($records)) {
$matchedDomainRecords[] = $records;
}
}
if (empty($records)) {
continue;
}
try {
$activity->updateParticipantCrmData($records, $participant);
} catch (Throwable $ex) {
$this->logger->error('[CrmActivityService] Failed to update participant CRM data', [
'activity_id' => $activity->getId(),
'participant_id' => $participant->getId(),
'exception' => $ex->getMessage(),
]);
continue;
}
}
$bestMatch = $this->getBestMatch(
matchedRecords : $matchedRecords,
matchedDomainRecords: $matchedDomainRecords,
);
$this->logger->info('[CrmActivityService] CRM matching completed', [
'activity_id' => $activity->getId(),
'participants_processed' => $participants->count(),
'exact_matches' => count($matchedRecords),
'domain_matches' => count($matchedDomainRecords),
'best_match_found' => ! empty($bestMatch),
]);
return $bestMatch;
}
private function shouldPerformLookup(Participant $participant, Team $team): bool
{
if ($participant->hasEmailAddress()) {
return $this->emailHelper->shouldPerformLookup($team, $participant->getEmailAddress());
}
return true;
}
private function validateCrmConfiguration(Activity $activity): void
{
if ($activity->getCrm() === null) {
throw new InvalidArgumentException('Cannot find CRM configuration');
}
}
private function getBestMatch(?array $matchedRecords, ?array $matchedDomainRecords): array
{
return RecordSelector::pickBestFromLists($matchedRecords, $matchedDomainRecords);
}
private function findCrmRecords(Participant $participant, Activity $activity): ?array
{
$records = null;
if ($participant->hasEmailAddress()) {
$records = $this->decorator->matchExactlyByEmail(
email: $participant->getEmailAddress(),
userId: $activity->getUser()->getId()
);
}
if (empty($records) && $participant->getPhoneNumber() !== null) {
$records = $this->decorator->matchByPhone(
phone: $participant->getPhoneNumber(),
userId: $activity->getUser()->getId(),
);
}
if (empty($records) && $participant->getName() !== null) {
$records = $this->decorator->matchByName(
name: $participant->getName(),
userId: $activity->getUser()->getId(),
);
}
return $records;
}
private function shouldSkipParticipant(Participant $participant): bool
{
return $participant->hasUser();
}
private function attachUserIfExists(Participant $participant, Team $team): void
{
if ($participant->hasEmailAddress() === false) {
return;
}
$user = $this->teamRepository->findActiveTeamMemberByEmail($team, $participant->getEmailAddress());
if ($user instanceof User) {
$participant->user_id = $user->getId();
$participant->save();
}
}
private function findCrmDomainRecords(
?ServiceInterface $crmService,
Participant $participant,
Activity $activity,
): array {
if ($participant->hasEmailAddress()) {
$this->decorator->setConfiguration($activity->getCrm());
$this->decorator->setCrmService($crmService);
$records = $this->decorator->matchByDomain(
email: $participant->getEmailAddress(),
userId: $activity->getUser()->getId()
);
if (! empty($records)) {
return $records;
}
}
return [];
}
}
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/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242699990_m1.jpg...
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PhpStorm
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faVsco.js – MatchActivityCrmData.php
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
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JetBrains AI
Search Everywhere
IDE and Project Settings
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Code changed:
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19
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
Sync Changes
Hide This Notification
Code changed:
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<?php
declare(strict_types=1);
namespace Jiminny\Jobs\Crm;
use Exception;
use Illuminate\Contracts\Queue\ShouldBeUnique;
use Illuminate\Contracts\Queue\ShouldQueue;
use Illuminate\Database\Connection;
use Illuminate\Queue\InteractsWithQueue;
use Illuminate\Queue\SerializesModels;
use Illuminate\Support\Facades\Log;
use Jiminny\Component\Queue\Constants;
use Jiminny\Exceptions\InvalidArgumentException;
use Jiminny\Jobs\Job;
use Jiminny\Models\Activity;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Repositories\ActivityRepository;
use Jiminny\Services\Crm\CrmActivityService;
use Psr\Container\ContainerExceptionInterface;
use Psr\Container\NotFoundExceptionInterface;
use Throwable;
class MatchActivityCrmData extends Job implements ShouldQueue, ShouldBeUnique
{
use InteractsWithQueue;
use SerializesModels;
public int $tries = 3;
private int $activityId;
private ?Configuration $fromConfiguration;
private bool $remoteSearch;
public function __construct(
int $activityId,
?Configuration $fromConfiguration = null,
bool $remoteSearch = false,
) {
$this->activityId = $activityId;
$this->fromConfiguration = $fromConfiguration;
$this->remoteSearch = $remoteSearch;
$this->onQueue(Constants::QUEUE_ANALYTICS_LOW);
}
public function uniqueId(): string
{
$configId = $this->fromConfiguration?->getId() ?? 0;
$remote = $this->remoteSearch ? 'remote' : 'local';
return "$this->activityId:$configId:$remote";
}
public function timeout(): int
{
return 300; // 5 minutes max execution time
}
public function uniqueFor(): int
{
return $this->timeout() + 60; // timeout + 1 minute buffer
}
public function backoff(): array
{
return [30, 90, 180];
}
/**
* @throws ContainerExceptionInterface
* @throws NotFoundExceptionInterface
* @throws Exception|Throwable
*/
public function handle(
ActivityRepository $activityRepository,
CrmActivityService $crmActivityService,
Connection $connection,
): void {
$activity = $activityRepository->findById($this->activityId);
if ($activity === null) {
throw new InvalidArgumentException('[MatchActivityCrmData] Cannot find activity.');
}
try {
$connection->transaction(function () use ($activity, $crmActivityService, $activityRepository) {
Log::info('[MatchActivityCrmData] Starting CRM data matching', [
'activity' => $this->activityId,
'remote_search' => $this->remoteSearch,
'set_configuration' => $this->fromConfiguration?->getId(),
'old_state' => [
'lead_id' => $activity->getLead()?->getId(),
'contact_id' => $activity->getContact()?->getId(),
'account_id' => $activity->getAccount()?->getId(),
'opportunity_id' => $activity->getOpportunity()?->getId(),
'stage_id' => $activity->getStage()?->getId(),
],
]);
$this->resetCrmMappings($activity, $activityRepository);
$this->switchCrmConfigurationIfNeeded($activity);
$activity->refresh();
$crmActivityService->updateCrmData(
activity: $activity,
remoteSearch: $this->remoteSearch,
);
$hasMatch = $activity->getLead() !== null
|| $activity->getContact() !== null
|| $activity->getAccount() !== null
|| $activity->getOpportunity() !== null;
if ($hasMatch) {
Log::info('[MatchActivityCrmData] Successfully matched CRM data', [
'activity' => $this->activityId,
'remote_search' => $this->remoteSearch,
'lead_id' => $activity->getLead()?->getId(),
'contact_id' => $activity->getContact()?->getId(),
'account_id' => $activity->getAccount()?->getId(),
'opportunity_id' => $activity->getOpportunity()?->getId(),
'stage_id' => $activity->getStage()?->getId(),
]);
} else {
Log::info('[MatchActivityCrmData] No CRM match found', [
'activity' => $this->activityId,
'remote_search' => $this->remoteSearch,
]);
}
});
} catch (Throwable $e) {
Log::error('[MatchActivityCrmData] Failed to match CRM data', [
'activity' => $this->activityId,
'remote_search' => $this->remoteSearch,
'exception' => $e->getMessage(),
'trace' => $e->getTraceAsString(),
]);
throw $e;
}
}
public function failed(Throwable $exception): void
{
Log::error('[MatchActivityCrmData] Job permanently failed after all retries', [
'activity' => $this->activityId,
'remote_search' => $this->remoteSearch,
'from_configuration' => $this->fromConfiguration?->getId(),
'exception' => $exception->getMessage(),
'attempts' => $this->attempts(),
]);
}
private function resetCrmMappings(
Activity $activity,
ActivityRepository $activityRepository
): void {
$activity->update([
'lead_id' => null,
'contact_id' => null,
'account_id' => null,
'opportunity_id' => null,
'stage_id' => null,
]);
$participantsOldState = $activityRepository->getActivityParticipants($activity)
->map(function ($participant) {
return [
'id' => $participant->id,
'user_id' => $participant->user_id,
'contact_id' => $participant->contact_id,
'lead_id' => $participant->lead_id,
];
});
if ($participantsOldState->isNotEmpty()) {
Log::info('[MatchActivityCrmData] Participants old state', [
'activity' => $this->activityId,
'participants' => $participantsOldState->toArray(),
]);
}
$activity->participants()->update([
'user_id' => null,
'contact_id' => null,
'lead_id' => null,
]);
}
private function switchCrmConfigurationIfNeeded(Activity $activity): void
{
if ($this->fromConfiguration === null) {
return;
}
if ($activity->getCrm()?->getId() === $this->fromConfiguration->getId()) {
return;
}
Log::info('[MatchActivityCrmData] Switching CRM configuration', [
'activity' => $this->activityId,
'old_configuration' => $activity->getCrm()?->getId(),
'new_configuration' => $this->fromConfiguration->getId(),
]);
$activity->update([
'crm_configuration_id' => $this->fromConfiguration->getId(),
'crm_provider_id' => null,
]);
}
}
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includeSubDomains; preload\"],\n \"Vary\":[\"origin,\n accept-encoding\"],\n \"access-control-allow-credentials\":[\"false\"],\n \"server-timing\":[\"hcid;desc=\\\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\\\",\n cfr;desc=\\\"9f80deb8e7c6dc3a-IAD\\\"\"],\n \"x-content-type-options\":[\"nosniff\"],\n \"x-hubspot-correlation-id\":[\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\"],\n \"Set-Cookie\":[\"__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-1.0.1.1-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,\n 07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None\"],\n \"Report-To\":[\"{\n\\\"endpoints\\\":[{\n\\\"url\\\":\\\"https:\\\\/\\\\/a.nel.cloudflare.com\\\\/report\\\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\\\"}],\n\\\"group\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"NEL\":[\"{\n\\\"success_fraction\\\":0.01,\n\\\"report_to\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"Server\":[\"cloudflare\"]}} {\n\"correlation_id\":\"95236535-ec98-4541-b92a-adfa73b69eab\",\n\"trace_id\":\"c7ab8365-903f-46d4-9403-0e5b551e3545\"}","depth":4,"on_screen":true,"value":"[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {\n\"headers\":{\n\"Date\":[\"Thu,07 May 2026 14:21:15 GMT\"],\n \"Content-Type\":[\"application/json;charset=utf-8\"],\n \"Transfer-Encoding\":[\"chunked\"],\n \"Connection\":[\"keep-alive\"],\n \"CF-Ray\":[\"9f80deb8db60dc3a-SOF\"],\n \"CF-Cache-Status\":[\"DYNAMIC\"],\n \"Strict-Transport-Security\":[\"max-age=31536000; includeSubDomains; preload\"],\n \"Vary\":[\"origin,\n accept-encoding\"],\n \"access-control-allow-credentials\":[\"false\"],\n \"server-timing\":[\"hcid;desc=\\\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\\\",\n cfr;desc=\\\"9f80deb8e7c6dc3a-IAD\\\"\"],\n \"x-content-type-options\":[\"nosniff\"],\n \"x-hubspot-correlation-id\":[\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\"],\n \"Set-Cookie\":[\"__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-1.0.1.1-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,\n 07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None\"],\n \"Report-To\":[\"{\n\\\"endpoints\\\":[{\n\\\"url\\\":\\\"https:\\\\/\\\\/a.nel.cloudflare.com\\\\/report\\\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\\\"}],\n\\\"group\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"NEL\":[\"{\n\\\"success_fraction\\\":0.01,\n\\\"report_to\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"Server\":[\"cloudflare\"]}} {\n\"correlation_id\":\"95236535-ec98-4541-b92a-adfa73b69eab\",\n\"trace_id\":\"c7ab8365-903f-46d4-9403-0e5b551e3545\"}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.088194445,"height":0.027777778},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"8","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Jobs\\Crm;\n\nuse Exception;\nuse Illuminate\\Contracts\\Queue\\ShouldBeUnique;\nuse Illuminate\\Contracts\\Queue\\ShouldQueue;\nuse Illuminate\\Database\\Connection;\nuse Illuminate\\Queue\\InteractsWithQueue;\nuse Illuminate\\Queue\\SerializesModels;\nuse Illuminate\\Support\\Facades\\Log;\nuse Jiminny\\Component\\Queue\\Constants;\nuse Jiminny\\Exceptions\\InvalidArgumentException;\nuse Jiminny\\Jobs\\Job;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Repositories\\ActivityRepository;\nuse Jiminny\\Services\\Crm\\CrmActivityService;\nuse Psr\\Container\\ContainerExceptionInterface;\nuse Psr\\Container\\NotFoundExceptionInterface;\nuse Throwable;\n\nclass MatchActivityCrmData extends Job implements ShouldQueue, ShouldBeUnique\n{\n use InteractsWithQueue;\n use SerializesModels;\n\n public int $tries = 3;\n\n private int $activityId;\n private ?Configuration $fromConfiguration;\n private bool $remoteSearch;\n\n public function __construct(\n int $activityId,\n ?Configuration $fromConfiguration = null,\n bool $remoteSearch = false,\n ) {\n $this->activityId = $activityId;\n $this->fromConfiguration = $fromConfiguration;\n $this->remoteSearch = $remoteSearch;\n\n $this->onQueue(Constants::QUEUE_ANALYTICS_LOW);\n }\n\n public function uniqueId(): string\n {\n $configId = $this->fromConfiguration?->getId() ?? 0;\n $remote = $this->remoteSearch ? 'remote' : 'local';\n\n return \"$this->activityId:$configId:$remote\";\n }\n\n public function timeout(): int\n {\n return 300; // 5 minutes max execution time\n }\n\n public function uniqueFor(): int\n {\n return $this->timeout() + 60; // timeout + 1 minute buffer\n }\n\n public function backoff(): array\n {\n return [30, 90, 180];\n }\n\n /**\n * @throws ContainerExceptionInterface\n * @throws NotFoundExceptionInterface\n * @throws Exception|Throwable\n */\n public function handle(\n ActivityRepository $activityRepository,\n CrmActivityService $crmActivityService,\n Connection $connection,\n ): void {\n $activity = $activityRepository->findById($this->activityId);\n if ($activity === null) {\n throw new InvalidArgumentException('[MatchActivityCrmData] Cannot find activity.');\n }\n\n try {\n $connection->transaction(function () use ($activity, $crmActivityService, $activityRepository) {\n Log::info('[MatchActivityCrmData] Starting CRM data matching', [\n 'activity' => $this->activityId,\n 'remote_search' => $this->remoteSearch,\n 'set_configuration' => $this->fromConfiguration?->getId(),\n 'old_state' => [\n 'lead_id' => $activity->getLead()?->getId(),\n 'contact_id' => $activity->getContact()?->getId(),\n 'account_id' => $activity->getAccount()?->getId(),\n 'opportunity_id' => $activity->getOpportunity()?->getId(),\n 'stage_id' => $activity->getStage()?->getId(),\n ],\n ]);\n\n $this->resetCrmMappings($activity, $activityRepository);\n\n $this->switchCrmConfigurationIfNeeded($activity);\n\n $activity->refresh();\n\n $crmActivityService->updateCrmData(\n activity: $activity,\n remoteSearch: $this->remoteSearch,\n );\n\n $hasMatch = $activity->getLead() !== null\n || $activity->getContact() !== null\n || $activity->getAccount() !== null\n || $activity->getOpportunity() !== null;\n\n if ($hasMatch) {\n Log::info('[MatchActivityCrmData] Successfully matched CRM data', [\n 'activity' => $this->activityId,\n 'remote_search' => $this->remoteSearch,\n 'lead_id' => $activity->getLead()?->getId(),\n 'contact_id' => $activity->getContact()?->getId(),\n 'account_id' => $activity->getAccount()?->getId(),\n 'opportunity_id' => $activity->getOpportunity()?->getId(),\n 'stage_id' => $activity->getStage()?->getId(),\n ]);\n } else {\n Log::info('[MatchActivityCrmData] No CRM match found', [\n 'activity' => $this->activityId,\n 'remote_search' => $this->remoteSearch,\n ]);\n }\n });\n } catch (Throwable $e) {\n Log::error('[MatchActivityCrmData] Failed to match CRM data', [\n 'activity' => $this->activityId,\n 'remote_search' => $this->remoteSearch,\n 'exception' => $e->getMessage(),\n 'trace' => $e->getTraceAsString(),\n ]);\n\n throw $e;\n }\n }\n\n public function failed(Throwable $exception): void\n {\n Log::error('[MatchActivityCrmData] Job permanently failed after all retries', [\n 'activity' => $this->activityId,\n 'remote_search' => $this->remoteSearch,\n 'from_configuration' => $this->fromConfiguration?->getId(),\n 'exception' => $exception->getMessage(),\n 'attempts' => $this->attempts(),\n ]);\n }\n\n private function resetCrmMappings(\n Activity $activity,\n ActivityRepository $activityRepository\n ): void {\n $activity->update([\n 'lead_id' => null,\n 'contact_id' => null,\n 'account_id' => null,\n 'opportunity_id' => null,\n 'stage_id' => null,\n ]);\n\n $participantsOldState = $activityRepository->getActivityParticipants($activity)\n ->map(function ($participant) {\n return [\n 'id' => $participant->id,\n 'user_id' => $participant->user_id,\n 'contact_id' => $participant->contact_id,\n 'lead_id' => $participant->lead_id,\n ];\n });\n\n if ($participantsOldState->isNotEmpty()) {\n Log::info('[MatchActivityCrmData] Participants old state', [\n 'activity' => $this->activityId,\n 'participants' => $participantsOldState->toArray(),\n ]);\n }\n\n $activity->participants()->update([\n 'user_id' => null,\n 'contact_id' => null,\n 'lead_id' => null,\n ]);\n }\n\n private function switchCrmConfigurationIfNeeded(Activity $activity): void\n {\n if ($this->fromConfiguration === null) {\n return;\n }\n\n if ($activity->getCrm()?->getId() === $this->fromConfiguration->getId()) {\n return;\n }\n\n Log::info('[MatchActivityCrmData] Switching CRM configuration', [\n 'activity' => $this->activityId,\n 'old_configuration' => $activity->getCrm()?->getId(),\n 'new_configuration' => $this->fromConfiguration->getId(),\n ]);\n\n $activity->update([\n 'crm_configuration_id' => $this->fromConfiguration->getId(),\n 'crm_provider_id' => null,\n ]);\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Jobs\\Crm;\n\nuse Exception;\nuse Illuminate\\Contracts\\Queue\\ShouldBeUnique;\nuse Illuminate\\Contracts\\Queue\\ShouldQueue;\nuse Illuminate\\Database\\Connection;\nuse Illuminate\\Queue\\InteractsWithQueue;\nuse Illuminate\\Queue\\SerializesModels;\nuse Illuminate\\Support\\Facades\\Log;\nuse Jiminny\\Component\\Queue\\Constants;\nuse Jiminny\\Exceptions\\InvalidArgumentException;\nuse Jiminny\\Jobs\\Job;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Repositories\\ActivityRepository;\nuse Jiminny\\Services\\Crm\\CrmActivityService;\nuse Psr\\Container\\ContainerExceptionInterface;\nuse Psr\\Container\\NotFoundExceptionInterface;\nuse Throwable;\n\nclass MatchActivityCrmData extends Job implements ShouldQueue, ShouldBeUnique\n{\n use InteractsWithQueue;\n use SerializesModels;\n\n public int $tries = 3;\n\n private int $activityId;\n private ?Configuration $fromConfiguration;\n private bool $remoteSearch;\n\n public function __construct(\n int $activityId,\n ?Configuration $fromConfiguration = null,\n bool $remoteSearch = false,\n ) {\n $this->activityId = $activityId;\n $this->fromConfiguration = $fromConfiguration;\n $this->remoteSearch = $remoteSearch;\n\n $this->onQueue(Constants::QUEUE_ANALYTICS_LOW);\n }\n\n public function uniqueId(): string\n {\n $configId = $this->fromConfiguration?->getId() ?? 0;\n $remote = $this->remoteSearch ? 'remote' : 'local';\n\n return \"$this->activityId:$configId:$remote\";\n }\n\n public function timeout(): int\n {\n return 300; // 5 minutes max execution time\n }\n\n public function uniqueFor(): int\n {\n return $this->timeout() + 60; // timeout + 1 minute buffer\n }\n\n public function backoff(): array\n {\n return [30, 90, 180];\n }\n\n /**\n * @throws ContainerExceptionInterface\n * @throws NotFoundExceptionInterface\n * @throws Exception|Throwable\n */\n public function handle(\n ActivityRepository $activityRepository,\n CrmActivityService $crmActivityService,\n Connection $connection,\n ): void {\n $activity = $activityRepository->findById($this->activityId);\n if ($activity === null) {\n throw new InvalidArgumentException('[MatchActivityCrmData] Cannot find activity.');\n }\n\n try {\n $connection->transaction(function () use ($activity, $crmActivityService, $activityRepository) {\n Log::info('[MatchActivityCrmData] Starting CRM data matching', [\n 'activity' => $this->activityId,\n 'remote_search' => $this->remoteSearch,\n 'set_configuration' => $this->fromConfiguration?->getId(),\n 'old_state' => [\n 'lead_id' => $activity->getLead()?->getId(),\n 'contact_id' => $activity->getContact()?->getId(),\n 'account_id' => $activity->getAccount()?->getId(),\n 'opportunity_id' => $activity->getOpportunity()?->getId(),\n 'stage_id' => $activity->getStage()?->getId(),\n ],\n ]);\n\n $this->resetCrmMappings($activity, $activityRepository);\n\n $this->switchCrmConfigurationIfNeeded($activity);\n\n $activity->refresh();\n\n $crmActivityService->updateCrmData(\n activity: $activity,\n remoteSearch: $this->remoteSearch,\n );\n\n $hasMatch = $activity->getLead() !== null\n || $activity->getContact() !== null\n || $activity->getAccount() !== null\n || $activity->getOpportunity() !== null;\n\n if ($hasMatch) {\n Log::info('[MatchActivityCrmData] Successfully matched CRM data', [\n 'activity' => $this->activityId,\n 'remote_search' => $this->remoteSearch,\n 'lead_id' => $activity->getLead()?->getId(),\n 'contact_id' => $activity->getContact()?->getId(),\n 'account_id' => $activity->getAccount()?->getId(),\n 'opportunity_id' => $activity->getOpportunity()?->getId(),\n 'stage_id' => $activity->getStage()?->getId(),\n ]);\n } else {\n Log::info('[MatchActivityCrmData] No CRM match found', [\n 'activity' => $this->activityId,\n 'remote_search' => $this->remoteSearch,\n ]);\n }\n });\n } catch (Throwable $e) {\n Log::error('[MatchActivityCrmData] Failed to match CRM data', [\n 'activity' => $this->activityId,\n 'remote_search' => $this->remoteSearch,\n 'exception' => $e->getMessage(),\n 'trace' => $e->getTraceAsString(),\n ]);\n\n throw $e;\n }\n }\n\n public function failed(Throwable $exception): void\n {\n Log::error('[MatchActivityCrmData] Job permanently failed after all retries', [\n 'activity' => $this->activityId,\n 'remote_search' => $this->remoteSearch,\n 'from_configuration' => $this->fromConfiguration?->getId(),\n 'exception' => $exception->getMessage(),\n 'attempts' => $this->attempts(),\n ]);\n }\n\n private function resetCrmMappings(\n Activity $activity,\n ActivityRepository $activityRepository\n ): void {\n $activity->update([\n 'lead_id' => null,\n 'contact_id' => null,\n 'account_id' => null,\n 'opportunity_id' => null,\n 'stage_id' => null,\n ]);\n\n $participantsOldState = $activityRepository->getActivityParticipants($activity)\n ->map(function ($participant) {\n return [\n 'id' => $participant->id,\n 'user_id' => $participant->user_id,\n 'contact_id' => $participant->contact_id,\n 'lead_id' => $participant->lead_id,\n ];\n });\n\n if ($participantsOldState->isNotEmpty()) {\n Log::info('[MatchActivityCrmData] Participants old state', [\n 'activity' => $this->activityId,\n 'participants' => $participantsOldState->toArray(),\n ]);\n }\n\n $activity->participants()->update([\n 'user_id' => null,\n 'contact_id' => null,\n 'lead_id' => null,\n ]);\n }\n\n private function switchCrmConfigurationIfNeeded(Activity $activity): void\n {\n if ($this->fromConfiguration === null) {\n return;\n }\n\n if ($activity->getCrm()?->getId() === $this->fromConfiguration->getId()) {\n return;\n }\n\n Log::info('[MatchActivityCrmData] Switching CRM configuration', [\n 'activity' => $this->activityId,\n 'old_configuration' => $activity->getCrm()?->getId(),\n 'new_configuration' => $this->fromConfiguration->getId(),\n ]);\n\n $activity->update([\n 'crm_configuration_id' => $this->fromConfiguration->getId(),\n 'crm_provider_id' => null,\n ]);\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":true,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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7945320295140438625
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6675472934658853272
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click
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accessibility
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NULL
|
Project: faVsco.js, menu
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Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
declare(strict_types=1);
namespace Jiminny\Jobs\Crm;
use Exception;
use Illuminate\Contracts\Queue\ShouldBeUnique;
use Illuminate\Contracts\Queue\ShouldQueue;
use Illuminate\Database\Connection;
use Illuminate\Queue\InteractsWithQueue;
use Illuminate\Queue\SerializesModels;
use Illuminate\Support\Facades\Log;
use Jiminny\Component\Queue\Constants;
use Jiminny\Exceptions\InvalidArgumentException;
use Jiminny\Jobs\Job;
use Jiminny\Models\Activity;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Repositories\ActivityRepository;
use Jiminny\Services\Crm\CrmActivityService;
use Psr\Container\ContainerExceptionInterface;
use Psr\Container\NotFoundExceptionInterface;
use Throwable;
class MatchActivityCrmData extends Job implements ShouldQueue, ShouldBeUnique
{
use InteractsWithQueue;
use SerializesModels;
public int $tries = 3;
private int $activityId;
private ?Configuration $fromConfiguration;
private bool $remoteSearch;
public function __construct(
int $activityId,
?Configuration $fromConfiguration = null,
bool $remoteSearch = false,
) {
$this->activityId = $activityId;
$this->fromConfiguration = $fromConfiguration;
$this->remoteSearch = $remoteSearch;
$this->onQueue(Constants::QUEUE_ANALYTICS_LOW);
}
public function uniqueId(): string
{
$configId = $this->fromConfiguration?->getId() ?? 0;
$remote = $this->remoteSearch ? 'remote' : 'local';
return "$this->activityId:$configId:$remote";
}
public function timeout(): int
{
return 300; // 5 minutes max execution time
}
public function uniqueFor(): int
{
return $this->timeout() + 60; // timeout + 1 minute buffer
}
public function backoff(): array
{
return [30, 90, 180];
}
/**
* @throws ContainerExceptionInterface
* @throws NotFoundExceptionInterface
* @throws Exception|Throwable
*/
public function handle(
ActivityRepository $activityRepository,
CrmActivityService $crmActivityService,
Connection $connection,
): void {
$activity = $activityRepository->findById($this->activityId);
if ($activity === null) {
throw new InvalidArgumentException('[MatchActivityCrmData] Cannot find activity.');
}
try {
$connection->transaction(function () use ($activity, $crmActivityService, $activityRepository) {
Log::info('[MatchActivityCrmData] Starting CRM data matching', [
'activity' => $this->activityId,
'remote_search' => $this->remoteSearch,
'set_configuration' => $this->fromConfiguration?->getId(),
'old_state' => [
'lead_id' => $activity->getLead()?->getId(),
'contact_id' => $activity->getContact()?->getId(),
'account_id' => $activity->getAccount()?->getId(),
'opportunity_id' => $activity->getOpportunity()?->getId(),
'stage_id' => $activity->getStage()?->getId(),
],
]);
$this->resetCrmMappings($activity, $activityRepository);
$this->switchCrmConfigurationIfNeeded($activity);
$activity->refresh();
$crmActivityService->updateCrmData(
activity: $activity,
remoteSearch: $this->remoteSearch,
);
$hasMatch = $activity->getLead() !== null
|| $activity->getContact() !== null
|| $activity->getAccount() !== null
|| $activity->getOpportunity() !== null;
if ($hasMatch) {
Log::info('[MatchActivityCrmData] Successfully matched CRM data', [
'activity' => $this->activityId,
'remote_search' => $this->remoteSearch,
'lead_id' => $activity->getLead()?->getId(),
'contact_id' => $activity->getContact()?->getId(),
'account_id' => $activity->getAccount()?->getId(),
'opportunity_id' => $activity->getOpportunity()?->getId(),
'stage_id' => $activity->getStage()?->getId(),
]);
} else {
Log::info('[MatchActivityCrmData] No CRM match found', [
'activity' => $this->activityId,
'remote_search' => $this->remoteSearch,
]);
}
});
} catch (Throwable $e) {
Log::error('[MatchActivityCrmData] Failed to match CRM data', [
'activity' => $this->activityId,
'remote_search' => $this->remoteSearch,
'exception' => $e->getMessage(),
'trace' => $e->getTraceAsString(),
]);
throw $e;
}
}
public function failed(Throwable $exception): void
{
Log::error('[MatchActivityCrmData] Job permanently failed after all retries', [
'activity' => $this->activityId,
'remote_search' => $this->remoteSearch,
'from_configuration' => $this->fromConfiguration?->getId(),
'exception' => $exception->getMessage(),
'attempts' => $this->attempts(),
]);
}
private function resetCrmMappings(
Activity $activity,
ActivityRepository $activityRepository
): void {
$activity->update([
'lead_id' => null,
'contact_id' => null,
'account_id' => null,
'opportunity_id' => null,
'stage_id' => null,
]);
$participantsOldState = $activityRepository->getActivityParticipants($activity)
->map(function ($participant) {
return [
'id' => $participant->id,
'user_id' => $participant->user_id,
'contact_id' => $participant->contact_id,
'lead_id' => $participant->lead_id,
];
});
if ($participantsOldState->isNotEmpty()) {
Log::info('[MatchActivityCrmData] Participants old state', [
'activity' => $this->activityId,
'participants' => $participantsOldState->toArray(),
]);
}
$activity->participants()->update([
'user_id' => null,
'contact_id' => null,
'lead_id' => null,
]);
}
private function switchCrmConfigurationIfNeeded(Activity $activity): void
{
if ($this->fromConfiguration === null) {
return;
}
if ($activity->getCrm()?->getId() === $this->fromConfiguration->getId()) {
return;
}
Log::info('[MatchActivityCrmData] Switching CRM configuration', [
'activity' => $this->activityId,
'old_configuration' => $activity->getCrm()?->getId(),
'new_configuration' => $this->fromConfiguration->getId(),
]);
$activity->update([
'crm_configuration_id' => $this->fromConfiguration->getId(),
'crm_provider_id' => null,
]);
}
}
Project
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faVsco.js – MatchActivityCrmData.php
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
Sync Changes
Hide This Notification
Code changed:
Hide
8
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<?php
declare(strict_types=1);
namespace Jiminny\Jobs\Crm;
use Exception;
use Illuminate\Contracts\Queue\ShouldBeUnique;
use Illuminate\Contracts\Queue\ShouldQueue;
use Illuminate\Database\Connection;
use Illuminate\Queue\InteractsWithQueue;
use Illuminate\Queue\SerializesModels;
use Illuminate\Support\Facades\Log;
use Jiminny\Component\Queue\Constants;
use Jiminny\Exceptions\InvalidArgumentException;
use Jiminny\Jobs\Job;
use Jiminny\Models\Activity;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Repositories\ActivityRepository;
use Jiminny\Services\Crm\CrmActivityService;
use Psr\Container\ContainerExceptionInterface;
use Psr\Container\NotFoundExceptionInterface;
use Throwable;
class MatchActivityCrmData extends Job implements ShouldQueue, ShouldBeUnique
{
use InteractsWithQueue;
use SerializesModels;
public int $tries = 3;
private int $activityId;
private ?Configuration $fromConfiguration;
private bool $remoteSearch;
public function __construct(
int $activityId,
?Configuration $fromConfiguration = null,
bool $remoteSearch = false,
) {
$this->activityId = $activityId;
$this->fromConfiguration = $fromConfiguration;
$this->remoteSearch = $remoteSearch;
$this->onQueue(Constants::QUEUE_ANALYTICS_LOW);
}
public function uniqueId(): string
{
$configId = $this->fromConfiguration?->getId() ?? 0;
$remote = $this->remoteSearch ? 'remote' : 'local';
return "$this->activityId:$configId:$remote";
}
public function timeout(): int
{
return 300; // 5 minutes max execution time
}
public function uniqueFor(): int
{
return $this->timeout() + 60; // timeout + 1 minute buffer
}
public function backoff(): array
{
return [30, 90, 180];
}
/**
* @throws ContainerExceptionInterface
* @throws NotFoundExceptionInterface
* @throws Exception|Throwable
*/
public function handle(
ActivityRepository $activityRepository,
CrmActivityService $crmActivityService,
Connection $connection,
): void {
$activity = $activityRepository->findById($this->activityId);
if ($activity === null) {
throw new InvalidArgumentException('[MatchActivityCrmData] Cannot find activity.');
}
try {
$connection->transaction(function () use ($activity, $crmActivityService, $activityRepository) {
Log::info('[MatchActivityCrmData] Starting CRM data matching', [
'activity' => $this->activityId,
'remote_search' => $this->remoteSearch,
'set_configuration' => $this->fromConfiguration?->getId(),
'old_state' => [
'lead_id' => $activity->getLead()?->getId(),
'contact_id' => $activity->getContact()?->getId(),
'account_id' => $activity->getAccount()?->getId(),
'opportunity_id' => $activity->getOpportunity()?->getId(),
'stage_id' => $activity->getStage()?->getId(),
],
]);
$this->resetCrmMappings($activity, $activityRepository);
$this->switchCrmConfigurationIfNeeded($activity);
$activity->refresh();
$crmActivityService->updateCrmData(
activity: $activity,
remoteSearch: $this->remoteSearch,
);
$hasMatch = $activity->getLead() !== null
|| $activity->getContact() !== null
|| $activity->getAccount() !== null
|| $activity->getOpportunity() !== null;
if ($hasMatch) {
Log::info('[MatchActivityCrmData] Successfully matched CRM data', [
'activity' => $this->activityId,
'remote_search' => $this->remoteSearch,
'lead_id' => $activity->getLead()?->getId(),
'contact_id' => $activity->getContact()?->getId(),
'account_id' => $activity->getAccount()?->getId(),
'opportunity_id' => $activity->getOpportunity()?->getId(),
'stage_id' => $activity->getStage()?->getId(),
]);
} else {
Log::info('[MatchActivityCrmData] No CRM match found', [
'activity' => $this->activityId,
'remote_search' => $this->remoteSearch,
]);
}
});
} catch (Throwable $e) {
Log::error('[MatchActivityCrmData] Failed to match CRM data', [
'activity' => $this->activityId,
'remote_search' => $this->remoteSearch,
'exception' => $e->getMessage(),
'trace' => $e->getTraceAsString(),
]);
throw $e;
}
}
public function failed(Throwable $exception): void
{
Log::error('[MatchActivityCrmData] Job permanently failed after all retries', [
'activity' => $this->activityId,
'remote_search' => $this->remoteSearch,
'from_configuration' => $this->fromConfiguration?->getId(),
'exception' => $exception->getMessage(),
'attempts' => $this->attempts(),
]);
}
private function resetCrmMappings(
Activity $activity,
ActivityRepository $activityRepository
): void {
$activity->update([
'lead_id' => null,
'contact_id' => null,
'account_id' => null,
'opportunity_id' => null,
'stage_id' => null,
]);
$participantsOldState = $activityRepository->getActivityParticipants($activity)
->map(function ($participant) {
return [
'id' => $participant->id,
'user_id' => $participant->user_id,
'contact_id' => $participant->contact_id,
'lead_id' => $participant->lead_id,
];
});
if ($participantsOldState->isNotEmpty()) {
Log::info('[MatchActivityCrmData] Participants old state', [
'activity' => $this->activityId,
'participants' => $participantsOldState->toArray(),
]);
}
$activity->participants()->update([
'user_id' => null,
'contact_id' => null,
'lead_id' => null,
]);
}
private function switchCrmConfigurationIfNeeded(Activity $activity): void
{
if ($this->fromConfiguration === null) {
return;
}
if ($activity->getCrm()?->getId() === $this->fromConfiguration->getId()) {
return;
}
Log::info('[MatchActivityCrmData] Switching CRM configuration', [
'activity' => $this->activityId,
'old_configuration' => $activity->getCrm()?->getId(),
'new_configuration' => $this->fromConfiguration->getId(),
]);
$activity->update([
'crm_configuration_id' => $this->fromConfiguration->getId(),
'crm_provider_id' => null,
]);
}
}
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Error","depth":4,"bounds":{"left":0.4012633,"top":0.14844373,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Jobs\\Crm;\n\nuse Exception;\nuse Illuminate\\Contracts\\Queue\\ShouldBeUnique;\nuse Illuminate\\Contracts\\Queue\\ShouldQueue;\nuse Illuminate\\Database\\Connection;\nuse Illuminate\\Queue\\InteractsWithQueue;\nuse Illuminate\\Queue\\SerializesModels;\nuse Illuminate\\Support\\Facades\\Log;\nuse Jiminny\\Component\\Queue\\Constants;\nuse Jiminny\\Exceptions\\InvalidArgumentException;\nuse Jiminny\\Jobs\\Job;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Repositories\\ActivityRepository;\nuse Jiminny\\Services\\Crm\\CrmActivityService;\nuse Psr\\Container\\ContainerExceptionInterface;\nuse Psr\\Container\\NotFoundExceptionInterface;\nuse Throwable;\n\nclass MatchActivityCrmData extends Job implements ShouldQueue, ShouldBeUnique\n{\n use InteractsWithQueue;\n use SerializesModels;\n\n public int $tries = 3;\n\n private int $activityId;\n private ?Configuration $fromConfiguration;\n private bool $remoteSearch;\n\n public function __construct(\n int $activityId,\n ?Configuration $fromConfiguration = null,\n bool $remoteSearch = false,\n ) {\n $this->activityId = $activityId;\n $this->fromConfiguration = $fromConfiguration;\n $this->remoteSearch = $remoteSearch;\n\n $this->onQueue(Constants::QUEUE_ANALYTICS_LOW);\n }\n\n public function uniqueId(): string\n {\n $configId = $this->fromConfiguration?->getId() ?? 0;\n $remote = $this->remoteSearch ? 'remote' : 'local';\n\n return \"$this->activityId:$configId:$remote\";\n }\n\n public function timeout(): int\n {\n return 300; // 5 minutes max execution time\n }\n\n public function uniqueFor(): int\n {\n return $this->timeout() + 60; // timeout + 1 minute buffer\n }\n\n public function backoff(): array\n {\n return [30, 90, 180];\n }\n\n /**\n * @throws ContainerExceptionInterface\n * @throws NotFoundExceptionInterface\n * @throws Exception|Throwable\n */\n public function handle(\n ActivityRepository $activityRepository,\n CrmActivityService $crmActivityService,\n Connection $connection,\n ): void {\n $activity = $activityRepository->findById($this->activityId);\n if ($activity === null) {\n throw new InvalidArgumentException('[MatchActivityCrmData] Cannot find activity.');\n }\n\n try {\n $connection->transaction(function () use ($activity, $crmActivityService, $activityRepository) {\n Log::info('[MatchActivityCrmData] Starting CRM data matching', [\n 'activity' => $this->activityId,\n 'remote_search' => $this->remoteSearch,\n 'set_configuration' => $this->fromConfiguration?->getId(),\n 'old_state' => [\n 'lead_id' => $activity->getLead()?->getId(),\n 'contact_id' => $activity->getContact()?->getId(),\n 'account_id' => $activity->getAccount()?->getId(),\n 'opportunity_id' => $activity->getOpportunity()?->getId(),\n 'stage_id' => $activity->getStage()?->getId(),\n ],\n ]);\n\n $this->resetCrmMappings($activity, $activityRepository);\n\n $this->switchCrmConfigurationIfNeeded($activity);\n\n $activity->refresh();\n\n $crmActivityService->updateCrmData(\n activity: $activity,\n remoteSearch: $this->remoteSearch,\n );\n\n $hasMatch = $activity->getLead() !== null\n || $activity->getContact() !== null\n || $activity->getAccount() !== null\n || $activity->getOpportunity() !== null;\n\n if ($hasMatch) {\n Log::info('[MatchActivityCrmData] Successfully matched CRM data', [\n 'activity' => $this->activityId,\n 'remote_search' => $this->remoteSearch,\n 'lead_id' => $activity->getLead()?->getId(),\n 'contact_id' => $activity->getContact()?->getId(),\n 'account_id' => $activity->getAccount()?->getId(),\n 'opportunity_id' => $activity->getOpportunity()?->getId(),\n 'stage_id' => $activity->getStage()?->getId(),\n ]);\n } else {\n Log::info('[MatchActivityCrmData] No CRM match found', [\n 'activity' => $this->activityId,\n 'remote_search' => $this->remoteSearch,\n ]);\n }\n });\n } catch (Throwable $e) {\n Log::error('[MatchActivityCrmData] Failed to match CRM data', [\n 'activity' => $this->activityId,\n 'remote_search' => $this->remoteSearch,\n 'exception' => $e->getMessage(),\n 'trace' => $e->getTraceAsString(),\n ]);\n\n throw $e;\n }\n }\n\n public function failed(Throwable $exception): void\n {\n Log::error('[MatchActivityCrmData] Job permanently failed after all retries', [\n 'activity' => $this->activityId,\n 'remote_search' => $this->remoteSearch,\n 'from_configuration' => $this->fromConfiguration?->getId(),\n 'exception' => $exception->getMessage(),\n 'attempts' => $this->attempts(),\n ]);\n }\n\n private function resetCrmMappings(\n Activity $activity,\n ActivityRepository $activityRepository\n ): void {\n $activity->update([\n 'lead_id' => null,\n 'contact_id' => null,\n 'account_id' => null,\n 'opportunity_id' => null,\n 'stage_id' => null,\n ]);\n\n $participantsOldState = $activityRepository->getActivityParticipants($activity)\n ->map(function ($participant) {\n return [\n 'id' => $participant->id,\n 'user_id' => $participant->user_id,\n 'contact_id' => $participant->contact_id,\n 'lead_id' => $participant->lead_id,\n ];\n });\n\n if ($participantsOldState->isNotEmpty()) {\n Log::info('[MatchActivityCrmData] Participants old state', [\n 'activity' => $this->activityId,\n 'participants' => $participantsOldState->toArray(),\n ]);\n }\n\n $activity->participants()->update([\n 'user_id' => null,\n 'contact_id' => null,\n 'lead_id' => null,\n ]);\n }\n\n private function switchCrmConfigurationIfNeeded(Activity $activity): void\n {\n if ($this->fromConfiguration === null) {\n return;\n }\n\n if ($activity->getCrm()?->getId() === $this->fromConfiguration->getId()) {\n return;\n }\n\n Log::info('[MatchActivityCrmData] Switching CRM configuration', [\n 'activity' => $this->activityId,\n 'old_configuration' => $activity->getCrm()?->getId(),\n 'new_configuration' => $this->fromConfiguration->getId(),\n ]);\n\n $activity->update([\n 'crm_configuration_id' => $this->fromConfiguration->getId(),\n 'crm_provider_id' => null,\n ]);\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Jobs\\Crm;\n\nuse Exception;\nuse Illuminate\\Contracts\\Queue\\ShouldBeUnique;\nuse Illuminate\\Contracts\\Queue\\ShouldQueue;\nuse Illuminate\\Database\\Connection;\nuse Illuminate\\Queue\\InteractsWithQueue;\nuse Illuminate\\Queue\\SerializesModels;\nuse Illuminate\\Support\\Facades\\Log;\nuse Jiminny\\Component\\Queue\\Constants;\nuse Jiminny\\Exceptions\\InvalidArgumentException;\nuse Jiminny\\Jobs\\Job;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Repositories\\ActivityRepository;\nuse Jiminny\\Services\\Crm\\CrmActivityService;\nuse Psr\\Container\\ContainerExceptionInterface;\nuse Psr\\Container\\NotFoundExceptionInterface;\nuse Throwable;\n\nclass MatchActivityCrmData extends Job implements ShouldQueue, ShouldBeUnique\n{\n use InteractsWithQueue;\n use SerializesModels;\n\n public int $tries = 3;\n\n private int $activityId;\n private ?Configuration $fromConfiguration;\n private bool $remoteSearch;\n\n public function __construct(\n int $activityId,\n ?Configuration $fromConfiguration = null,\n bool $remoteSearch = false,\n ) {\n $this->activityId = $activityId;\n $this->fromConfiguration = $fromConfiguration;\n $this->remoteSearch = $remoteSearch;\n\n $this->onQueue(Constants::QUEUE_ANALYTICS_LOW);\n }\n\n public function uniqueId(): string\n {\n $configId = $this->fromConfiguration?->getId() ?? 0;\n $remote = $this->remoteSearch ? 'remote' : 'local';\n\n return \"$this->activityId:$configId:$remote\";\n }\n\n public function timeout(): int\n {\n return 300; // 5 minutes max execution time\n }\n\n public function uniqueFor(): int\n {\n return $this->timeout() + 60; // timeout + 1 minute buffer\n }\n\n public function backoff(): array\n {\n return [30, 90, 180];\n }\n\n /**\n * @throws ContainerExceptionInterface\n * @throws NotFoundExceptionInterface\n * @throws Exception|Throwable\n */\n public function handle(\n ActivityRepository $activityRepository,\n CrmActivityService $crmActivityService,\n Connection $connection,\n ): void {\n $activity = $activityRepository->findById($this->activityId);\n if ($activity === null) {\n throw new InvalidArgumentException('[MatchActivityCrmData] Cannot find activity.');\n }\n\n try {\n $connection->transaction(function () use ($activity, $crmActivityService, $activityRepository) {\n Log::info('[MatchActivityCrmData] Starting CRM data matching', [\n 'activity' => $this->activityId,\n 'remote_search' => $this->remoteSearch,\n 'set_configuration' => $this->fromConfiguration?->getId(),\n 'old_state' => [\n 'lead_id' => $activity->getLead()?->getId(),\n 'contact_id' => $activity->getContact()?->getId(),\n 'account_id' => $activity->getAccount()?->getId(),\n 'opportunity_id' => $activity->getOpportunity()?->getId(),\n 'stage_id' => $activity->getStage()?->getId(),\n ],\n ]);\n\n $this->resetCrmMappings($activity, $activityRepository);\n\n $this->switchCrmConfigurationIfNeeded($activity);\n\n $activity->refresh();\n\n $crmActivityService->updateCrmData(\n activity: $activity,\n remoteSearch: $this->remoteSearch,\n );\n\n $hasMatch = $activity->getLead() !== null\n || $activity->getContact() !== null\n || $activity->getAccount() !== null\n || $activity->getOpportunity() !== null;\n\n if ($hasMatch) {\n Log::info('[MatchActivityCrmData] Successfully matched CRM data', [\n 'activity' => $this->activityId,\n 'remote_search' => $this->remoteSearch,\n 'lead_id' => $activity->getLead()?->getId(),\n 'contact_id' => $activity->getContact()?->getId(),\n 'account_id' => $activity->getAccount()?->getId(),\n 'opportunity_id' => $activity->getOpportunity()?->getId(),\n 'stage_id' => $activity->getStage()?->getId(),\n ]);\n } else {\n Log::info('[MatchActivityCrmData] No CRM match found', [\n 'activity' => $this->activityId,\n 'remote_search' => $this->remoteSearch,\n ]);\n }\n });\n } catch (Throwable $e) {\n Log::error('[MatchActivityCrmData] Failed to match CRM data', [\n 'activity' => $this->activityId,\n 'remote_search' => $this->remoteSearch,\n 'exception' => $e->getMessage(),\n 'trace' => $e->getTraceAsString(),\n ]);\n\n throw $e;\n }\n }\n\n public function failed(Throwable $exception): void\n {\n Log::error('[MatchActivityCrmData] Job permanently failed after all retries', [\n 'activity' => $this->activityId,\n 'remote_search' => $this->remoteSearch,\n 'from_configuration' => $this->fromConfiguration?->getId(),\n 'exception' => $exception->getMessage(),\n 'attempts' => $this->attempts(),\n ]);\n }\n\n private function resetCrmMappings(\n Activity $activity,\n ActivityRepository $activityRepository\n ): void {\n $activity->update([\n 'lead_id' => null,\n 'contact_id' => null,\n 'account_id' => null,\n 'opportunity_id' => null,\n 'stage_id' => null,\n ]);\n\n $participantsOldState = $activityRepository->getActivityParticipants($activity)\n ->map(function ($participant) {\n return [\n 'id' => $participant->id,\n 'user_id' => $participant->user_id,\n 'contact_id' => $participant->contact_id,\n 'lead_id' => $participant->lead_id,\n ];\n });\n\n if ($participantsOldState->isNotEmpty()) {\n Log::info('[MatchActivityCrmData] Participants old state', [\n 'activity' => $this->activityId,\n 'participants' => $participantsOldState->toArray(),\n ]);\n }\n\n $activity->participants()->update([\n 'user_id' => null,\n 'contact_id' => null,\n 'lead_id' => null,\n ]);\n }\n\n private function switchCrmConfigurationIfNeeded(Activity $activity): void\n {\n if ($this->fromConfiguration === null) {\n return;\n }\n\n if ($activity->getCrm()?->getId() === $this->fromConfiguration->getId()) {\n return;\n }\n\n Log::info('[MatchActivityCrmData] Switching CRM configuration', [\n 'activity' => $this->activityId,\n 'old_configuration' => $activity->getCrm()?->getId(),\n 'new_configuration' => $this->fromConfiguration->getId(),\n ]);\n\n $activity->update([\n 'crm_configuration_id' => $this->fromConfiguration->getId(),\n 'crm_provider_id' => null,\n ]);\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":true,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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7945320295140438625
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6675472934658853272
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click
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accessibility
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NULL
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
declare(strict_types=1);
namespace Jiminny\Jobs\Crm;
use Exception;
use Illuminate\Contracts\Queue\ShouldBeUnique;
use Illuminate\Contracts\Queue\ShouldQueue;
use Illuminate\Database\Connection;
use Illuminate\Queue\InteractsWithQueue;
use Illuminate\Queue\SerializesModels;
use Illuminate\Support\Facades\Log;
use Jiminny\Component\Queue\Constants;
use Jiminny\Exceptions\InvalidArgumentException;
use Jiminny\Jobs\Job;
use Jiminny\Models\Activity;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Repositories\ActivityRepository;
use Jiminny\Services\Crm\CrmActivityService;
use Psr\Container\ContainerExceptionInterface;
use Psr\Container\NotFoundExceptionInterface;
use Throwable;
class MatchActivityCrmData extends Job implements ShouldQueue, ShouldBeUnique
{
use InteractsWithQueue;
use SerializesModels;
public int $tries = 3;
private int $activityId;
private ?Configuration $fromConfiguration;
private bool $remoteSearch;
public function __construct(
int $activityId,
?Configuration $fromConfiguration = null,
bool $remoteSearch = false,
) {
$this->activityId = $activityId;
$this->fromConfiguration = $fromConfiguration;
$this->remoteSearch = $remoteSearch;
$this->onQueue(Constants::QUEUE_ANALYTICS_LOW);
}
public function uniqueId(): string
{
$configId = $this->fromConfiguration?->getId() ?? 0;
$remote = $this->remoteSearch ? 'remote' : 'local';
return "$this->activityId:$configId:$remote";
}
public function timeout(): int
{
return 300; // 5 minutes max execution time
}
public function uniqueFor(): int
{
return $this->timeout() + 60; // timeout + 1 minute buffer
}
public function backoff(): array
{
return [30, 90, 180];
}
/**
* @throws ContainerExceptionInterface
* @throws NotFoundExceptionInterface
* @throws Exception|Throwable
*/
public function handle(
ActivityRepository $activityRepository,
CrmActivityService $crmActivityService,
Connection $connection,
): void {
$activity = $activityRepository->findById($this->activityId);
if ($activity === null) {
throw new InvalidArgumentException('[MatchActivityCrmData] Cannot find activity.');
}
try {
$connection->transaction(function () use ($activity, $crmActivityService, $activityRepository) {
Log::info('[MatchActivityCrmData] Starting CRM data matching', [
'activity' => $this->activityId,
'remote_search' => $this->remoteSearch,
'set_configuration' => $this->fromConfiguration?->getId(),
'old_state' => [
'lead_id' => $activity->getLead()?->getId(),
'contact_id' => $activity->getContact()?->getId(),
'account_id' => $activity->getAccount()?->getId(),
'opportunity_id' => $activity->getOpportunity()?->getId(),
'stage_id' => $activity->getStage()?->getId(),
],
]);
$this->resetCrmMappings($activity, $activityRepository);
$this->switchCrmConfigurationIfNeeded($activity);
$activity->refresh();
$crmActivityService->updateCrmData(
activity: $activity,
remoteSearch: $this->remoteSearch,
);
$hasMatch = $activity->getLead() !== null
|| $activity->getContact() !== null
|| $activity->getAccount() !== null
|| $activity->getOpportunity() !== null;
if ($hasMatch) {
Log::info('[MatchActivityCrmData] Successfully matched CRM data', [
'activity' => $this->activityId,
'remote_search' => $this->remoteSearch,
'lead_id' => $activity->getLead()?->getId(),
'contact_id' => $activity->getContact()?->getId(),
'account_id' => $activity->getAccount()?->getId(),
'opportunity_id' => $activity->getOpportunity()?->getId(),
'stage_id' => $activity->getStage()?->getId(),
]);
} else {
Log::info('[MatchActivityCrmData] No CRM match found', [
'activity' => $this->activityId,
'remote_search' => $this->remoteSearch,
]);
}
});
} catch (Throwable $e) {
Log::error('[MatchActivityCrmData] Failed to match CRM data', [
'activity' => $this->activityId,
'remote_search' => $this->remoteSearch,
'exception' => $e->getMessage(),
'trace' => $e->getTraceAsString(),
]);
throw $e;
}
}
public function failed(Throwable $exception): void
{
Log::error('[MatchActivityCrmData] Job permanently failed after all retries', [
'activity' => $this->activityId,
'remote_search' => $this->remoteSearch,
'from_configuration' => $this->fromConfiguration?->getId(),
'exception' => $exception->getMessage(),
'attempts' => $this->attempts(),
]);
}
private function resetCrmMappings(
Activity $activity,
ActivityRepository $activityRepository
): void {
$activity->update([
'lead_id' => null,
'contact_id' => null,
'account_id' => null,
'opportunity_id' => null,
'stage_id' => null,
]);
$participantsOldState = $activityRepository->getActivityParticipants($activity)
->map(function ($participant) {
return [
'id' => $participant->id,
'user_id' => $participant->user_id,
'contact_id' => $participant->contact_id,
'lead_id' => $participant->lead_id,
];
});
if ($participantsOldState->isNotEmpty()) {
Log::info('[MatchActivityCrmData] Participants old state', [
'activity' => $this->activityId,
'participants' => $participantsOldState->toArray(),
]);
}
$activity->participants()->update([
'user_id' => null,
'contact_id' => null,
'lead_id' => null,
]);
}
private function switchCrmConfigurationIfNeeded(Activity $activity): void
{
if ($this->fromConfiguration === null) {
return;
}
if ($activity->getCrm()?->getId() === $this->fromConfiguration->getId()) {
return;
}
Log::info('[MatchActivityCrmData] Switching CRM configuration', [
'activity' => $this->activityId,
'old_configuration' => $activity->getCrm()?->getId(),
'new_configuration' => $this->fromConfiguration->getId(),
]);
$activity->update([
'crm_configuration_id' => $this->fromConfiguration->getId(),
'crm_provider_id' => null,
]);
}
}
Project
Project
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Expand Selected
Collapse All
Options
Hide...
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/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242670443_m2.jpg...
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faVsco.js – ProspectCache.php
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NULL
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
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Code changed:
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Previous Highlighted Error
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
Sync Changes
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm;
use ChaseConey\LaravelDatadogHelper\Datadog;
use Illuminate\Contracts\Cache\Repository;
use Illuminate\Support\Facades\App;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Events\Crm\ProspectUpdated;
use Jiminny\Models\Account;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Stage;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\OpportunityRepository;
use Jiminny\Services\Crm\CrmObjects\Validators\StaleRecordValidator;
use Jiminny\Services\Crm\Salesforce\OpportunityMatcher\MatchBusinessAccount;
use Psr\Log\LoggerInterface;
class ProspectCache
{
public const string PROSPECT_TYPE_EMAIL = 'email';
public const string PROSPECT_TYPE_PHONE = 'phone';
public const string PROSPECT_TYPE_DOMAIN = 'domain';
private const int TTL_SECONDS = 900;
private const int TTL_SECONDS_DEV = 30;
private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';
private const string LOOKUP_RESULT_INTERNAL = 'internal';
private const string LOOKUP_RESULT_CACHE = 'cache';
private const string LOOKUP_RESULT_DB = 'db';
private const string LOOKUP_RESULT_MISS = 'miss';
public function __construct(
private readonly FindsProspectInterface $dbCache,
private readonly Repository $cache,
private readonly OpportunityRepository $opportunityRepository,
private readonly EmailHelper $emailHelper,
private readonly LoggerInterface $logger,
private readonly StaleRecordValidator $staleRecordValidator,
) {
}
/**
* @return null|array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* }
*/
public function findByProspectIdentifier(
Configuration $configuration,
?Profile $profile,
string $identifierType,
string $identifierValue,
?int $userId = null,
?SyncCrmEntitiesInterface $crmService = null
): ?array {
$cachedValue = $this->get($configuration, $identifierValue, $userId);
if ($cachedValue !== null) {
$this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());
return $cachedValue;
}
if ($identifierType == self::PROSPECT_TYPE_EMAIL
&& $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)
) {
// Set the cache to avoid querying the database for internal participants
$prospectData = [null, null, null, null, null, null];
$this->set($configuration, $identifierValue, $prospectData, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());
return $prospectData;
}
$dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);
if (empty(array_filter($dbCache))) {
$this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());
return null;
}
$dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);
$dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);
if ($dbCache['contact'] instanceof Contact) {
$account = $dbCache['contact']->getAccount();
$dbCache['account'] = $account;
$opportunity = $this->findOpportunityInContactRoles(
$configuration,
$profile,
$dbCache['contact']->getId()
);
$opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);
if ($opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Found opportunities by contact roles', [
'opportunity_id' => $opportunity->getId(),
]);
$dbCache['account'] = $opportunity->getAccount();
} elseif ($account instanceof Account) {
$opportunity = $this->getOpportunityFromDatabase(
configuration: $configuration,
account: $account,
contactId: $dbCache['contact']->getId(),
userId: $userId
);
}
$dbCache['opportunity'] = $opportunity;
$dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);
$dbCache['stage'] = $dbCache['opportunity']?->getStage();
}
/**
* @IMPORTANT The keys must always be in this exact order
*
* @var array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* } $result
*/
$result = [
$dbCache['lead'] ?? null,
$dbCache['account'] ?? null,
$dbCache['opportunity'] ?? null,
$dbCache['contact'] ?? null,
$dbCache['stage'] ?? null,
null,
];
$this->set($configuration, $identifierValue, $result, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());
return $result;
}
public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
$cachedValue = $this->get(
configuration: $configuration,
identifier: $identifier,
userId: $userId
);
if ($cachedValue !== null) {
$this->sendDatadogStats(
self::LOOKUP_RESULT_CACHE,
$configuration->getProviderName()
);
return $cachedValue;
}
// Log cache miss
$this->logger->info('[Prospect match] Cache miss', [
'identifier_type' => self::PROSPECT_TYPE_DOMAIN,
'identifier' => $identifier,
'crm' => $configuration->getProviderName(),
]);
// not in the cache
return null;
}
public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void
{
$this->cache->tags($this->getTags($configuration, $identifier))->put(
$this->generateKey($configuration, $identifier, $userId),
$prospectData,
$this->getCacheTtl()
);
}
public function handleProspectUpdated(ProspectUpdated $event): void
{
$prospect = $event->getProspect();
$configuration = $prospect->getCrmConfiguration();
if ($configuration === null) {
return;
}
if ($prospect->getEmail() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();
}
if ($prospect->getPhone() !== null) {
$normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());
$this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();
}
if ($prospect->getName() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();
}
}
public function normalizePhoneNumber(string $phone): string
{
// Remove all non-digit characters first
$digitsOnly = preg_replace('/[^\d]/', '', $phone);
// Remove a single leading zero if present
$digitsOnly = ltrim($digitsOnly, '0');
// Add E.164 prefix
return '+' . $digitsOnly;
}
private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
return $this->cache->tags($this->getTags($configuration, $identifier))
->get($this->generateKey($configuration, $identifier, $userId));
}
private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string
{
$keySuffix = $userId === null ? '' : ':user:' . $userId;
return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);
}
private function sendDatadogStats(string $result, string $crm): void
{
Datadog::increment(self::DATADOG_STAT_NAME, 1, [
'result' => $result,
'crm' => $crm,
]);
}
private function getCacheTtl(): int
{
if (! App::environment('production', 'production-eu')) {
return self::TTL_SECONDS_DEV;
}
return self::TTL_SECONDS;
}
private function findOpportunityInContactRoles(
Configuration $configuration,
?Profile $profile,
int $contactId
): ?Opportunity {
$contactRoleRepository = app(ContactRoleRepository::class);
$contactRoles = $contactRoleRepository->getByCrmContactId(
$configuration,
$contactId,
);
if (! $contactRoles->isEmpty()) {
$opportunityId = app(MatchBusinessAccount::class)->resolve(
$contactRoles,
$profile?->getCrmProviderId(),
);
$opportunity = $this->opportunityRepository->find($opportunityId);
}
return $opportunity ?? null;
}
private function getOpportunityFromDatabase(
Configuration $configuration,
Account $account,
int $contactId,
?int $userId = null
): ?Opportunity {
$opportunity = null;
if ($userId) {
$this->logger->info('ProspectCache - Searching DB for opportunity by owner', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'owner_id' => $userId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(
$configuration,
$account,
$userId,
$contactId
);
}
if (! $opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Fallback DB opportunity search', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(
$configuration,
$account,
$contactId
);
}
$this->logger->info('ProspectCache - Opportunity DB search results', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'opportunity_id' => $opportunity?->getId(),
]);
return $opportunity;
}
private function generateProspectTag(Configuration $configuration, string $identifier): string
{
return 'prospect:' . $configuration->getId() . ':' . $identifier;
}
private function getTags(Configuration $configuration, string $identifier): array
{
return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];
}
}
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Error","depth":4,"bounds":{"left":0.4012633,"top":0.14844373,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm;\n\nuse ChaseConey\\LaravelDatadogHelper\\Datadog;\nuse Illuminate\\Contracts\\Cache\\Repository;\nuse Illuminate\\Support\\Facades\\App;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Events\\Crm\\ProspectUpdated;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\OpportunityRepository;\nuse Jiminny\\Services\\Crm\\CrmObjects\\Validators\\StaleRecordValidator;\nuse Jiminny\\Services\\Crm\\Salesforce\\OpportunityMatcher\\MatchBusinessAccount;\nuse Psr\\Log\\LoggerInterface;\n\nclass ProspectCache\n{\n public const string PROSPECT_TYPE_EMAIL = 'email';\n public const string PROSPECT_TYPE_PHONE = 'phone';\n\n public const string PROSPECT_TYPE_DOMAIN = 'domain';\n private const int TTL_SECONDS = 900;\n private const int TTL_SECONDS_DEV = 30;\n private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';\n private const string LOOKUP_RESULT_INTERNAL = 'internal';\n private const string LOOKUP_RESULT_CACHE = 'cache';\n private const string LOOKUP_RESULT_DB = 'db';\n private const string LOOKUP_RESULT_MISS = 'miss';\n\n public function __construct(\n private readonly FindsProspectInterface $dbCache,\n private readonly Repository $cache,\n private readonly OpportunityRepository $opportunityRepository,\n private readonly EmailHelper $emailHelper,\n private readonly LoggerInterface $logger,\n private readonly StaleRecordValidator $staleRecordValidator,\n ) {\n }\n\n /**\n * @return null|array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * }\n */\n public function findByProspectIdentifier(\n Configuration $configuration,\n ?Profile $profile,\n string $identifierType,\n string $identifierValue,\n ?int $userId = null,\n ?SyncCrmEntitiesInterface $crmService = null\n ): ?array {\n $cachedValue = $this->get($configuration, $identifierValue, $userId);\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());\n\n return $cachedValue;\n }\n\n if ($identifierType == self::PROSPECT_TYPE_EMAIL\n && $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)\n ) {\n // Set the cache to avoid querying the database for internal participants\n $prospectData = [null, null, null, null, null, null];\n $this->set($configuration, $identifierValue, $prospectData, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());\n\n return $prospectData;\n }\n\n $dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);\n\n if (empty(array_filter($dbCache))) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());\n\n return null;\n }\n\n $dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);\n $dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);\n\n if ($dbCache['contact'] instanceof Contact) {\n $account = $dbCache['contact']->getAccount();\n $dbCache['account'] = $account;\n\n $opportunity = $this->findOpportunityInContactRoles(\n $configuration,\n $profile,\n $dbCache['contact']->getId()\n );\n\n $opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);\n\n if ($opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Found opportunities by contact roles', [\n 'opportunity_id' => $opportunity->getId(),\n ]);\n $dbCache['account'] = $opportunity->getAccount();\n } elseif ($account instanceof Account) {\n $opportunity = $this->getOpportunityFromDatabase(\n configuration: $configuration,\n account: $account,\n contactId: $dbCache['contact']->getId(),\n userId: $userId\n );\n }\n\n $dbCache['opportunity'] = $opportunity;\n $dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);\n\n $dbCache['stage'] = $dbCache['opportunity']?->getStage();\n }\n\n /**\n * @IMPORTANT The keys must always be in this exact order\n *\n * @var array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * } $result\n */\n $result = [\n $dbCache['lead'] ?? null,\n $dbCache['account'] ?? null,\n $dbCache['opportunity'] ?? null,\n $dbCache['contact'] ?? null,\n $dbCache['stage'] ?? null,\n null,\n ];\n\n $this->set($configuration, $identifierValue, $result, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());\n\n return $result;\n }\n\n public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n $cachedValue = $this->get(\n configuration: $configuration,\n identifier: $identifier,\n userId: $userId\n );\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(\n self::LOOKUP_RESULT_CACHE,\n $configuration->getProviderName()\n );\n\n return $cachedValue;\n }\n\n // Log cache miss\n $this->logger->info('[Prospect match] Cache miss', [\n 'identifier_type' => self::PROSPECT_TYPE_DOMAIN,\n 'identifier' => $identifier,\n 'crm' => $configuration->getProviderName(),\n ]);\n\n // not in the cache\n return null;\n }\n\n public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void\n {\n $this->cache->tags($this->getTags($configuration, $identifier))->put(\n $this->generateKey($configuration, $identifier, $userId),\n $prospectData,\n $this->getCacheTtl()\n );\n }\n\n public function handleProspectUpdated(ProspectUpdated $event): void\n {\n $prospect = $event->getProspect();\n $configuration = $prospect->getCrmConfiguration();\n\n if ($configuration === null) {\n return;\n }\n\n if ($prospect->getEmail() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();\n }\n\n if ($prospect->getPhone() !== null) {\n $normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());\n $this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();\n }\n\n if ($prospect->getName() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();\n }\n }\n\n public function normalizePhoneNumber(string $phone): string\n {\n // Remove all non-digit characters first\n $digitsOnly = preg_replace('/[^\\d]/', '', $phone);\n\n // Remove a single leading zero if present\n $digitsOnly = ltrim($digitsOnly, '0');\n\n // Add E.164 prefix\n return '+' . $digitsOnly;\n }\n\n private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n return $this->cache->tags($this->getTags($configuration, $identifier))\n ->get($this->generateKey($configuration, $identifier, $userId));\n }\n\n private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string\n {\n $keySuffix = $userId === null ? '' : ':user:' . $userId;\n\n return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);\n }\n\n private function sendDatadogStats(string $result, string $crm): void\n {\n Datadog::increment(self::DATADOG_STAT_NAME, 1, [\n 'result' => $result,\n 'crm' => $crm,\n ]);\n }\n\n private function getCacheTtl(): int\n {\n if (! App::environment('production', 'production-eu')) {\n return self::TTL_SECONDS_DEV;\n }\n\n return self::TTL_SECONDS;\n }\n\n private function findOpportunityInContactRoles(\n Configuration $configuration,\n ?Profile $profile,\n int $contactId\n ): ?Opportunity {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $contactRoles = $contactRoleRepository->getByCrmContactId(\n $configuration,\n $contactId,\n );\n\n if (! $contactRoles->isEmpty()) {\n $opportunityId = app(MatchBusinessAccount::class)->resolve(\n $contactRoles,\n $profile?->getCrmProviderId(),\n );\n\n $opportunity = $this->opportunityRepository->find($opportunityId);\n }\n\n return $opportunity ?? null;\n }\n\n private function getOpportunityFromDatabase(\n Configuration $configuration,\n Account $account,\n int $contactId,\n ?int $userId = null\n ): ?Opportunity {\n $opportunity = null;\n\n if ($userId) {\n $this->logger->info('ProspectCache - Searching DB for opportunity by owner', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'owner_id' => $userId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(\n $configuration,\n $account,\n $userId,\n $contactId\n );\n }\n\n if (! $opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Fallback DB opportunity search', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(\n $configuration,\n $account,\n $contactId\n );\n }\n\n $this->logger->info('ProspectCache - Opportunity DB search results', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'opportunity_id' => $opportunity?->getId(),\n ]);\n\n return $opportunity;\n }\n\n private function generateProspectTag(Configuration $configuration, string $identifier): string\n {\n return 'prospect:' . $configuration->getId() . ':' . $identifier;\n }\n\n private function getTags(Configuration $configuration, string $identifier): array\n {\n return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm;\n\nuse ChaseConey\\LaravelDatadogHelper\\Datadog;\nuse Illuminate\\Contracts\\Cache\\Repository;\nuse Illuminate\\Support\\Facades\\App;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Events\\Crm\\ProspectUpdated;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\OpportunityRepository;\nuse Jiminny\\Services\\Crm\\CrmObjects\\Validators\\StaleRecordValidator;\nuse Jiminny\\Services\\Crm\\Salesforce\\OpportunityMatcher\\MatchBusinessAccount;\nuse Psr\\Log\\LoggerInterface;\n\nclass ProspectCache\n{\n public const string PROSPECT_TYPE_EMAIL = 'email';\n public const string PROSPECT_TYPE_PHONE = 'phone';\n\n public const string PROSPECT_TYPE_DOMAIN = 'domain';\n private const int TTL_SECONDS = 900;\n private const int TTL_SECONDS_DEV = 30;\n private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';\n private const string LOOKUP_RESULT_INTERNAL = 'internal';\n private const string LOOKUP_RESULT_CACHE = 'cache';\n private const string LOOKUP_RESULT_DB = 'db';\n private const string LOOKUP_RESULT_MISS = 'miss';\n\n public function __construct(\n private readonly FindsProspectInterface $dbCache,\n private readonly Repository $cache,\n private readonly OpportunityRepository $opportunityRepository,\n private readonly EmailHelper $emailHelper,\n private readonly LoggerInterface $logger,\n private readonly StaleRecordValidator $staleRecordValidator,\n ) {\n }\n\n /**\n * @return null|array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * }\n */\n public function findByProspectIdentifier(\n Configuration $configuration,\n ?Profile $profile,\n string $identifierType,\n string $identifierValue,\n ?int $userId = null,\n ?SyncCrmEntitiesInterface $crmService = null\n ): ?array {\n $cachedValue = $this->get($configuration, $identifierValue, $userId);\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());\n\n return $cachedValue;\n }\n\n if ($identifierType == self::PROSPECT_TYPE_EMAIL\n && $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)\n ) {\n // Set the cache to avoid querying the database for internal participants\n $prospectData = [null, null, null, null, null, null];\n $this->set($configuration, $identifierValue, $prospectData, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());\n\n return $prospectData;\n }\n\n $dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);\n\n if (empty(array_filter($dbCache))) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());\n\n return null;\n }\n\n $dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);\n $dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);\n\n if ($dbCache['contact'] instanceof Contact) {\n $account = $dbCache['contact']->getAccount();\n $dbCache['account'] = $account;\n\n $opportunity = $this->findOpportunityInContactRoles(\n $configuration,\n $profile,\n $dbCache['contact']->getId()\n );\n\n $opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);\n\n if ($opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Found opportunities by contact roles', [\n 'opportunity_id' => $opportunity->getId(),\n ]);\n $dbCache['account'] = $opportunity->getAccount();\n } elseif ($account instanceof Account) {\n $opportunity = $this->getOpportunityFromDatabase(\n configuration: $configuration,\n account: $account,\n contactId: $dbCache['contact']->getId(),\n userId: $userId\n );\n }\n\n $dbCache['opportunity'] = $opportunity;\n $dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);\n\n $dbCache['stage'] = $dbCache['opportunity']?->getStage();\n }\n\n /**\n * @IMPORTANT The keys must always be in this exact order\n *\n * @var array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * } $result\n */\n $result = [\n $dbCache['lead'] ?? null,\n $dbCache['account'] ?? null,\n $dbCache['opportunity'] ?? null,\n $dbCache['contact'] ?? null,\n $dbCache['stage'] ?? null,\n null,\n ];\n\n $this->set($configuration, $identifierValue, $result, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());\n\n return $result;\n }\n\n public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n $cachedValue = $this->get(\n configuration: $configuration,\n identifier: $identifier,\n userId: $userId\n );\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(\n self::LOOKUP_RESULT_CACHE,\n $configuration->getProviderName()\n );\n\n return $cachedValue;\n }\n\n // Log cache miss\n $this->logger->info('[Prospect match] Cache miss', [\n 'identifier_type' => self::PROSPECT_TYPE_DOMAIN,\n 'identifier' => $identifier,\n 'crm' => $configuration->getProviderName(),\n ]);\n\n // not in the cache\n return null;\n }\n\n public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void\n {\n $this->cache->tags($this->getTags($configuration, $identifier))->put(\n $this->generateKey($configuration, $identifier, $userId),\n $prospectData,\n $this->getCacheTtl()\n );\n }\n\n public function handleProspectUpdated(ProspectUpdated $event): void\n {\n $prospect = $event->getProspect();\n $configuration = $prospect->getCrmConfiguration();\n\n if ($configuration === null) {\n return;\n }\n\n if ($prospect->getEmail() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();\n }\n\n if ($prospect->getPhone() !== null) {\n $normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());\n $this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();\n }\n\n if ($prospect->getName() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();\n }\n }\n\n public function normalizePhoneNumber(string $phone): string\n {\n // Remove all non-digit characters first\n $digitsOnly = preg_replace('/[^\\d]/', '', $phone);\n\n // Remove a single leading zero if present\n $digitsOnly = ltrim($digitsOnly, '0');\n\n // Add E.164 prefix\n return '+' . $digitsOnly;\n }\n\n private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n return $this->cache->tags($this->getTags($configuration, $identifier))\n ->get($this->generateKey($configuration, $identifier, $userId));\n }\n\n private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string\n {\n $keySuffix = $userId === null ? '' : ':user:' . $userId;\n\n return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);\n }\n\n private function sendDatadogStats(string $result, string $crm): void\n {\n Datadog::increment(self::DATADOG_STAT_NAME, 1, [\n 'result' => $result,\n 'crm' => $crm,\n ]);\n }\n\n private function getCacheTtl(): int\n {\n if (! App::environment('production', 'production-eu')) {\n return self::TTL_SECONDS_DEV;\n }\n\n return self::TTL_SECONDS;\n }\n\n private function findOpportunityInContactRoles(\n Configuration $configuration,\n ?Profile $profile,\n int $contactId\n ): ?Opportunity {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $contactRoles = $contactRoleRepository->getByCrmContactId(\n $configuration,\n $contactId,\n );\n\n if (! $contactRoles->isEmpty()) {\n $opportunityId = app(MatchBusinessAccount::class)->resolve(\n $contactRoles,\n $profile?->getCrmProviderId(),\n );\n\n $opportunity = $this->opportunityRepository->find($opportunityId);\n }\n\n return $opportunity ?? null;\n }\n\n private function getOpportunityFromDatabase(\n Configuration $configuration,\n Account $account,\n int $contactId,\n ?int $userId = null\n ): ?Opportunity {\n $opportunity = null;\n\n if ($userId) {\n $this->logger->info('ProspectCache - Searching DB for opportunity by owner', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'owner_id' => $userId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(\n $configuration,\n $account,\n $userId,\n $contactId\n );\n }\n\n if (! $opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Fallback DB opportunity search', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(\n $configuration,\n $account,\n $contactId\n );\n }\n\n $this->logger->info('ProspectCache - Opportunity DB search results', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'opportunity_id' => $opportunity?->getId(),\n ]);\n\n return $opportunity;\n }\n\n private function generateProspectTag(Configuration $configuration, string $identifier): string\n {\n return 'prospect:' . $configuration->getId() . ':' . $identifier;\n }\n\n private function getTags(Configuration $configuration, string $identifier): array\n {\n return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm;
use ChaseConey\LaravelDatadogHelper\Datadog;
use Illuminate\Contracts\Cache\Repository;
use Illuminate\Support\Facades\App;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Events\Crm\ProspectUpdated;
use Jiminny\Models\Account;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Stage;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\OpportunityRepository;
use Jiminny\Services\Crm\CrmObjects\Validators\StaleRecordValidator;
use Jiminny\Services\Crm\Salesforce\OpportunityMatcher\MatchBusinessAccount;
use Psr\Log\LoggerInterface;
class ProspectCache
{
public const string PROSPECT_TYPE_EMAIL = 'email';
public const string PROSPECT_TYPE_PHONE = 'phone';
public const string PROSPECT_TYPE_DOMAIN = 'domain';
private const int TTL_SECONDS = 900;
private const int TTL_SECONDS_DEV = 30;
private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';
private const string LOOKUP_RESULT_INTERNAL = 'internal';
private const string LOOKUP_RESULT_CACHE = 'cache';
private const string LOOKUP_RESULT_DB = 'db';
private const string LOOKUP_RESULT_MISS = 'miss';
public function __construct(
private readonly FindsProspectInterface $dbCache,
private readonly Repository $cache,
private readonly OpportunityRepository $opportunityRepository,
private readonly EmailHelper $emailHelper,
private readonly LoggerInterface $logger,
private readonly StaleRecordValidator $staleRecordValidator,
) {
}
/**
* @return null|array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* }
*/
public function findByProspectIdentifier(
Configuration $configuration,
?Profile $profile,
string $identifierType,
string $identifierValue,
?int $userId = null,
?SyncCrmEntitiesInterface $crmService = null
): ?array {
$cachedValue = $this->get($configuration, $identifierValue, $userId);
if ($cachedValue !== null) {
$this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());
return $cachedValue;
}
if ($identifierType == self::PROSPECT_TYPE_EMAIL
&& $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)
) {
// Set the cache to avoid querying the database for internal participants
$prospectData = [null, null, null, null, null, null];
$this->set($configuration, $identifierValue, $prospectData, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());
return $prospectData;
}
$dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);
if (empty(array_filter($dbCache))) {
$this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());
return null;
}
$dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);
$dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);
if ($dbCache['contact'] instanceof Contact) {
$account = $dbCache['contact']->getAccount();
$dbCache['account'] = $account;
$opportunity = $this->findOpportunityInContactRoles(
$configuration,
$profile,
$dbCache['contact']->getId()
);
$opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);
if ($opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Found opportunities by contact roles', [
'opportunity_id' => $opportunity->getId(),
]);
$dbCache['account'] = $opportunity->getAccount();
} elseif ($account instanceof Account) {
$opportunity = $this->getOpportunityFromDatabase(
configuration: $configuration,
account: $account,
contactId: $dbCache['contact']->getId(),
userId: $userId
);
}
$dbCache['opportunity'] = $opportunity;
$dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);
$dbCache['stage'] = $dbCache['opportunity']?->getStage();
}
/**
* @IMPORTANT The keys must always be in this exact order
*
* @var array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* } $result
*/
$result = [
$dbCache['lead'] ?? null,
$dbCache['account'] ?? null,
$dbCache['opportunity'] ?? null,
$dbCache['contact'] ?? null,
$dbCache['stage'] ?? null,
null,
];
$this->set($configuration, $identifierValue, $result, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());
return $result;
}
public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
$cachedValue = $this->get(
configuration: $configuration,
identifier: $identifier,
userId: $userId
);
if ($cachedValue !== null) {
$this->sendDatadogStats(
self::LOOKUP_RESULT_CACHE,
$configuration->getProviderName()
);
return $cachedValue;
}
// Log cache miss
$this->logger->info('[Prospect match] Cache miss', [
'identifier_type' => self::PROSPECT_TYPE_DOMAIN,
'identifier' => $identifier,
'crm' => $configuration->getProviderName(),
]);
// not in the cache
return null;
}
public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void
{
$this->cache->tags($this->getTags($configuration, $identifier))->put(
$this->generateKey($configuration, $identifier, $userId),
$prospectData,
$this->getCacheTtl()
);
}
public function handleProspectUpdated(ProspectUpdated $event): void
{
$prospect = $event->getProspect();
$configuration = $prospect->getCrmConfiguration();
if ($configuration === null) {
return;
}
if ($prospect->getEmail() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();
}
if ($prospect->getPhone() !== null) {
$normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());
$this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();
}
if ($prospect->getName() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();
}
}
public function normalizePhoneNumber(string $phone): string
{
// Remove all non-digit characters first
$digitsOnly = preg_replace('/[^\d]/', '', $phone);
// Remove a single leading zero if present
$digitsOnly = ltrim($digitsOnly, '0');
// Add E.164 prefix
return '+' . $digitsOnly;
}
private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
return $this->cache->tags($this->getTags($configuration, $identifier))
->get($this->generateKey($configuration, $identifier, $userId));
}
private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string
{
$keySuffix = $userId === null ? '' : ':user:' . $userId;
return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);
}
private function sendDatadogStats(string $result, string $crm): void
{
Datadog::increment(self::DATADOG_STAT_NAME, 1, [
'result' => $result,
'crm' => $crm,
]);
}
private function getCacheTtl(): int
{
if (! App::environment('production', 'production-eu')) {
return self::TTL_SECONDS_DEV;
}
return self::TTL_SECONDS;
}
private function findOpportunityInContactRoles(
Configuration $configuration,
?Profile $profile,
int $contactId
): ?Opportunity {
$contactRoleRepository = app(ContactRoleRepository::class);
$contactRoles = $contactRoleRepository->getByCrmContactId(
$configuration,
$contactId,
);
if (! $contactRoles->isEmpty()) {
$opportunityId = app(MatchBusinessAccount::class)->resolve(
$contactRoles,
$profile?->getCrmProviderId(),
);
$opportunity = $this->opportunityRepository->find($opportunityId);
}
return $opportunity ?? null;
}
private function getOpportunityFromDatabase(
Configuration $configuration,
Account $account,
int $contactId,
?int $userId = null
): ?Opportunity {
$opportunity = null;
if ($userId) {
$this->logger->info('ProspectCache - Searching DB for opportunity by owner', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'owner_id' => $userId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(
$configuration,
$account,
$userId,
$contactId
);
}
if (! $opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Fallback DB opportunity search', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(
$configuration,
$account,
$contactId
);
}
$this->logger->info('ProspectCache - Opportunity DB search results', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'opportunity_id' => $opportunity?->getId(),
]);
return $opportunity;
}
private function generateProspectTag(Configuration $configuration, string $identifier): string
{
return 'prospect:' . $configuration->getId() . ':' . $identifier;
}
private function getTags(Configuration $configuration, string $identifier): array
{
return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];
}
}
Project
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9172
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NULL
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NULL
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NULL
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9178
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413
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2
|
2026-05-08T12:17:44.679206+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242664679_m1.jpg...
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PhpStorm
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faVsco.js – ProspectCache.php
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
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IDE and Project Settings
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm;
use ChaseConey\LaravelDatadogHelper\Datadog;
use Illuminate\Contracts\Cache\Repository;
use Illuminate\Support\Facades\App;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Events\Crm\ProspectUpdated;
use Jiminny\Models\Account;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Stage;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\OpportunityRepository;
use Jiminny\Services\Crm\CrmObjects\Validators\StaleRecordValidator;
use Jiminny\Services\Crm\Salesforce\OpportunityMatcher\MatchBusinessAccount;
use Psr\Log\LoggerInterface;
class ProspectCache
{
public const string PROSPECT_TYPE_EMAIL = 'email';
public const string PROSPECT_TYPE_PHONE = 'phone';
public const string PROSPECT_TYPE_DOMAIN = 'domain';
private const int TTL_SECONDS = 900;
private const int TTL_SECONDS_DEV = 30;
private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';
private const string LOOKUP_RESULT_INTERNAL = 'internal';
private const string LOOKUP_RESULT_CACHE = 'cache';
private const string LOOKUP_RESULT_DB = 'db';
private const string LOOKUP_RESULT_MISS = 'miss';
public function __construct(
private readonly FindsProspectInterface $dbCache,
private readonly Repository $cache,
private readonly OpportunityRepository $opportunityRepository,
private readonly EmailHelper $emailHelper,
private readonly LoggerInterface $logger,
private readonly StaleRecordValidator $staleRecordValidator,
) {
}
/**
* @return null|array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* }
*/
public function findByProspectIdentifier(
Configuration $configuration,
?Profile $profile,
string $identifierType,
string $identifierValue,
?int $userId = null,
?SyncCrmEntitiesInterface $crmService = null
): ?array {
$cachedValue = $this->get($configuration, $identifierValue, $userId);
if ($cachedValue !== null) {
$this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());
return $cachedValue;
}
if ($identifierType == self::PROSPECT_TYPE_EMAIL
&& $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)
) {
// Set the cache to avoid querying the database for internal participants
$prospectData = [null, null, null, null, null, null];
$this->set($configuration, $identifierValue, $prospectData, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());
return $prospectData;
}
$dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);
if (empty(array_filter($dbCache))) {
$this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());
return null;
}
$dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);
$dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);
if ($dbCache['contact'] instanceof Contact) {
$account = $dbCache['contact']->getAccount();
$dbCache['account'] = $account;
$opportunity = $this->findOpportunityInContactRoles(
$configuration,
$profile,
$dbCache['contact']->getId()
);
$opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);
if ($opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Found opportunities by contact roles', [
'opportunity_id' => $opportunity->getId(),
]);
$dbCache['account'] = $opportunity->getAccount();
} elseif ($account instanceof Account) {
$opportunity = $this->getOpportunityFromDatabase(
configuration: $configuration,
account: $account,
contactId: $dbCache['contact']->getId(),
userId: $userId
);
}
$dbCache['opportunity'] = $opportunity;
$dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);
$dbCache['stage'] = $dbCache['opportunity']?->getStage();
}
/**
* @IMPORTANT The keys must always be in this exact order
*
* @var array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* } $result
*/
$result = [
$dbCache['lead'] ?? null,
$dbCache['account'] ?? null,
$dbCache['opportunity'] ?? null,
$dbCache['contact'] ?? null,
$dbCache['stage'] ?? null,
null,
];
$this->set($configuration, $identifierValue, $result, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());
return $result;
}
public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
$cachedValue = $this->get(
configuration: $configuration,
identifier: $identifier,
userId: $userId
);
if ($cachedValue !== null) {
$this->sendDatadogStats(
self::LOOKUP_RESULT_CACHE,
$configuration->getProviderName()
);
return $cachedValue;
}
// Log cache miss
$this->logger->info('[Prospect match] Cache miss', [
'identifier_type' => self::PROSPECT_TYPE_DOMAIN,
'identifier' => $identifier,
'crm' => $configuration->getProviderName(),
]);
// not in the cache
return null;
}
public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void
{
$this->cache->tags($this->getTags($configuration, $identifier))->put(
$this->generateKey($configuration, $identifier, $userId),
$prospectData,
$this->getCacheTtl()
);
}
public function handleProspectUpdated(ProspectUpdated $event): void
{
$prospect = $event->getProspect();
$configuration = $prospect->getCrmConfiguration();
if ($configuration === null) {
return;
}
if ($prospect->getEmail() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();
}
if ($prospect->getPhone() !== null) {
$normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());
$this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();
}
if ($prospect->getName() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();
}
}
public function normalizePhoneNumber(string $phone): string
{
// Remove all non-digit characters first
$digitsOnly = preg_replace('/[^\d]/', '', $phone);
// Remove a single leading zero if present
$digitsOnly = ltrim($digitsOnly, '0');
// Add E.164 prefix
return '+' . $digitsOnly;
}
private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
return $this->cache->tags($this->getTags($configuration, $identifier))
->get($this->generateKey($configuration, $identifier, $userId));
}
private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string
{
$keySuffix = $userId === null ? '' : ':user:' . $userId;
return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);
}
private function sendDatadogStats(string $result, string $crm): void
{
Datadog::increment(self::DATADOG_STAT_NAME, 1, [
'result' => $result,
'crm' => $crm,
]);
}
private function getCacheTtl(): int
{
if (! App::environment('production', 'production-eu')) {
return self::TTL_SECONDS_DEV;
}
return self::TTL_SECONDS;
}
private function findOpportunityInContactRoles(
Configuration $configuration,
?Profile $profile,
int $contactId
): ?Opportunity {
$contactRoleRepository = app(ContactRoleRepository::class);
$contactRoles = $contactRoleRepository->getByCrmContactId(
$configuration,
$contactId,
);
if (! $contactRoles->isEmpty()) {
$opportunityId = app(MatchBusinessAccount::class)->resolve(
$contactRoles,
$profile?->getCrmProviderId(),
);
$opportunity = $this->opportunityRepository->find($opportunityId);
}
return $opportunity ?? null;
}
private function getOpportunityFromDatabase(
Configuration $configuration,
Account $account,
int $contactId,
?int $userId = null
): ?Opportunity {
$opportunity = null;
if ($userId) {
$this->logger->info('ProspectCache - Searching DB for opportunity by owner', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'owner_id' => $userId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(
$configuration,
$account,
$userId,
$contactId
);
}
if (! $opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Fallback DB opportunity search', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(
$configuration,
$account,
$contactId
);
}
$this->logger->info('ProspectCache - Opportunity DB search results', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'opportunity_id' => $opportunity?->getId(),
]);
return $opportunity;
}
private function generateProspectTag(Configuration $configuration, string $identifier): string
{
return 'prospect:' . $configuration->getId() . ':' . $identifier;
}
private function getTags(Configuration $configuration, string $identifier): array
{
return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];
}
}
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SameSite=None\"],\n \"Report-To\":[\"{\n\\\"endpoints\\\":[{\n\\\"url\\\":\\\"https:\\\\/\\\\/a.nel.cloudflare.com\\\\/report\\\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\\\"}],\n\\\"group\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"NEL\":[\"{\n\\\"success_fraction\\\":0.01,\n\\\"report_to\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"Server\":[\"cloudflare\"]}} {\n\"correlation_id\":\"95236535-ec98-4541-b92a-adfa73b69eab\",\n\"trace_id\":\"c7ab8365-903f-46d4-9403-0e5b551e3545\"}","depth":4,"on_screen":true,"value":"[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {\n\"headers\":{\n\"Date\":[\"Thu,07 May 2026 14:21:15 GMT\"],\n \"Content-Type\":[\"application/json;charset=utf-8\"],\n \"Transfer-Encoding\":[\"chunked\"],\n \"Connection\":[\"keep-alive\"],\n \"CF-Ray\":[\"9f80deb8db60dc3a-SOF\"],\n \"CF-Cache-Status\":[\"DYNAMIC\"],\n \"Strict-Transport-Security\":[\"max-age=31536000; includeSubDomains; preload\"],\n \"Vary\":[\"origin,\n accept-encoding\"],\n \"access-control-allow-credentials\":[\"false\"],\n \"server-timing\":[\"hcid;desc=\\\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\\\",\n cfr;desc=\\\"9f80deb8e7c6dc3a-IAD\\\"\"],\n \"x-content-type-options\":[\"nosniff\"],\n \"x-hubspot-correlation-id\":[\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\"],\n \"Set-Cookie\":[\"__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-1.0.1.1-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,\n 07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None\"],\n \"Report-To\":[\"{\n\\\"endpoints\\\":[{\n\\\"url\\\":\\\"https:\\\\/\\\\/a.nel.cloudflare.com\\\\/report\\\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\\\"}],\n\\\"group\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"NEL\":[\"{\n\\\"success_fraction\\\":0.01,\n\\\"report_to\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"Server\":[\"cloudflare\"]}} {\n\"correlation_id\":\"95236535-ec98-4541-b92a-adfa73b69eab\",\n\"trace_id\":\"c7ab8365-903f-46d4-9403-0e5b551e3545\"}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.088194445,"height":0.027777778},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"2","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm;\n\nuse ChaseConey\\LaravelDatadogHelper\\Datadog;\nuse Illuminate\\Contracts\\Cache\\Repository;\nuse Illuminate\\Support\\Facades\\App;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Events\\Crm\\ProspectUpdated;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\OpportunityRepository;\nuse Jiminny\\Services\\Crm\\CrmObjects\\Validators\\StaleRecordValidator;\nuse Jiminny\\Services\\Crm\\Salesforce\\OpportunityMatcher\\MatchBusinessAccount;\nuse Psr\\Log\\LoggerInterface;\n\nclass ProspectCache\n{\n public const string PROSPECT_TYPE_EMAIL = 'email';\n public const string PROSPECT_TYPE_PHONE = 'phone';\n\n public const string PROSPECT_TYPE_DOMAIN = 'domain';\n private const int TTL_SECONDS = 900;\n private const int TTL_SECONDS_DEV = 30;\n private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';\n private const string LOOKUP_RESULT_INTERNAL = 'internal';\n private const string LOOKUP_RESULT_CACHE = 'cache';\n private const string LOOKUP_RESULT_DB = 'db';\n private const string LOOKUP_RESULT_MISS = 'miss';\n\n public function __construct(\n private readonly FindsProspectInterface $dbCache,\n private readonly Repository $cache,\n private readonly OpportunityRepository $opportunityRepository,\n private readonly EmailHelper $emailHelper,\n private readonly LoggerInterface $logger,\n private readonly StaleRecordValidator $staleRecordValidator,\n ) {\n }\n\n /**\n * @return null|array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * }\n */\n public function findByProspectIdentifier(\n Configuration $configuration,\n ?Profile $profile,\n string $identifierType,\n string $identifierValue,\n ?int $userId = null,\n ?SyncCrmEntitiesInterface $crmService = null\n ): ?array {\n $cachedValue = $this->get($configuration, $identifierValue, $userId);\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());\n\n return $cachedValue;\n }\n\n if ($identifierType == self::PROSPECT_TYPE_EMAIL\n && $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)\n ) {\n // Set the cache to avoid querying the database for internal participants\n $prospectData = [null, null, null, null, null, null];\n $this->set($configuration, $identifierValue, $prospectData, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());\n\n return $prospectData;\n }\n\n $dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);\n\n if (empty(array_filter($dbCache))) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());\n\n return null;\n }\n\n $dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);\n $dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);\n\n if ($dbCache['contact'] instanceof Contact) {\n $account = $dbCache['contact']->getAccount();\n $dbCache['account'] = $account;\n\n $opportunity = $this->findOpportunityInContactRoles(\n $configuration,\n $profile,\n $dbCache['contact']->getId()\n );\n\n $opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);\n\n if ($opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Found opportunities by contact roles', [\n 'opportunity_id' => $opportunity->getId(),\n ]);\n $dbCache['account'] = $opportunity->getAccount();\n } elseif ($account instanceof Account) {\n $opportunity = $this->getOpportunityFromDatabase(\n configuration: $configuration,\n account: $account,\n contactId: $dbCache['contact']->getId(),\n userId: $userId\n );\n }\n\n $dbCache['opportunity'] = $opportunity;\n $dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);\n\n $dbCache['stage'] = $dbCache['opportunity']?->getStage();\n }\n\n /**\n * @IMPORTANT The keys must always be in this exact order\n *\n * @var array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * } $result\n */\n $result = [\n $dbCache['lead'] ?? null,\n $dbCache['account'] ?? null,\n $dbCache['opportunity'] ?? null,\n $dbCache['contact'] ?? null,\n $dbCache['stage'] ?? null,\n null,\n ];\n\n $this->set($configuration, $identifierValue, $result, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());\n\n return $result;\n }\n\n public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n $cachedValue = $this->get(\n configuration: $configuration,\n identifier: $identifier,\n userId: $userId\n );\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(\n self::LOOKUP_RESULT_CACHE,\n $configuration->getProviderName()\n );\n\n return $cachedValue;\n }\n\n // Log cache miss\n $this->logger->info('[Prospect match] Cache miss', [\n 'identifier_type' => self::PROSPECT_TYPE_DOMAIN,\n 'identifier' => $identifier,\n 'crm' => $configuration->getProviderName(),\n ]);\n\n // not in the cache\n return null;\n }\n\n public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void\n {\n $this->cache->tags($this->getTags($configuration, $identifier))->put(\n $this->generateKey($configuration, $identifier, $userId),\n $prospectData,\n $this->getCacheTtl()\n );\n }\n\n public function handleProspectUpdated(ProspectUpdated $event): void\n {\n $prospect = $event->getProspect();\n $configuration = $prospect->getCrmConfiguration();\n\n if ($configuration === null) {\n return;\n }\n\n if ($prospect->getEmail() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();\n }\n\n if ($prospect->getPhone() !== null) {\n $normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());\n $this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();\n }\n\n if ($prospect->getName() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();\n }\n }\n\n public function normalizePhoneNumber(string $phone): string\n {\n // Remove all non-digit characters first\n $digitsOnly = preg_replace('/[^\\d]/', '', $phone);\n\n // Remove a single leading zero if present\n $digitsOnly = ltrim($digitsOnly, '0');\n\n // Add E.164 prefix\n return '+' . $digitsOnly;\n }\n\n private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n return $this->cache->tags($this->getTags($configuration, $identifier))\n ->get($this->generateKey($configuration, $identifier, $userId));\n }\n\n private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string\n {\n $keySuffix = $userId === null ? '' : ':user:' . $userId;\n\n return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);\n }\n\n private function sendDatadogStats(string $result, string $crm): void\n {\n Datadog::increment(self::DATADOG_STAT_NAME, 1, [\n 'result' => $result,\n 'crm' => $crm,\n ]);\n }\n\n private function getCacheTtl(): int\n {\n if (! App::environment('production', 'production-eu')) {\n return self::TTL_SECONDS_DEV;\n }\n\n return self::TTL_SECONDS;\n }\n\n private function findOpportunityInContactRoles(\n Configuration $configuration,\n ?Profile $profile,\n int $contactId\n ): ?Opportunity {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $contactRoles = $contactRoleRepository->getByCrmContactId(\n $configuration,\n $contactId,\n );\n\n if (! $contactRoles->isEmpty()) {\n $opportunityId = app(MatchBusinessAccount::class)->resolve(\n $contactRoles,\n $profile?->getCrmProviderId(),\n );\n\n $opportunity = $this->opportunityRepository->find($opportunityId);\n }\n\n return $opportunity ?? null;\n }\n\n private function getOpportunityFromDatabase(\n Configuration $configuration,\n Account $account,\n int $contactId,\n ?int $userId = null\n ): ?Opportunity {\n $opportunity = null;\n\n if ($userId) {\n $this->logger->info('ProspectCache - Searching DB for opportunity by owner', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'owner_id' => $userId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(\n $configuration,\n $account,\n $userId,\n $contactId\n );\n }\n\n if (! $opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Fallback DB opportunity search', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(\n $configuration,\n $account,\n $contactId\n );\n }\n\n $this->logger->info('ProspectCache - Opportunity DB search results', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'opportunity_id' => $opportunity?->getId(),\n ]);\n\n return $opportunity;\n }\n\n private function generateProspectTag(Configuration $configuration, string $identifier): string\n {\n return 'prospect:' . $configuration->getId() . ':' . $identifier;\n }\n\n private function getTags(Configuration $configuration, string $identifier): array\n {\n return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm;\n\nuse ChaseConey\\LaravelDatadogHelper\\Datadog;\nuse Illuminate\\Contracts\\Cache\\Repository;\nuse Illuminate\\Support\\Facades\\App;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Events\\Crm\\ProspectUpdated;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\OpportunityRepository;\nuse Jiminny\\Services\\Crm\\CrmObjects\\Validators\\StaleRecordValidator;\nuse Jiminny\\Services\\Crm\\Salesforce\\OpportunityMatcher\\MatchBusinessAccount;\nuse Psr\\Log\\LoggerInterface;\n\nclass ProspectCache\n{\n public const string PROSPECT_TYPE_EMAIL = 'email';\n public const string PROSPECT_TYPE_PHONE = 'phone';\n\n public const string PROSPECT_TYPE_DOMAIN = 'domain';\n private const int TTL_SECONDS = 900;\n private const int TTL_SECONDS_DEV = 30;\n private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';\n private const string LOOKUP_RESULT_INTERNAL = 'internal';\n private const string LOOKUP_RESULT_CACHE = 'cache';\n private const string LOOKUP_RESULT_DB = 'db';\n private const string LOOKUP_RESULT_MISS = 'miss';\n\n public function __construct(\n private readonly FindsProspectInterface $dbCache,\n private readonly Repository $cache,\n private readonly OpportunityRepository $opportunityRepository,\n private readonly EmailHelper $emailHelper,\n private readonly LoggerInterface $logger,\n private readonly StaleRecordValidator $staleRecordValidator,\n ) {\n }\n\n /**\n * @return null|array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * }\n */\n public function findByProspectIdentifier(\n Configuration $configuration,\n ?Profile $profile,\n string $identifierType,\n string $identifierValue,\n ?int $userId = null,\n ?SyncCrmEntitiesInterface $crmService = null\n ): ?array {\n $cachedValue = $this->get($configuration, $identifierValue, $userId);\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());\n\n return $cachedValue;\n }\n\n if ($identifierType == self::PROSPECT_TYPE_EMAIL\n && $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)\n ) {\n // Set the cache to avoid querying the database for internal participants\n $prospectData = [null, null, null, null, null, null];\n $this->set($configuration, $identifierValue, $prospectData, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());\n\n return $prospectData;\n }\n\n $dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);\n\n if (empty(array_filter($dbCache))) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());\n\n return null;\n }\n\n $dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);\n $dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);\n\n if ($dbCache['contact'] instanceof Contact) {\n $account = $dbCache['contact']->getAccount();\n $dbCache['account'] = $account;\n\n $opportunity = $this->findOpportunityInContactRoles(\n $configuration,\n $profile,\n $dbCache['contact']->getId()\n );\n\n $opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);\n\n if ($opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Found opportunities by contact roles', [\n 'opportunity_id' => $opportunity->getId(),\n ]);\n $dbCache['account'] = $opportunity->getAccount();\n } elseif ($account instanceof Account) {\n $opportunity = $this->getOpportunityFromDatabase(\n configuration: $configuration,\n account: $account,\n contactId: $dbCache['contact']->getId(),\n userId: $userId\n );\n }\n\n $dbCache['opportunity'] = $opportunity;\n $dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);\n\n $dbCache['stage'] = $dbCache['opportunity']?->getStage();\n }\n\n /**\n * @IMPORTANT The keys must always be in this exact order\n *\n * @var array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * } $result\n */\n $result = [\n $dbCache['lead'] ?? null,\n $dbCache['account'] ?? null,\n $dbCache['opportunity'] ?? null,\n $dbCache['contact'] ?? null,\n $dbCache['stage'] ?? null,\n null,\n ];\n\n $this->set($configuration, $identifierValue, $result, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());\n\n return $result;\n }\n\n public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n $cachedValue = $this->get(\n configuration: $configuration,\n identifier: $identifier,\n userId: $userId\n );\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(\n self::LOOKUP_RESULT_CACHE,\n $configuration->getProviderName()\n );\n\n return $cachedValue;\n }\n\n // Log cache miss\n $this->logger->info('[Prospect match] Cache miss', [\n 'identifier_type' => self::PROSPECT_TYPE_DOMAIN,\n 'identifier' => $identifier,\n 'crm' => $configuration->getProviderName(),\n ]);\n\n // not in the cache\n return null;\n }\n\n public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void\n {\n $this->cache->tags($this->getTags($configuration, $identifier))->put(\n $this->generateKey($configuration, $identifier, $userId),\n $prospectData,\n $this->getCacheTtl()\n );\n }\n\n public function handleProspectUpdated(ProspectUpdated $event): void\n {\n $prospect = $event->getProspect();\n $configuration = $prospect->getCrmConfiguration();\n\n if ($configuration === null) {\n return;\n }\n\n if ($prospect->getEmail() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();\n }\n\n if ($prospect->getPhone() !== null) {\n $normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());\n $this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();\n }\n\n if ($prospect->getName() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();\n }\n }\n\n public function normalizePhoneNumber(string $phone): string\n {\n // Remove all non-digit characters first\n $digitsOnly = preg_replace('/[^\\d]/', '', $phone);\n\n // Remove a single leading zero if present\n $digitsOnly = ltrim($digitsOnly, '0');\n\n // Add E.164 prefix\n return '+' . $digitsOnly;\n }\n\n private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n return $this->cache->tags($this->getTags($configuration, $identifier))\n ->get($this->generateKey($configuration, $identifier, $userId));\n }\n\n private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string\n {\n $keySuffix = $userId === null ? '' : ':user:' . $userId;\n\n return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);\n }\n\n private function sendDatadogStats(string $result, string $crm): void\n {\n Datadog::increment(self::DATADOG_STAT_NAME, 1, [\n 'result' => $result,\n 'crm' => $crm,\n ]);\n }\n\n private function getCacheTtl(): int\n {\n if (! App::environment('production', 'production-eu')) {\n return self::TTL_SECONDS_DEV;\n }\n\n return self::TTL_SECONDS;\n }\n\n private function findOpportunityInContactRoles(\n Configuration $configuration,\n ?Profile $profile,\n int $contactId\n ): ?Opportunity {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $contactRoles = $contactRoleRepository->getByCrmContactId(\n $configuration,\n $contactId,\n );\n\n if (! $contactRoles->isEmpty()) {\n $opportunityId = app(MatchBusinessAccount::class)->resolve(\n $contactRoles,\n $profile?->getCrmProviderId(),\n );\n\n $opportunity = $this->opportunityRepository->find($opportunityId);\n }\n\n return $opportunity ?? null;\n }\n\n private function getOpportunityFromDatabase(\n Configuration $configuration,\n Account $account,\n int $contactId,\n ?int $userId = null\n ): ?Opportunity {\n $opportunity = null;\n\n if ($userId) {\n $this->logger->info('ProspectCache - Searching DB for opportunity by owner', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'owner_id' => $userId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(\n $configuration,\n $account,\n $userId,\n $contactId\n );\n }\n\n if (! $opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Fallback DB opportunity search', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(\n $configuration,\n $account,\n $contactId\n );\n }\n\n $this->logger->info('ProspectCache - Opportunity DB search results', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'opportunity_id' => $opportunity?->getId(),\n ]);\n\n return $opportunity;\n }\n\n private function generateProspectTag(Configuration $configuration, string $identifier): string\n {\n return 'prospect:' . $configuration->getId() . ':' . $identifier;\n }\n\n private function getTags(Configuration $configuration, string $identifier): array\n {\n return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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920666202760937713
|
338922648065674223
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idle
|
accessibility
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NULL
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Project: faVsco.js, menu
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm;
use ChaseConey\LaravelDatadogHelper\Datadog;
use Illuminate\Contracts\Cache\Repository;
use Illuminate\Support\Facades\App;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Events\Crm\ProspectUpdated;
use Jiminny\Models\Account;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Stage;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\OpportunityRepository;
use Jiminny\Services\Crm\CrmObjects\Validators\StaleRecordValidator;
use Jiminny\Services\Crm\Salesforce\OpportunityMatcher\MatchBusinessAccount;
use Psr\Log\LoggerInterface;
class ProspectCache
{
public const string PROSPECT_TYPE_EMAIL = 'email';
public const string PROSPECT_TYPE_PHONE = 'phone';
public const string PROSPECT_TYPE_DOMAIN = 'domain';
private const int TTL_SECONDS = 900;
private const int TTL_SECONDS_DEV = 30;
private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';
private const string LOOKUP_RESULT_INTERNAL = 'internal';
private const string LOOKUP_RESULT_CACHE = 'cache';
private const string LOOKUP_RESULT_DB = 'db';
private const string LOOKUP_RESULT_MISS = 'miss';
public function __construct(
private readonly FindsProspectInterface $dbCache,
private readonly Repository $cache,
private readonly OpportunityRepository $opportunityRepository,
private readonly EmailHelper $emailHelper,
private readonly LoggerInterface $logger,
private readonly StaleRecordValidator $staleRecordValidator,
) {
}
/**
* @return null|array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* }
*/
public function findByProspectIdentifier(
Configuration $configuration,
?Profile $profile,
string $identifierType,
string $identifierValue,
?int $userId = null,
?SyncCrmEntitiesInterface $crmService = null
): ?array {
$cachedValue = $this->get($configuration, $identifierValue, $userId);
if ($cachedValue !== null) {
$this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());
return $cachedValue;
}
if ($identifierType == self::PROSPECT_TYPE_EMAIL
&& $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)
) {
// Set the cache to avoid querying the database for internal participants
$prospectData = [null, null, null, null, null, null];
$this->set($configuration, $identifierValue, $prospectData, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());
return $prospectData;
}
$dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);
if (empty(array_filter($dbCache))) {
$this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());
return null;
}
$dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);
$dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);
if ($dbCache['contact'] instanceof Contact) {
$account = $dbCache['contact']->getAccount();
$dbCache['account'] = $account;
$opportunity = $this->findOpportunityInContactRoles(
$configuration,
$profile,
$dbCache['contact']->getId()
);
$opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);
if ($opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Found opportunities by contact roles', [
'opportunity_id' => $opportunity->getId(),
]);
$dbCache['account'] = $opportunity->getAccount();
} elseif ($account instanceof Account) {
$opportunity = $this->getOpportunityFromDatabase(
configuration: $configuration,
account: $account,
contactId: $dbCache['contact']->getId(),
userId: $userId
);
}
$dbCache['opportunity'] = $opportunity;
$dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);
$dbCache['stage'] = $dbCache['opportunity']?->getStage();
}
/**
* @IMPORTANT The keys must always be in this exact order
*
* @var array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* } $result
*/
$result = [
$dbCache['lead'] ?? null,
$dbCache['account'] ?? null,
$dbCache['opportunity'] ?? null,
$dbCache['contact'] ?? null,
$dbCache['stage'] ?? null,
null,
];
$this->set($configuration, $identifierValue, $result, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());
return $result;
}
public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
$cachedValue = $this->get(
configuration: $configuration,
identifier: $identifier,
userId: $userId
);
if ($cachedValue !== null) {
$this->sendDatadogStats(
self::LOOKUP_RESULT_CACHE,
$configuration->getProviderName()
);
return $cachedValue;
}
// Log cache miss
$this->logger->info('[Prospect match] Cache miss', [
'identifier_type' => self::PROSPECT_TYPE_DOMAIN,
'identifier' => $identifier,
'crm' => $configuration->getProviderName(),
]);
// not in the cache
return null;
}
public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void
{
$this->cache->tags($this->getTags($configuration, $identifier))->put(
$this->generateKey($configuration, $identifier, $userId),
$prospectData,
$this->getCacheTtl()
);
}
public function handleProspectUpdated(ProspectUpdated $event): void
{
$prospect = $event->getProspect();
$configuration = $prospect->getCrmConfiguration();
if ($configuration === null) {
return;
}
if ($prospect->getEmail() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();
}
if ($prospect->getPhone() !== null) {
$normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());
$this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();
}
if ($prospect->getName() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();
}
}
public function normalizePhoneNumber(string $phone): string
{
// Remove all non-digit characters first
$digitsOnly = preg_replace('/[^\d]/', '', $phone);
// Remove a single leading zero if present
$digitsOnly = ltrim($digitsOnly, '0');
// Add E.164 prefix
return '+' . $digitsOnly;
}
private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
return $this->cache->tags($this->getTags($configuration, $identifier))
->get($this->generateKey($configuration, $identifier, $userId));
}
private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string
{
$keySuffix = $userId === null ? '' : ':user:' . $userId;
return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);
}
private function sendDatadogStats(string $result, string $crm): void
{
Datadog::increment(self::DATADOG_STAT_NAME, 1, [
'result' => $result,
'crm' => $crm,
]);
}
private function getCacheTtl(): int
{
if (! App::environment('production', 'production-eu')) {
return self::TTL_SECONDS_DEV;
}
return self::TTL_SECONDS;
}
private function findOpportunityInContactRoles(
Configuration $configuration,
?Profile $profile,
int $contactId
): ?Opportunity {
$contactRoleRepository = app(ContactRoleRepository::class);
$contactRoles = $contactRoleRepository->getByCrmContactId(
$configuration,
$contactId,
);
if (! $contactRoles->isEmpty()) {
$opportunityId = app(MatchBusinessAccount::class)->resolve(
$contactRoles,
$profile?->getCrmProviderId(),
);
$opportunity = $this->opportunityRepository->find($opportunityId);
}
return $opportunity ?? null;
}
private function getOpportunityFromDatabase(
Configuration $configuration,
Account $account,
int $contactId,
?int $userId = null
): ?Opportunity {
$opportunity = null;
if ($userId) {
$this->logger->info('ProspectCache - Searching DB for opportunity by owner', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'owner_id' => $userId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(
$configuration,
$account,
$userId,
$contactId
);
}
if (! $opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Fallback DB opportunity search', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(
$configuration,
$account,
$contactId
);
}
$this->logger->info('ProspectCache - Opportunity DB search results', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'opportunity_id' => $opportunity?->getId(),
]);
return $opportunity;
}
private function generateProspectTag(Configuration $configuration, string $identifier): string
{
return 'prospect:' . $configuration->getId() . ':' . $identifier;
}
private function getTags(Configuration $configuration, string $identifier): array
{
return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];
}
}
Project
Project
New File or Directory…
Expand Selected
Collapse All
Options
Hide...
|
9167
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NULL
|
NULL
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NULL
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|
9177
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414
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0
|
2026-05-08T12:17:19.707194+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242639707_m2.jpg...
|
PhpStorm
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faVsco.js – ProspectCache.php
|
1
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NULL
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monitor_2
|
NULL
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NULL
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NULL
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NULL
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
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Code changed:
Hide
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Previous Highlighted Error
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
Sync Changes
Hide This Notification
Code changed:
Hide
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm;
use ChaseConey\LaravelDatadogHelper\Datadog;
use Illuminate\Contracts\Cache\Repository;
use Illuminate\Support\Facades\App;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Events\Crm\ProspectUpdated;
use Jiminny\Models\Account;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Stage;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\OpportunityRepository;
use Jiminny\Services\Crm\CrmObjects\Validators\StaleRecordValidator;
use Jiminny\Services\Crm\Salesforce\OpportunityMatcher\MatchBusinessAccount;
use Psr\Log\LoggerInterface;
class ProspectCache
{
public const string PROSPECT_TYPE_EMAIL = 'email';
public const string PROSPECT_TYPE_PHONE = 'phone';
public const string PROSPECT_TYPE_DOMAIN = 'domain';
private const int TTL_SECONDS = 900;
private const int TTL_SECONDS_DEV = 30;
private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';
private const string LOOKUP_RESULT_INTERNAL = 'internal';
private const string LOOKUP_RESULT_CACHE = 'cache';
private const string LOOKUP_RESULT_DB = 'db';
private const string LOOKUP_RESULT_MISS = 'miss';
public function __construct(
private readonly FindsProspectInterface $dbCache,
private readonly Repository $cache,
private readonly OpportunityRepository $opportunityRepository,
private readonly EmailHelper $emailHelper,
private readonly LoggerInterface $logger,
private readonly StaleRecordValidator $staleRecordValidator,
) {
}
/**
* @return null|array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* }
*/
public function findByProspectIdentifier(
Configuration $configuration,
?Profile $profile,
string $identifierType,
string $identifierValue,
?int $userId = null,
?SyncCrmEntitiesInterface $crmService = null
): ?array {
$cachedValue = $this->get($configuration, $identifierValue, $userId);
if ($cachedValue !== null) {
$this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());
return $cachedValue;
}
if ($identifierType == self::PROSPECT_TYPE_EMAIL
&& $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)
) {
// Set the cache to avoid querying the database for internal participants
$prospectData = [null, null, null, null, null, null];
$this->set($configuration, $identifierValue, $prospectData, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());
return $prospectData;
}
$dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);
if (empty(array_filter($dbCache))) {
$this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());
return null;
}
$dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);
$dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);
if ($dbCache['contact'] instanceof Contact) {
$account = $dbCache['contact']->getAccount();
$dbCache['account'] = $account;
$opportunity = $this->findOpportunityInContactRoles(
$configuration,
$profile,
$dbCache['contact']->getId()
);
$opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);
if ($opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Found opportunities by contact roles', [
'opportunity_id' => $opportunity->getId(),
]);
$dbCache['account'] = $opportunity->getAccount();
} elseif ($account instanceof Account) {
$opportunity = $this->getOpportunityFromDatabase(
configuration: $configuration,
account: $account,
contactId: $dbCache['contact']->getId(),
userId: $userId
);
}
$dbCache['opportunity'] = $opportunity;
$dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);
$dbCache['stage'] = $dbCache['opportunity']?->getStage();
}
/**
* @IMPORTANT The keys must always be in this exact order
*
* @var array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* } $result
*/
$result = [
$dbCache['lead'] ?? null,
$dbCache['account'] ?? null,
$dbCache['opportunity'] ?? null,
$dbCache['contact'] ?? null,
$dbCache['stage'] ?? null,
null,
];
$this->set($configuration, $identifierValue, $result, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());
return $result;
}
public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
$cachedValue = $this->get(
configuration: $configuration,
identifier: $identifier,
userId: $userId
);
if ($cachedValue !== null) {
$this->sendDatadogStats(
self::LOOKUP_RESULT_CACHE,
$configuration->getProviderName()
);
return $cachedValue;
}
// Log cache miss
$this->logger->info('[Prospect match] Cache miss', [
'identifier_type' => self::PROSPECT_TYPE_DOMAIN,
'identifier' => $identifier,
'crm' => $configuration->getProviderName(),
]);
// not in the cache
return null;
}
public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void
{
$this->cache->tags($this->getTags($configuration, $identifier))->put(
$this->generateKey($configuration, $identifier, $userId),
$prospectData,
$this->getCacheTtl()
);
}
public function handleProspectUpdated(ProspectUpdated $event): void
{
$prospect = $event->getProspect();
$configuration = $prospect->getCrmConfiguration();
if ($configuration === null) {
return;
}
if ($prospect->getEmail() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();
}
if ($prospect->getPhone() !== null) {
$normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());
$this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();
}
if ($prospect->getName() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();
}
}
public function normalizePhoneNumber(string $phone): string
{
// Remove all non-digit characters first
$digitsOnly = preg_replace('/[^\d]/', '', $phone);
// Remove a single leading zero if present
$digitsOnly = ltrim($digitsOnly, '0');
// Add E.164 prefix
return '+' . $digitsOnly;
}
private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
return $this->cache->tags($this->getTags($configuration, $identifier))
->get($this->generateKey($configuration, $identifier, $userId));
}
private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string
{
$keySuffix = $userId === null ? '' : ':user:' . $userId;
return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);
}
private function sendDatadogStats(string $result, string $crm): void
{
Datadog::increment(self::DATADOG_STAT_NAME, 1, [
'result' => $result,
'crm' => $crm,
]);
}
private function getCacheTtl(): int
{
if (! App::environment('production', 'production-eu')) {
return self::TTL_SECONDS_DEV;
}
return self::TTL_SECONDS;
}
private function findOpportunityInContactRoles(
Configuration $configuration,
?Profile $profile,
int $contactId
): ?Opportunity {
$contactRoleRepository = app(ContactRoleRepository::class);
$contactRoles = $contactRoleRepository->getByCrmContactId(
$configuration,
$contactId,
);
if (! $contactRoles->isEmpty()) {
$opportunityId = app(MatchBusinessAccount::class)->resolve(
$contactRoles,
$profile?->getCrmProviderId(),
);
$opportunity = $this->opportunityRepository->find($opportunityId);
}
return $opportunity ?? null;
}
private function getOpportunityFromDatabase(
Configuration $configuration,
Account $account,
int $contactId,
?int $userId = null
): ?Opportunity {
$opportunity = null;
if ($userId) {
$this->logger->info('ProspectCache - Searching DB for opportunity by owner', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'owner_id' => $userId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(
$configuration,
$account,
$userId,
$contactId
);
}
if (! $opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Fallback DB opportunity search', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(
$configuration,
$account,
$contactId
);
}
$this->logger->info('ProspectCache - Opportunity DB search results', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'opportunity_id' => $opportunity?->getId(),
]);
return $opportunity;
}
private function generateProspectTag(Configuration $configuration, string $identifier): string
{
return 'prospect:' . $configuration->getId() . ':' . $identifier;
}
private function getTags(Configuration $configuration, string $identifier): array
{
return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];
}
}
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Error","depth":4,"bounds":{"left":0.4012633,"top":0.14844373,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm;\n\nuse ChaseConey\\LaravelDatadogHelper\\Datadog;\nuse Illuminate\\Contracts\\Cache\\Repository;\nuse Illuminate\\Support\\Facades\\App;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Events\\Crm\\ProspectUpdated;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\OpportunityRepository;\nuse Jiminny\\Services\\Crm\\CrmObjects\\Validators\\StaleRecordValidator;\nuse Jiminny\\Services\\Crm\\Salesforce\\OpportunityMatcher\\MatchBusinessAccount;\nuse Psr\\Log\\LoggerInterface;\n\nclass ProspectCache\n{\n public const string PROSPECT_TYPE_EMAIL = 'email';\n public const string PROSPECT_TYPE_PHONE = 'phone';\n\n public const string PROSPECT_TYPE_DOMAIN = 'domain';\n private const int TTL_SECONDS = 900;\n private const int TTL_SECONDS_DEV = 30;\n private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';\n private const string LOOKUP_RESULT_INTERNAL = 'internal';\n private const string LOOKUP_RESULT_CACHE = 'cache';\n private const string LOOKUP_RESULT_DB = 'db';\n private const string LOOKUP_RESULT_MISS = 'miss';\n\n public function __construct(\n private readonly FindsProspectInterface $dbCache,\n private readonly Repository $cache,\n private readonly OpportunityRepository $opportunityRepository,\n private readonly EmailHelper $emailHelper,\n private readonly LoggerInterface $logger,\n private readonly StaleRecordValidator $staleRecordValidator,\n ) {\n }\n\n /**\n * @return null|array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * }\n */\n public function findByProspectIdentifier(\n Configuration $configuration,\n ?Profile $profile,\n string $identifierType,\n string $identifierValue,\n ?int $userId = null,\n ?SyncCrmEntitiesInterface $crmService = null\n ): ?array {\n $cachedValue = $this->get($configuration, $identifierValue, $userId);\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());\n\n return $cachedValue;\n }\n\n if ($identifierType == self::PROSPECT_TYPE_EMAIL\n && $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)\n ) {\n // Set the cache to avoid querying the database for internal participants\n $prospectData = [null, null, null, null, null, null];\n $this->set($configuration, $identifierValue, $prospectData, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());\n\n return $prospectData;\n }\n\n $dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);\n\n if (empty(array_filter($dbCache))) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());\n\n return null;\n }\n\n $dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);\n $dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);\n\n if ($dbCache['contact'] instanceof Contact) {\n $account = $dbCache['contact']->getAccount();\n $dbCache['account'] = $account;\n\n $opportunity = $this->findOpportunityInContactRoles(\n $configuration,\n $profile,\n $dbCache['contact']->getId()\n );\n\n $opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);\n\n if ($opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Found opportunities by contact roles', [\n 'opportunity_id' => $opportunity->getId(),\n ]);\n $dbCache['account'] = $opportunity->getAccount();\n } elseif ($account instanceof Account) {\n $opportunity = $this->getOpportunityFromDatabase(\n configuration: $configuration,\n account: $account,\n contactId: $dbCache['contact']->getId(),\n userId: $userId\n );\n }\n\n $dbCache['opportunity'] = $opportunity;\n $dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);\n\n $dbCache['stage'] = $dbCache['opportunity']?->getStage();\n }\n\n /**\n * @IMPORTANT The keys must always be in this exact order\n *\n * @var array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * } $result\n */\n $result = [\n $dbCache['lead'] ?? null,\n $dbCache['account'] ?? null,\n $dbCache['opportunity'] ?? null,\n $dbCache['contact'] ?? null,\n $dbCache['stage'] ?? null,\n null,\n ];\n\n $this->set($configuration, $identifierValue, $result, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());\n\n return $result;\n }\n\n public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n $cachedValue = $this->get(\n configuration: $configuration,\n identifier: $identifier,\n userId: $userId\n );\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(\n self::LOOKUP_RESULT_CACHE,\n $configuration->getProviderName()\n );\n\n return $cachedValue;\n }\n\n // Log cache miss\n $this->logger->info('[Prospect match] Cache miss', [\n 'identifier_type' => self::PROSPECT_TYPE_DOMAIN,\n 'identifier' => $identifier,\n 'crm' => $configuration->getProviderName(),\n ]);\n\n // not in the cache\n return null;\n }\n\n public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void\n {\n $this->cache->tags($this->getTags($configuration, $identifier))->put(\n $this->generateKey($configuration, $identifier, $userId),\n $prospectData,\n $this->getCacheTtl()\n );\n }\n\n public function handleProspectUpdated(ProspectUpdated $event): void\n {\n $prospect = $event->getProspect();\n $configuration = $prospect->getCrmConfiguration();\n\n if ($configuration === null) {\n return;\n }\n\n if ($prospect->getEmail() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();\n }\n\n if ($prospect->getPhone() !== null) {\n $normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());\n $this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();\n }\n\n if ($prospect->getName() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();\n }\n }\n\n public function normalizePhoneNumber(string $phone): string\n {\n // Remove all non-digit characters first\n $digitsOnly = preg_replace('/[^\\d]/', '', $phone);\n\n // Remove a single leading zero if present\n $digitsOnly = ltrim($digitsOnly, '0');\n\n // Add E.164 prefix\n return '+' . $digitsOnly;\n }\n\n private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n return $this->cache->tags($this->getTags($configuration, $identifier))\n ->get($this->generateKey($configuration, $identifier, $userId));\n }\n\n private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string\n {\n $keySuffix = $userId === null ? '' : ':user:' . $userId;\n\n return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);\n }\n\n private function sendDatadogStats(string $result, string $crm): void\n {\n Datadog::increment(self::DATADOG_STAT_NAME, 1, [\n 'result' => $result,\n 'crm' => $crm,\n ]);\n }\n\n private function getCacheTtl(): int\n {\n if (! App::environment('production', 'production-eu')) {\n return self::TTL_SECONDS_DEV;\n }\n\n return self::TTL_SECONDS;\n }\n\n private function findOpportunityInContactRoles(\n Configuration $configuration,\n ?Profile $profile,\n int $contactId\n ): ?Opportunity {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $contactRoles = $contactRoleRepository->getByCrmContactId(\n $configuration,\n $contactId,\n );\n\n if (! $contactRoles->isEmpty()) {\n $opportunityId = app(MatchBusinessAccount::class)->resolve(\n $contactRoles,\n $profile?->getCrmProviderId(),\n );\n\n $opportunity = $this->opportunityRepository->find($opportunityId);\n }\n\n return $opportunity ?? null;\n }\n\n private function getOpportunityFromDatabase(\n Configuration $configuration,\n Account $account,\n int $contactId,\n ?int $userId = null\n ): ?Opportunity {\n $opportunity = null;\n\n if ($userId) {\n $this->logger->info('ProspectCache - Searching DB for opportunity by owner', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'owner_id' => $userId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(\n $configuration,\n $account,\n $userId,\n $contactId\n );\n }\n\n if (! $opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Fallback DB opportunity search', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(\n $configuration,\n $account,\n $contactId\n );\n }\n\n $this->logger->info('ProspectCache - Opportunity DB search results', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'opportunity_id' => $opportunity?->getId(),\n ]);\n\n return $opportunity;\n }\n\n private function generateProspectTag(Configuration $configuration, string $identifier): string\n {\n return 'prospect:' . $configuration->getId() . ':' . $identifier;\n }\n\n private function getTags(Configuration $configuration, string $identifier): array\n {\n return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm;\n\nuse ChaseConey\\LaravelDatadogHelper\\Datadog;\nuse Illuminate\\Contracts\\Cache\\Repository;\nuse Illuminate\\Support\\Facades\\App;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Events\\Crm\\ProspectUpdated;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\OpportunityRepository;\nuse Jiminny\\Services\\Crm\\CrmObjects\\Validators\\StaleRecordValidator;\nuse Jiminny\\Services\\Crm\\Salesforce\\OpportunityMatcher\\MatchBusinessAccount;\nuse Psr\\Log\\LoggerInterface;\n\nclass ProspectCache\n{\n public const string PROSPECT_TYPE_EMAIL = 'email';\n public const string PROSPECT_TYPE_PHONE = 'phone';\n\n public const string PROSPECT_TYPE_DOMAIN = 'domain';\n private const int TTL_SECONDS = 900;\n private const int TTL_SECONDS_DEV = 30;\n private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';\n private const string LOOKUP_RESULT_INTERNAL = 'internal';\n private const string LOOKUP_RESULT_CACHE = 'cache';\n private const string LOOKUP_RESULT_DB = 'db';\n private const string LOOKUP_RESULT_MISS = 'miss';\n\n public function __construct(\n private readonly FindsProspectInterface $dbCache,\n private readonly Repository $cache,\n private readonly OpportunityRepository $opportunityRepository,\n private readonly EmailHelper $emailHelper,\n private readonly LoggerInterface $logger,\n private readonly StaleRecordValidator $staleRecordValidator,\n ) {\n }\n\n /**\n * @return null|array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * }\n */\n public function findByProspectIdentifier(\n Configuration $configuration,\n ?Profile $profile,\n string $identifierType,\n string $identifierValue,\n ?int $userId = null,\n ?SyncCrmEntitiesInterface $crmService = null\n ): ?array {\n $cachedValue = $this->get($configuration, $identifierValue, $userId);\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());\n\n return $cachedValue;\n }\n\n if ($identifierType == self::PROSPECT_TYPE_EMAIL\n && $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)\n ) {\n // Set the cache to avoid querying the database for internal participants\n $prospectData = [null, null, null, null, null, null];\n $this->set($configuration, $identifierValue, $prospectData, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());\n\n return $prospectData;\n }\n\n $dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);\n\n if (empty(array_filter($dbCache))) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());\n\n return null;\n }\n\n $dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);\n $dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);\n\n if ($dbCache['contact'] instanceof Contact) {\n $account = $dbCache['contact']->getAccount();\n $dbCache['account'] = $account;\n\n $opportunity = $this->findOpportunityInContactRoles(\n $configuration,\n $profile,\n $dbCache['contact']->getId()\n );\n\n $opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);\n\n if ($opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Found opportunities by contact roles', [\n 'opportunity_id' => $opportunity->getId(),\n ]);\n $dbCache['account'] = $opportunity->getAccount();\n } elseif ($account instanceof Account) {\n $opportunity = $this->getOpportunityFromDatabase(\n configuration: $configuration,\n account: $account,\n contactId: $dbCache['contact']->getId(),\n userId: $userId\n );\n }\n\n $dbCache['opportunity'] = $opportunity;\n $dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);\n\n $dbCache['stage'] = $dbCache['opportunity']?->getStage();\n }\n\n /**\n * @IMPORTANT The keys must always be in this exact order\n *\n * @var array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * } $result\n */\n $result = [\n $dbCache['lead'] ?? null,\n $dbCache['account'] ?? null,\n $dbCache['opportunity'] ?? null,\n $dbCache['contact'] ?? null,\n $dbCache['stage'] ?? null,\n null,\n ];\n\n $this->set($configuration, $identifierValue, $result, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());\n\n return $result;\n }\n\n public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n $cachedValue = $this->get(\n configuration: $configuration,\n identifier: $identifier,\n userId: $userId\n );\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(\n self::LOOKUP_RESULT_CACHE,\n $configuration->getProviderName()\n );\n\n return $cachedValue;\n }\n\n // Log cache miss\n $this->logger->info('[Prospect match] Cache miss', [\n 'identifier_type' => self::PROSPECT_TYPE_DOMAIN,\n 'identifier' => $identifier,\n 'crm' => $configuration->getProviderName(),\n ]);\n\n // not in the cache\n return null;\n }\n\n public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void\n {\n $this->cache->tags($this->getTags($configuration, $identifier))->put(\n $this->generateKey($configuration, $identifier, $userId),\n $prospectData,\n $this->getCacheTtl()\n );\n }\n\n public function handleProspectUpdated(ProspectUpdated $event): void\n {\n $prospect = $event->getProspect();\n $configuration = $prospect->getCrmConfiguration();\n\n if ($configuration === null) {\n return;\n }\n\n if ($prospect->getEmail() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();\n }\n\n if ($prospect->getPhone() !== null) {\n $normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());\n $this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();\n }\n\n if ($prospect->getName() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();\n }\n }\n\n public function normalizePhoneNumber(string $phone): string\n {\n // Remove all non-digit characters first\n $digitsOnly = preg_replace('/[^\\d]/', '', $phone);\n\n // Remove a single leading zero if present\n $digitsOnly = ltrim($digitsOnly, '0');\n\n // Add E.164 prefix\n return '+' . $digitsOnly;\n }\n\n private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n return $this->cache->tags($this->getTags($configuration, $identifier))\n ->get($this->generateKey($configuration, $identifier, $userId));\n }\n\n private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string\n {\n $keySuffix = $userId === null ? '' : ':user:' . $userId;\n\n return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);\n }\n\n private function sendDatadogStats(string $result, string $crm): void\n {\n Datadog::increment(self::DATADOG_STAT_NAME, 1, [\n 'result' => $result,\n 'crm' => $crm,\n ]);\n }\n\n private function getCacheTtl(): int\n {\n if (! App::environment('production', 'production-eu')) {\n return self::TTL_SECONDS_DEV;\n }\n\n return self::TTL_SECONDS;\n }\n\n private function findOpportunityInContactRoles(\n Configuration $configuration,\n ?Profile $profile,\n int $contactId\n ): ?Opportunity {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $contactRoles = $contactRoleRepository->getByCrmContactId(\n $configuration,\n $contactId,\n );\n\n if (! $contactRoles->isEmpty()) {\n $opportunityId = app(MatchBusinessAccount::class)->resolve(\n $contactRoles,\n $profile?->getCrmProviderId(),\n );\n\n $opportunity = $this->opportunityRepository->find($opportunityId);\n }\n\n return $opportunity ?? null;\n }\n\n private function getOpportunityFromDatabase(\n Configuration $configuration,\n Account $account,\n int $contactId,\n ?int $userId = null\n ): ?Opportunity {\n $opportunity = null;\n\n if ($userId) {\n $this->logger->info('ProspectCache - Searching DB for opportunity by owner', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'owner_id' => $userId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(\n $configuration,\n $account,\n $userId,\n $contactId\n );\n }\n\n if (! $opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Fallback DB opportunity search', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(\n $configuration,\n $account,\n $contactId\n );\n }\n\n $this->logger->info('ProspectCache - Opportunity DB search results', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'opportunity_id' => $opportunity?->getId(),\n ]);\n\n return $opportunity;\n }\n\n private function generateProspectTag(Configuration $configuration, string $identifier): string\n {\n return 'prospect:' . $configuration->getId() . ':' . $identifier;\n }\n\n private function getTags(Configuration $configuration, string $identifier): array\n {\n return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm;
use ChaseConey\LaravelDatadogHelper\Datadog;
use Illuminate\Contracts\Cache\Repository;
use Illuminate\Support\Facades\App;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Events\Crm\ProspectUpdated;
use Jiminny\Models\Account;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Stage;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\OpportunityRepository;
use Jiminny\Services\Crm\CrmObjects\Validators\StaleRecordValidator;
use Jiminny\Services\Crm\Salesforce\OpportunityMatcher\MatchBusinessAccount;
use Psr\Log\LoggerInterface;
class ProspectCache
{
public const string PROSPECT_TYPE_EMAIL = 'email';
public const string PROSPECT_TYPE_PHONE = 'phone';
public const string PROSPECT_TYPE_DOMAIN = 'domain';
private const int TTL_SECONDS = 900;
private const int TTL_SECONDS_DEV = 30;
private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';
private const string LOOKUP_RESULT_INTERNAL = 'internal';
private const string LOOKUP_RESULT_CACHE = 'cache';
private const string LOOKUP_RESULT_DB = 'db';
private const string LOOKUP_RESULT_MISS = 'miss';
public function __construct(
private readonly FindsProspectInterface $dbCache,
private readonly Repository $cache,
private readonly OpportunityRepository $opportunityRepository,
private readonly EmailHelper $emailHelper,
private readonly LoggerInterface $logger,
private readonly StaleRecordValidator $staleRecordValidator,
) {
}
/**
* @return null|array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* }
*/
public function findByProspectIdentifier(
Configuration $configuration,
?Profile $profile,
string $identifierType,
string $identifierValue,
?int $userId = null,
?SyncCrmEntitiesInterface $crmService = null
): ?array {
$cachedValue = $this->get($configuration, $identifierValue, $userId);
if ($cachedValue !== null) {
$this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());
return $cachedValue;
}
if ($identifierType == self::PROSPECT_TYPE_EMAIL
&& $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)
) {
// Set the cache to avoid querying the database for internal participants
$prospectData = [null, null, null, null, null, null];
$this->set($configuration, $identifierValue, $prospectData, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());
return $prospectData;
}
$dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);
if (empty(array_filter($dbCache))) {
$this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());
return null;
}
$dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);
$dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);
if ($dbCache['contact'] instanceof Contact) {
$account = $dbCache['contact']->getAccount();
$dbCache['account'] = $account;
$opportunity = $this->findOpportunityInContactRoles(
$configuration,
$profile,
$dbCache['contact']->getId()
);
$opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);
if ($opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Found opportunities by contact roles', [
'opportunity_id' => $opportunity->getId(),
]);
$dbCache['account'] = $opportunity->getAccount();
} elseif ($account instanceof Account) {
$opportunity = $this->getOpportunityFromDatabase(
configuration: $configuration,
account: $account,
contactId: $dbCache['contact']->getId(),
userId: $userId
);
}
$dbCache['opportunity'] = $opportunity;
$dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);
$dbCache['stage'] = $dbCache['opportunity']?->getStage();
}
/**
* @IMPORTANT The keys must always be in this exact order
*
* @var array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* } $result
*/
$result = [
$dbCache['lead'] ?? null,
$dbCache['account'] ?? null,
$dbCache['opportunity'] ?? null,
$dbCache['contact'] ?? null,
$dbCache['stage'] ?? null,
null,
];
$this->set($configuration, $identifierValue, $result, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());
return $result;
}
public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
$cachedValue = $this->get(
configuration: $configuration,
identifier: $identifier,
userId: $userId
);
if ($cachedValue !== null) {
$this->sendDatadogStats(
self::LOOKUP_RESULT_CACHE,
$configuration->getProviderName()
);
return $cachedValue;
}
// Log cache miss
$this->logger->info('[Prospect match] Cache miss', [
'identifier_type' => self::PROSPECT_TYPE_DOMAIN,
'identifier' => $identifier,
'crm' => $configuration->getProviderName(),
]);
// not in the cache
return null;
}
public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void
{
$this->cache->tags($this->getTags($configuration, $identifier))->put(
$this->generateKey($configuration, $identifier, $userId),
$prospectData,
$this->getCacheTtl()
);
}
public function handleProspectUpdated(ProspectUpdated $event): void
{
$prospect = $event->getProspect();
$configuration = $prospect->getCrmConfiguration();
if ($configuration === null) {
return;
}
if ($prospect->getEmail() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();
}
if ($prospect->getPhone() !== null) {
$normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());
$this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();
}
if ($prospect->getName() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();
}
}
public function normalizePhoneNumber(string $phone): string
{
// Remove all non-digit characters first
$digitsOnly = preg_replace('/[^\d]/', '', $phone);
// Remove a single leading zero if present
$digitsOnly = ltrim($digitsOnly, '0');
// Add E.164 prefix
return '+' . $digitsOnly;
}
private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
return $this->cache->tags($this->getTags($configuration, $identifier))
->get($this->generateKey($configuration, $identifier, $userId));
}
private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string
{
$keySuffix = $userId === null ? '' : ':user:' . $userId;
return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);
}
private function sendDatadogStats(string $result, string $crm): void
{
Datadog::increment(self::DATADOG_STAT_NAME, 1, [
'result' => $result,
'crm' => $crm,
]);
}
private function getCacheTtl(): int
{
if (! App::environment('production', 'production-eu')) {
return self::TTL_SECONDS_DEV;
}
return self::TTL_SECONDS;
}
private function findOpportunityInContactRoles(
Configuration $configuration,
?Profile $profile,
int $contactId
): ?Opportunity {
$contactRoleRepository = app(ContactRoleRepository::class);
$contactRoles = $contactRoleRepository->getByCrmContactId(
$configuration,
$contactId,
);
if (! $contactRoles->isEmpty()) {
$opportunityId = app(MatchBusinessAccount::class)->resolve(
$contactRoles,
$profile?->getCrmProviderId(),
);
$opportunity = $this->opportunityRepository->find($opportunityId);
}
return $opportunity ?? null;
}
private function getOpportunityFromDatabase(
Configuration $configuration,
Account $account,
int $contactId,
?int $userId = null
): ?Opportunity {
$opportunity = null;
if ($userId) {
$this->logger->info('ProspectCache - Searching DB for opportunity by owner', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'owner_id' => $userId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(
$configuration,
$account,
$userId,
$contactId
);
}
if (! $opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Fallback DB opportunity search', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(
$configuration,
$account,
$contactId
);
}
$this->logger->info('ProspectCache - Opportunity DB search results', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'opportunity_id' => $opportunity?->getId(),
]);
return $opportunity;
}
private function generateProspectTag(Configuration $configuration, string $identifier): string
{
return 'prospect:' . $configuration->getId() . ':' . $identifier;
}
private function getTags(Configuration $configuration, string $identifier): array
{
return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];
}
}
Project
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9172
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NULL
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NULL
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NULL
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9176
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413
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1
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2026-05-08T12:17:12.899305+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242632899_m1.jpg...
|
PhpStorm
|
faVsco.js – ProspectCache.php
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monitor_1
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
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IDE and Project Settings
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm;
use ChaseConey\LaravelDatadogHelper\Datadog;
use Illuminate\Contracts\Cache\Repository;
use Illuminate\Support\Facades\App;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Events\Crm\ProspectUpdated;
use Jiminny\Models\Account;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Stage;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\OpportunityRepository;
use Jiminny\Services\Crm\CrmObjects\Validators\StaleRecordValidator;
use Jiminny\Services\Crm\Salesforce\OpportunityMatcher\MatchBusinessAccount;
use Psr\Log\LoggerInterface;
class ProspectCache
{
public const string PROSPECT_TYPE_EMAIL = 'email';
public const string PROSPECT_TYPE_PHONE = 'phone';
public const string PROSPECT_TYPE_DOMAIN = 'domain';
private const int TTL_SECONDS = 900;
private const int TTL_SECONDS_DEV = 30;
private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';
private const string LOOKUP_RESULT_INTERNAL = 'internal';
private const string LOOKUP_RESULT_CACHE = 'cache';
private const string LOOKUP_RESULT_DB = 'db';
private const string LOOKUP_RESULT_MISS = 'miss';
public function __construct(
private readonly FindsProspectInterface $dbCache,
private readonly Repository $cache,
private readonly OpportunityRepository $opportunityRepository,
private readonly EmailHelper $emailHelper,
private readonly LoggerInterface $logger,
private readonly StaleRecordValidator $staleRecordValidator,
) {
}
/**
* @return null|array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* }
*/
public function findByProspectIdentifier(
Configuration $configuration,
?Profile $profile,
string $identifierType,
string $identifierValue,
?int $userId = null,
?SyncCrmEntitiesInterface $crmService = null
): ?array {
$cachedValue = $this->get($configuration, $identifierValue, $userId);
if ($cachedValue !== null) {
$this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());
return $cachedValue;
}
if ($identifierType == self::PROSPECT_TYPE_EMAIL
&& $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)
) {
// Set the cache to avoid querying the database for internal participants
$prospectData = [null, null, null, null, null, null];
$this->set($configuration, $identifierValue, $prospectData, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());
return $prospectData;
}
$dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);
if (empty(array_filter($dbCache))) {
$this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());
return null;
}
$dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);
$dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);
if ($dbCache['contact'] instanceof Contact) {
$account = $dbCache['contact']->getAccount();
$dbCache['account'] = $account;
$opportunity = $this->findOpportunityInContactRoles(
$configuration,
$profile,
$dbCache['contact']->getId()
);
$opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);
if ($opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Found opportunities by contact roles', [
'opportunity_id' => $opportunity->getId(),
]);
$dbCache['account'] = $opportunity->getAccount();
} elseif ($account instanceof Account) {
$opportunity = $this->getOpportunityFromDatabase(
configuration: $configuration,
account: $account,
contactId: $dbCache['contact']->getId(),
userId: $userId
);
}
$dbCache['opportunity'] = $opportunity;
$dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);
$dbCache['stage'] = $dbCache['opportunity']?->getStage();
}
/**
* @IMPORTANT The keys must always be in this exact order
*
* @var array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* } $result
*/
$result = [
$dbCache['lead'] ?? null,
$dbCache['account'] ?? null,
$dbCache['opportunity'] ?? null,
$dbCache['contact'] ?? null,
$dbCache['stage'] ?? null,
null,
];
$this->set($configuration, $identifierValue, $result, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());
return $result;
}
public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
$cachedValue = $this->get(
configuration: $configuration,
identifier: $identifier,
userId: $userId
);
if ($cachedValue !== null) {
$this->sendDatadogStats(
self::LOOKUP_RESULT_CACHE,
$configuration->getProviderName()
);
return $cachedValue;
}
// Log cache miss
$this->logger->info('[Prospect match] Cache miss', [
'identifier_type' => self::PROSPECT_TYPE_DOMAIN,
'identifier' => $identifier,
'crm' => $configuration->getProviderName(),
]);
// not in the cache
return null;
}
public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void
{
$this->cache->tags($this->getTags($configuration, $identifier))->put(
$this->generateKey($configuration, $identifier, $userId),
$prospectData,
$this->getCacheTtl()
);
}
public function handleProspectUpdated(ProspectUpdated $event): void
{
$prospect = $event->getProspect();
$configuration = $prospect->getCrmConfiguration();
if ($configuration === null) {
return;
}
if ($prospect->getEmail() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();
}
if ($prospect->getPhone() !== null) {
$normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());
$this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();
}
if ($prospect->getName() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();
}
}
public function normalizePhoneNumber(string $phone): string
{
// Remove all non-digit characters first
$digitsOnly = preg_replace('/[^\d]/', '', $phone);
// Remove a single leading zero if present
$digitsOnly = ltrim($digitsOnly, '0');
// Add E.164 prefix
return '+' . $digitsOnly;
}
private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
return $this->cache->tags($this->getTags($configuration, $identifier))
->get($this->generateKey($configuration, $identifier, $userId));
}
private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string
{
$keySuffix = $userId === null ? '' : ':user:' . $userId;
return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);
}
private function sendDatadogStats(string $result, string $crm): void
{
Datadog::increment(self::DATADOG_STAT_NAME, 1, [
'result' => $result,
'crm' => $crm,
]);
}
private function getCacheTtl(): int
{
if (! App::environment('production', 'production-eu')) {
return self::TTL_SECONDS_DEV;
}
return self::TTL_SECONDS;
}
private function findOpportunityInContactRoles(
Configuration $configuration,
?Profile $profile,
int $contactId
): ?Opportunity {
$contactRoleRepository = app(ContactRoleRepository::class);
$contactRoles = $contactRoleRepository->getByCrmContactId(
$configuration,
$contactId,
);
if (! $contactRoles->isEmpty()) {
$opportunityId = app(MatchBusinessAccount::class)->resolve(
$contactRoles,
$profile?->getCrmProviderId(),
);
$opportunity = $this->opportunityRepository->find($opportunityId);
}
return $opportunity ?? null;
}
private function getOpportunityFromDatabase(
Configuration $configuration,
Account $account,
int $contactId,
?int $userId = null
): ?Opportunity {
$opportunity = null;
if ($userId) {
$this->logger->info('ProspectCache - Searching DB for opportunity by owner', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'owner_id' => $userId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(
$configuration,
$account,
$userId,
$contactId
);
}
if (! $opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Fallback DB opportunity search', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(
$configuration,
$account,
$contactId
);
}
$this->logger->info('ProspectCache - Opportunity DB search results', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'opportunity_id' => $opportunity?->getId(),
]);
return $opportunity;
}
private function generateProspectTag(Configuration $configuration, string $identifier): string
{
return 'prospect:' . $configuration->getId() . ':' . $identifier;
}
private function getTags(Configuration $configuration, string $identifier): array
{
return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];
}
}
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SameSite=None\"],\n \"Report-To\":[\"{\n\\\"endpoints\\\":[{\n\\\"url\\\":\\\"https:\\\\/\\\\/a.nel.cloudflare.com\\\\/report\\\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\\\"}],\n\\\"group\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"NEL\":[\"{\n\\\"success_fraction\\\":0.01,\n\\\"report_to\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"Server\":[\"cloudflare\"]}} {\n\"correlation_id\":\"95236535-ec98-4541-b92a-adfa73b69eab\",\n\"trace_id\":\"c7ab8365-903f-46d4-9403-0e5b551e3545\"}","depth":4,"on_screen":true,"value":"[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {\n\"headers\":{\n\"Date\":[\"Thu,07 May 2026 14:21:15 GMT\"],\n \"Content-Type\":[\"application/json;charset=utf-8\"],\n \"Transfer-Encoding\":[\"chunked\"],\n \"Connection\":[\"keep-alive\"],\n \"CF-Ray\":[\"9f80deb8db60dc3a-SOF\"],\n \"CF-Cache-Status\":[\"DYNAMIC\"],\n \"Strict-Transport-Security\":[\"max-age=31536000; includeSubDomains; preload\"],\n \"Vary\":[\"origin,\n accept-encoding\"],\n \"access-control-allow-credentials\":[\"false\"],\n \"server-timing\":[\"hcid;desc=\\\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\\\",\n cfr;desc=\\\"9f80deb8e7c6dc3a-IAD\\\"\"],\n \"x-content-type-options\":[\"nosniff\"],\n \"x-hubspot-correlation-id\":[\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\"],\n \"Set-Cookie\":[\"__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-1.0.1.1-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,\n 07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None\"],\n \"Report-To\":[\"{\n\\\"endpoints\\\":[{\n\\\"url\\\":\\\"https:\\\\/\\\\/a.nel.cloudflare.com\\\\/report\\\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\\\"}],\n\\\"group\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"NEL\":[\"{\n\\\"success_fraction\\\":0.01,\n\\\"report_to\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"Server\":[\"cloudflare\"]}} {\n\"correlation_id\":\"95236535-ec98-4541-b92a-adfa73b69eab\",\n\"trace_id\":\"c7ab8365-903f-46d4-9403-0e5b551e3545\"}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.088194445,"height":0.027777778},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"2","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm;\n\nuse ChaseConey\\LaravelDatadogHelper\\Datadog;\nuse Illuminate\\Contracts\\Cache\\Repository;\nuse Illuminate\\Support\\Facades\\App;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Events\\Crm\\ProspectUpdated;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\OpportunityRepository;\nuse Jiminny\\Services\\Crm\\CrmObjects\\Validators\\StaleRecordValidator;\nuse Jiminny\\Services\\Crm\\Salesforce\\OpportunityMatcher\\MatchBusinessAccount;\nuse Psr\\Log\\LoggerInterface;\n\nclass ProspectCache\n{\n public const string PROSPECT_TYPE_EMAIL = 'email';\n public const string PROSPECT_TYPE_PHONE = 'phone';\n\n public const string PROSPECT_TYPE_DOMAIN = 'domain';\n private const int TTL_SECONDS = 900;\n private const int TTL_SECONDS_DEV = 30;\n private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';\n private const string LOOKUP_RESULT_INTERNAL = 'internal';\n private const string LOOKUP_RESULT_CACHE = 'cache';\n private const string LOOKUP_RESULT_DB = 'db';\n private const string LOOKUP_RESULT_MISS = 'miss';\n\n public function __construct(\n private readonly FindsProspectInterface $dbCache,\n private readonly Repository $cache,\n private readonly OpportunityRepository $opportunityRepository,\n private readonly EmailHelper $emailHelper,\n private readonly LoggerInterface $logger,\n private readonly StaleRecordValidator $staleRecordValidator,\n ) {\n }\n\n /**\n * @return null|array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * }\n */\n public function findByProspectIdentifier(\n Configuration $configuration,\n ?Profile $profile,\n string $identifierType,\n string $identifierValue,\n ?int $userId = null,\n ?SyncCrmEntitiesInterface $crmService = null\n ): ?array {\n $cachedValue = $this->get($configuration, $identifierValue, $userId);\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());\n\n return $cachedValue;\n }\n\n if ($identifierType == self::PROSPECT_TYPE_EMAIL\n && $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)\n ) {\n // Set the cache to avoid querying the database for internal participants\n $prospectData = [null, null, null, null, null, null];\n $this->set($configuration, $identifierValue, $prospectData, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());\n\n return $prospectData;\n }\n\n $dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);\n\n if (empty(array_filter($dbCache))) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());\n\n return null;\n }\n\n $dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);\n $dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);\n\n if ($dbCache['contact'] instanceof Contact) {\n $account = $dbCache['contact']->getAccount();\n $dbCache['account'] = $account;\n\n $opportunity = $this->findOpportunityInContactRoles(\n $configuration,\n $profile,\n $dbCache['contact']->getId()\n );\n\n $opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);\n\n if ($opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Found opportunities by contact roles', [\n 'opportunity_id' => $opportunity->getId(),\n ]);\n $dbCache['account'] = $opportunity->getAccount();\n } elseif ($account instanceof Account) {\n $opportunity = $this->getOpportunityFromDatabase(\n configuration: $configuration,\n account: $account,\n contactId: $dbCache['contact']->getId(),\n userId: $userId\n );\n }\n\n $dbCache['opportunity'] = $opportunity;\n $dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);\n\n $dbCache['stage'] = $dbCache['opportunity']?->getStage();\n }\n\n /**\n * @IMPORTANT The keys must always be in this exact order\n *\n * @var array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * } $result\n */\n $result = [\n $dbCache['lead'] ?? null,\n $dbCache['account'] ?? null,\n $dbCache['opportunity'] ?? null,\n $dbCache['contact'] ?? null,\n $dbCache['stage'] ?? null,\n null,\n ];\n\n $this->set($configuration, $identifierValue, $result, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());\n\n return $result;\n }\n\n public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n $cachedValue = $this->get(\n configuration: $configuration,\n identifier: $identifier,\n userId: $userId\n );\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(\n self::LOOKUP_RESULT_CACHE,\n $configuration->getProviderName()\n );\n\n return $cachedValue;\n }\n\n // Log cache miss\n $this->logger->info('[Prospect match] Cache miss', [\n 'identifier_type' => self::PROSPECT_TYPE_DOMAIN,\n 'identifier' => $identifier,\n 'crm' => $configuration->getProviderName(),\n ]);\n\n // not in the cache\n return null;\n }\n\n public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void\n {\n $this->cache->tags($this->getTags($configuration, $identifier))->put(\n $this->generateKey($configuration, $identifier, $userId),\n $prospectData,\n $this->getCacheTtl()\n );\n }\n\n public function handleProspectUpdated(ProspectUpdated $event): void\n {\n $prospect = $event->getProspect();\n $configuration = $prospect->getCrmConfiguration();\n\n if ($configuration === null) {\n return;\n }\n\n if ($prospect->getEmail() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();\n }\n\n if ($prospect->getPhone() !== null) {\n $normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());\n $this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();\n }\n\n if ($prospect->getName() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();\n }\n }\n\n public function normalizePhoneNumber(string $phone): string\n {\n // Remove all non-digit characters first\n $digitsOnly = preg_replace('/[^\\d]/', '', $phone);\n\n // Remove a single leading zero if present\n $digitsOnly = ltrim($digitsOnly, '0');\n\n // Add E.164 prefix\n return '+' . $digitsOnly;\n }\n\n private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n return $this->cache->tags($this->getTags($configuration, $identifier))\n ->get($this->generateKey($configuration, $identifier, $userId));\n }\n\n private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string\n {\n $keySuffix = $userId === null ? '' : ':user:' . $userId;\n\n return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);\n }\n\n private function sendDatadogStats(string $result, string $crm): void\n {\n Datadog::increment(self::DATADOG_STAT_NAME, 1, [\n 'result' => $result,\n 'crm' => $crm,\n ]);\n }\n\n private function getCacheTtl(): int\n {\n if (! App::environment('production', 'production-eu')) {\n return self::TTL_SECONDS_DEV;\n }\n\n return self::TTL_SECONDS;\n }\n\n private function findOpportunityInContactRoles(\n Configuration $configuration,\n ?Profile $profile,\n int $contactId\n ): ?Opportunity {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $contactRoles = $contactRoleRepository->getByCrmContactId(\n $configuration,\n $contactId,\n );\n\n if (! $contactRoles->isEmpty()) {\n $opportunityId = app(MatchBusinessAccount::class)->resolve(\n $contactRoles,\n $profile?->getCrmProviderId(),\n );\n\n $opportunity = $this->opportunityRepository->find($opportunityId);\n }\n\n return $opportunity ?? null;\n }\n\n private function getOpportunityFromDatabase(\n Configuration $configuration,\n Account $account,\n int $contactId,\n ?int $userId = null\n ): ?Opportunity {\n $opportunity = null;\n\n if ($userId) {\n $this->logger->info('ProspectCache - Searching DB for opportunity by owner', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'owner_id' => $userId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(\n $configuration,\n $account,\n $userId,\n $contactId\n );\n }\n\n if (! $opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Fallback DB opportunity search', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(\n $configuration,\n $account,\n $contactId\n );\n }\n\n $this->logger->info('ProspectCache - Opportunity DB search results', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'opportunity_id' => $opportunity?->getId(),\n ]);\n\n return $opportunity;\n }\n\n private function generateProspectTag(Configuration $configuration, string $identifier): string\n {\n return 'prospect:' . $configuration->getId() . ':' . $identifier;\n }\n\n private function getTags(Configuration $configuration, string $identifier): array\n {\n return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm;\n\nuse ChaseConey\\LaravelDatadogHelper\\Datadog;\nuse Illuminate\\Contracts\\Cache\\Repository;\nuse Illuminate\\Support\\Facades\\App;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Events\\Crm\\ProspectUpdated;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\OpportunityRepository;\nuse Jiminny\\Services\\Crm\\CrmObjects\\Validators\\StaleRecordValidator;\nuse Jiminny\\Services\\Crm\\Salesforce\\OpportunityMatcher\\MatchBusinessAccount;\nuse Psr\\Log\\LoggerInterface;\n\nclass ProspectCache\n{\n public const string PROSPECT_TYPE_EMAIL = 'email';\n public const string PROSPECT_TYPE_PHONE = 'phone';\n\n public const string PROSPECT_TYPE_DOMAIN = 'domain';\n private const int TTL_SECONDS = 900;\n private const int TTL_SECONDS_DEV = 30;\n private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';\n private const string LOOKUP_RESULT_INTERNAL = 'internal';\n private const string LOOKUP_RESULT_CACHE = 'cache';\n private const string LOOKUP_RESULT_DB = 'db';\n private const string LOOKUP_RESULT_MISS = 'miss';\n\n public function __construct(\n private readonly FindsProspectInterface $dbCache,\n private readonly Repository $cache,\n private readonly OpportunityRepository $opportunityRepository,\n private readonly EmailHelper $emailHelper,\n private readonly LoggerInterface $logger,\n private readonly StaleRecordValidator $staleRecordValidator,\n ) {\n }\n\n /**\n * @return null|array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * }\n */\n public function findByProspectIdentifier(\n Configuration $configuration,\n ?Profile $profile,\n string $identifierType,\n string $identifierValue,\n ?int $userId = null,\n ?SyncCrmEntitiesInterface $crmService = null\n ): ?array {\n $cachedValue = $this->get($configuration, $identifierValue, $userId);\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());\n\n return $cachedValue;\n }\n\n if ($identifierType == self::PROSPECT_TYPE_EMAIL\n && $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)\n ) {\n // Set the cache to avoid querying the database for internal participants\n $prospectData = [null, null, null, null, null, null];\n $this->set($configuration, $identifierValue, $prospectData, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());\n\n return $prospectData;\n }\n\n $dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);\n\n if (empty(array_filter($dbCache))) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());\n\n return null;\n }\n\n $dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);\n $dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);\n\n if ($dbCache['contact'] instanceof Contact) {\n $account = $dbCache['contact']->getAccount();\n $dbCache['account'] = $account;\n\n $opportunity = $this->findOpportunityInContactRoles(\n $configuration,\n $profile,\n $dbCache['contact']->getId()\n );\n\n $opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);\n\n if ($opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Found opportunities by contact roles', [\n 'opportunity_id' => $opportunity->getId(),\n ]);\n $dbCache['account'] = $opportunity->getAccount();\n } elseif ($account instanceof Account) {\n $opportunity = $this->getOpportunityFromDatabase(\n configuration: $configuration,\n account: $account,\n contactId: $dbCache['contact']->getId(),\n userId: $userId\n );\n }\n\n $dbCache['opportunity'] = $opportunity;\n $dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);\n\n $dbCache['stage'] = $dbCache['opportunity']?->getStage();\n }\n\n /**\n * @IMPORTANT The keys must always be in this exact order\n *\n * @var array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * } $result\n */\n $result = [\n $dbCache['lead'] ?? null,\n $dbCache['account'] ?? null,\n $dbCache['opportunity'] ?? null,\n $dbCache['contact'] ?? null,\n $dbCache['stage'] ?? null,\n null,\n ];\n\n $this->set($configuration, $identifierValue, $result, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());\n\n return $result;\n }\n\n public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n $cachedValue = $this->get(\n configuration: $configuration,\n identifier: $identifier,\n userId: $userId\n );\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(\n self::LOOKUP_RESULT_CACHE,\n $configuration->getProviderName()\n );\n\n return $cachedValue;\n }\n\n // Log cache miss\n $this->logger->info('[Prospect match] Cache miss', [\n 'identifier_type' => self::PROSPECT_TYPE_DOMAIN,\n 'identifier' => $identifier,\n 'crm' => $configuration->getProviderName(),\n ]);\n\n // not in the cache\n return null;\n }\n\n public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void\n {\n $this->cache->tags($this->getTags($configuration, $identifier))->put(\n $this->generateKey($configuration, $identifier, $userId),\n $prospectData,\n $this->getCacheTtl()\n );\n }\n\n public function handleProspectUpdated(ProspectUpdated $event): void\n {\n $prospect = $event->getProspect();\n $configuration = $prospect->getCrmConfiguration();\n\n if ($configuration === null) {\n return;\n }\n\n if ($prospect->getEmail() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();\n }\n\n if ($prospect->getPhone() !== null) {\n $normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());\n $this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();\n }\n\n if ($prospect->getName() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();\n }\n }\n\n public function normalizePhoneNumber(string $phone): string\n {\n // Remove all non-digit characters first\n $digitsOnly = preg_replace('/[^\\d]/', '', $phone);\n\n // Remove a single leading zero if present\n $digitsOnly = ltrim($digitsOnly, '0');\n\n // Add E.164 prefix\n return '+' . $digitsOnly;\n }\n\n private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n return $this->cache->tags($this->getTags($configuration, $identifier))\n ->get($this->generateKey($configuration, $identifier, $userId));\n }\n\n private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string\n {\n $keySuffix = $userId === null ? '' : ':user:' . $userId;\n\n return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);\n }\n\n private function sendDatadogStats(string $result, string $crm): void\n {\n Datadog::increment(self::DATADOG_STAT_NAME, 1, [\n 'result' => $result,\n 'crm' => $crm,\n ]);\n }\n\n private function getCacheTtl(): int\n {\n if (! App::environment('production', 'production-eu')) {\n return self::TTL_SECONDS_DEV;\n }\n\n return self::TTL_SECONDS;\n }\n\n private function findOpportunityInContactRoles(\n Configuration $configuration,\n ?Profile $profile,\n int $contactId\n ): ?Opportunity {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $contactRoles = $contactRoleRepository->getByCrmContactId(\n $configuration,\n $contactId,\n );\n\n if (! $contactRoles->isEmpty()) {\n $opportunityId = app(MatchBusinessAccount::class)->resolve(\n $contactRoles,\n $profile?->getCrmProviderId(),\n );\n\n $opportunity = $this->opportunityRepository->find($opportunityId);\n }\n\n return $opportunity ?? null;\n }\n\n private function getOpportunityFromDatabase(\n Configuration $configuration,\n Account $account,\n int $contactId,\n ?int $userId = null\n ): ?Opportunity {\n $opportunity = null;\n\n if ($userId) {\n $this->logger->info('ProspectCache - Searching DB for opportunity by owner', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'owner_id' => $userId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(\n $configuration,\n $account,\n $userId,\n $contactId\n );\n }\n\n if (! $opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Fallback DB opportunity search', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(\n $configuration,\n $account,\n $contactId\n );\n }\n\n $this->logger->info('ProspectCache - Opportunity DB search results', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'opportunity_id' => $opportunity?->getId(),\n ]);\n\n return $opportunity;\n }\n\n private function generateProspectTag(Configuration $configuration, string $identifier): string\n {\n return 'prospect:' . $configuration->getId() . ':' . $identifier;\n }\n\n private function getTags(Configuration $configuration, string $identifier): array\n {\n return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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920666202760937713
|
338922648065674223
|
idle
|
accessibility
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NULL
|
Project: faVsco.js, menu
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm;
use ChaseConey\LaravelDatadogHelper\Datadog;
use Illuminate\Contracts\Cache\Repository;
use Illuminate\Support\Facades\App;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Events\Crm\ProspectUpdated;
use Jiminny\Models\Account;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Stage;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\OpportunityRepository;
use Jiminny\Services\Crm\CrmObjects\Validators\StaleRecordValidator;
use Jiminny\Services\Crm\Salesforce\OpportunityMatcher\MatchBusinessAccount;
use Psr\Log\LoggerInterface;
class ProspectCache
{
public const string PROSPECT_TYPE_EMAIL = 'email';
public const string PROSPECT_TYPE_PHONE = 'phone';
public const string PROSPECT_TYPE_DOMAIN = 'domain';
private const int TTL_SECONDS = 900;
private const int TTL_SECONDS_DEV = 30;
private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';
private const string LOOKUP_RESULT_INTERNAL = 'internal';
private const string LOOKUP_RESULT_CACHE = 'cache';
private const string LOOKUP_RESULT_DB = 'db';
private const string LOOKUP_RESULT_MISS = 'miss';
public function __construct(
private readonly FindsProspectInterface $dbCache,
private readonly Repository $cache,
private readonly OpportunityRepository $opportunityRepository,
private readonly EmailHelper $emailHelper,
private readonly LoggerInterface $logger,
private readonly StaleRecordValidator $staleRecordValidator,
) {
}
/**
* @return null|array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* }
*/
public function findByProspectIdentifier(
Configuration $configuration,
?Profile $profile,
string $identifierType,
string $identifierValue,
?int $userId = null,
?SyncCrmEntitiesInterface $crmService = null
): ?array {
$cachedValue = $this->get($configuration, $identifierValue, $userId);
if ($cachedValue !== null) {
$this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());
return $cachedValue;
}
if ($identifierType == self::PROSPECT_TYPE_EMAIL
&& $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)
) {
// Set the cache to avoid querying the database for internal participants
$prospectData = [null, null, null, null, null, null];
$this->set($configuration, $identifierValue, $prospectData, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());
return $prospectData;
}
$dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);
if (empty(array_filter($dbCache))) {
$this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());
return null;
}
$dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);
$dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);
if ($dbCache['contact'] instanceof Contact) {
$account = $dbCache['contact']->getAccount();
$dbCache['account'] = $account;
$opportunity = $this->findOpportunityInContactRoles(
$configuration,
$profile,
$dbCache['contact']->getId()
);
$opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);
if ($opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Found opportunities by contact roles', [
'opportunity_id' => $opportunity->getId(),
]);
$dbCache['account'] = $opportunity->getAccount();
} elseif ($account instanceof Account) {
$opportunity = $this->getOpportunityFromDatabase(
configuration: $configuration,
account: $account,
contactId: $dbCache['contact']->getId(),
userId: $userId
);
}
$dbCache['opportunity'] = $opportunity;
$dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);
$dbCache['stage'] = $dbCache['opportunity']?->getStage();
}
/**
* @IMPORTANT The keys must always be in this exact order
*
* @var array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* } $result
*/
$result = [
$dbCache['lead'] ?? null,
$dbCache['account'] ?? null,
$dbCache['opportunity'] ?? null,
$dbCache['contact'] ?? null,
$dbCache['stage'] ?? null,
null,
];
$this->set($configuration, $identifierValue, $result, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());
return $result;
}
public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
$cachedValue = $this->get(
configuration: $configuration,
identifier: $identifier,
userId: $userId
);
if ($cachedValue !== null) {
$this->sendDatadogStats(
self::LOOKUP_RESULT_CACHE,
$configuration->getProviderName()
);
return $cachedValue;
}
// Log cache miss
$this->logger->info('[Prospect match] Cache miss', [
'identifier_type' => self::PROSPECT_TYPE_DOMAIN,
'identifier' => $identifier,
'crm' => $configuration->getProviderName(),
]);
// not in the cache
return null;
}
public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void
{
$this->cache->tags($this->getTags($configuration, $identifier))->put(
$this->generateKey($configuration, $identifier, $userId),
$prospectData,
$this->getCacheTtl()
);
}
public function handleProspectUpdated(ProspectUpdated $event): void
{
$prospect = $event->getProspect();
$configuration = $prospect->getCrmConfiguration();
if ($configuration === null) {
return;
}
if ($prospect->getEmail() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();
}
if ($prospect->getPhone() !== null) {
$normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());
$this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();
}
if ($prospect->getName() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();
}
}
public function normalizePhoneNumber(string $phone): string
{
// Remove all non-digit characters first
$digitsOnly = preg_replace('/[^\d]/', '', $phone);
// Remove a single leading zero if present
$digitsOnly = ltrim($digitsOnly, '0');
// Add E.164 prefix
return '+' . $digitsOnly;
}
private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
return $this->cache->tags($this->getTags($configuration, $identifier))
->get($this->generateKey($configuration, $identifier, $userId));
}
private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string
{
$keySuffix = $userId === null ? '' : ':user:' . $userId;
return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);
}
private function sendDatadogStats(string $result, string $crm): void
{
Datadog::increment(self::DATADOG_STAT_NAME, 1, [
'result' => $result,
'crm' => $crm,
]);
}
private function getCacheTtl(): int
{
if (! App::environment('production', 'production-eu')) {
return self::TTL_SECONDS_DEV;
}
return self::TTL_SECONDS;
}
private function findOpportunityInContactRoles(
Configuration $configuration,
?Profile $profile,
int $contactId
): ?Opportunity {
$contactRoleRepository = app(ContactRoleRepository::class);
$contactRoles = $contactRoleRepository->getByCrmContactId(
$configuration,
$contactId,
);
if (! $contactRoles->isEmpty()) {
$opportunityId = app(MatchBusinessAccount::class)->resolve(
$contactRoles,
$profile?->getCrmProviderId(),
);
$opportunity = $this->opportunityRepository->find($opportunityId);
}
return $opportunity ?? null;
}
private function getOpportunityFromDatabase(
Configuration $configuration,
Account $account,
int $contactId,
?int $userId = null
): ?Opportunity {
$opportunity = null;
if ($userId) {
$this->logger->info('ProspectCache - Searching DB for opportunity by owner', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'owner_id' => $userId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(
$configuration,
$account,
$userId,
$contactId
);
}
if (! $opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Fallback DB opportunity search', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(
$configuration,
$account,
$contactId
);
}
$this->logger->info('ProspectCache - Opportunity DB search results', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'opportunity_id' => $opportunity?->getId(),
]);
return $opportunity;
}
private function generateProspectTag(Configuration $configuration, string $identifier): string
{
return 'prospect:' . $configuration->getId() . ':' . $identifier;
}
private function getTags(Configuration $configuration, string $identifier): array
{
return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];
}
}
Project
Project
New File or Directory…
Expand Selected
Collapse All
Options
Hide...
|
9167
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NULL
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NULL
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NULL
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9175
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413
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0
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2026-05-08T12:16:42.237519+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242602237_m1.jpg...
|
PhpStorm
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faVsco.js – ProspectCache.php
|
1
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NULL
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monitor_1
|
NULL
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NULL
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NULL
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NULL
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
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Code changed:
Hide
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Previous Highlighted Error
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
Sync Changes
Hide This Notification
Code changed:
Hide
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm;
use ChaseConey\LaravelDatadogHelper\Datadog;
use Illuminate\Contracts\Cache\Repository;
use Illuminate\Support\Facades\App;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Events\Crm\ProspectUpdated;
use Jiminny\Models\Account;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Stage;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\OpportunityRepository;
use Jiminny\Services\Crm\CrmObjects\Validators\StaleRecordValidator;
use Jiminny\Services\Crm\Salesforce\OpportunityMatcher\MatchBusinessAccount;
use Psr\Log\LoggerInterface;
class ProspectCache
{
public const string PROSPECT_TYPE_EMAIL = 'email';
public const string PROSPECT_TYPE_PHONE = 'phone';
public const string PROSPECT_TYPE_DOMAIN = 'domain';
private const int TTL_SECONDS = 900;
private const int TTL_SECONDS_DEV = 30;
private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';
private const string LOOKUP_RESULT_INTERNAL = 'internal';
private const string LOOKUP_RESULT_CACHE = 'cache';
private const string LOOKUP_RESULT_DB = 'db';
private const string LOOKUP_RESULT_MISS = 'miss';
public function __construct(
private readonly FindsProspectInterface $dbCache,
private readonly Repository $cache,
private readonly OpportunityRepository $opportunityRepository,
private readonly EmailHelper $emailHelper,
private readonly LoggerInterface $logger,
private readonly StaleRecordValidator $staleRecordValidator,
) {
}
/**
* @return null|array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* }
*/
public function findByProspectIdentifier(
Configuration $configuration,
?Profile $profile,
string $identifierType,
string $identifierValue,
?int $userId = null,
?SyncCrmEntitiesInterface $crmService = null
): ?array {
$cachedValue = $this->get($configuration, $identifierValue, $userId);
if ($cachedValue !== null) {
$this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());
return $cachedValue;
}
if ($identifierType == self::PROSPECT_TYPE_EMAIL
&& $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)
) {
// Set the cache to avoid querying the database for internal participants
$prospectData = [null, null, null, null, null, null];
$this->set($configuration, $identifierValue, $prospectData, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());
return $prospectData;
}
$dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);
if (empty(array_filter($dbCache))) {
$this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());
return null;
}
$dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);
$dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);
if ($dbCache['contact'] instanceof Contact) {
$account = $dbCache['contact']->getAccount();
$dbCache['account'] = $account;
$opportunity = $this->findOpportunityInContactRoles(
$configuration,
$profile,
$dbCache['contact']->getId()
);
$opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);
if ($opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Found opportunities by contact roles', [
'opportunity_id' => $opportunity->getId(),
]);
$dbCache['account'] = $opportunity->getAccount();
} elseif ($account instanceof Account) {
$opportunity = $this->getOpportunityFromDatabase(
configuration: $configuration,
account: $account,
contactId: $dbCache['contact']->getId(),
userId: $userId
);
}
$dbCache['opportunity'] = $opportunity;
$dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);
$dbCache['stage'] = $dbCache['opportunity']?->getStage();
}
/**
* @IMPORTANT The keys must always be in this exact order
*
* @var array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* } $result
*/
$result = [
$dbCache['lead'] ?? null,
$dbCache['account'] ?? null,
$dbCache['opportunity'] ?? null,
$dbCache['contact'] ?? null,
$dbCache['stage'] ?? null,
null,
];
$this->set($configuration, $identifierValue, $result, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());
return $result;
}
public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
$cachedValue = $this->get(
configuration: $configuration,
identifier: $identifier,
userId: $userId
);
if ($cachedValue !== null) {
$this->sendDatadogStats(
self::LOOKUP_RESULT_CACHE,
$configuration->getProviderName()
);
return $cachedValue;
}
// Log cache miss
$this->logger->info('[Prospect match] Cache miss', [
'identifier_type' => self::PROSPECT_TYPE_DOMAIN,
'identifier' => $identifier,
'crm' => $configuration->getProviderName(),
]);
// not in the cache
return null;
}
public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void
{
$this->cache->tags($this->getTags($configuration, $identifier))->put(
$this->generateKey($configuration, $identifier, $userId),
$prospectData,
$this->getCacheTtl()
);
}
public function handleProspectUpdated(ProspectUpdated $event): void
{
$prospect = $event->getProspect();
$configuration = $prospect->getCrmConfiguration();
if ($configuration === null) {
return;
}
if ($prospect->getEmail() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();
}
if ($prospect->getPhone() !== null) {
$normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());
$this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();
}
if ($prospect->getName() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();
}
}
public function normalizePhoneNumber(string $phone): string
{
// Remove all non-digit characters first
$digitsOnly = preg_replace('/[^\d]/', '', $phone);
// Remove a single leading zero if present
$digitsOnly = ltrim($digitsOnly, '0');
// Add E.164 prefix
return '+' . $digitsOnly;
}
private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
return $this->cache->tags($this->getTags($configuration, $identifier))
->get($this->generateKey($configuration, $identifier, $userId));
}
private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string
{
$keySuffix = $userId === null ? '' : ':user:' . $userId;
return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);
}
private function sendDatadogStats(string $result, string $crm): void
{
Datadog::increment(self::DATADOG_STAT_NAME, 1, [
'result' => $result,
'crm' => $crm,
]);
}
private function getCacheTtl(): int
{
if (! App::environment('production', 'production-eu')) {
return self::TTL_SECONDS_DEV;
}
return self::TTL_SECONDS;
}
private function findOpportunityInContactRoles(
Configuration $configuration,
?Profile $profile,
int $contactId
): ?Opportunity {
$contactRoleRepository = app(ContactRoleRepository::class);
$contactRoles = $contactRoleRepository->getByCrmContactId(
$configuration,
$contactId,
);
if (! $contactRoles->isEmpty()) {
$opportunityId = app(MatchBusinessAccount::class)->resolve(
$contactRoles,
$profile?->getCrmProviderId(),
);
$opportunity = $this->opportunityRepository->find($opportunityId);
}
return $opportunity ?? null;
}
private function getOpportunityFromDatabase(
Configuration $configuration,
Account $account,
int $contactId,
?int $userId = null
): ?Opportunity {
$opportunity = null;
if ($userId) {
$this->logger->info('ProspectCache - Searching DB for opportunity by owner', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'owner_id' => $userId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(
$configuration,
$account,
$userId,
$contactId
);
}
if (! $opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Fallback DB opportunity search', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(
$configuration,
$account,
$contactId
);
}
$this->logger->info('ProspectCache - Opportunity DB search results', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'opportunity_id' => $opportunity?->getId(),
]);
return $opportunity;
}
private function generateProspectTag(Configuration $configuration, string $identifier): string
{
return 'prospect:' . $configuration->getId() . ':' . $identifier;
}
private function getTags(Configuration $configuration, string $identifier): array
{
return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];
}
}
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Jiminny\\Repositories\\Crm\\OpportunityRepository;\nuse Jiminny\\Services\\Crm\\CrmObjects\\Validators\\StaleRecordValidator;\nuse Jiminny\\Services\\Crm\\Salesforce\\OpportunityMatcher\\MatchBusinessAccount;\nuse Psr\\Log\\LoggerInterface;\n\nclass ProspectCache\n{\n public const string PROSPECT_TYPE_EMAIL = 'email';\n public const string PROSPECT_TYPE_PHONE = 'phone';\n\n public const string PROSPECT_TYPE_DOMAIN = 'domain';\n private const int TTL_SECONDS = 900;\n private const int TTL_SECONDS_DEV = 30;\n private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';\n private const string LOOKUP_RESULT_INTERNAL = 'internal';\n private const string LOOKUP_RESULT_CACHE = 'cache';\n private const string LOOKUP_RESULT_DB = 'db';\n private const string LOOKUP_RESULT_MISS = 'miss';\n\n public function __construct(\n private readonly FindsProspectInterface $dbCache,\n private readonly Repository $cache,\n private readonly OpportunityRepository $opportunityRepository,\n private readonly EmailHelper $emailHelper,\n private readonly LoggerInterface $logger,\n private readonly StaleRecordValidator $staleRecordValidator,\n ) {\n }\n\n /**\n * @return null|array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * }\n */\n public function findByProspectIdentifier(\n Configuration $configuration,\n ?Profile $profile,\n string $identifierType,\n string $identifierValue,\n ?int $userId = null,\n ?SyncCrmEntitiesInterface $crmService = null\n ): ?array {\n $cachedValue = $this->get($configuration, $identifierValue, $userId);\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());\n\n return $cachedValue;\n }\n\n if ($identifierType == self::PROSPECT_TYPE_EMAIL\n && $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)\n ) {\n // Set the cache to avoid querying the database for internal participants\n $prospectData = [null, null, null, null, null, null];\n $this->set($configuration, $identifierValue, $prospectData, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());\n\n return $prospectData;\n }\n\n $dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);\n\n if (empty(array_filter($dbCache))) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());\n\n return null;\n }\n\n $dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);\n $dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);\n\n if ($dbCache['contact'] instanceof Contact) {\n $account = $dbCache['contact']->getAccount();\n $dbCache['account'] = $account;\n\n $opportunity = $this->findOpportunityInContactRoles(\n $configuration,\n $profile,\n $dbCache['contact']->getId()\n );\n\n $opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);\n\n if ($opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Found opportunities by contact roles', [\n 'opportunity_id' => $opportunity->getId(),\n ]);\n $dbCache['account'] = $opportunity->getAccount();\n } elseif ($account instanceof Account) {\n $opportunity = $this->getOpportunityFromDatabase(\n configuration: $configuration,\n account: $account,\n contactId: $dbCache['contact']->getId(),\n userId: $userId\n );\n }\n\n $dbCache['opportunity'] = $opportunity;\n $dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);\n\n $dbCache['stage'] = $dbCache['opportunity']?->getStage();\n }\n\n /**\n * @IMPORTANT The keys must always be in this exact order\n *\n * @var array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * } $result\n */\n $result = [\n $dbCache['lead'] ?? null,\n $dbCache['account'] ?? null,\n $dbCache['opportunity'] ?? null,\n $dbCache['contact'] ?? null,\n $dbCache['stage'] ?? null,\n null,\n ];\n\n $this->set($configuration, $identifierValue, $result, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());\n\n return $result;\n }\n\n public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n $cachedValue = $this->get(\n configuration: $configuration,\n identifier: $identifier,\n userId: $userId\n );\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(\n self::LOOKUP_RESULT_CACHE,\n $configuration->getProviderName()\n );\n\n return $cachedValue;\n }\n\n // Log cache miss\n $this->logger->info('[Prospect match] Cache miss', [\n 'identifier_type' => self::PROSPECT_TYPE_DOMAIN,\n 'identifier' => $identifier,\n 'crm' => $configuration->getProviderName(),\n ]);\n\n // not in the cache\n return null;\n }\n\n public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void\n {\n $this->cache->tags($this->getTags($configuration, $identifier))->put(\n $this->generateKey($configuration, $identifier, $userId),\n $prospectData,\n $this->getCacheTtl()\n );\n }\n\n public function handleProspectUpdated(ProspectUpdated $event): void\n {\n $prospect = $event->getProspect();\n $configuration = $prospect->getCrmConfiguration();\n\n if ($configuration === null) {\n return;\n }\n\n if ($prospect->getEmail() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();\n }\n\n if ($prospect->getPhone() !== null) {\n $normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());\n $this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();\n }\n\n if ($prospect->getName() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();\n }\n }\n\n public function normalizePhoneNumber(string $phone): string\n {\n // Remove all non-digit characters first\n $digitsOnly = preg_replace('/[^\\d]/', '', $phone);\n\n // Remove a single leading zero if present\n $digitsOnly = ltrim($digitsOnly, '0');\n\n // Add E.164 prefix\n return '+' . $digitsOnly;\n }\n\n private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n return $this->cache->tags($this->getTags($configuration, $identifier))\n ->get($this->generateKey($configuration, $identifier, $userId));\n }\n\n private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string\n {\n $keySuffix = $userId === null ? '' : ':user:' . $userId;\n\n return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);\n }\n\n private function sendDatadogStats(string $result, string $crm): void\n {\n Datadog::increment(self::DATADOG_STAT_NAME, 1, [\n 'result' => $result,\n 'crm' => $crm,\n ]);\n }\n\n private function getCacheTtl(): int\n {\n if (! App::environment('production', 'production-eu')) {\n return self::TTL_SECONDS_DEV;\n }\n\n return self::TTL_SECONDS;\n }\n\n private function findOpportunityInContactRoles(\n Configuration $configuration,\n ?Profile $profile,\n int $contactId\n ): ?Opportunity {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $contactRoles = $contactRoleRepository->getByCrmContactId(\n $configuration,\n $contactId,\n );\n\n if (! $contactRoles->isEmpty()) {\n $opportunityId = app(MatchBusinessAccount::class)->resolve(\n $contactRoles,\n $profile?->getCrmProviderId(),\n );\n\n $opportunity = $this->opportunityRepository->find($opportunityId);\n }\n\n return $opportunity ?? null;\n }\n\n private function getOpportunityFromDatabase(\n Configuration $configuration,\n Account $account,\n int $contactId,\n ?int $userId = null\n ): ?Opportunity {\n $opportunity = null;\n\n if ($userId) {\n $this->logger->info('ProspectCache - Searching DB for opportunity by owner', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'owner_id' => $userId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(\n $configuration,\n $account,\n $userId,\n $contactId\n );\n }\n\n if (! $opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Fallback DB opportunity search', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(\n $configuration,\n $account,\n $contactId\n );\n }\n\n $this->logger->info('ProspectCache - Opportunity DB search results', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'opportunity_id' => $opportunity?->getId(),\n ]);\n\n return $opportunity;\n }\n\n private function generateProspectTag(Configuration $configuration, string $identifier): string\n {\n return 'prospect:' . $configuration->getId() . ':' . $identifier;\n }\n\n private function getTags(Configuration $configuration, string $identifier): array\n {\n return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm;\n\nuse ChaseConey\\LaravelDatadogHelper\\Datadog;\nuse Illuminate\\Contracts\\Cache\\Repository;\nuse Illuminate\\Support\\Facades\\App;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Events\\Crm\\ProspectUpdated;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\OpportunityRepository;\nuse Jiminny\\Services\\Crm\\CrmObjects\\Validators\\StaleRecordValidator;\nuse Jiminny\\Services\\Crm\\Salesforce\\OpportunityMatcher\\MatchBusinessAccount;\nuse Psr\\Log\\LoggerInterface;\n\nclass ProspectCache\n{\n public const string PROSPECT_TYPE_EMAIL = 'email';\n public const string PROSPECT_TYPE_PHONE = 'phone';\n\n public const string PROSPECT_TYPE_DOMAIN = 'domain';\n private const int TTL_SECONDS = 900;\n private const int TTL_SECONDS_DEV = 30;\n private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';\n private const string LOOKUP_RESULT_INTERNAL = 'internal';\n private const string LOOKUP_RESULT_CACHE = 'cache';\n private const string LOOKUP_RESULT_DB = 'db';\n private const string LOOKUP_RESULT_MISS = 'miss';\n\n public function __construct(\n private readonly FindsProspectInterface $dbCache,\n private readonly Repository $cache,\n private readonly OpportunityRepository $opportunityRepository,\n private readonly EmailHelper $emailHelper,\n private readonly LoggerInterface $logger,\n private readonly StaleRecordValidator $staleRecordValidator,\n ) {\n }\n\n /**\n * @return null|array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * }\n */\n public function findByProspectIdentifier(\n Configuration $configuration,\n ?Profile $profile,\n string $identifierType,\n string $identifierValue,\n ?int $userId = null,\n ?SyncCrmEntitiesInterface $crmService = null\n ): ?array {\n $cachedValue = $this->get($configuration, $identifierValue, $userId);\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());\n\n return $cachedValue;\n }\n\n if ($identifierType == self::PROSPECT_TYPE_EMAIL\n && $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)\n ) {\n // Set the cache to avoid querying the database for internal participants\n $prospectData = [null, null, null, null, null, null];\n $this->set($configuration, $identifierValue, $prospectData, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());\n\n return $prospectData;\n }\n\n $dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);\n\n if (empty(array_filter($dbCache))) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());\n\n return null;\n }\n\n $dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);\n $dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);\n\n if ($dbCache['contact'] instanceof Contact) {\n $account = $dbCache['contact']->getAccount();\n $dbCache['account'] = $account;\n\n $opportunity = $this->findOpportunityInContactRoles(\n $configuration,\n $profile,\n $dbCache['contact']->getId()\n );\n\n $opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);\n\n if ($opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Found opportunities by contact roles', [\n 'opportunity_id' => $opportunity->getId(),\n ]);\n $dbCache['account'] = $opportunity->getAccount();\n } elseif ($account instanceof Account) {\n $opportunity = $this->getOpportunityFromDatabase(\n configuration: $configuration,\n account: $account,\n contactId: $dbCache['contact']->getId(),\n userId: $userId\n );\n }\n\n $dbCache['opportunity'] = $opportunity;\n $dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);\n\n $dbCache['stage'] = $dbCache['opportunity']?->getStage();\n }\n\n /**\n * @IMPORTANT The keys must always be in this exact order\n *\n * @var array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * } $result\n */\n $result = [\n $dbCache['lead'] ?? null,\n $dbCache['account'] ?? null,\n $dbCache['opportunity'] ?? null,\n $dbCache['contact'] ?? null,\n $dbCache['stage'] ?? null,\n null,\n ];\n\n $this->set($configuration, $identifierValue, $result, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());\n\n return $result;\n }\n\n public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n $cachedValue = $this->get(\n configuration: $configuration,\n identifier: $identifier,\n userId: $userId\n );\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(\n self::LOOKUP_RESULT_CACHE,\n $configuration->getProviderName()\n );\n\n return $cachedValue;\n }\n\n // Log cache miss\n $this->logger->info('[Prospect match] Cache miss', [\n 'identifier_type' => self::PROSPECT_TYPE_DOMAIN,\n 'identifier' => $identifier,\n 'crm' => $configuration->getProviderName(),\n ]);\n\n // not in the cache\n return null;\n }\n\n public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void\n {\n $this->cache->tags($this->getTags($configuration, $identifier))->put(\n $this->generateKey($configuration, $identifier, $userId),\n $prospectData,\n $this->getCacheTtl()\n );\n }\n\n public function handleProspectUpdated(ProspectUpdated $event): void\n {\n $prospect = $event->getProspect();\n $configuration = $prospect->getCrmConfiguration();\n\n if ($configuration === null) {\n return;\n }\n\n if ($prospect->getEmail() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();\n }\n\n if ($prospect->getPhone() !== null) {\n $normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());\n $this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();\n }\n\n if ($prospect->getName() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();\n }\n }\n\n public function normalizePhoneNumber(string $phone): string\n {\n // Remove all non-digit characters first\n $digitsOnly = preg_replace('/[^\\d]/', '', $phone);\n\n // Remove a single leading zero if present\n $digitsOnly = ltrim($digitsOnly, '0');\n\n // Add E.164 prefix\n return '+' . $digitsOnly;\n }\n\n private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n return $this->cache->tags($this->getTags($configuration, $identifier))\n ->get($this->generateKey($configuration, $identifier, $userId));\n }\n\n private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string\n {\n $keySuffix = $userId === null ? '' : ':user:' . $userId;\n\n return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);\n }\n\n private function sendDatadogStats(string $result, string $crm): void\n {\n Datadog::increment(self::DATADOG_STAT_NAME, 1, [\n 'result' => $result,\n 'crm' => $crm,\n ]);\n }\n\n private function getCacheTtl(): int\n {\n if (! App::environment('production', 'production-eu')) {\n return self::TTL_SECONDS_DEV;\n }\n\n return self::TTL_SECONDS;\n }\n\n private function findOpportunityInContactRoles(\n Configuration $configuration,\n ?Profile $profile,\n int $contactId\n ): ?Opportunity {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $contactRoles = $contactRoleRepository->getByCrmContactId(\n $configuration,\n $contactId,\n );\n\n if (! $contactRoles->isEmpty()) {\n $opportunityId = app(MatchBusinessAccount::class)->resolve(\n $contactRoles,\n $profile?->getCrmProviderId(),\n );\n\n $opportunity = $this->opportunityRepository->find($opportunityId);\n }\n\n return $opportunity ?? null;\n }\n\n private function getOpportunityFromDatabase(\n Configuration $configuration,\n Account $account,\n int $contactId,\n ?int $userId = null\n ): ?Opportunity {\n $opportunity = null;\n\n if ($userId) {\n $this->logger->info('ProspectCache - Searching DB for opportunity by owner', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'owner_id' => $userId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(\n $configuration,\n $account,\n $userId,\n $contactId\n );\n }\n\n if (! $opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Fallback DB opportunity search', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(\n $configuration,\n $account,\n $contactId\n );\n }\n\n $this->logger->info('ProspectCache - Opportunity DB search results', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'opportunity_id' => $opportunity?->getId(),\n ]);\n\n return $opportunity;\n }\n\n private function generateProspectTag(Configuration $configuration, string $identifier): string\n {\n return 'prospect:' . $configuration->getId() . ':' . $identifier;\n }\n\n private function getTags(Configuration $configuration, string $identifier): array\n {\n return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm;
use ChaseConey\LaravelDatadogHelper\Datadog;
use Illuminate\Contracts\Cache\Repository;
use Illuminate\Support\Facades\App;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Events\Crm\ProspectUpdated;
use Jiminny\Models\Account;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Stage;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\OpportunityRepository;
use Jiminny\Services\Crm\CrmObjects\Validators\StaleRecordValidator;
use Jiminny\Services\Crm\Salesforce\OpportunityMatcher\MatchBusinessAccount;
use Psr\Log\LoggerInterface;
class ProspectCache
{
public const string PROSPECT_TYPE_EMAIL = 'email';
public const string PROSPECT_TYPE_PHONE = 'phone';
public const string PROSPECT_TYPE_DOMAIN = 'domain';
private const int TTL_SECONDS = 900;
private const int TTL_SECONDS_DEV = 30;
private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';
private const string LOOKUP_RESULT_INTERNAL = 'internal';
private const string LOOKUP_RESULT_CACHE = 'cache';
private const string LOOKUP_RESULT_DB = 'db';
private const string LOOKUP_RESULT_MISS = 'miss';
public function __construct(
private readonly FindsProspectInterface $dbCache,
private readonly Repository $cache,
private readonly OpportunityRepository $opportunityRepository,
private readonly EmailHelper $emailHelper,
private readonly LoggerInterface $logger,
private readonly StaleRecordValidator $staleRecordValidator,
) {
}
/**
* @return null|array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* }
*/
public function findByProspectIdentifier(
Configuration $configuration,
?Profile $profile,
string $identifierType,
string $identifierValue,
?int $userId = null,
?SyncCrmEntitiesInterface $crmService = null
): ?array {
$cachedValue = $this->get($configuration, $identifierValue, $userId);
if ($cachedValue !== null) {
$this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());
return $cachedValue;
}
if ($identifierType == self::PROSPECT_TYPE_EMAIL
&& $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)
) {
// Set the cache to avoid querying the database for internal participants
$prospectData = [null, null, null, null, null, null];
$this->set($configuration, $identifierValue, $prospectData, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());
return $prospectData;
}
$dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);
if (empty(array_filter($dbCache))) {
$this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());
return null;
}
$dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);
$dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);
if ($dbCache['contact'] instanceof Contact) {
$account = $dbCache['contact']->getAccount();
$dbCache['account'] = $account;
$opportunity = $this->findOpportunityInContactRoles(
$configuration,
$profile,
$dbCache['contact']->getId()
);
$opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);
if ($opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Found opportunities by contact roles', [
'opportunity_id' => $opportunity->getId(),
]);
$dbCache['account'] = $opportunity->getAccount();
} elseif ($account instanceof Account) {
$opportunity = $this->getOpportunityFromDatabase(
configuration: $configuration,
account: $account,
contactId: $dbCache['contact']->getId(),
userId: $userId
);
}
$dbCache['opportunity'] = $opportunity;
$dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);
$dbCache['stage'] = $dbCache['opportunity']?->getStage();
}
/**
* @IMPORTANT The keys must always be in this exact order
*
* @var array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* } $result
*/
$result = [
$dbCache['lead'] ?? null,
$dbCache['account'] ?? null,
$dbCache['opportunity'] ?? null,
$dbCache['contact'] ?? null,
$dbCache['stage'] ?? null,
null,
];
$this->set($configuration, $identifierValue, $result, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());
return $result;
}
public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
$cachedValue = $this->get(
configuration: $configuration,
identifier: $identifier,
userId: $userId
);
if ($cachedValue !== null) {
$this->sendDatadogStats(
self::LOOKUP_RESULT_CACHE,
$configuration->getProviderName()
);
return $cachedValue;
}
// Log cache miss
$this->logger->info('[Prospect match] Cache miss', [
'identifier_type' => self::PROSPECT_TYPE_DOMAIN,
'identifier' => $identifier,
'crm' => $configuration->getProviderName(),
]);
// not in the cache
return null;
}
public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void
{
$this->cache->tags($this->getTags($configuration, $identifier))->put(
$this->generateKey($configuration, $identifier, $userId),
$prospectData,
$this->getCacheTtl()
);
}
public function handleProspectUpdated(ProspectUpdated $event): void
{
$prospect = $event->getProspect();
$configuration = $prospect->getCrmConfiguration();
if ($configuration === null) {
return;
}
if ($prospect->getEmail() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();
}
if ($prospect->getPhone() !== null) {
$normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());
$this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();
}
if ($prospect->getName() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();
}
}
public function normalizePhoneNumber(string $phone): string
{
// Remove all non-digit characters first
$digitsOnly = preg_replace('/[^\d]/', '', $phone);
// Remove a single leading zero if present
$digitsOnly = ltrim($digitsOnly, '0');
// Add E.164 prefix
return '+' . $digitsOnly;
}
private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
return $this->cache->tags($this->getTags($configuration, $identifier))
->get($this->generateKey($configuration, $identifier, $userId));
}
private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string
{
$keySuffix = $userId === null ? '' : ':user:' . $userId;
return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);
}
private function sendDatadogStats(string $result, string $crm): void
{
Datadog::increment(self::DATADOG_STAT_NAME, 1, [
'result' => $result,
'crm' => $crm,
]);
}
private function getCacheTtl(): int
{
if (! App::environment('production', 'production-eu')) {
return self::TTL_SECONDS_DEV;
}
return self::TTL_SECONDS;
}
private function findOpportunityInContactRoles(
Configuration $configuration,
?Profile $profile,
int $contactId
): ?Opportunity {
$contactRoleRepository = app(ContactRoleRepository::class);
$contactRoles = $contactRoleRepository->getByCrmContactId(
$configuration,
$contactId,
);
if (! $contactRoles->isEmpty()) {
$opportunityId = app(MatchBusinessAccount::class)->resolve(
$contactRoles,
$profile?->getCrmProviderId(),
);
$opportunity = $this->opportunityRepository->find($opportunityId);
}
return $opportunity ?? null;
}
private function getOpportunityFromDatabase(
Configuration $configuration,
Account $account,
int $contactId,
?int $userId = null
): ?Opportunity {
$opportunity = null;
if ($userId) {
$this->logger->info('ProspectCache - Searching DB for opportunity by owner', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'owner_id' => $userId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(
$configuration,
$account,
$userId,
$contactId
);
}
if (! $opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Fallback DB opportunity search', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(
$configuration,
$account,
$contactId
);
}
$this->logger->info('ProspectCache - Opportunity DB search results', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'opportunity_id' => $opportunity?->getId(),
]);
return $opportunity;
}
private function generateProspectTag(Configuration $configuration, string $identifier): string
{
return 'prospect:' . $configuration->getId() . ':' . $identifier;
}
private function getTags(Configuration $configuration, string $identifier): array
{
return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];
}
}
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NULL
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2026-05-08T12:16:19.621545+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242579621_m2.jpg...
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PhpStorm
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faVsco.js – ProspectCache.php
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm;
use ChaseConey\LaravelDatadogHelper\Datadog;
use Illuminate\Contracts\Cache\Repository;
use Illuminate\Support\Facades\App;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Events\Crm\ProspectUpdated;
use Jiminny\Models\Account;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Stage;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\OpportunityRepository;
use Jiminny\Services\Crm\CrmObjects\Validators\StaleRecordValidator;
use Jiminny\Services\Crm\Salesforce\OpportunityMatcher\MatchBusinessAccount;
use Psr\Log\LoggerInterface;
class ProspectCache
{
public const string PROSPECT_TYPE_EMAIL = 'email';
public const string PROSPECT_TYPE_PHONE = 'phone';
public const string PROSPECT_TYPE_DOMAIN = 'domain';
private const int TTL_SECONDS = 900;
private const int TTL_SECONDS_DEV = 30;
private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';
private const string LOOKUP_RESULT_INTERNAL = 'internal';
private const string LOOKUP_RESULT_CACHE = 'cache';
private const string LOOKUP_RESULT_DB = 'db';
private const string LOOKUP_RESULT_MISS = 'miss';
public function __construct(
private readonly FindsProspectInterface $dbCache,
private readonly Repository $cache,
private readonly OpportunityRepository $opportunityRepository,
private readonly EmailHelper $emailHelper,
private readonly LoggerInterface $logger,
private readonly StaleRecordValidator $staleRecordValidator,
) {
}
/**
* @return null|array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* }
*/
public function findByProspectIdentifier(
Configuration $configuration,
?Profile $profile,
string $identifierType,
string $identifierValue,
?int $userId = null,
?SyncCrmEntitiesInterface $crmService = null
): ?array {
$cachedValue = $this->get($configuration, $identifierValue, $userId);
if ($cachedValue !== null) {
$this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());
return $cachedValue;
}
if ($identifierType == self::PROSPECT_TYPE_EMAIL
&& $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)
) {
// Set the cache to avoid querying the database for internal participants
$prospectData = [null, null, null, null, null, null];
$this->set($configuration, $identifierValue, $prospectData, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());
return $prospectData;
}
$dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);
if (empty(array_filter($dbCache))) {
$this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());
return null;
}
$dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);
$dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);
if ($dbCache['contact'] instanceof Contact) {
$account = $dbCache['contact']->getAccount();
$dbCache['account'] = $account;
$opportunity = $this->findOpportunityInContactRoles(
$configuration,
$profile,
$dbCache['contact']->getId()
);
$opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);
if ($opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Found opportunities by contact roles', [
'opportunity_id' => $opportunity->getId(),
]);
$dbCache['account'] = $opportunity->getAccount();
} elseif ($account instanceof Account) {
$opportunity = $this->getOpportunityFromDatabase(
configuration: $configuration,
account: $account,
contactId: $dbCache['contact']->getId(),
userId: $userId
);
}
$dbCache['opportunity'] = $opportunity;
$dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);
$dbCache['stage'] = $dbCache['opportunity']?->getStage();
}
/**
* @IMPORTANT The keys must always be in this exact order
*
* @var array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* } $result
*/
$result = [
$dbCache['lead'] ?? null,
$dbCache['account'] ?? null,
$dbCache['opportunity'] ?? null,
$dbCache['contact'] ?? null,
$dbCache['stage'] ?? null,
null,
];
$this->set($configuration, $identifierValue, $result, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());
return $result;
}
public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
$cachedValue = $this->get(
configuration: $configuration,
identifier: $identifier,
userId: $userId
);
if ($cachedValue !== null) {
$this->sendDatadogStats(
self::LOOKUP_RESULT_CACHE,
$configuration->getProviderName()
);
return $cachedValue;
}
// Log cache miss
$this->logger->info('[Prospect match] Cache miss', [
'identifier_type' => self::PROSPECT_TYPE_DOMAIN,
'identifier' => $identifier,
'crm' => $configuration->getProviderName(),
]);
// not in the cache
return null;
}
public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void
{
$this->cache->tags($this->getTags($configuration, $identifier))->put(
$this->generateKey($configuration, $identifier, $userId),
$prospectData,
$this->getCacheTtl()
);
}
public function handleProspectUpdated(ProspectUpdated $event): void
{
$prospect = $event->getProspect();
$configuration = $prospect->getCrmConfiguration();
if ($configuration === null) {
return;
}
if ($prospect->getEmail() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();
}
if ($prospect->getPhone() !== null) {
$normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());
$this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();
}
if ($prospect->getName() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();
}
}
public function normalizePhoneNumber(string $phone): string
{
// Remove all non-digit characters first
$digitsOnly = preg_replace('/[^\d]/', '', $phone);
// Remove a single leading zero if present
$digitsOnly = ltrim($digitsOnly, '0');
// Add E.164 prefix
return '+' . $digitsOnly;
}
private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
return $this->cache->tags($this->getTags($configuration, $identifier))
->get($this->generateKey($configuration, $identifier, $userId));
}
private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string
{
$keySuffix = $userId === null ? '' : ':user:' . $userId;
return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);
}
private function sendDatadogStats(string $result, string $crm): void
{
Datadog::increment(self::DATADOG_STAT_NAME, 1, [
'result' => $result,
'crm' => $crm,
]);
}
private function getCacheTtl(): int
{
if (! App::environment('production', 'production-eu')) {
return self::TTL_SECONDS_DEV;
}
return self::TTL_SECONDS;
}
private function findOpportunityInContactRoles(
Configuration $configuration,
?Profile $profile,
int $contactId
): ?Opportunity {
$contactRoleRepository = app(ContactRoleRepository::class);
$contactRoles = $contactRoleRepository->getByCrmContactId(
$configuration,
$contactId,
);
if (! $contactRoles->isEmpty()) {
$opportunityId = app(MatchBusinessAccount::class)->resolve(
$contactRoles,
$profile?->getCrmProviderId(),
);
$opportunity = $this->opportunityRepository->find($opportunityId);
}
return $opportunity ?? null;
}
private function getOpportunityFromDatabase(
Configuration $configuration,
Account $account,
int $contactId,
?int $userId = null
): ?Opportunity {
$opportunity = null;
if ($userId) {
$this->logger->info('ProspectCache - Searching DB for opportunity by owner', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'owner_id' => $userId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(
$configuration,
$account,
$userId,
$contactId
);
}
if (! $opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Fallback DB opportunity search', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(
$configuration,
$account,
$contactId
);
}
$this->logger->info('ProspectCache - Opportunity DB search results', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'opportunity_id' => $opportunity?->getId(),
]);
return $opportunity;
}
private function generateProspectTag(Configuration $configuration, string $identifier): string
{
return 'prospect:' . $configuration->getId() . ':' . $identifier;
}
private function getTags(Configuration $configuration, string $identifier): array
{
return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];
}
}
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Error","depth":4,"bounds":{"left":0.4012633,"top":0.14844373,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm;\n\nuse ChaseConey\\LaravelDatadogHelper\\Datadog;\nuse Illuminate\\Contracts\\Cache\\Repository;\nuse Illuminate\\Support\\Facades\\App;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Events\\Crm\\ProspectUpdated;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\OpportunityRepository;\nuse Jiminny\\Services\\Crm\\CrmObjects\\Validators\\StaleRecordValidator;\nuse Jiminny\\Services\\Crm\\Salesforce\\OpportunityMatcher\\MatchBusinessAccount;\nuse Psr\\Log\\LoggerInterface;\n\nclass ProspectCache\n{\n public const string PROSPECT_TYPE_EMAIL = 'email';\n public const string PROSPECT_TYPE_PHONE = 'phone';\n\n public const string PROSPECT_TYPE_DOMAIN = 'domain';\n private const int TTL_SECONDS = 900;\n private const int TTL_SECONDS_DEV = 30;\n private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';\n private const string LOOKUP_RESULT_INTERNAL = 'internal';\n private const string LOOKUP_RESULT_CACHE = 'cache';\n private const string LOOKUP_RESULT_DB = 'db';\n private const string LOOKUP_RESULT_MISS = 'miss';\n\n public function __construct(\n private readonly FindsProspectInterface $dbCache,\n private readonly Repository $cache,\n private readonly OpportunityRepository $opportunityRepository,\n private readonly EmailHelper $emailHelper,\n private readonly LoggerInterface $logger,\n private readonly StaleRecordValidator $staleRecordValidator,\n ) {\n }\n\n /**\n * @return null|array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * }\n */\n public function findByProspectIdentifier(\n Configuration $configuration,\n ?Profile $profile,\n string $identifierType,\n string $identifierValue,\n ?int $userId = null,\n ?SyncCrmEntitiesInterface $crmService = null\n ): ?array {\n $cachedValue = $this->get($configuration, $identifierValue, $userId);\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());\n\n return $cachedValue;\n }\n\n if ($identifierType == self::PROSPECT_TYPE_EMAIL\n && $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)\n ) {\n // Set the cache to avoid querying the database for internal participants\n $prospectData = [null, null, null, null, null, null];\n $this->set($configuration, $identifierValue, $prospectData, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());\n\n return $prospectData;\n }\n\n $dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);\n\n if (empty(array_filter($dbCache))) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());\n\n return null;\n }\n\n $dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);\n $dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);\n\n if ($dbCache['contact'] instanceof Contact) {\n $account = $dbCache['contact']->getAccount();\n $dbCache['account'] = $account;\n\n $opportunity = $this->findOpportunityInContactRoles(\n $configuration,\n $profile,\n $dbCache['contact']->getId()\n );\n\n $opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);\n\n if ($opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Found opportunities by contact roles', [\n 'opportunity_id' => $opportunity->getId(),\n ]);\n $dbCache['account'] = $opportunity->getAccount();\n } elseif ($account instanceof Account) {\n $opportunity = $this->getOpportunityFromDatabase(\n configuration: $configuration,\n account: $account,\n contactId: $dbCache['contact']->getId(),\n userId: $userId\n );\n }\n\n $dbCache['opportunity'] = $opportunity;\n $dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);\n\n $dbCache['stage'] = $dbCache['opportunity']?->getStage();\n }\n\n /**\n * @IMPORTANT The keys must always be in this exact order\n *\n * @var array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * } $result\n */\n $result = [\n $dbCache['lead'] ?? null,\n $dbCache['account'] ?? null,\n $dbCache['opportunity'] ?? null,\n $dbCache['contact'] ?? null,\n $dbCache['stage'] ?? null,\n null,\n ];\n\n $this->set($configuration, $identifierValue, $result, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());\n\n return $result;\n }\n\n public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n $cachedValue = $this->get(\n configuration: $configuration,\n identifier: $identifier,\n userId: $userId\n );\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(\n self::LOOKUP_RESULT_CACHE,\n $configuration->getProviderName()\n );\n\n return $cachedValue;\n }\n\n // Log cache miss\n $this->logger->info('[Prospect match] Cache miss', [\n 'identifier_type' => self::PROSPECT_TYPE_DOMAIN,\n 'identifier' => $identifier,\n 'crm' => $configuration->getProviderName(),\n ]);\n\n // not in the cache\n return null;\n }\n\n public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void\n {\n $this->cache->tags($this->getTags($configuration, $identifier))->put(\n $this->generateKey($configuration, $identifier, $userId),\n $prospectData,\n $this->getCacheTtl()\n );\n }\n\n public function handleProspectUpdated(ProspectUpdated $event): void\n {\n $prospect = $event->getProspect();\n $configuration = $prospect->getCrmConfiguration();\n\n if ($configuration === null) {\n return;\n }\n\n if ($prospect->getEmail() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();\n }\n\n if ($prospect->getPhone() !== null) {\n $normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());\n $this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();\n }\n\n if ($prospect->getName() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();\n }\n }\n\n public function normalizePhoneNumber(string $phone): string\n {\n // Remove all non-digit characters first\n $digitsOnly = preg_replace('/[^\\d]/', '', $phone);\n\n // Remove a single leading zero if present\n $digitsOnly = ltrim($digitsOnly, '0');\n\n // Add E.164 prefix\n return '+' . $digitsOnly;\n }\n\n private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n return $this->cache->tags($this->getTags($configuration, $identifier))\n ->get($this->generateKey($configuration, $identifier, $userId));\n }\n\n private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string\n {\n $keySuffix = $userId === null ? '' : ':user:' . $userId;\n\n return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);\n }\n\n private function sendDatadogStats(string $result, string $crm): void\n {\n Datadog::increment(self::DATADOG_STAT_NAME, 1, [\n 'result' => $result,\n 'crm' => $crm,\n ]);\n }\n\n private function getCacheTtl(): int\n {\n if (! App::environment('production', 'production-eu')) {\n return self::TTL_SECONDS_DEV;\n }\n\n return self::TTL_SECONDS;\n }\n\n private function findOpportunityInContactRoles(\n Configuration $configuration,\n ?Profile $profile,\n int $contactId\n ): ?Opportunity {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $contactRoles = $contactRoleRepository->getByCrmContactId(\n $configuration,\n $contactId,\n );\n\n if (! $contactRoles->isEmpty()) {\n $opportunityId = app(MatchBusinessAccount::class)->resolve(\n $contactRoles,\n $profile?->getCrmProviderId(),\n );\n\n $opportunity = $this->opportunityRepository->find($opportunityId);\n }\n\n return $opportunity ?? null;\n }\n\n private function getOpportunityFromDatabase(\n Configuration $configuration,\n Account $account,\n int $contactId,\n ?int $userId = null\n ): ?Opportunity {\n $opportunity = null;\n\n if ($userId) {\n $this->logger->info('ProspectCache - Searching DB for opportunity by owner', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'owner_id' => $userId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(\n $configuration,\n $account,\n $userId,\n $contactId\n );\n }\n\n if (! $opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Fallback DB opportunity search', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(\n $configuration,\n $account,\n $contactId\n );\n }\n\n $this->logger->info('ProspectCache - Opportunity DB search results', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'opportunity_id' => $opportunity?->getId(),\n ]);\n\n return $opportunity;\n }\n\n private function generateProspectTag(Configuration $configuration, string $identifier): string\n {\n return 'prospect:' . $configuration->getId() . ':' . $identifier;\n }\n\n private function getTags(Configuration $configuration, string $identifier): array\n {\n return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm;\n\nuse ChaseConey\\LaravelDatadogHelper\\Datadog;\nuse Illuminate\\Contracts\\Cache\\Repository;\nuse Illuminate\\Support\\Facades\\App;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Events\\Crm\\ProspectUpdated;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\OpportunityRepository;\nuse Jiminny\\Services\\Crm\\CrmObjects\\Validators\\StaleRecordValidator;\nuse Jiminny\\Services\\Crm\\Salesforce\\OpportunityMatcher\\MatchBusinessAccount;\nuse Psr\\Log\\LoggerInterface;\n\nclass ProspectCache\n{\n public const string PROSPECT_TYPE_EMAIL = 'email';\n public const string PROSPECT_TYPE_PHONE = 'phone';\n\n public const string PROSPECT_TYPE_DOMAIN = 'domain';\n private const int TTL_SECONDS = 900;\n private const int TTL_SECONDS_DEV = 30;\n private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';\n private const string LOOKUP_RESULT_INTERNAL = 'internal';\n private const string LOOKUP_RESULT_CACHE = 'cache';\n private const string LOOKUP_RESULT_DB = 'db';\n private const string LOOKUP_RESULT_MISS = 'miss';\n\n public function __construct(\n private readonly FindsProspectInterface $dbCache,\n private readonly Repository $cache,\n private readonly OpportunityRepository $opportunityRepository,\n private readonly EmailHelper $emailHelper,\n private readonly LoggerInterface $logger,\n private readonly StaleRecordValidator $staleRecordValidator,\n ) {\n }\n\n /**\n * @return null|array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * }\n */\n public function findByProspectIdentifier(\n Configuration $configuration,\n ?Profile $profile,\n string $identifierType,\n string $identifierValue,\n ?int $userId = null,\n ?SyncCrmEntitiesInterface $crmService = null\n ): ?array {\n $cachedValue = $this->get($configuration, $identifierValue, $userId);\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());\n\n return $cachedValue;\n }\n\n if ($identifierType == self::PROSPECT_TYPE_EMAIL\n && $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)\n ) {\n // Set the cache to avoid querying the database for internal participants\n $prospectData = [null, null, null, null, null, null];\n $this->set($configuration, $identifierValue, $prospectData, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());\n\n return $prospectData;\n }\n\n $dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);\n\n if (empty(array_filter($dbCache))) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());\n\n return null;\n }\n\n $dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);\n $dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);\n\n if ($dbCache['contact'] instanceof Contact) {\n $account = $dbCache['contact']->getAccount();\n $dbCache['account'] = $account;\n\n $opportunity = $this->findOpportunityInContactRoles(\n $configuration,\n $profile,\n $dbCache['contact']->getId()\n );\n\n $opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);\n\n if ($opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Found opportunities by contact roles', [\n 'opportunity_id' => $opportunity->getId(),\n ]);\n $dbCache['account'] = $opportunity->getAccount();\n } elseif ($account instanceof Account) {\n $opportunity = $this->getOpportunityFromDatabase(\n configuration: $configuration,\n account: $account,\n contactId: $dbCache['contact']->getId(),\n userId: $userId\n );\n }\n\n $dbCache['opportunity'] = $opportunity;\n $dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);\n\n $dbCache['stage'] = $dbCache['opportunity']?->getStage();\n }\n\n /**\n * @IMPORTANT The keys must always be in this exact order\n *\n * @var array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * } $result\n */\n $result = [\n $dbCache['lead'] ?? null,\n $dbCache['account'] ?? null,\n $dbCache['opportunity'] ?? null,\n $dbCache['contact'] ?? null,\n $dbCache['stage'] ?? null,\n null,\n ];\n\n $this->set($configuration, $identifierValue, $result, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());\n\n return $result;\n }\n\n public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n $cachedValue = $this->get(\n configuration: $configuration,\n identifier: $identifier,\n userId: $userId\n );\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(\n self::LOOKUP_RESULT_CACHE,\n $configuration->getProviderName()\n );\n\n return $cachedValue;\n }\n\n // Log cache miss\n $this->logger->info('[Prospect match] Cache miss', [\n 'identifier_type' => self::PROSPECT_TYPE_DOMAIN,\n 'identifier' => $identifier,\n 'crm' => $configuration->getProviderName(),\n ]);\n\n // not in the cache\n return null;\n }\n\n public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void\n {\n $this->cache->tags($this->getTags($configuration, $identifier))->put(\n $this->generateKey($configuration, $identifier, $userId),\n $prospectData,\n $this->getCacheTtl()\n );\n }\n\n public function handleProspectUpdated(ProspectUpdated $event): void\n {\n $prospect = $event->getProspect();\n $configuration = $prospect->getCrmConfiguration();\n\n if ($configuration === null) {\n return;\n }\n\n if ($prospect->getEmail() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();\n }\n\n if ($prospect->getPhone() !== null) {\n $normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());\n $this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();\n }\n\n if ($prospect->getName() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();\n }\n }\n\n public function normalizePhoneNumber(string $phone): string\n {\n // Remove all non-digit characters first\n $digitsOnly = preg_replace('/[^\\d]/', '', $phone);\n\n // Remove a single leading zero if present\n $digitsOnly = ltrim($digitsOnly, '0');\n\n // Add E.164 prefix\n return '+' . $digitsOnly;\n }\n\n private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n return $this->cache->tags($this->getTags($configuration, $identifier))\n ->get($this->generateKey($configuration, $identifier, $userId));\n }\n\n private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string\n {\n $keySuffix = $userId === null ? '' : ':user:' . $userId;\n\n return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);\n }\n\n private function sendDatadogStats(string $result, string $crm): void\n {\n Datadog::increment(self::DATADOG_STAT_NAME, 1, [\n 'result' => $result,\n 'crm' => $crm,\n ]);\n }\n\n private function getCacheTtl(): int\n {\n if (! App::environment('production', 'production-eu')) {\n return self::TTL_SECONDS_DEV;\n }\n\n return self::TTL_SECONDS;\n }\n\n private function findOpportunityInContactRoles(\n Configuration $configuration,\n ?Profile $profile,\n int $contactId\n ): ?Opportunity {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $contactRoles = $contactRoleRepository->getByCrmContactId(\n $configuration,\n $contactId,\n );\n\n if (! $contactRoles->isEmpty()) {\n $opportunityId = app(MatchBusinessAccount::class)->resolve(\n $contactRoles,\n $profile?->getCrmProviderId(),\n );\n\n $opportunity = $this->opportunityRepository->find($opportunityId);\n }\n\n return $opportunity ?? null;\n }\n\n private function getOpportunityFromDatabase(\n Configuration $configuration,\n Account $account,\n int $contactId,\n ?int $userId = null\n ): ?Opportunity {\n $opportunity = null;\n\n if ($userId) {\n $this->logger->info('ProspectCache - Searching DB for opportunity by owner', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'owner_id' => $userId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(\n $configuration,\n $account,\n $userId,\n $contactId\n );\n }\n\n if (! $opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Fallback DB opportunity search', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(\n $configuration,\n $account,\n $contactId\n );\n }\n\n $this->logger->info('ProspectCache - Opportunity DB search results', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'opportunity_id' => $opportunity?->getId(),\n ]);\n\n return $opportunity;\n }\n\n private function generateProspectTag(Configuration $configuration, string $identifier): string\n {\n return 'prospect:' . $configuration->getId() . ':' . $identifier;\n }\n\n private function getTags(Configuration $configuration, string $identifier): array\n {\n return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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920666202760937713
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338922648065674223
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idle
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Project: faVsco.js, menu
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm;
use ChaseConey\LaravelDatadogHelper\Datadog;
use Illuminate\Contracts\Cache\Repository;
use Illuminate\Support\Facades\App;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Events\Crm\ProspectUpdated;
use Jiminny\Models\Account;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Stage;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\OpportunityRepository;
use Jiminny\Services\Crm\CrmObjects\Validators\StaleRecordValidator;
use Jiminny\Services\Crm\Salesforce\OpportunityMatcher\MatchBusinessAccount;
use Psr\Log\LoggerInterface;
class ProspectCache
{
public const string PROSPECT_TYPE_EMAIL = 'email';
public const string PROSPECT_TYPE_PHONE = 'phone';
public const string PROSPECT_TYPE_DOMAIN = 'domain';
private const int TTL_SECONDS = 900;
private const int TTL_SECONDS_DEV = 30;
private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';
private const string LOOKUP_RESULT_INTERNAL = 'internal';
private const string LOOKUP_RESULT_CACHE = 'cache';
private const string LOOKUP_RESULT_DB = 'db';
private const string LOOKUP_RESULT_MISS = 'miss';
public function __construct(
private readonly FindsProspectInterface $dbCache,
private readonly Repository $cache,
private readonly OpportunityRepository $opportunityRepository,
private readonly EmailHelper $emailHelper,
private readonly LoggerInterface $logger,
private readonly StaleRecordValidator $staleRecordValidator,
) {
}
/**
* @return null|array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* }
*/
public function findByProspectIdentifier(
Configuration $configuration,
?Profile $profile,
string $identifierType,
string $identifierValue,
?int $userId = null,
?SyncCrmEntitiesInterface $crmService = null
): ?array {
$cachedValue = $this->get($configuration, $identifierValue, $userId);
if ($cachedValue !== null) {
$this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());
return $cachedValue;
}
if ($identifierType == self::PROSPECT_TYPE_EMAIL
&& $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)
) {
// Set the cache to avoid querying the database for internal participants
$prospectData = [null, null, null, null, null, null];
$this->set($configuration, $identifierValue, $prospectData, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());
return $prospectData;
}
$dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);
if (empty(array_filter($dbCache))) {
$this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());
return null;
}
$dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);
$dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);
if ($dbCache['contact'] instanceof Contact) {
$account = $dbCache['contact']->getAccount();
$dbCache['account'] = $account;
$opportunity = $this->findOpportunityInContactRoles(
$configuration,
$profile,
$dbCache['contact']->getId()
);
$opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);
if ($opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Found opportunities by contact roles', [
'opportunity_id' => $opportunity->getId(),
]);
$dbCache['account'] = $opportunity->getAccount();
} elseif ($account instanceof Account) {
$opportunity = $this->getOpportunityFromDatabase(
configuration: $configuration,
account: $account,
contactId: $dbCache['contact']->getId(),
userId: $userId
);
}
$dbCache['opportunity'] = $opportunity;
$dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);
$dbCache['stage'] = $dbCache['opportunity']?->getStage();
}
/**
* @IMPORTANT The keys must always be in this exact order
*
* @var array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* } $result
*/
$result = [
$dbCache['lead'] ?? null,
$dbCache['account'] ?? null,
$dbCache['opportunity'] ?? null,
$dbCache['contact'] ?? null,
$dbCache['stage'] ?? null,
null,
];
$this->set($configuration, $identifierValue, $result, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());
return $result;
}
public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
$cachedValue = $this->get(
configuration: $configuration,
identifier: $identifier,
userId: $userId
);
if ($cachedValue !== null) {
$this->sendDatadogStats(
self::LOOKUP_RESULT_CACHE,
$configuration->getProviderName()
);
return $cachedValue;
}
// Log cache miss
$this->logger->info('[Prospect match] Cache miss', [
'identifier_type' => self::PROSPECT_TYPE_DOMAIN,
'identifier' => $identifier,
'crm' => $configuration->getProviderName(),
]);
// not in the cache
return null;
}
public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void
{
$this->cache->tags($this->getTags($configuration, $identifier))->put(
$this->generateKey($configuration, $identifier, $userId),
$prospectData,
$this->getCacheTtl()
);
}
public function handleProspectUpdated(ProspectUpdated $event): void
{
$prospect = $event->getProspect();
$configuration = $prospect->getCrmConfiguration();
if ($configuration === null) {
return;
}
if ($prospect->getEmail() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();
}
if ($prospect->getPhone() !== null) {
$normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());
$this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();
}
if ($prospect->getName() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();
}
}
public function normalizePhoneNumber(string $phone): string
{
// Remove all non-digit characters first
$digitsOnly = preg_replace('/[^\d]/', '', $phone);
// Remove a single leading zero if present
$digitsOnly = ltrim($digitsOnly, '0');
// Add E.164 prefix
return '+' . $digitsOnly;
}
private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
return $this->cache->tags($this->getTags($configuration, $identifier))
->get($this->generateKey($configuration, $identifier, $userId));
}
private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string
{
$keySuffix = $userId === null ? '' : ':user:' . $userId;
return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);
}
private function sendDatadogStats(string $result, string $crm): void
{
Datadog::increment(self::DATADOG_STAT_NAME, 1, [
'result' => $result,
'crm' => $crm,
]);
}
private function getCacheTtl(): int
{
if (! App::environment('production', 'production-eu')) {
return self::TTL_SECONDS_DEV;
}
return self::TTL_SECONDS;
}
private function findOpportunityInContactRoles(
Configuration $configuration,
?Profile $profile,
int $contactId
): ?Opportunity {
$contactRoleRepository = app(ContactRoleRepository::class);
$contactRoles = $contactRoleRepository->getByCrmContactId(
$configuration,
$contactId,
);
if (! $contactRoles->isEmpty()) {
$opportunityId = app(MatchBusinessAccount::class)->resolve(
$contactRoles,
$profile?->getCrmProviderId(),
);
$opportunity = $this->opportunityRepository->find($opportunityId);
}
return $opportunity ?? null;
}
private function getOpportunityFromDatabase(
Configuration $configuration,
Account $account,
int $contactId,
?int $userId = null
): ?Opportunity {
$opportunity = null;
if ($userId) {
$this->logger->info('ProspectCache - Searching DB for opportunity by owner', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'owner_id' => $userId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(
$configuration,
$account,
$userId,
$contactId
);
}
if (! $opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Fallback DB opportunity search', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(
$configuration,
$account,
$contactId
);
}
$this->logger->info('ProspectCache - Opportunity DB search results', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'opportunity_id' => $opportunity?->getId(),
]);
return $opportunity;
}
private function generateProspectTag(Configuration $configuration, string $identifier): string
{
return 'prospect:' . $configuration->getId() . ':' . $identifier;
}
private function getTags(Configuration $configuration, string $identifier): array
{
return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];
}
}
Project
Project
New File or Directory…
Expand Selected
Collapse All
Options
Hide...
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9172
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NULL
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NULL
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NULL
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9173
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0
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2026-05-08T12:16:11.499663+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242571499_m1.jpg...
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PhpStorm
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faVsco.js – ProspectCache.php
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1
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monitor_1
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NULL
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NULL
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NULL
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NULL
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
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Code changed:
Hide
19
Previous Highlighted Error
Next Highlighted Error
[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm;
use ChaseConey\LaravelDatadogHelper\Datadog;
use Illuminate\Contracts\Cache\Repository;
use Illuminate\Support\Facades\App;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Events\Crm\ProspectUpdated;
use Jiminny\Models\Account;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Stage;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\OpportunityRepository;
use Jiminny\Services\Crm\CrmObjects\Validators\StaleRecordValidator;
use Jiminny\Services\Crm\Salesforce\OpportunityMatcher\MatchBusinessAccount;
use Psr\Log\LoggerInterface;
class ProspectCache
{
public const string PROSPECT_TYPE_EMAIL = 'email';
public const string PROSPECT_TYPE_PHONE = 'phone';
public const string PROSPECT_TYPE_DOMAIN = 'domain';
private const int TTL_SECONDS = 900;
private const int TTL_SECONDS_DEV = 30;
private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';
private const string LOOKUP_RESULT_INTERNAL = 'internal';
private const string LOOKUP_RESULT_CACHE = 'cache';
private const string LOOKUP_RESULT_DB = 'db';
private const string LOOKUP_RESULT_MISS = 'miss';
public function __construct(
private readonly FindsProspectInterface $dbCache,
private readonly Repository $cache,
private readonly OpportunityRepository $opportunityRepository,
private readonly EmailHelper $emailHelper,
private readonly LoggerInterface $logger,
private readonly StaleRecordValidator $staleRecordValidator,
) {
}
/**
* @return null|array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* }
*/
public function findByProspectIdentifier(
Configuration $configuration,
?Profile $profile,
string $identifierType,
string $identifierValue,
?int $userId = null,
?SyncCrmEntitiesInterface $crmService = null
): ?array {
$cachedValue = $this->get($configuration, $identifierValue, $userId);
if ($cachedValue !== null) {
$this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());
return $cachedValue;
}
if ($identifierType == self::PROSPECT_TYPE_EMAIL
&& $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)
) {
// Set the cache to avoid querying the database for internal participants
$prospectData = [null, null, null, null, null, null];
$this->set($configuration, $identifierValue, $prospectData, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());
return $prospectData;
}
$dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);
if (empty(array_filter($dbCache))) {
$this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());
return null;
}
$dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);
$dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);
if ($dbCache['contact'] instanceof Contact) {
$account = $dbCache['contact']->getAccount();
$dbCache['account'] = $account;
$opportunity = $this->findOpportunityInContactRoles(
$configuration,
$profile,
$dbCache['contact']->getId()
);
$opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);
if ($opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Found opportunities by contact roles', [
'opportunity_id' => $opportunity->getId(),
]);
$dbCache['account'] = $opportunity->getAccount();
} elseif ($account instanceof Account) {
$opportunity = $this->getOpportunityFromDatabase(
configuration: $configuration,
account: $account,
contactId: $dbCache['contact']->getId(),
userId: $userId
);
}
$dbCache['opportunity'] = $opportunity;
$dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);
$dbCache['stage'] = $dbCache['opportunity']?->getStage();
}
/**
* @IMPORTANT The keys must always be in this exact order
*
* @var array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* } $result
*/
$result = [
$dbCache['lead'] ?? null,
$dbCache['account'] ?? null,
$dbCache['opportunity'] ?? null,
$dbCache['contact'] ?? null,
$dbCache['stage'] ?? null,
null,
];
$this->set($configuration, $identifierValue, $result, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());
return $result;
}
public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
$cachedValue = $this->get(
configuration: $configuration,
identifier: $identifier,
userId: $userId
);
if ($cachedValue !== null) {
$this->sendDatadogStats(
self::LOOKUP_RESULT_CACHE,
$configuration->getProviderName()
);
return $cachedValue;
}
// Log cache miss
$this->logger->info('[Prospect match] Cache miss', [
'identifier_type' => self::PROSPECT_TYPE_DOMAIN,
'identifier' => $identifier,
'crm' => $configuration->getProviderName(),
]);
// not in the cache
return null;
}
public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void
{
$this->cache->tags($this->getTags($configuration, $identifier))->put(
$this->generateKey($configuration, $identifier, $userId),
$prospectData,
$this->getCacheTtl()
);
}
public function handleProspectUpdated(ProspectUpdated $event): void
{
$prospect = $event->getProspect();
$configuration = $prospect->getCrmConfiguration();
if ($configuration === null) {
return;
}
if ($prospect->getEmail() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();
}
if ($prospect->getPhone() !== null) {
$normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());
$this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();
}
if ($prospect->getName() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();
}
}
public function normalizePhoneNumber(string $phone): string
{
// Remove all non-digit characters first
$digitsOnly = preg_replace('/[^\d]/', '', $phone);
// Remove a single leading zero if present
$digitsOnly = ltrim($digitsOnly, '0');
// Add E.164 prefix
return '+' . $digitsOnly;
}
private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
return $this->cache->tags($this->getTags($configuration, $identifier))
->get($this->generateKey($configuration, $identifier, $userId));
}
private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string
{
$keySuffix = $userId === null ? '' : ':user:' . $userId;
return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);
}
private function sendDatadogStats(string $result, string $crm): void
{
Datadog::increment(self::DATADOG_STAT_NAME, 1, [
'result' => $result,
'crm' => $crm,
]);
}
private function getCacheTtl(): int
{
if (! App::environment('production', 'production-eu')) {
return self::TTL_SECONDS_DEV;
}
return self::TTL_SECONDS;
}
private function findOpportunityInContactRoles(
Configuration $configuration,
?Profile $profile,
int $contactId
): ?Opportunity {
$contactRoleRepository = app(ContactRoleRepository::class);
$contactRoles = $contactRoleRepository->getByCrmContactId(
$configuration,
$contactId,
);
if (! $contactRoles->isEmpty()) {
$opportunityId = app(MatchBusinessAccount::class)->resolve(
$contactRoles,
$profile?->getCrmProviderId(),
);
$opportunity = $this->opportunityRepository->find($opportunityId);
}
return $opportunity ?? null;
}
private function getOpportunityFromDatabase(
Configuration $configuration,
Account $account,
int $contactId,
?int $userId = null
): ?Opportunity {
$opportunity = null;
if ($userId) {
$this->logger->info('ProspectCache - Searching DB for opportunity by owner', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'owner_id' => $userId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(
$configuration,
$account,
$userId,
$contactId
);
}
if (! $opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Fallback DB opportunity search', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(
$configuration,
$account,
$contactId
);
}
$this->logger->info('ProspectCache - Opportunity DB search results', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'opportunity_id' => $opportunity?->getId(),
]);
return $opportunity;
}
private function generateProspectTag(Configuration $configuration, string $identifier): string
{
return 'prospect:' . $configuration->getId() . ':' . $identifier;
}
private function getTags(Configuration $configuration, string $identifier): array
{
return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];
}
}
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Jiminny\\Repositories\\Crm\\OpportunityRepository;\nuse Jiminny\\Services\\Crm\\CrmObjects\\Validators\\StaleRecordValidator;\nuse Jiminny\\Services\\Crm\\Salesforce\\OpportunityMatcher\\MatchBusinessAccount;\nuse Psr\\Log\\LoggerInterface;\n\nclass ProspectCache\n{\n public const string PROSPECT_TYPE_EMAIL = 'email';\n public const string PROSPECT_TYPE_PHONE = 'phone';\n\n public const string PROSPECT_TYPE_DOMAIN = 'domain';\n private const int TTL_SECONDS = 900;\n private const int TTL_SECONDS_DEV = 30;\n private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';\n private const string LOOKUP_RESULT_INTERNAL = 'internal';\n private const string LOOKUP_RESULT_CACHE = 'cache';\n private const string LOOKUP_RESULT_DB = 'db';\n private const string LOOKUP_RESULT_MISS = 'miss';\n\n public function __construct(\n private readonly FindsProspectInterface $dbCache,\n private readonly Repository $cache,\n private readonly OpportunityRepository $opportunityRepository,\n private readonly EmailHelper $emailHelper,\n private readonly LoggerInterface $logger,\n private readonly StaleRecordValidator $staleRecordValidator,\n ) {\n }\n\n /**\n * @return null|array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * }\n */\n public function findByProspectIdentifier(\n Configuration $configuration,\n ?Profile $profile,\n string $identifierType,\n string $identifierValue,\n ?int $userId = null,\n ?SyncCrmEntitiesInterface $crmService = null\n ): ?array {\n $cachedValue = $this->get($configuration, $identifierValue, $userId);\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());\n\n return $cachedValue;\n }\n\n if ($identifierType == self::PROSPECT_TYPE_EMAIL\n && $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)\n ) {\n // Set the cache to avoid querying the database for internal participants\n $prospectData = [null, null, null, null, null, null];\n $this->set($configuration, $identifierValue, $prospectData, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());\n\n return $prospectData;\n }\n\n $dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);\n\n if (empty(array_filter($dbCache))) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());\n\n return null;\n }\n\n $dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);\n $dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);\n\n if ($dbCache['contact'] instanceof Contact) {\n $account = $dbCache['contact']->getAccount();\n $dbCache['account'] = $account;\n\n $opportunity = $this->findOpportunityInContactRoles(\n $configuration,\n $profile,\n $dbCache['contact']->getId()\n );\n\n $opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);\n\n if ($opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Found opportunities by contact roles', [\n 'opportunity_id' => $opportunity->getId(),\n ]);\n $dbCache['account'] = $opportunity->getAccount();\n } elseif ($account instanceof Account) {\n $opportunity = $this->getOpportunityFromDatabase(\n configuration: $configuration,\n account: $account,\n contactId: $dbCache['contact']->getId(),\n userId: $userId\n );\n }\n\n $dbCache['opportunity'] = $opportunity;\n $dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);\n\n $dbCache['stage'] = $dbCache['opportunity']?->getStage();\n }\n\n /**\n * @IMPORTANT The keys must always be in this exact order\n *\n * @var array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * } $result\n */\n $result = [\n $dbCache['lead'] ?? null,\n $dbCache['account'] ?? null,\n $dbCache['opportunity'] ?? null,\n $dbCache['contact'] ?? null,\n $dbCache['stage'] ?? null,\n null,\n ];\n\n $this->set($configuration, $identifierValue, $result, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());\n\n return $result;\n }\n\n public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n $cachedValue = $this->get(\n configuration: $configuration,\n identifier: $identifier,\n userId: $userId\n );\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(\n self::LOOKUP_RESULT_CACHE,\n $configuration->getProviderName()\n );\n\n return $cachedValue;\n }\n\n // Log cache miss\n $this->logger->info('[Prospect match] Cache miss', [\n 'identifier_type' => self::PROSPECT_TYPE_DOMAIN,\n 'identifier' => $identifier,\n 'crm' => $configuration->getProviderName(),\n ]);\n\n // not in the cache\n return null;\n }\n\n public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void\n {\n $this->cache->tags($this->getTags($configuration, $identifier))->put(\n $this->generateKey($configuration, $identifier, $userId),\n $prospectData,\n $this->getCacheTtl()\n );\n }\n\n public function handleProspectUpdated(ProspectUpdated $event): void\n {\n $prospect = $event->getProspect();\n $configuration = $prospect->getCrmConfiguration();\n\n if ($configuration === null) {\n return;\n }\n\n if ($prospect->getEmail() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();\n }\n\n if ($prospect->getPhone() !== null) {\n $normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());\n $this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();\n }\n\n if ($prospect->getName() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();\n }\n }\n\n public function normalizePhoneNumber(string $phone): string\n {\n // Remove all non-digit characters first\n $digitsOnly = preg_replace('/[^\\d]/', '', $phone);\n\n // Remove a single leading zero if present\n $digitsOnly = ltrim($digitsOnly, '0');\n\n // Add E.164 prefix\n return '+' . $digitsOnly;\n }\n\n private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n return $this->cache->tags($this->getTags($configuration, $identifier))\n ->get($this->generateKey($configuration, $identifier, $userId));\n }\n\n private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string\n {\n $keySuffix = $userId === null ? '' : ':user:' . $userId;\n\n return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);\n }\n\n private function sendDatadogStats(string $result, string $crm): void\n {\n Datadog::increment(self::DATADOG_STAT_NAME, 1, [\n 'result' => $result,\n 'crm' => $crm,\n ]);\n }\n\n private function getCacheTtl(): int\n {\n if (! App::environment('production', 'production-eu')) {\n return self::TTL_SECONDS_DEV;\n }\n\n return self::TTL_SECONDS;\n }\n\n private function findOpportunityInContactRoles(\n Configuration $configuration,\n ?Profile $profile,\n int $contactId\n ): ?Opportunity {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $contactRoles = $contactRoleRepository->getByCrmContactId(\n $configuration,\n $contactId,\n );\n\n if (! $contactRoles->isEmpty()) {\n $opportunityId = app(MatchBusinessAccount::class)->resolve(\n $contactRoles,\n $profile?->getCrmProviderId(),\n );\n\n $opportunity = $this->opportunityRepository->find($opportunityId);\n }\n\n return $opportunity ?? null;\n }\n\n private function getOpportunityFromDatabase(\n Configuration $configuration,\n Account $account,\n int $contactId,\n ?int $userId = null\n ): ?Opportunity {\n $opportunity = null;\n\n if ($userId) {\n $this->logger->info('ProspectCache - Searching DB for opportunity by owner', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'owner_id' => $userId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(\n $configuration,\n $account,\n $userId,\n $contactId\n );\n }\n\n if (! $opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Fallback DB opportunity search', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(\n $configuration,\n $account,\n $contactId\n );\n }\n\n $this->logger->info('ProspectCache - Opportunity DB search results', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'opportunity_id' => $opportunity?->getId(),\n ]);\n\n return $opportunity;\n }\n\n private function generateProspectTag(Configuration $configuration, string $identifier): string\n {\n return 'prospect:' . $configuration->getId() . ':' . $identifier;\n }\n\n private function getTags(Configuration $configuration, string $identifier): array\n {\n return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm;\n\nuse ChaseConey\\LaravelDatadogHelper\\Datadog;\nuse Illuminate\\Contracts\\Cache\\Repository;\nuse Illuminate\\Support\\Facades\\App;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Events\\Crm\\ProspectUpdated;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\OpportunityRepository;\nuse Jiminny\\Services\\Crm\\CrmObjects\\Validators\\StaleRecordValidator;\nuse Jiminny\\Services\\Crm\\Salesforce\\OpportunityMatcher\\MatchBusinessAccount;\nuse Psr\\Log\\LoggerInterface;\n\nclass ProspectCache\n{\n public const string PROSPECT_TYPE_EMAIL = 'email';\n public const string PROSPECT_TYPE_PHONE = 'phone';\n\n public const string PROSPECT_TYPE_DOMAIN = 'domain';\n private const int TTL_SECONDS = 900;\n private const int TTL_SECONDS_DEV = 30;\n private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';\n private const string LOOKUP_RESULT_INTERNAL = 'internal';\n private const string LOOKUP_RESULT_CACHE = 'cache';\n private const string LOOKUP_RESULT_DB = 'db';\n private const string LOOKUP_RESULT_MISS = 'miss';\n\n public function __construct(\n private readonly FindsProspectInterface $dbCache,\n private readonly Repository $cache,\n private readonly OpportunityRepository $opportunityRepository,\n private readonly EmailHelper $emailHelper,\n private readonly LoggerInterface $logger,\n private readonly StaleRecordValidator $staleRecordValidator,\n ) {\n }\n\n /**\n * @return null|array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * }\n */\n public function findByProspectIdentifier(\n Configuration $configuration,\n ?Profile $profile,\n string $identifierType,\n string $identifierValue,\n ?int $userId = null,\n ?SyncCrmEntitiesInterface $crmService = null\n ): ?array {\n $cachedValue = $this->get($configuration, $identifierValue, $userId);\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());\n\n return $cachedValue;\n }\n\n if ($identifierType == self::PROSPECT_TYPE_EMAIL\n && $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)\n ) {\n // Set the cache to avoid querying the database for internal participants\n $prospectData = [null, null, null, null, null, null];\n $this->set($configuration, $identifierValue, $prospectData, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());\n\n return $prospectData;\n }\n\n $dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);\n\n if (empty(array_filter($dbCache))) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());\n\n return null;\n }\n\n $dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);\n $dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);\n\n if ($dbCache['contact'] instanceof Contact) {\n $account = $dbCache['contact']->getAccount();\n $dbCache['account'] = $account;\n\n $opportunity = $this->findOpportunityInContactRoles(\n $configuration,\n $profile,\n $dbCache['contact']->getId()\n );\n\n $opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);\n\n if ($opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Found opportunities by contact roles', [\n 'opportunity_id' => $opportunity->getId(),\n ]);\n $dbCache['account'] = $opportunity->getAccount();\n } elseif ($account instanceof Account) {\n $opportunity = $this->getOpportunityFromDatabase(\n configuration: $configuration,\n account: $account,\n contactId: $dbCache['contact']->getId(),\n userId: $userId\n );\n }\n\n $dbCache['opportunity'] = $opportunity;\n $dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);\n\n $dbCache['stage'] = $dbCache['opportunity']?->getStage();\n }\n\n /**\n * @IMPORTANT The keys must always be in this exact order\n *\n * @var array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * } $result\n */\n $result = [\n $dbCache['lead'] ?? null,\n $dbCache['account'] ?? null,\n $dbCache['opportunity'] ?? null,\n $dbCache['contact'] ?? null,\n $dbCache['stage'] ?? null,\n null,\n ];\n\n $this->set($configuration, $identifierValue, $result, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());\n\n return $result;\n }\n\n public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n $cachedValue = $this->get(\n configuration: $configuration,\n identifier: $identifier,\n userId: $userId\n );\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(\n self::LOOKUP_RESULT_CACHE,\n $configuration->getProviderName()\n );\n\n return $cachedValue;\n }\n\n // Log cache miss\n $this->logger->info('[Prospect match] Cache miss', [\n 'identifier_type' => self::PROSPECT_TYPE_DOMAIN,\n 'identifier' => $identifier,\n 'crm' => $configuration->getProviderName(),\n ]);\n\n // not in the cache\n return null;\n }\n\n public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void\n {\n $this->cache->tags($this->getTags($configuration, $identifier))->put(\n $this->generateKey($configuration, $identifier, $userId),\n $prospectData,\n $this->getCacheTtl()\n );\n }\n\n public function handleProspectUpdated(ProspectUpdated $event): void\n {\n $prospect = $event->getProspect();\n $configuration = $prospect->getCrmConfiguration();\n\n if ($configuration === null) {\n return;\n }\n\n if ($prospect->getEmail() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();\n }\n\n if ($prospect->getPhone() !== null) {\n $normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());\n $this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();\n }\n\n if ($prospect->getName() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();\n }\n }\n\n public function normalizePhoneNumber(string $phone): string\n {\n // Remove all non-digit characters first\n $digitsOnly = preg_replace('/[^\\d]/', '', $phone);\n\n // Remove a single leading zero if present\n $digitsOnly = ltrim($digitsOnly, '0');\n\n // Add E.164 prefix\n return '+' . $digitsOnly;\n }\n\n private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n return $this->cache->tags($this->getTags($configuration, $identifier))\n ->get($this->generateKey($configuration, $identifier, $userId));\n }\n\n private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string\n {\n $keySuffix = $userId === null ? '' : ':user:' . $userId;\n\n return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);\n }\n\n private function sendDatadogStats(string $result, string $crm): void\n {\n Datadog::increment(self::DATADOG_STAT_NAME, 1, [\n 'result' => $result,\n 'crm' => $crm,\n ]);\n }\n\n private function getCacheTtl(): int\n {\n if (! App::environment('production', 'production-eu')) {\n return self::TTL_SECONDS_DEV;\n }\n\n return self::TTL_SECONDS;\n }\n\n private function findOpportunityInContactRoles(\n Configuration $configuration,\n ?Profile $profile,\n int $contactId\n ): ?Opportunity {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $contactRoles = $contactRoleRepository->getByCrmContactId(\n $configuration,\n $contactId,\n );\n\n if (! $contactRoles->isEmpty()) {\n $opportunityId = app(MatchBusinessAccount::class)->resolve(\n $contactRoles,\n $profile?->getCrmProviderId(),\n );\n\n $opportunity = $this->opportunityRepository->find($opportunityId);\n }\n\n return $opportunity ?? null;\n }\n\n private function getOpportunityFromDatabase(\n Configuration $configuration,\n Account $account,\n int $contactId,\n ?int $userId = null\n ): ?Opportunity {\n $opportunity = null;\n\n if ($userId) {\n $this->logger->info('ProspectCache - Searching DB for opportunity by owner', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'owner_id' => $userId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(\n $configuration,\n $account,\n $userId,\n $contactId\n );\n }\n\n if (! $opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Fallback DB opportunity search', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(\n $configuration,\n $account,\n $contactId\n );\n }\n\n $this->logger->info('ProspectCache - Opportunity DB search results', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'opportunity_id' => $opportunity?->getId(),\n ]);\n\n return $opportunity;\n }\n\n private function generateProspectTag(Configuration $configuration, string $identifier): string\n {\n return 'prospect:' . $configuration->getId() . ':' . $identifier;\n }\n\n private function getTags(Configuration $configuration, string $identifier): array\n {\n return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm;
use ChaseConey\LaravelDatadogHelper\Datadog;
use Illuminate\Contracts\Cache\Repository;
use Illuminate\Support\Facades\App;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Events\Crm\ProspectUpdated;
use Jiminny\Models\Account;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Stage;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\OpportunityRepository;
use Jiminny\Services\Crm\CrmObjects\Validators\StaleRecordValidator;
use Jiminny\Services\Crm\Salesforce\OpportunityMatcher\MatchBusinessAccount;
use Psr\Log\LoggerInterface;
class ProspectCache
{
public const string PROSPECT_TYPE_EMAIL = 'email';
public const string PROSPECT_TYPE_PHONE = 'phone';
public const string PROSPECT_TYPE_DOMAIN = 'domain';
private const int TTL_SECONDS = 900;
private const int TTL_SECONDS_DEV = 30;
private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';
private const string LOOKUP_RESULT_INTERNAL = 'internal';
private const string LOOKUP_RESULT_CACHE = 'cache';
private const string LOOKUP_RESULT_DB = 'db';
private const string LOOKUP_RESULT_MISS = 'miss';
public function __construct(
private readonly FindsProspectInterface $dbCache,
private readonly Repository $cache,
private readonly OpportunityRepository $opportunityRepository,
private readonly EmailHelper $emailHelper,
private readonly LoggerInterface $logger,
private readonly StaleRecordValidator $staleRecordValidator,
) {
}
/**
* @return null|array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* }
*/
public function findByProspectIdentifier(
Configuration $configuration,
?Profile $profile,
string $identifierType,
string $identifierValue,
?int $userId = null,
?SyncCrmEntitiesInterface $crmService = null
): ?array {
$cachedValue = $this->get($configuration, $identifierValue, $userId);
if ($cachedValue !== null) {
$this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());
return $cachedValue;
}
if ($identifierType == self::PROSPECT_TYPE_EMAIL
&& $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)
) {
// Set the cache to avoid querying the database for internal participants
$prospectData = [null, null, null, null, null, null];
$this->set($configuration, $identifierValue, $prospectData, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());
return $prospectData;
}
$dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);
if (empty(array_filter($dbCache))) {
$this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());
return null;
}
$dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);
$dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);
if ($dbCache['contact'] instanceof Contact) {
$account = $dbCache['contact']->getAccount();
$dbCache['account'] = $account;
$opportunity = $this->findOpportunityInContactRoles(
$configuration,
$profile,
$dbCache['contact']->getId()
);
$opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);
if ($opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Found opportunities by contact roles', [
'opportunity_id' => $opportunity->getId(),
]);
$dbCache['account'] = $opportunity->getAccount();
} elseif ($account instanceof Account) {
$opportunity = $this->getOpportunityFromDatabase(
configuration: $configuration,
account: $account,
contactId: $dbCache['contact']->getId(),
userId: $userId
);
}
$dbCache['opportunity'] = $opportunity;
$dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);
$dbCache['stage'] = $dbCache['opportunity']?->getStage();
}
/**
* @IMPORTANT The keys must always be in this exact order
*
* @var array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* } $result
*/
$result = [
$dbCache['lead'] ?? null,
$dbCache['account'] ?? null,
$dbCache['opportunity'] ?? null,
$dbCache['contact'] ?? null,
$dbCache['stage'] ?? null,
null,
];
$this->set($configuration, $identifierValue, $result, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());
return $result;
}
public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
$cachedValue = $this->get(
configuration: $configuration,
identifier: $identifier,
userId: $userId
);
if ($cachedValue !== null) {
$this->sendDatadogStats(
self::LOOKUP_RESULT_CACHE,
$configuration->getProviderName()
);
return $cachedValue;
}
// Log cache miss
$this->logger->info('[Prospect match] Cache miss', [
'identifier_type' => self::PROSPECT_TYPE_DOMAIN,
'identifier' => $identifier,
'crm' => $configuration->getProviderName(),
]);
// not in the cache
return null;
}
public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void
{
$this->cache->tags($this->getTags($configuration, $identifier))->put(
$this->generateKey($configuration, $identifier, $userId),
$prospectData,
$this->getCacheTtl()
);
}
public function handleProspectUpdated(ProspectUpdated $event): void
{
$prospect = $event->getProspect();
$configuration = $prospect->getCrmConfiguration();
if ($configuration === null) {
return;
}
if ($prospect->getEmail() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();
}
if ($prospect->getPhone() !== null) {
$normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());
$this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();
}
if ($prospect->getName() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();
}
}
public function normalizePhoneNumber(string $phone): string
{
// Remove all non-digit characters first
$digitsOnly = preg_replace('/[^\d]/', '', $phone);
// Remove a single leading zero if present
$digitsOnly = ltrim($digitsOnly, '0');
// Add E.164 prefix
return '+' . $digitsOnly;
}
private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
return $this->cache->tags($this->getTags($configuration, $identifier))
->get($this->generateKey($configuration, $identifier, $userId));
}
private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string
{
$keySuffix = $userId === null ? '' : ':user:' . $userId;
return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);
}
private function sendDatadogStats(string $result, string $crm): void
{
Datadog::increment(self::DATADOG_STAT_NAME, 1, [
'result' => $result,
'crm' => $crm,
]);
}
private function getCacheTtl(): int
{
if (! App::environment('production', 'production-eu')) {
return self::TTL_SECONDS_DEV;
}
return self::TTL_SECONDS;
}
private function findOpportunityInContactRoles(
Configuration $configuration,
?Profile $profile,
int $contactId
): ?Opportunity {
$contactRoleRepository = app(ContactRoleRepository::class);
$contactRoles = $contactRoleRepository->getByCrmContactId(
$configuration,
$contactId,
);
if (! $contactRoles->isEmpty()) {
$opportunityId = app(MatchBusinessAccount::class)->resolve(
$contactRoles,
$profile?->getCrmProviderId(),
);
$opportunity = $this->opportunityRepository->find($opportunityId);
}
return $opportunity ?? null;
}
private function getOpportunityFromDatabase(
Configuration $configuration,
Account $account,
int $contactId,
?int $userId = null
): ?Opportunity {
$opportunity = null;
if ($userId) {
$this->logger->info('ProspectCache - Searching DB for opportunity by owner', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'owner_id' => $userId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(
$configuration,
$account,
$userId,
$contactId
);
}
if (! $opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Fallback DB opportunity search', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(
$configuration,
$account,
$contactId
);
}
$this->logger->info('ProspectCache - Opportunity DB search results', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'opportunity_id' => $opportunity?->getId(),
]);
return $opportunity;
}
private function generateProspectTag(Configuration $configuration, string $identifier): string
{
return 'prospect:' . $configuration->getId() . ':' . $identifier;
}
private function getTags(Configuration $configuration, string $identifier): array
{
return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];
}
}
Project
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9167
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NULL
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NULL
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NULL
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9172
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412
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15
|
2026-05-08T12:15:42.674899+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242542674_m2.jpg...
|
PhpStorm
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faVsco.js – ProspectCache.php
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monitor_2
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
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JetBrains AI
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IDE and Project Settings
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm;
use ChaseConey\LaravelDatadogHelper\Datadog;
use Illuminate\Contracts\Cache\Repository;
use Illuminate\Support\Facades\App;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Events\Crm\ProspectUpdated;
use Jiminny\Models\Account;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Stage;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\OpportunityRepository;
use Jiminny\Services\Crm\CrmObjects\Validators\StaleRecordValidator;
use Jiminny\Services\Crm\Salesforce\OpportunityMatcher\MatchBusinessAccount;
use Psr\Log\LoggerInterface;
class ProspectCache
{
public const string PROSPECT_TYPE_EMAIL = 'email';
public const string PROSPECT_TYPE_PHONE = 'phone';
public const string PROSPECT_TYPE_DOMAIN = 'domain';
private const int TTL_SECONDS = 900;
private const int TTL_SECONDS_DEV = 30;
private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';
private const string LOOKUP_RESULT_INTERNAL = 'internal';
private const string LOOKUP_RESULT_CACHE = 'cache';
private const string LOOKUP_RESULT_DB = 'db';
private const string LOOKUP_RESULT_MISS = 'miss';
public function __construct(
private readonly FindsProspectInterface $dbCache,
private readonly Repository $cache,
private readonly OpportunityRepository $opportunityRepository,
private readonly EmailHelper $emailHelper,
private readonly LoggerInterface $logger,
private readonly StaleRecordValidator $staleRecordValidator,
) {
}
/**
* @return null|array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* }
*/
public function findByProspectIdentifier(
Configuration $configuration,
?Profile $profile,
string $identifierType,
string $identifierValue,
?int $userId = null,
?SyncCrmEntitiesInterface $crmService = null
): ?array {
$cachedValue = $this->get($configuration, $identifierValue, $userId);
if ($cachedValue !== null) {
$this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());
return $cachedValue;
}
if ($identifierType == self::PROSPECT_TYPE_EMAIL
&& $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)
) {
// Set the cache to avoid querying the database for internal participants
$prospectData = [null, null, null, null, null, null];
$this->set($configuration, $identifierValue, $prospectData, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());
return $prospectData;
}
$dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);
if (empty(array_filter($dbCache))) {
$this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());
return null;
}
$dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);
$dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);
if ($dbCache['contact'] instanceof Contact) {
$account = $dbCache['contact']->getAccount();
$dbCache['account'] = $account;
$opportunity = $this->findOpportunityInContactRoles(
$configuration,
$profile,
$dbCache['contact']->getId()
);
$opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);
if ($opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Found opportunities by contact roles', [
'opportunity_id' => $opportunity->getId(),
]);
$dbCache['account'] = $opportunity->getAccount();
} elseif ($account instanceof Account) {
$opportunity = $this->getOpportunityFromDatabase(
configuration: $configuration,
account: $account,
contactId: $dbCache['contact']->getId(),
userId: $userId
);
}
$dbCache['opportunity'] = $opportunity;
$dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);
$dbCache['stage'] = $dbCache['opportunity']?->getStage();
}
/**
* @IMPORTANT The keys must always be in this exact order
*
* @var array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* } $result
*/
$result = [
$dbCache['lead'] ?? null,
$dbCache['account'] ?? null,
$dbCache['opportunity'] ?? null,
$dbCache['contact'] ?? null,
$dbCache['stage'] ?? null,
null,
];
$this->set($configuration, $identifierValue, $result, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());
return $result;
}
public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
$cachedValue = $this->get(
configuration: $configuration,
identifier: $identifier,
userId: $userId
);
if ($cachedValue !== null) {
$this->sendDatadogStats(
self::LOOKUP_RESULT_CACHE,
$configuration->getProviderName()
);
return $cachedValue;
}
// Log cache miss
$this->logger->info('[Prospect match] Cache miss', [
'identifier_type' => self::PROSPECT_TYPE_DOMAIN,
'identifier' => $identifier,
'crm' => $configuration->getProviderName(),
]);
// not in the cache
return null;
}
public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void
{
$this->cache->tags($this->getTags($configuration, $identifier))->put(
$this->generateKey($configuration, $identifier, $userId),
$prospectData,
$this->getCacheTtl()
);
}
public function handleProspectUpdated(ProspectUpdated $event): void
{
$prospect = $event->getProspect();
$configuration = $prospect->getCrmConfiguration();
if ($configuration === null) {
return;
}
if ($prospect->getEmail() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();
}
if ($prospect->getPhone() !== null) {
$normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());
$this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();
}
if ($prospect->getName() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();
}
}
public function normalizePhoneNumber(string $phone): string
{
// Remove all non-digit characters first
$digitsOnly = preg_replace('/[^\d]/', '', $phone);
// Remove a single leading zero if present
$digitsOnly = ltrim($digitsOnly, '0');
// Add E.164 prefix
return '+' . $digitsOnly;
}
private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
return $this->cache->tags($this->getTags($configuration, $identifier))
->get($this->generateKey($configuration, $identifier, $userId));
}
private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string
{
$keySuffix = $userId === null ? '' : ':user:' . $userId;
return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);
}
private function sendDatadogStats(string $result, string $crm): void
{
Datadog::increment(self::DATADOG_STAT_NAME, 1, [
'result' => $result,
'crm' => $crm,
]);
}
private function getCacheTtl(): int
{
if (! App::environment('production', 'production-eu')) {
return self::TTL_SECONDS_DEV;
}
return self::TTL_SECONDS;
}
private function findOpportunityInContactRoles(
Configuration $configuration,
?Profile $profile,
int $contactId
): ?Opportunity {
$contactRoleRepository = app(ContactRoleRepository::class);
$contactRoles = $contactRoleRepository->getByCrmContactId(
$configuration,
$contactId,
);
if (! $contactRoles->isEmpty()) {
$opportunityId = app(MatchBusinessAccount::class)->resolve(
$contactRoles,
$profile?->getCrmProviderId(),
);
$opportunity = $this->opportunityRepository->find($opportunityId);
}
return $opportunity ?? null;
}
private function getOpportunityFromDatabase(
Configuration $configuration,
Account $account,
int $contactId,
?int $userId = null
): ?Opportunity {
$opportunity = null;
if ($userId) {
$this->logger->info('ProspectCache - Searching DB for opportunity by owner', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'owner_id' => $userId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(
$configuration,
$account,
$userId,
$contactId
);
}
if (! $opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Fallback DB opportunity search', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(
$configuration,
$account,
$contactId
);
}
$this->logger->info('ProspectCache - Opportunity DB search results', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'opportunity_id' => $opportunity?->getId(),
]);
return $opportunity;
}
private function generateProspectTag(Configuration $configuration, string $identifier): string
{
return 'prospect:' . $configuration->getId() . ':' . $identifier;
}
private function getTags(Configuration $configuration, string $identifier): array
{
return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];
}
}
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changed:","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.042220745,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"2","depth":4,"bounds":{"left":0.38430852,"top":0.15003991,"width":0.007978723,"height":0.015163607},"on_screen":true,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"bounds":{"left":0.39394948,"top":0.14844373,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.4012633,"top":0.14844373,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm;\n\nuse ChaseConey\\LaravelDatadogHelper\\Datadog;\nuse Illuminate\\Contracts\\Cache\\Repository;\nuse Illuminate\\Support\\Facades\\App;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Events\\Crm\\ProspectUpdated;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\OpportunityRepository;\nuse Jiminny\\Services\\Crm\\CrmObjects\\Validators\\StaleRecordValidator;\nuse Jiminny\\Services\\Crm\\Salesforce\\OpportunityMatcher\\MatchBusinessAccount;\nuse Psr\\Log\\LoggerInterface;\n\nclass ProspectCache\n{\n public const string PROSPECT_TYPE_EMAIL = 'email';\n public const string PROSPECT_TYPE_PHONE = 'phone';\n\n public const string PROSPECT_TYPE_DOMAIN = 'domain';\n private const int TTL_SECONDS = 900;\n private const int TTL_SECONDS_DEV = 30;\n private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';\n private const string LOOKUP_RESULT_INTERNAL = 'internal';\n private const string LOOKUP_RESULT_CACHE = 'cache';\n private const string LOOKUP_RESULT_DB = 'db';\n private const string LOOKUP_RESULT_MISS = 'miss';\n\n public function __construct(\n private readonly FindsProspectInterface $dbCache,\n private readonly Repository $cache,\n private readonly OpportunityRepository $opportunityRepository,\n private readonly EmailHelper $emailHelper,\n private readonly LoggerInterface $logger,\n private readonly StaleRecordValidator $staleRecordValidator,\n ) {\n }\n\n /**\n * @return null|array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * }\n */\n public function findByProspectIdentifier(\n Configuration $configuration,\n ?Profile $profile,\n string $identifierType,\n string $identifierValue,\n ?int $userId = null,\n ?SyncCrmEntitiesInterface $crmService = null\n ): ?array {\n $cachedValue = $this->get($configuration, $identifierValue, $userId);\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());\n\n return $cachedValue;\n }\n\n if ($identifierType == self::PROSPECT_TYPE_EMAIL\n && $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)\n ) {\n // Set the cache to avoid querying the database for internal participants\n $prospectData = [null, null, null, null, null, null];\n $this->set($configuration, $identifierValue, $prospectData, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());\n\n return $prospectData;\n }\n\n $dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);\n\n if (empty(array_filter($dbCache))) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());\n\n return null;\n }\n\n $dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);\n $dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);\n\n if ($dbCache['contact'] instanceof Contact) {\n $account = $dbCache['contact']->getAccount();\n $dbCache['account'] = $account;\n\n $opportunity = $this->findOpportunityInContactRoles(\n $configuration,\n $profile,\n $dbCache['contact']->getId()\n );\n\n $opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);\n\n if ($opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Found opportunities by contact roles', [\n 'opportunity_id' => $opportunity->getId(),\n ]);\n $dbCache['account'] = $opportunity->getAccount();\n } elseif ($account instanceof Account) {\n $opportunity = $this->getOpportunityFromDatabase(\n configuration: $configuration,\n account: $account,\n contactId: $dbCache['contact']->getId(),\n userId: $userId\n );\n }\n\n $dbCache['opportunity'] = $opportunity;\n $dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);\n\n $dbCache['stage'] = $dbCache['opportunity']?->getStage();\n }\n\n /**\n * @IMPORTANT The keys must always be in this exact order\n *\n * @var array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * } $result\n */\n $result = [\n $dbCache['lead'] ?? null,\n $dbCache['account'] ?? null,\n $dbCache['opportunity'] ?? null,\n $dbCache['contact'] ?? null,\n $dbCache['stage'] ?? null,\n null,\n ];\n\n $this->set($configuration, $identifierValue, $result, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());\n\n return $result;\n }\n\n public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n $cachedValue = $this->get(\n configuration: $configuration,\n identifier: $identifier,\n userId: $userId\n );\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(\n self::LOOKUP_RESULT_CACHE,\n $configuration->getProviderName()\n );\n\n return $cachedValue;\n }\n\n // Log cache miss\n $this->logger->info('[Prospect match] Cache miss', [\n 'identifier_type' => self::PROSPECT_TYPE_DOMAIN,\n 'identifier' => $identifier,\n 'crm' => $configuration->getProviderName(),\n ]);\n\n // not in the cache\n return null;\n }\n\n public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void\n {\n $this->cache->tags($this->getTags($configuration, $identifier))->put(\n $this->generateKey($configuration, $identifier, $userId),\n $prospectData,\n $this->getCacheTtl()\n );\n }\n\n public function handleProspectUpdated(ProspectUpdated $event): void\n {\n $prospect = $event->getProspect();\n $configuration = $prospect->getCrmConfiguration();\n\n if ($configuration === null) {\n return;\n }\n\n if ($prospect->getEmail() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();\n }\n\n if ($prospect->getPhone() !== null) {\n $normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());\n $this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();\n }\n\n if ($prospect->getName() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();\n }\n }\n\n public function normalizePhoneNumber(string $phone): string\n {\n // Remove all non-digit characters first\n $digitsOnly = preg_replace('/[^\\d]/', '', $phone);\n\n // Remove a single leading zero if present\n $digitsOnly = ltrim($digitsOnly, '0');\n\n // Add E.164 prefix\n return '+' . $digitsOnly;\n }\n\n private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n return $this->cache->tags($this->getTags($configuration, $identifier))\n ->get($this->generateKey($configuration, $identifier, $userId));\n }\n\n private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string\n {\n $keySuffix = $userId === null ? '' : ':user:' . $userId;\n\n return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);\n }\n\n private function sendDatadogStats(string $result, string $crm): void\n {\n Datadog::increment(self::DATADOG_STAT_NAME, 1, [\n 'result' => $result,\n 'crm' => $crm,\n ]);\n }\n\n private function getCacheTtl(): int\n {\n if (! App::environment('production', 'production-eu')) {\n return self::TTL_SECONDS_DEV;\n }\n\n return self::TTL_SECONDS;\n }\n\n private function findOpportunityInContactRoles(\n Configuration $configuration,\n ?Profile $profile,\n int $contactId\n ): ?Opportunity {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $contactRoles = $contactRoleRepository->getByCrmContactId(\n $configuration,\n $contactId,\n );\n\n if (! $contactRoles->isEmpty()) {\n $opportunityId = app(MatchBusinessAccount::class)->resolve(\n $contactRoles,\n $profile?->getCrmProviderId(),\n );\n\n $opportunity = $this->opportunityRepository->find($opportunityId);\n }\n\n return $opportunity ?? null;\n }\n\n private function getOpportunityFromDatabase(\n Configuration $configuration,\n Account $account,\n int $contactId,\n ?int $userId = null\n ): ?Opportunity {\n $opportunity = null;\n\n if ($userId) {\n $this->logger->info('ProspectCache - Searching DB for opportunity by owner', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'owner_id' => $userId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(\n $configuration,\n $account,\n $userId,\n $contactId\n );\n }\n\n if (! $opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Fallback DB opportunity search', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(\n $configuration,\n $account,\n $contactId\n );\n }\n\n $this->logger->info('ProspectCache - Opportunity DB search results', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'opportunity_id' => $opportunity?->getId(),\n ]);\n\n return $opportunity;\n }\n\n private function generateProspectTag(Configuration $configuration, string $identifier): string\n {\n return 'prospect:' . $configuration->getId() . ':' . $identifier;\n }\n\n private function getTags(Configuration $configuration, string $identifier): array\n {\n return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm;\n\nuse ChaseConey\\LaravelDatadogHelper\\Datadog;\nuse Illuminate\\Contracts\\Cache\\Repository;\nuse Illuminate\\Support\\Facades\\App;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Events\\Crm\\ProspectUpdated;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\OpportunityRepository;\nuse Jiminny\\Services\\Crm\\CrmObjects\\Validators\\StaleRecordValidator;\nuse Jiminny\\Services\\Crm\\Salesforce\\OpportunityMatcher\\MatchBusinessAccount;\nuse Psr\\Log\\LoggerInterface;\n\nclass ProspectCache\n{\n public const string PROSPECT_TYPE_EMAIL = 'email';\n public const string PROSPECT_TYPE_PHONE = 'phone';\n\n public const string PROSPECT_TYPE_DOMAIN = 'domain';\n private const int TTL_SECONDS = 900;\n private const int TTL_SECONDS_DEV = 30;\n private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';\n private const string LOOKUP_RESULT_INTERNAL = 'internal';\n private const string LOOKUP_RESULT_CACHE = 'cache';\n private const string LOOKUP_RESULT_DB = 'db';\n private const string LOOKUP_RESULT_MISS = 'miss';\n\n public function __construct(\n private readonly FindsProspectInterface $dbCache,\n private readonly Repository $cache,\n private readonly OpportunityRepository $opportunityRepository,\n private readonly EmailHelper $emailHelper,\n private readonly LoggerInterface $logger,\n private readonly StaleRecordValidator $staleRecordValidator,\n ) {\n }\n\n /**\n * @return null|array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * }\n */\n public function findByProspectIdentifier(\n Configuration $configuration,\n ?Profile $profile,\n string $identifierType,\n string $identifierValue,\n ?int $userId = null,\n ?SyncCrmEntitiesInterface $crmService = null\n ): ?array {\n $cachedValue = $this->get($configuration, $identifierValue, $userId);\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());\n\n return $cachedValue;\n }\n\n if ($identifierType == self::PROSPECT_TYPE_EMAIL\n && $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)\n ) {\n // Set the cache to avoid querying the database for internal participants\n $prospectData = [null, null, null, null, null, null];\n $this->set($configuration, $identifierValue, $prospectData, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());\n\n return $prospectData;\n }\n\n $dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);\n\n if (empty(array_filter($dbCache))) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());\n\n return null;\n }\n\n $dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);\n $dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);\n\n if ($dbCache['contact'] instanceof Contact) {\n $account = $dbCache['contact']->getAccount();\n $dbCache['account'] = $account;\n\n $opportunity = $this->findOpportunityInContactRoles(\n $configuration,\n $profile,\n $dbCache['contact']->getId()\n );\n\n $opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);\n\n if ($opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Found opportunities by contact roles', [\n 'opportunity_id' => $opportunity->getId(),\n ]);\n $dbCache['account'] = $opportunity->getAccount();\n } elseif ($account instanceof Account) {\n $opportunity = $this->getOpportunityFromDatabase(\n configuration: $configuration,\n account: $account,\n contactId: $dbCache['contact']->getId(),\n userId: $userId\n );\n }\n\n $dbCache['opportunity'] = $opportunity;\n $dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);\n\n $dbCache['stage'] = $dbCache['opportunity']?->getStage();\n }\n\n /**\n * @IMPORTANT The keys must always be in this exact order\n *\n * @var array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * } $result\n */\n $result = [\n $dbCache['lead'] ?? null,\n $dbCache['account'] ?? null,\n $dbCache['opportunity'] ?? null,\n $dbCache['contact'] ?? null,\n $dbCache['stage'] ?? null,\n null,\n ];\n\n $this->set($configuration, $identifierValue, $result, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());\n\n return $result;\n }\n\n public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n $cachedValue = $this->get(\n configuration: $configuration,\n identifier: $identifier,\n userId: $userId\n );\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(\n self::LOOKUP_RESULT_CACHE,\n $configuration->getProviderName()\n );\n\n return $cachedValue;\n }\n\n // Log cache miss\n $this->logger->info('[Prospect match] Cache miss', [\n 'identifier_type' => self::PROSPECT_TYPE_DOMAIN,\n 'identifier' => $identifier,\n 'crm' => $configuration->getProviderName(),\n ]);\n\n // not in the cache\n return null;\n }\n\n public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void\n {\n $this->cache->tags($this->getTags($configuration, $identifier))->put(\n $this->generateKey($configuration, $identifier, $userId),\n $prospectData,\n $this->getCacheTtl()\n );\n }\n\n public function handleProspectUpdated(ProspectUpdated $event): void\n {\n $prospect = $event->getProspect();\n $configuration = $prospect->getCrmConfiguration();\n\n if ($configuration === null) {\n return;\n }\n\n if ($prospect->getEmail() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();\n }\n\n if ($prospect->getPhone() !== null) {\n $normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());\n $this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();\n }\n\n if ($prospect->getName() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();\n }\n }\n\n public function normalizePhoneNumber(string $phone): string\n {\n // Remove all non-digit characters first\n $digitsOnly = preg_replace('/[^\\d]/', '', $phone);\n\n // Remove a single leading zero if present\n $digitsOnly = ltrim($digitsOnly, '0');\n\n // Add E.164 prefix\n return '+' . $digitsOnly;\n }\n\n private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n return $this->cache->tags($this->getTags($configuration, $identifier))\n ->get($this->generateKey($configuration, $identifier, $userId));\n }\n\n private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string\n {\n $keySuffix = $userId === null ? '' : ':user:' . $userId;\n\n return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);\n }\n\n private function sendDatadogStats(string $result, string $crm): void\n {\n Datadog::increment(self::DATADOG_STAT_NAME, 1, [\n 'result' => $result,\n 'crm' => $crm,\n ]);\n }\n\n private function getCacheTtl(): int\n {\n if (! App::environment('production', 'production-eu')) {\n return self::TTL_SECONDS_DEV;\n }\n\n return self::TTL_SECONDS;\n }\n\n private function findOpportunityInContactRoles(\n Configuration $configuration,\n ?Profile $profile,\n int $contactId\n ): ?Opportunity {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $contactRoles = $contactRoleRepository->getByCrmContactId(\n $configuration,\n $contactId,\n );\n\n if (! $contactRoles->isEmpty()) {\n $opportunityId = app(MatchBusinessAccount::class)->resolve(\n $contactRoles,\n $profile?->getCrmProviderId(),\n );\n\n $opportunity = $this->opportunityRepository->find($opportunityId);\n }\n\n return $opportunity ?? null;\n }\n\n private function getOpportunityFromDatabase(\n Configuration $configuration,\n Account $account,\n int $contactId,\n ?int $userId = null\n ): ?Opportunity {\n $opportunity = null;\n\n if ($userId) {\n $this->logger->info('ProspectCache - Searching DB for opportunity by owner', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'owner_id' => $userId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(\n $configuration,\n $account,\n $userId,\n $contactId\n );\n }\n\n if (! $opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Fallback DB opportunity search', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(\n $configuration,\n $account,\n $contactId\n );\n }\n\n $this->logger->info('ProspectCache - Opportunity DB search results', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'opportunity_id' => $opportunity?->getId(),\n ]);\n\n return $opportunity;\n }\n\n private function generateProspectTag(Configuration $configuration, string $identifier): string\n {\n return 'prospect:' . $configuration->getId() . ':' . $identifier;\n }\n\n private function getTags(Configuration $configuration, string $identifier): array\n {\n return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
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"Connection":["keep-alive"],
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"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm;
use ChaseConey\LaravelDatadogHelper\Datadog;
use Illuminate\Contracts\Cache\Repository;
use Illuminate\Support\Facades\App;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Events\Crm\ProspectUpdated;
use Jiminny\Models\Account;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Stage;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\OpportunityRepository;
use Jiminny\Services\Crm\CrmObjects\Validators\StaleRecordValidator;
use Jiminny\Services\Crm\Salesforce\OpportunityMatcher\MatchBusinessAccount;
use Psr\Log\LoggerInterface;
class ProspectCache
{
public const string PROSPECT_TYPE_EMAIL = 'email';
public const string PROSPECT_TYPE_PHONE = 'phone';
public const string PROSPECT_TYPE_DOMAIN = 'domain';
private const int TTL_SECONDS = 900;
private const int TTL_SECONDS_DEV = 30;
private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';
private const string LOOKUP_RESULT_INTERNAL = 'internal';
private const string LOOKUP_RESULT_CACHE = 'cache';
private const string LOOKUP_RESULT_DB = 'db';
private const string LOOKUP_RESULT_MISS = 'miss';
public function __construct(
private readonly FindsProspectInterface $dbCache,
private readonly Repository $cache,
private readonly OpportunityRepository $opportunityRepository,
private readonly EmailHelper $emailHelper,
private readonly LoggerInterface $logger,
private readonly StaleRecordValidator $staleRecordValidator,
) {
}
/**
* @return null|array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* }
*/
public function findByProspectIdentifier(
Configuration $configuration,
?Profile $profile,
string $identifierType,
string $identifierValue,
?int $userId = null,
?SyncCrmEntitiesInterface $crmService = null
): ?array {
$cachedValue = $this->get($configuration, $identifierValue, $userId);
if ($cachedValue !== null) {
$this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());
return $cachedValue;
}
if ($identifierType == self::PROSPECT_TYPE_EMAIL
&& $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)
) {
// Set the cache to avoid querying the database for internal participants
$prospectData = [null, null, null, null, null, null];
$this->set($configuration, $identifierValue, $prospectData, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());
return $prospectData;
}
$dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);
if (empty(array_filter($dbCache))) {
$this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());
return null;
}
$dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);
$dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);
if ($dbCache['contact'] instanceof Contact) {
$account = $dbCache['contact']->getAccount();
$dbCache['account'] = $account;
$opportunity = $this->findOpportunityInContactRoles(
$configuration,
$profile,
$dbCache['contact']->getId()
);
$opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);
if ($opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Found opportunities by contact roles', [
'opportunity_id' => $opportunity->getId(),
]);
$dbCache['account'] = $opportunity->getAccount();
} elseif ($account instanceof Account) {
$opportunity = $this->getOpportunityFromDatabase(
configuration: $configuration,
account: $account,
contactId: $dbCache['contact']->getId(),
userId: $userId
);
}
$dbCache['opportunity'] = $opportunity;
$dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);
$dbCache['stage'] = $dbCache['opportunity']?->getStage();
}
/**
* @IMPORTANT The keys must always be in this exact order
*
* @var array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* } $result
*/
$result = [
$dbCache['lead'] ?? null,
$dbCache['account'] ?? null,
$dbCache['opportunity'] ?? null,
$dbCache['contact'] ?? null,
$dbCache['stage'] ?? null,
null,
];
$this->set($configuration, $identifierValue, $result, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());
return $result;
}
public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
$cachedValue = $this->get(
configuration: $configuration,
identifier: $identifier,
userId: $userId
);
if ($cachedValue !== null) {
$this->sendDatadogStats(
self::LOOKUP_RESULT_CACHE,
$configuration->getProviderName()
);
return $cachedValue;
}
// Log cache miss
$this->logger->info('[Prospect match] Cache miss', [
'identifier_type' => self::PROSPECT_TYPE_DOMAIN,
'identifier' => $identifier,
'crm' => $configuration->getProviderName(),
]);
// not in the cache
return null;
}
public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void
{
$this->cache->tags($this->getTags($configuration, $identifier))->put(
$this->generateKey($configuration, $identifier, $userId),
$prospectData,
$this->getCacheTtl()
);
}
public function handleProspectUpdated(ProspectUpdated $event): void
{
$prospect = $event->getProspect();
$configuration = $prospect->getCrmConfiguration();
if ($configuration === null) {
return;
}
if ($prospect->getEmail() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();
}
if ($prospect->getPhone() !== null) {
$normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());
$this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();
}
if ($prospect->getName() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();
}
}
public function normalizePhoneNumber(string $phone): string
{
// Remove all non-digit characters first
$digitsOnly = preg_replace('/[^\d]/', '', $phone);
// Remove a single leading zero if present
$digitsOnly = ltrim($digitsOnly, '0');
// Add E.164 prefix
return '+' . $digitsOnly;
}
private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
return $this->cache->tags($this->getTags($configuration, $identifier))
->get($this->generateKey($configuration, $identifier, $userId));
}
private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string
{
$keySuffix = $userId === null ? '' : ':user:' . $userId;
return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);
}
private function sendDatadogStats(string $result, string $crm): void
{
Datadog::increment(self::DATADOG_STAT_NAME, 1, [
'result' => $result,
'crm' => $crm,
]);
}
private function getCacheTtl(): int
{
if (! App::environment('production', 'production-eu')) {
return self::TTL_SECONDS_DEV;
}
return self::TTL_SECONDS;
}
private function findOpportunityInContactRoles(
Configuration $configuration,
?Profile $profile,
int $contactId
): ?Opportunity {
$contactRoleRepository = app(ContactRoleRepository::class);
$contactRoles = $contactRoleRepository->getByCrmContactId(
$configuration,
$contactId,
);
if (! $contactRoles->isEmpty()) {
$opportunityId = app(MatchBusinessAccount::class)->resolve(
$contactRoles,
$profile?->getCrmProviderId(),
);
$opportunity = $this->opportunityRepository->find($opportunityId);
}
return $opportunity ?? null;
}
private function getOpportunityFromDatabase(
Configuration $configuration,
Account $account,
int $contactId,
?int $userId = null
): ?Opportunity {
$opportunity = null;
if ($userId) {
$this->logger->info('ProspectCache - Searching DB for opportunity by owner', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'owner_id' => $userId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(
$configuration,
$account,
$userId,
$contactId
);
}
if (! $opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Fallback DB opportunity search', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(
$configuration,
$account,
$contactId
);
}
$this->logger->info('ProspectCache - Opportunity DB search results', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'opportunity_id' => $opportunity?->getId(),
]);
return $opportunity;
}
private function generateProspectTag(Configuration $configuration, string $identifier): string
{
return 'prospect:' . $configuration->getId() . ':' . $identifier;
}
private function getTags(Configuration $configuration, string $identifier): array
{
return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];
}
}
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faVsco.js – ProspectCache.php
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm;
use ChaseConey\LaravelDatadogHelper\Datadog;
use Illuminate\Contracts\Cache\Repository;
use Illuminate\Support\Facades\App;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Events\Crm\ProspectUpdated;
use Jiminny\Models\Account;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Stage;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\OpportunityRepository;
use Jiminny\Services\Crm\CrmObjects\Validators\StaleRecordValidator;
use Jiminny\Services\Crm\Salesforce\OpportunityMatcher\MatchBusinessAccount;
use Psr\Log\LoggerInterface;
class ProspectCache
{
public const string PROSPECT_TYPE_EMAIL = 'email';
public const string PROSPECT_TYPE_PHONE = 'phone';
public const string PROSPECT_TYPE_DOMAIN = 'domain';
private const int TTL_SECONDS = 900;
private const int TTL_SECONDS_DEV = 30;
private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';
private const string LOOKUP_RESULT_INTERNAL = 'internal';
private const string LOOKUP_RESULT_CACHE = 'cache';
private const string LOOKUP_RESULT_DB = 'db';
private const string LOOKUP_RESULT_MISS = 'miss';
public function __construct(
private readonly FindsProspectInterface $dbCache,
private readonly Repository $cache,
private readonly OpportunityRepository $opportunityRepository,
private readonly EmailHelper $emailHelper,
private readonly LoggerInterface $logger,
private readonly StaleRecordValidator $staleRecordValidator,
) {
}
/**
* @return null|array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* }
*/
public function findByProspectIdentifier(
Configuration $configuration,
?Profile $profile,
string $identifierType,
string $identifierValue,
?int $userId = null,
?SyncCrmEntitiesInterface $crmService = null
): ?array {
$cachedValue = $this->get($configuration, $identifierValue, $userId);
if ($cachedValue !== null) {
$this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());
return $cachedValue;
}
if ($identifierType == self::PROSPECT_TYPE_EMAIL
&& $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)
) {
// Set the cache to avoid querying the database for internal participants
$prospectData = [null, null, null, null, null, null];
$this->set($configuration, $identifierValue, $prospectData, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());
return $prospectData;
}
$dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);
if (empty(array_filter($dbCache))) {
$this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());
return null;
}
$dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);
$dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);
if ($dbCache['contact'] instanceof Contact) {
$account = $dbCache['contact']->getAccount();
$dbCache['account'] = $account;
$opportunity = $this->findOpportunityInContactRoles(
$configuration,
$profile,
$dbCache['contact']->getId()
);
$opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);
if ($opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Found opportunities by contact roles', [
'opportunity_id' => $opportunity->getId(),
]);
$dbCache['account'] = $opportunity->getAccount();
} elseif ($account instanceof Account) {
$opportunity = $this->getOpportunityFromDatabase(
configuration: $configuration,
account: $account,
contactId: $dbCache['contact']->getId(),
userId: $userId
);
}
$dbCache['opportunity'] = $opportunity;
$dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);
$dbCache['stage'] = $dbCache['opportunity']?->getStage();
}
/**
* @IMPORTANT The keys must always be in this exact order
*
* @var array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* } $result
*/
$result = [
$dbCache['lead'] ?? null,
$dbCache['account'] ?? null,
$dbCache['opportunity'] ?? null,
$dbCache['contact'] ?? null,
$dbCache['stage'] ?? null,
null,
];
$this->set($configuration, $identifierValue, $result, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());
return $result;
}
public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
$cachedValue = $this->get(
configuration: $configuration,
identifier: $identifier,
userId: $userId
);
if ($cachedValue !== null) {
$this->sendDatadogStats(
self::LOOKUP_RESULT_CACHE,
$configuration->getProviderName()
);
return $cachedValue;
}
// Log cache miss
$this->logger->info('[Prospect match] Cache miss', [
'identifier_type' => self::PROSPECT_TYPE_DOMAIN,
'identifier' => $identifier,
'crm' => $configuration->getProviderName(),
]);
// not in the cache
return null;
}
public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void
{
$this->cache->tags($this->getTags($configuration, $identifier))->put(
$this->generateKey($configuration, $identifier, $userId),
$prospectData,
$this->getCacheTtl()
);
}
public function handleProspectUpdated(ProspectUpdated $event): void
{
$prospect = $event->getProspect();
$configuration = $prospect->getCrmConfiguration();
if ($configuration === null) {
return;
}
if ($prospect->getEmail() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();
}
if ($prospect->getPhone() !== null) {
$normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());
$this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();
}
if ($prospect->getName() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();
}
}
public function normalizePhoneNumber(string $phone): string
{
// Remove all non-digit characters first
$digitsOnly = preg_replace('/[^\d]/', '', $phone);
// Remove a single leading zero if present
$digitsOnly = ltrim($digitsOnly, '0');
// Add E.164 prefix
return '+' . $digitsOnly;
}
private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
return $this->cache->tags($this->getTags($configuration, $identifier))
->get($this->generateKey($configuration, $identifier, $userId));
}
private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string
{
$keySuffix = $userId === null ? '' : ':user:' . $userId;
return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);
}
private function sendDatadogStats(string $result, string $crm): void
{
Datadog::increment(self::DATADOG_STAT_NAME, 1, [
'result' => $result,
'crm' => $crm,
]);
}
private function getCacheTtl(): int
{
if (! App::environment('production', 'production-eu')) {
return self::TTL_SECONDS_DEV;
}
return self::TTL_SECONDS;
}
private function findOpportunityInContactRoles(
Configuration $configuration,
?Profile $profile,
int $contactId
): ?Opportunity {
$contactRoleRepository = app(ContactRoleRepository::class);
$contactRoles = $contactRoleRepository->getByCrmContactId(
$configuration,
$contactId,
);
if (! $contactRoles->isEmpty()) {
$opportunityId = app(MatchBusinessAccount::class)->resolve(
$contactRoles,
$profile?->getCrmProviderId(),
);
$opportunity = $this->opportunityRepository->find($opportunityId);
}
return $opportunity ?? null;
}
private function getOpportunityFromDatabase(
Configuration $configuration,
Account $account,
int $contactId,
?int $userId = null
): ?Opportunity {
$opportunity = null;
if ($userId) {
$this->logger->info('ProspectCache - Searching DB for opportunity by owner', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'owner_id' => $userId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(
$configuration,
$account,
$userId,
$contactId
);
}
if (! $opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Fallback DB opportunity search', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(
$configuration,
$account,
$contactId
);
}
$this->logger->info('ProspectCache - Opportunity DB search results', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'opportunity_id' => $opportunity?->getId(),
]);
return $opportunity;
}
private function generateProspectTag(Configuration $configuration, string $identifier): string
{
return 'prospect:' . $configuration->getId() . ':' . $identifier;
}
private function getTags(Configuration $configuration, string $identifier): array
{
return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];
}
}
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Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm;\n\nuse ChaseConey\\LaravelDatadogHelper\\Datadog;\nuse Illuminate\\Contracts\\Cache\\Repository;\nuse Illuminate\\Support\\Facades\\App;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Events\\Crm\\ProspectUpdated;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\OpportunityRepository;\nuse Jiminny\\Services\\Crm\\CrmObjects\\Validators\\StaleRecordValidator;\nuse Jiminny\\Services\\Crm\\Salesforce\\OpportunityMatcher\\MatchBusinessAccount;\nuse Psr\\Log\\LoggerInterface;\n\nclass ProspectCache\n{\n public const string PROSPECT_TYPE_EMAIL = 'email';\n public const string PROSPECT_TYPE_PHONE = 'phone';\n\n public const string PROSPECT_TYPE_DOMAIN = 'domain';\n private const int TTL_SECONDS = 900;\n private const int TTL_SECONDS_DEV = 30;\n private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';\n private const string LOOKUP_RESULT_INTERNAL = 'internal';\n private const string LOOKUP_RESULT_CACHE = 'cache';\n private const string LOOKUP_RESULT_DB = 'db';\n private const string LOOKUP_RESULT_MISS = 'miss';\n\n public function __construct(\n private readonly FindsProspectInterface $dbCache,\n private readonly Repository $cache,\n private readonly OpportunityRepository $opportunityRepository,\n private readonly EmailHelper $emailHelper,\n private readonly LoggerInterface $logger,\n private readonly StaleRecordValidator $staleRecordValidator,\n ) {\n }\n\n /**\n * @return null|array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * }\n */\n public function findByProspectIdentifier(\n Configuration $configuration,\n ?Profile $profile,\n string $identifierType,\n string $identifierValue,\n ?int $userId = null,\n ?SyncCrmEntitiesInterface $crmService = null\n ): ?array {\n $cachedValue = $this->get($configuration, $identifierValue, $userId);\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());\n\n return $cachedValue;\n }\n\n if ($identifierType == self::PROSPECT_TYPE_EMAIL\n && $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)\n ) {\n // Set the cache to avoid querying the database for internal participants\n $prospectData = [null, null, null, null, null, null];\n $this->set($configuration, $identifierValue, $prospectData, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());\n\n return $prospectData;\n }\n\n $dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);\n\n if (empty(array_filter($dbCache))) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());\n\n return null;\n }\n\n $dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);\n $dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);\n\n if ($dbCache['contact'] instanceof Contact) {\n $account = $dbCache['contact']->getAccount();\n $dbCache['account'] = $account;\n\n $opportunity = $this->findOpportunityInContactRoles(\n $configuration,\n $profile,\n $dbCache['contact']->getId()\n );\n\n $opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);\n\n if ($opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Found opportunities by contact roles', [\n 'opportunity_id' => $opportunity->getId(),\n ]);\n $dbCache['account'] = $opportunity->getAccount();\n } elseif ($account instanceof Account) {\n $opportunity = $this->getOpportunityFromDatabase(\n configuration: $configuration,\n account: $account,\n contactId: $dbCache['contact']->getId(),\n userId: $userId\n );\n }\n\n $dbCache['opportunity'] = $opportunity;\n $dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);\n\n $dbCache['stage'] = $dbCache['opportunity']?->getStage();\n }\n\n /**\n * @IMPORTANT The keys must always be in this exact order\n *\n * @var array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * } $result\n */\n $result = [\n $dbCache['lead'] ?? null,\n $dbCache['account'] ?? null,\n $dbCache['opportunity'] ?? null,\n $dbCache['contact'] ?? null,\n $dbCache['stage'] ?? null,\n null,\n ];\n\n $this->set($configuration, $identifierValue, $result, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());\n\n return $result;\n }\n\n public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n $cachedValue = $this->get(\n configuration: $configuration,\n identifier: $identifier,\n userId: $userId\n );\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(\n self::LOOKUP_RESULT_CACHE,\n $configuration->getProviderName()\n );\n\n return $cachedValue;\n }\n\n // Log cache miss\n $this->logger->info('[Prospect match] Cache miss', [\n 'identifier_type' => self::PROSPECT_TYPE_DOMAIN,\n 'identifier' => $identifier,\n 'crm' => $configuration->getProviderName(),\n ]);\n\n // not in the cache\n return null;\n }\n\n public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void\n {\n $this->cache->tags($this->getTags($configuration, $identifier))->put(\n $this->generateKey($configuration, $identifier, $userId),\n $prospectData,\n $this->getCacheTtl()\n );\n }\n\n public function handleProspectUpdated(ProspectUpdated $event): void\n {\n $prospect = $event->getProspect();\n $configuration = $prospect->getCrmConfiguration();\n\n if ($configuration === null) {\n return;\n }\n\n if ($prospect->getEmail() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();\n }\n\n if ($prospect->getPhone() !== null) {\n $normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());\n $this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();\n }\n\n if ($prospect->getName() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();\n }\n }\n\n public function normalizePhoneNumber(string $phone): string\n {\n // Remove all non-digit characters first\n $digitsOnly = preg_replace('/[^\\d]/', '', $phone);\n\n // Remove a single leading zero if present\n $digitsOnly = ltrim($digitsOnly, '0');\n\n // Add E.164 prefix\n return '+' . $digitsOnly;\n }\n\n private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n return $this->cache->tags($this->getTags($configuration, $identifier))\n ->get($this->generateKey($configuration, $identifier, $userId));\n }\n\n private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string\n {\n $keySuffix = $userId === null ? '' : ':user:' . $userId;\n\n return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);\n }\n\n private function sendDatadogStats(string $result, string $crm): void\n {\n Datadog::increment(self::DATADOG_STAT_NAME, 1, [\n 'result' => $result,\n 'crm' => $crm,\n ]);\n }\n\n private function getCacheTtl(): int\n {\n if (! App::environment('production', 'production-eu')) {\n return self::TTL_SECONDS_DEV;\n }\n\n return self::TTL_SECONDS;\n }\n\n private function findOpportunityInContactRoles(\n Configuration $configuration,\n ?Profile $profile,\n int $contactId\n ): ?Opportunity {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $contactRoles = $contactRoleRepository->getByCrmContactId(\n $configuration,\n $contactId,\n );\n\n if (! $contactRoles->isEmpty()) {\n $opportunityId = app(MatchBusinessAccount::class)->resolve(\n $contactRoles,\n $profile?->getCrmProviderId(),\n );\n\n $opportunity = $this->opportunityRepository->find($opportunityId);\n }\n\n return $opportunity ?? null;\n }\n\n private function getOpportunityFromDatabase(\n Configuration $configuration,\n Account $account,\n int $contactId,\n ?int $userId = null\n ): ?Opportunity {\n $opportunity = null;\n\n if ($userId) {\n $this->logger->info('ProspectCache - Searching DB for opportunity by owner', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'owner_id' => $userId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(\n $configuration,\n $account,\n $userId,\n $contactId\n );\n }\n\n if (! $opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Fallback DB opportunity search', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(\n $configuration,\n $account,\n $contactId\n );\n }\n\n $this->logger->info('ProspectCache - Opportunity DB search results', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'opportunity_id' => $opportunity?->getId(),\n ]);\n\n return $opportunity;\n }\n\n private function generateProspectTag(Configuration $configuration, string $identifier): string\n {\n return 'prospect:' . $configuration->getId() . ':' . $identifier;\n }\n\n private function getTags(Configuration $configuration, string $identifier): array\n {\n return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm;\n\nuse ChaseConey\\LaravelDatadogHelper\\Datadog;\nuse Illuminate\\Contracts\\Cache\\Repository;\nuse Illuminate\\Support\\Facades\\App;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Events\\Crm\\ProspectUpdated;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\OpportunityRepository;\nuse Jiminny\\Services\\Crm\\CrmObjects\\Validators\\StaleRecordValidator;\nuse Jiminny\\Services\\Crm\\Salesforce\\OpportunityMatcher\\MatchBusinessAccount;\nuse Psr\\Log\\LoggerInterface;\n\nclass ProspectCache\n{\n public const string PROSPECT_TYPE_EMAIL = 'email';\n public const string PROSPECT_TYPE_PHONE = 'phone';\n\n public const string PROSPECT_TYPE_DOMAIN = 'domain';\n private const int TTL_SECONDS = 900;\n private const int TTL_SECONDS_DEV = 30;\n private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';\n private const string LOOKUP_RESULT_INTERNAL = 'internal';\n private const string LOOKUP_RESULT_CACHE = 'cache';\n private const string LOOKUP_RESULT_DB = 'db';\n private const string LOOKUP_RESULT_MISS = 'miss';\n\n public function __construct(\n private readonly FindsProspectInterface $dbCache,\n private readonly Repository $cache,\n private readonly OpportunityRepository $opportunityRepository,\n private readonly EmailHelper $emailHelper,\n private readonly LoggerInterface $logger,\n private readonly StaleRecordValidator $staleRecordValidator,\n ) {\n }\n\n /**\n * @return null|array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * }\n */\n public function findByProspectIdentifier(\n Configuration $configuration,\n ?Profile $profile,\n string $identifierType,\n string $identifierValue,\n ?int $userId = null,\n ?SyncCrmEntitiesInterface $crmService = null\n ): ?array {\n $cachedValue = $this->get($configuration, $identifierValue, $userId);\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());\n\n return $cachedValue;\n }\n\n if ($identifierType == self::PROSPECT_TYPE_EMAIL\n && $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)\n ) {\n // Set the cache to avoid querying the database for internal participants\n $prospectData = [null, null, null, null, null, null];\n $this->set($configuration, $identifierValue, $prospectData, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());\n\n return $prospectData;\n }\n\n $dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);\n\n if (empty(array_filter($dbCache))) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());\n\n return null;\n }\n\n $dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);\n $dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);\n\n if ($dbCache['contact'] instanceof Contact) {\n $account = $dbCache['contact']->getAccount();\n $dbCache['account'] = $account;\n\n $opportunity = $this->findOpportunityInContactRoles(\n $configuration,\n $profile,\n $dbCache['contact']->getId()\n );\n\n $opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);\n\n if ($opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Found opportunities by contact roles', [\n 'opportunity_id' => $opportunity->getId(),\n ]);\n $dbCache['account'] = $opportunity->getAccount();\n } elseif ($account instanceof Account) {\n $opportunity = $this->getOpportunityFromDatabase(\n configuration: $configuration,\n account: $account,\n contactId: $dbCache['contact']->getId(),\n userId: $userId\n );\n }\n\n $dbCache['opportunity'] = $opportunity;\n $dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);\n\n $dbCache['stage'] = $dbCache['opportunity']?->getStage();\n }\n\n /**\n * @IMPORTANT The keys must always be in this exact order\n *\n * @var array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * } $result\n */\n $result = [\n $dbCache['lead'] ?? null,\n $dbCache['account'] ?? null,\n $dbCache['opportunity'] ?? null,\n $dbCache['contact'] ?? null,\n $dbCache['stage'] ?? null,\n null,\n ];\n\n $this->set($configuration, $identifierValue, $result, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());\n\n return $result;\n }\n\n public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n $cachedValue = $this->get(\n configuration: $configuration,\n identifier: $identifier,\n userId: $userId\n );\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(\n self::LOOKUP_RESULT_CACHE,\n $configuration->getProviderName()\n );\n\n return $cachedValue;\n }\n\n // Log cache miss\n $this->logger->info('[Prospect match] Cache miss', [\n 'identifier_type' => self::PROSPECT_TYPE_DOMAIN,\n 'identifier' => $identifier,\n 'crm' => $configuration->getProviderName(),\n ]);\n\n // not in the cache\n return null;\n }\n\n public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void\n {\n $this->cache->tags($this->getTags($configuration, $identifier))->put(\n $this->generateKey($configuration, $identifier, $userId),\n $prospectData,\n $this->getCacheTtl()\n );\n }\n\n public function handleProspectUpdated(ProspectUpdated $event): void\n {\n $prospect = $event->getProspect();\n $configuration = $prospect->getCrmConfiguration();\n\n if ($configuration === null) {\n return;\n }\n\n if ($prospect->getEmail() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();\n }\n\n if ($prospect->getPhone() !== null) {\n $normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());\n $this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();\n }\n\n if ($prospect->getName() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();\n }\n }\n\n public function normalizePhoneNumber(string $phone): string\n {\n // Remove all non-digit characters first\n $digitsOnly = preg_replace('/[^\\d]/', '', $phone);\n\n // Remove a single leading zero if present\n $digitsOnly = ltrim($digitsOnly, '0');\n\n // Add E.164 prefix\n return '+' . $digitsOnly;\n }\n\n private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n return $this->cache->tags($this->getTags($configuration, $identifier))\n ->get($this->generateKey($configuration, $identifier, $userId));\n }\n\n private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string\n {\n $keySuffix = $userId === null ? '' : ':user:' . $userId;\n\n return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);\n }\n\n private function sendDatadogStats(string $result, string $crm): void\n {\n Datadog::increment(self::DATADOG_STAT_NAME, 1, [\n 'result' => $result,\n 'crm' => $crm,\n ]);\n }\n\n private function getCacheTtl(): int\n {\n if (! App::environment('production', 'production-eu')) {\n return self::TTL_SECONDS_DEV;\n }\n\n return self::TTL_SECONDS;\n }\n\n private function findOpportunityInContactRoles(\n Configuration $configuration,\n ?Profile $profile,\n int $contactId\n ): ?Opportunity {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $contactRoles = $contactRoleRepository->getByCrmContactId(\n $configuration,\n $contactId,\n );\n\n if (! $contactRoles->isEmpty()) {\n $opportunityId = app(MatchBusinessAccount::class)->resolve(\n $contactRoles,\n $profile?->getCrmProviderId(),\n );\n\n $opportunity = $this->opportunityRepository->find($opportunityId);\n }\n\n return $opportunity ?? null;\n }\n\n private function getOpportunityFromDatabase(\n Configuration $configuration,\n Account $account,\n int $contactId,\n ?int $userId = null\n ): ?Opportunity {\n $opportunity = null;\n\n if ($userId) {\n $this->logger->info('ProspectCache - Searching DB for opportunity by owner', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'owner_id' => $userId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(\n $configuration,\n $account,\n $userId,\n $contactId\n );\n }\n\n if (! $opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Fallback DB opportunity search', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(\n $configuration,\n $account,\n $contactId\n );\n }\n\n $this->logger->info('ProspectCache - Opportunity DB search results', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'opportunity_id' => $opportunity?->getId(),\n ]);\n\n return $opportunity;\n }\n\n private function generateProspectTag(Configuration $configuration, string $identifier): string\n {\n return 'prospect:' . $configuration->getId() . ':' . $identifier;\n }\n\n private function getTags(Configuration $configuration, string $identifier): array\n {\n return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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AskJiminnyReportActivityServiceTest
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm;
use ChaseConey\LaravelDatadogHelper\Datadog;
use Illuminate\Contracts\Cache\Repository;
use Illuminate\Support\Facades\App;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Events\Crm\ProspectUpdated;
use Jiminny\Models\Account;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Stage;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\OpportunityRepository;
use Jiminny\Services\Crm\CrmObjects\Validators\StaleRecordValidator;
use Jiminny\Services\Crm\Salesforce\OpportunityMatcher\MatchBusinessAccount;
use Psr\Log\LoggerInterface;
class ProspectCache
{
public const string PROSPECT_TYPE_EMAIL = 'email';
public const string PROSPECT_TYPE_PHONE = 'phone';
public const string PROSPECT_TYPE_DOMAIN = 'domain';
private const int TTL_SECONDS = 900;
private const int TTL_SECONDS_DEV = 30;
private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';
private const string LOOKUP_RESULT_INTERNAL = 'internal';
private const string LOOKUP_RESULT_CACHE = 'cache';
private const string LOOKUP_RESULT_DB = 'db';
private const string LOOKUP_RESULT_MISS = 'miss';
public function __construct(
private readonly FindsProspectInterface $dbCache,
private readonly Repository $cache,
private readonly OpportunityRepository $opportunityRepository,
private readonly EmailHelper $emailHelper,
private readonly LoggerInterface $logger,
private readonly StaleRecordValidator $staleRecordValidator,
) {
}
/**
* @return null|array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* }
*/
public function findByProspectIdentifier(
Configuration $configuration,
?Profile $profile,
string $identifierType,
string $identifierValue,
?int $userId = null,
?SyncCrmEntitiesInterface $crmService = null
): ?array {
$cachedValue = $this->get($configuration, $identifierValue, $userId);
if ($cachedValue !== null) {
$this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());
return $cachedValue;
}
if ($identifierType == self::PROSPECT_TYPE_EMAIL
&& $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)
) {
// Set the cache to avoid querying the database for internal participants
$prospectData = [null, null, null, null, null, null];
$this->set($configuration, $identifierValue, $prospectData, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());
return $prospectData;
}
$dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);
if (empty(array_filter($dbCache))) {
$this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());
return null;
}
$dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);
$dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);
if ($dbCache['contact'] instanceof Contact) {
$account = $dbCache['contact']->getAccount();
$dbCache['account'] = $account;
$opportunity = $this->findOpportunityInContactRoles(
$configuration,
$profile,
$dbCache['contact']->getId()
);
$opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);
if ($opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Found opportunities by contact roles', [
'opportunity_id' => $opportunity->getId(),
]);
$dbCache['account'] = $opportunity->getAccount();
} elseif ($account instanceof Account) {
$opportunity = $this->getOpportunityFromDatabase(
configuration: $configuration,
account: $account,
contactId: $dbCache['contact']->getId(),
userId: $userId
);
}
$dbCache['opportunity'] = $opportunity;
$dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);
$dbCache['stage'] = $dbCache['opportunity']?->getStage();
}
/**
* @IMPORTANT The keys must always be in this exact order
*
* @var array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* } $result
*/
$result = [
$dbCache['lead'] ?? null,
$dbCache['account'] ?? null,
$dbCache['opportunity'] ?? null,
$dbCache['contact'] ?? null,
$dbCache['stage'] ?? null,
null,
];
$this->set($configuration, $identifierValue, $result, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());
return $result;
}
public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
$cachedValue = $this->get(
configuration: $configuration,
identifier: $identifier,
userId: $userId
);
if ($cachedValue !== null) {
$this->sendDatadogStats(
self::LOOKUP_RESULT_CACHE,
$configuration->getProviderName()
);
return $cachedValue;
}
// Log cache miss
$this->logger->info('[Prospect match] Cache miss', [
'identifier_type' => self::PROSPECT_TYPE_DOMAIN,
'identifier' => $identifier,
'crm' => $configuration->getProviderName(),
]);
// not in the cache
return null;
}
public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void
{
$this->cache->tags($this->getTags($configuration, $identifier))->put(
$this->generateKey($configuration, $identifier, $userId),
$prospectData,
$this->getCacheTtl()
);
}
public function handleProspectUpdated(ProspectUpdated $event): void
{
$prospect = $event->getProspect();
$configuration = $prospect->getCrmConfiguration();
if ($configuration === null) {
return;
}
if ($prospect->getEmail() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();
}
if ($prospect->getPhone() !== null) {
$normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());
$this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();
}
if ($prospect->getName() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();
}
}
public function normalizePhoneNumber(string $phone): string
{
// Remove all non-digit characters first
$digitsOnly = preg_replace('/[^\d]/', '', $phone);
// Remove a single leading zero if present
$digitsOnly = ltrim($digitsOnly, '0');
// Add E.164 prefix
return '+' . $digitsOnly;
}
private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
return $this->cache->tags($this->getTags($configuration, $identifier))
->get($this->generateKey($configuration, $identifier, $userId));
}
private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string
{
$keySuffix = $userId === null ? '' : ':user:' . $userId;
return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);
}
private function sendDatadogStats(string $result, string $crm): void
{
Datadog::increment(self::DATADOG_STAT_NAME, 1, [
'result' => $result,
'crm' => $crm,
]);
}
private function getCacheTtl(): int
{
if (! App::environment('production', 'production-eu')) {
return self::TTL_SECONDS_DEV;
}
return self::TTL_SECONDS;
}
private function findOpportunityInContactRoles(
Configuration $configuration,
?Profile $profile,
int $contactId
): ?Opportunity {
$contactRoleRepository = app(ContactRoleRepository::class);
$contactRoles = $contactRoleRepository->getByCrmContactId(
$configuration,
$contactId,
);
if (! $contactRoles->isEmpty()) {
$opportunityId = app(MatchBusinessAccount::class)->resolve(
$contactRoles,
$profile?->getCrmProviderId(),
);
$opportunity = $this->opportunityRepository->find($opportunityId);
}
return $opportunity ?? null;
}
private function getOpportunityFromDatabase(
Configuration $configuration,
Account $account,
int $contactId,
?int $userId = null
): ?Opportunity {
$opportunity = null;
if ($userId) {
$this->logger->info('ProspectCache - Searching DB for opportunity by owner', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'owner_id' => $userId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(
$configuration,
$account,
$userId,
$contactId
);
}
if (! $opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Fallback DB opportunity search', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(
$configuration,
$account,
$contactId
);
}
$this->logger->info('ProspectCache - Opportunity DB search results', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'opportunity_id' => $opportunity?->getId(),
]);
return $opportunity;
}
private function generateProspectTag(Configuration $configuration, string $identifier): string
{
return 'prospect:' . $configuration->getId() . ':' . $identifier;
}
private function getTags(Configuration $configuration, string $identifier): array
{
return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];
}
}
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|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242518026_m2.jpg...
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faVsco.js – ProspectCache.php
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|
5545028788199783425
|
-8204141067936470074
|
visual_change
|
hybrid
|
NULL
|
Project: faVsco.js, menu
master, menu
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PhostormVIewINavigareCodeLaravelKeractorFV faVsco.js?9 master kProiect vm ServiceTraits© DataClient.php© DecorateActivity.php• Locdisearch.onpo kemotesearen.ong© Service.phpv @ Listeners© ConvertLeadActivitieC Purgelookupcacne..0 Metadata>- Migrationu Pipedriveu salestorceW Fields> OpportunitvMatchenOpportunitvSvncStra> ProspectSearchStratM Service Traits(c) clientoho© DecorateActivitv.ohr() DeleteObiectsTrait.ol 22:C) FieldDefinitions.onv© PayloadBuilder.php© Profile.php© QueryBuilder.php© QueryHandler.php© Querylterator.php© QueryResults.php© Service.php© SyncBatchRedisServTm Traite232© BaseClient.php© BaseService.php© CachedCrmServiceDecc 249© CountryCodeResolver.pl 257CrmActivitvProviderIntec) crmactivityService.php© CrmConfigurationSettine© CrmObiectsResolver.phi 200c) DeraultProsoectSearchsc) Email-eloer.oho2621)FindsProspectinterface.C) LavoutManager.oho@ MatchDomainRvEmaillnt 282@ OpnortunitvActivitvMatc 285(1) OnportunitvSvncStratea(c) OnnortunitvSvneStrateo(c) Procnectcache nhn8 ProsnentSearchSconen© ProspectSearchStrategy 324AskJiminnyReportActivityServiceTest vJiminnyDebugcommano.org© CheckAndRetryRemoteMatch.php© MatchActivityCrmData.phpn. DeleteCrmEntityraic.ongo kematcnactiviyoncrmobjectbetach.org© CrmActivityService.php© CrmObjectsResolver.phpclass Prospectcachepublic function fand prospectidentifierreturn Sresult.public function findDomainMatch(Configuration Sconfiguration, string $identifier, ?int SuserId = null): ?arral?public function set(Configuration Sconfiguration, string $identifier, array $prospectData, ?int SuserId = nul13public function handleProspectUpdated(ProspectUpdated Sevent): void{...}public function normalizePhoneNumber(string Sphone): string{...}private function get(Confiquration Sconfiquration,string Sidentifier, ?int SuserId = null): ?arrayreturn Sthis-›cache->tags(Sthis->qetTaqs(Sconfiquration. Sidentifier))-›aet Sthis->generatekey Sconfiauration. Stdentifier. Suserid)):4 SF jiminny@localhost]A HS_local [jiminny@localhost]A console [PKol)A console [EU]A console [STAGING][2026-05-07 14:21:15] local.INF0: [Hubspot] DEBUG Getting headers {M X19 A V"neaders".?"Uace".L"Inu,or May 2020 14.21.15 6Ml"Jn"concenc-lyoe. apolicacionison.charser=uct-o.n"Transter-Encodinq":"chunked")n"CF-Ray":"9t80deb8dbo0dcsa-S0F""Strict-Transport-Secur1ty":"max-aqe=31536008* 1ncLudeSubDomains: preload"),acceot-encodino""server-timing": ["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\","x-content-type-options": ["nosniff"],"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],"Set-Cookie":["__cf_bm=StUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxT07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],"Renont-To".f"y"endnoints".\"url\":\"https:|\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgl\"group\":\"cf-nel\".\"max_age\":604800}"],"NEL":["{\"success_fraction\":0.01,reportto. "cr-nel"max age| ":604800}"]."Server": ["cloudflare"]}} {"correlation_1d": "95256555-ec98-4541-D92a-adta/Sboyead","trace_10":C/AD8565-905t-4604-9405-0e5b551e55455CascadeHubspot Rate LimitingHubSpot Rate Limit ReexploringwInvestigating Rate L100% LzFri 8 May 15:15:19+0 ..hp#L56-74 it would still cache byprivate function generateKev(Configuration Sconfiquration, string Sidentifier. ?int SuserId = null): string{.27orivate function sendDatadogStats(strina Sresult, strina Sermì• voidk...?Tusageprivate function getCacheTtl: intt...}nnivate function findinnontunitvInContac+Rolec(Confiaunation Sconfiaunationl?Profile Sprofileint Scontac+td): ?Opportunity {...}private function getOpportunityFromDatabase(contquraron scontzqurarzon.Account Saccount.int Scontactid.Pint SuserId = null): 20pportunity {...}Aol anuthinn 190 Al+ «> Codec Adantive• 0W Windsurf Toams222•6/267 charc Aline hreakc) UTF.8 #l A enacoe...
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2026-05-08T12:15:09.878152+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242509878_m2.jpg...
|
PhpStorm
|
faVsco.js – ProspectCache.php
|
1
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|
NULL
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NULL
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NULL
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NULL
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
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Start Listening for PHP Debug Connections
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm;
use ChaseConey\LaravelDatadogHelper\Datadog;
use Illuminate\Contracts\Cache\Repository;
use Illuminate\Support\Facades\App;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Events\Crm\ProspectUpdated;
use Jiminny\Models\Account;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Stage;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\OpportunityRepository;
use Jiminny\Services\Crm\CrmObjects\Validators\StaleRecordValidator;
use Jiminny\Services\Crm\Salesforce\OpportunityMatcher\MatchBusinessAccount;
use Psr\Log\LoggerInterface;
class ProspectCache
{
public const string PROSPECT_TYPE_EMAIL = 'email';
public const string PROSPECT_TYPE_PHONE = 'phone';
public const string PROSPECT_TYPE_DOMAIN = 'domain';
private const int TTL_SECONDS = 900;
private const int TTL_SECONDS_DEV = 30;
private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';
private const string LOOKUP_RESULT_INTERNAL = 'internal';
private const string LOOKUP_RESULT_CACHE = 'cache';
private const string LOOKUP_RESULT_DB = 'db';
private const string LOOKUP_RESULT_MISS = 'miss';
public function __construct(
private readonly FindsProspectInterface $dbCache,
private readonly Repository $cache,
private readonly OpportunityRepository $opportunityRepository,
private readonly EmailHelper $emailHelper,
private readonly LoggerInterface $logger,
private readonly StaleRecordValidator $staleRecordValidator,
) {
}
/**
* @return null|array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* }
*/
public function findByProspectIdentifier(
Configuration $configuration,
?Profile $profile,
string $identifierType,
string $identifierValue,
?int $userId = null,
?SyncCrmEntitiesInterface $crmService = null
): ?array {
$cachedValue = $this->get($configuration, $identifierValue, $userId);
if ($cachedValue !== null) {
$this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());
return $cachedValue;
}
if ($identifierType == self::PROSPECT_TYPE_EMAIL
&& $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)
) {
// Set the cache to avoid querying the database for internal participants
$prospectData = [null, null, null, null, null, null];
$this->set($configuration, $identifierValue, $prospectData, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());
return $prospectData;
}
$dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);
if (empty(array_filter($dbCache))) {
$this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());
return null;
}
$dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);
$dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);
if ($dbCache['contact'] instanceof Contact) {
$account = $dbCache['contact']->getAccount();
$dbCache['account'] = $account;
$opportunity = $this->findOpportunityInContactRoles(
$configuration,
$profile,
$dbCache['contact']->getId()
);
$opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);
if ($opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Found opportunities by contact roles', [
'opportunity_id' => $opportunity->getId(),
]);
$dbCache['account'] = $opportunity->getAccount();
} elseif ($account instanceof Account) {
$opportunity = $this->getOpportunityFromDatabase(
configuration: $configuration,
account: $account,
contactId: $dbCache['contact']->getId(),
userId: $userId
);
}
$dbCache['opportunity'] = $opportunity;
$dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);
$dbCache['stage'] = $dbCache['opportunity']?->getStage();
}
/**
* @IMPORTANT The keys must always be in this exact order
*
* @var array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* } $result
*/
$result = [
$dbCache['lead'] ?? null,
$dbCache['account'] ?? null,
$dbCache['opportunity'] ?? null,
$dbCache['contact'] ?? null,
$dbCache['stage'] ?? null,
null,
];
$this->set($configuration, $identifierValue, $result, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());
return $result;
}
public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
$cachedValue = $this->get(
configuration: $configuration,
identifier: $identifier,
userId: $userId
);
if ($cachedValue !== null) {
$this->sendDatadogStats(
self::LOOKUP_RESULT_CACHE,
$configuration->getProviderName()
);
return $cachedValue;
}
// Log cache miss
$this->logger->info('[Prospect match] Cache miss', [
'identifier_type' => self::PROSPECT_TYPE_DOMAIN,
'identifier' => $identifier,
'crm' => $configuration->getProviderName(),
]);
// not in the cache
return null;
}
public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void
{
$this->cache->tags($this->getTags($configuration, $identifier))->put(
$this->generateKey($configuration, $identifier, $userId),
$prospectData,
$this->getCacheTtl()
);
}
public function handleProspectUpdated(ProspectUpdated $event): void
{
$prospect = $event->getProspect();
$configuration = $prospect->getCrmConfiguration();
if ($configuration === null) {
return;
}
if ($prospect->getEmail() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();
}
if ($prospect->getPhone() !== null) {
$normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());
$this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();
}
if ($prospect->getName() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();
}
}
public function normalizePhoneNumber(string $phone): string
{
// Remove all non-digit characters first
$digitsOnly = preg_replace('/[^\d]/', '', $phone);
// Remove a single leading zero if present
$digitsOnly = ltrim($digitsOnly, '0');
// Add E.164 prefix
return '+' . $digitsOnly;
}
private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
return $this->cache->tags($this->getTags($configuration, $identifier))
->get($this->generateKey($configuration, $identifier, $userId));
}
private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string
{
$keySuffix = $userId === null ? '' : ':user:' . $userId;
return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);
}
private function sendDatadogStats(string $result, string $crm): void
{
Datadog::increment(self::DATADOG_STAT_NAME, 1, [
'result' => $result,
'crm' => $crm,
]);
}
private function getCacheTtl(): int
{
if (! App::environment('production', 'production-eu')) {
return self::TTL_SECONDS_DEV;
}
return self::TTL_SECONDS;
}
private function findOpportunityInContactRoles(
Configuration $configuration,
?Profile $profile,
int $contactId
): ?Opportunity {
$contactRoleRepository = app(ContactRoleRepository::class);
$contactRoles = $contactRoleRepository->getByCrmContactId(
$configuration,
$contactId,
);
if (! $contactRoles->isEmpty()) {
$opportunityId = app(MatchBusinessAccount::class)->resolve(
$contactRoles,
$profile?->getCrmProviderId(),
);
$opportunity = $this->opportunityRepository->find($opportunityId);
}
return $opportunity ?? null;
}
private function getOpportunityFromDatabase(
Configuration $configuration,
Account $account,
int $contactId,
?int $userId = null
): ?Opportunity {
$opportunity = null;
if ($userId) {
$this->logger->info('ProspectCache - Searching DB for opportunity by owner', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'owner_id' => $userId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(
$configuration,
$account,
$userId,
$contactId
);
}
if (! $opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Fallback DB opportunity search', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(
$configuration,
$account,
$contactId
);
}
$this->logger->info('ProspectCache - Opportunity DB search results', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'opportunity_id' => $opportunity?->getId(),
]);
return $opportunity;
}
private function generateProspectTag(Configuration $configuration, string $identifier): string
{
return 'prospect:' . $configuration->getId() . ':' . $identifier;
}
private function getTags(Configuration $configuration, string $identifier): array
{
return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];
}
}
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Error","depth":4,"bounds":{"left":0.4012633,"top":0.14844373,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm;\n\nuse ChaseConey\\LaravelDatadogHelper\\Datadog;\nuse Illuminate\\Contracts\\Cache\\Repository;\nuse Illuminate\\Support\\Facades\\App;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Events\\Crm\\ProspectUpdated;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\OpportunityRepository;\nuse Jiminny\\Services\\Crm\\CrmObjects\\Validators\\StaleRecordValidator;\nuse Jiminny\\Services\\Crm\\Salesforce\\OpportunityMatcher\\MatchBusinessAccount;\nuse Psr\\Log\\LoggerInterface;\n\nclass ProspectCache\n{\n public const string PROSPECT_TYPE_EMAIL = 'email';\n public const string PROSPECT_TYPE_PHONE = 'phone';\n\n public const string PROSPECT_TYPE_DOMAIN = 'domain';\n private const int TTL_SECONDS = 900;\n private const int TTL_SECONDS_DEV = 30;\n private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';\n private const string LOOKUP_RESULT_INTERNAL = 'internal';\n private const string LOOKUP_RESULT_CACHE = 'cache';\n private const string LOOKUP_RESULT_DB = 'db';\n private const string LOOKUP_RESULT_MISS = 'miss';\n\n public function __construct(\n private readonly FindsProspectInterface $dbCache,\n private readonly Repository $cache,\n private readonly OpportunityRepository $opportunityRepository,\n private readonly EmailHelper $emailHelper,\n private readonly LoggerInterface $logger,\n private readonly StaleRecordValidator $staleRecordValidator,\n ) {\n }\n\n /**\n * @return null|array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * }\n */\n public function findByProspectIdentifier(\n Configuration $configuration,\n ?Profile $profile,\n string $identifierType,\n string $identifierValue,\n ?int $userId = null,\n ?SyncCrmEntitiesInterface $crmService = null\n ): ?array {\n $cachedValue = $this->get($configuration, $identifierValue, $userId);\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());\n\n return $cachedValue;\n }\n\n if ($identifierType == self::PROSPECT_TYPE_EMAIL\n && $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)\n ) {\n // Set the cache to avoid querying the database for internal participants\n $prospectData = [null, null, null, null, null, null];\n $this->set($configuration, $identifierValue, $prospectData, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());\n\n return $prospectData;\n }\n\n $dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);\n\n if (empty(array_filter($dbCache))) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());\n\n return null;\n }\n\n $dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);\n $dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);\n\n if ($dbCache['contact'] instanceof Contact) {\n $account = $dbCache['contact']->getAccount();\n $dbCache['account'] = $account;\n\n $opportunity = $this->findOpportunityInContactRoles(\n $configuration,\n $profile,\n $dbCache['contact']->getId()\n );\n\n $opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);\n\n if ($opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Found opportunities by contact roles', [\n 'opportunity_id' => $opportunity->getId(),\n ]);\n $dbCache['account'] = $opportunity->getAccount();\n } elseif ($account instanceof Account) {\n $opportunity = $this->getOpportunityFromDatabase(\n configuration: $configuration,\n account: $account,\n contactId: $dbCache['contact']->getId(),\n userId: $userId\n );\n }\n\n $dbCache['opportunity'] = $opportunity;\n $dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);\n\n $dbCache['stage'] = $dbCache['opportunity']?->getStage();\n }\n\n /**\n * @IMPORTANT The keys must always be in this exact order\n *\n * @var array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * } $result\n */\n $result = [\n $dbCache['lead'] ?? null,\n $dbCache['account'] ?? null,\n $dbCache['opportunity'] ?? null,\n $dbCache['contact'] ?? null,\n $dbCache['stage'] ?? null,\n null,\n ];\n\n $this->set($configuration, $identifierValue, $result, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());\n\n return $result;\n }\n\n public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n $cachedValue = $this->get(\n configuration: $configuration,\n identifier: $identifier,\n userId: $userId\n );\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(\n self::LOOKUP_RESULT_CACHE,\n $configuration->getProviderName()\n );\n\n return $cachedValue;\n }\n\n // Log cache miss\n $this->logger->info('[Prospect match] Cache miss', [\n 'identifier_type' => self::PROSPECT_TYPE_DOMAIN,\n 'identifier' => $identifier,\n 'crm' => $configuration->getProviderName(),\n ]);\n\n // not in the cache\n return null;\n }\n\n public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void\n {\n $this->cache->tags($this->getTags($configuration, $identifier))->put(\n $this->generateKey($configuration, $identifier, $userId),\n $prospectData,\n $this->getCacheTtl()\n );\n }\n\n public function handleProspectUpdated(ProspectUpdated $event): void\n {\n $prospect = $event->getProspect();\n $configuration = $prospect->getCrmConfiguration();\n\n if ($configuration === null) {\n return;\n }\n\n if ($prospect->getEmail() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();\n }\n\n if ($prospect->getPhone() !== null) {\n $normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());\n $this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();\n }\n\n if ($prospect->getName() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();\n }\n }\n\n public function normalizePhoneNumber(string $phone): string\n {\n // Remove all non-digit characters first\n $digitsOnly = preg_replace('/[^\\d]/', '', $phone);\n\n // Remove a single leading zero if present\n $digitsOnly = ltrim($digitsOnly, '0');\n\n // Add E.164 prefix\n return '+' . $digitsOnly;\n }\n\n private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n return $this->cache->tags($this->getTags($configuration, $identifier))\n ->get($this->generateKey($configuration, $identifier, $userId));\n }\n\n private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string\n {\n $keySuffix = $userId === null ? '' : ':user:' . $userId;\n\n return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);\n }\n\n private function sendDatadogStats(string $result, string $crm): void\n {\n Datadog::increment(self::DATADOG_STAT_NAME, 1, [\n 'result' => $result,\n 'crm' => $crm,\n ]);\n }\n\n private function getCacheTtl(): int\n {\n if (! App::environment('production', 'production-eu')) {\n return self::TTL_SECONDS_DEV;\n }\n\n return self::TTL_SECONDS;\n }\n\n private function findOpportunityInContactRoles(\n Configuration $configuration,\n ?Profile $profile,\n int $contactId\n ): ?Opportunity {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $contactRoles = $contactRoleRepository->getByCrmContactId(\n $configuration,\n $contactId,\n );\n\n if (! $contactRoles->isEmpty()) {\n $opportunityId = app(MatchBusinessAccount::class)->resolve(\n $contactRoles,\n $profile?->getCrmProviderId(),\n );\n\n $opportunity = $this->opportunityRepository->find($opportunityId);\n }\n\n return $opportunity ?? null;\n }\n\n private function getOpportunityFromDatabase(\n Configuration $configuration,\n Account $account,\n int $contactId,\n ?int $userId = null\n ): ?Opportunity {\n $opportunity = null;\n\n if ($userId) {\n $this->logger->info('ProspectCache - Searching DB for opportunity by owner', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'owner_id' => $userId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(\n $configuration,\n $account,\n $userId,\n $contactId\n );\n }\n\n if (! $opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Fallback DB opportunity search', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(\n $configuration,\n $account,\n $contactId\n );\n }\n\n $this->logger->info('ProspectCache - Opportunity DB search results', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'opportunity_id' => $opportunity?->getId(),\n ]);\n\n return $opportunity;\n }\n\n private function generateProspectTag(Configuration $configuration, string $identifier): string\n {\n return 'prospect:' . $configuration->getId() . ':' . $identifier;\n }\n\n private function getTags(Configuration $configuration, string $identifier): array\n {\n return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm;\n\nuse ChaseConey\\LaravelDatadogHelper\\Datadog;\nuse Illuminate\\Contracts\\Cache\\Repository;\nuse Illuminate\\Support\\Facades\\App;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Events\\Crm\\ProspectUpdated;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\OpportunityRepository;\nuse Jiminny\\Services\\Crm\\CrmObjects\\Validators\\StaleRecordValidator;\nuse Jiminny\\Services\\Crm\\Salesforce\\OpportunityMatcher\\MatchBusinessAccount;\nuse Psr\\Log\\LoggerInterface;\n\nclass ProspectCache\n{\n public const string PROSPECT_TYPE_EMAIL = 'email';\n public const string PROSPECT_TYPE_PHONE = 'phone';\n\n public const string PROSPECT_TYPE_DOMAIN = 'domain';\n private const int TTL_SECONDS = 900;\n private const int TTL_SECONDS_DEV = 30;\n private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';\n private const string LOOKUP_RESULT_INTERNAL = 'internal';\n private const string LOOKUP_RESULT_CACHE = 'cache';\n private const string LOOKUP_RESULT_DB = 'db';\n private const string LOOKUP_RESULT_MISS = 'miss';\n\n public function __construct(\n private readonly FindsProspectInterface $dbCache,\n private readonly Repository $cache,\n private readonly OpportunityRepository $opportunityRepository,\n private readonly EmailHelper $emailHelper,\n private readonly LoggerInterface $logger,\n private readonly StaleRecordValidator $staleRecordValidator,\n ) {\n }\n\n /**\n * @return null|array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * }\n */\n public function findByProspectIdentifier(\n Configuration $configuration,\n ?Profile $profile,\n string $identifierType,\n string $identifierValue,\n ?int $userId = null,\n ?SyncCrmEntitiesInterface $crmService = null\n ): ?array {\n $cachedValue = $this->get($configuration, $identifierValue, $userId);\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());\n\n return $cachedValue;\n }\n\n if ($identifierType == self::PROSPECT_TYPE_EMAIL\n && $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)\n ) {\n // Set the cache to avoid querying the database for internal participants\n $prospectData = [null, null, null, null, null, null];\n $this->set($configuration, $identifierValue, $prospectData, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());\n\n return $prospectData;\n }\n\n $dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);\n\n if (empty(array_filter($dbCache))) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());\n\n return null;\n }\n\n $dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);\n $dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);\n\n if ($dbCache['contact'] instanceof Contact) {\n $account = $dbCache['contact']->getAccount();\n $dbCache['account'] = $account;\n\n $opportunity = $this->findOpportunityInContactRoles(\n $configuration,\n $profile,\n $dbCache['contact']->getId()\n );\n\n $opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);\n\n if ($opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Found opportunities by contact roles', [\n 'opportunity_id' => $opportunity->getId(),\n ]);\n $dbCache['account'] = $opportunity->getAccount();\n } elseif ($account instanceof Account) {\n $opportunity = $this->getOpportunityFromDatabase(\n configuration: $configuration,\n account: $account,\n contactId: $dbCache['contact']->getId(),\n userId: $userId\n );\n }\n\n $dbCache['opportunity'] = $opportunity;\n $dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);\n\n $dbCache['stage'] = $dbCache['opportunity']?->getStage();\n }\n\n /**\n * @IMPORTANT The keys must always be in this exact order\n *\n * @var array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * } $result\n */\n $result = [\n $dbCache['lead'] ?? null,\n $dbCache['account'] ?? null,\n $dbCache['opportunity'] ?? null,\n $dbCache['contact'] ?? null,\n $dbCache['stage'] ?? null,\n null,\n ];\n\n $this->set($configuration, $identifierValue, $result, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());\n\n return $result;\n }\n\n public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n $cachedValue = $this->get(\n configuration: $configuration,\n identifier: $identifier,\n userId: $userId\n );\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(\n self::LOOKUP_RESULT_CACHE,\n $configuration->getProviderName()\n );\n\n return $cachedValue;\n }\n\n // Log cache miss\n $this->logger->info('[Prospect match] Cache miss', [\n 'identifier_type' => self::PROSPECT_TYPE_DOMAIN,\n 'identifier' => $identifier,\n 'crm' => $configuration->getProviderName(),\n ]);\n\n // not in the cache\n return null;\n }\n\n public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void\n {\n $this->cache->tags($this->getTags($configuration, $identifier))->put(\n $this->generateKey($configuration, $identifier, $userId),\n $prospectData,\n $this->getCacheTtl()\n );\n }\n\n public function handleProspectUpdated(ProspectUpdated $event): void\n {\n $prospect = $event->getProspect();\n $configuration = $prospect->getCrmConfiguration();\n\n if ($configuration === null) {\n return;\n }\n\n if ($prospect->getEmail() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();\n }\n\n if ($prospect->getPhone() !== null) {\n $normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());\n $this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();\n }\n\n if ($prospect->getName() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();\n }\n }\n\n public function normalizePhoneNumber(string $phone): string\n {\n // Remove all non-digit characters first\n $digitsOnly = preg_replace('/[^\\d]/', '', $phone);\n\n // Remove a single leading zero if present\n $digitsOnly = ltrim($digitsOnly, '0');\n\n // Add E.164 prefix\n return '+' . $digitsOnly;\n }\n\n private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n return $this->cache->tags($this->getTags($configuration, $identifier))\n ->get($this->generateKey($configuration, $identifier, $userId));\n }\n\n private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string\n {\n $keySuffix = $userId === null ? '' : ':user:' . $userId;\n\n return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);\n }\n\n private function sendDatadogStats(string $result, string $crm): void\n {\n Datadog::increment(self::DATADOG_STAT_NAME, 1, [\n 'result' => $result,\n 'crm' => $crm,\n ]);\n }\n\n private function getCacheTtl(): int\n {\n if (! App::environment('production', 'production-eu')) {\n return self::TTL_SECONDS_DEV;\n }\n\n return self::TTL_SECONDS;\n }\n\n private function findOpportunityInContactRoles(\n Configuration $configuration,\n ?Profile $profile,\n int $contactId\n ): ?Opportunity {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $contactRoles = $contactRoleRepository->getByCrmContactId(\n $configuration,\n $contactId,\n );\n\n if (! $contactRoles->isEmpty()) {\n $opportunityId = app(MatchBusinessAccount::class)->resolve(\n $contactRoles,\n $profile?->getCrmProviderId(),\n );\n\n $opportunity = $this->opportunityRepository->find($opportunityId);\n }\n\n return $opportunity ?? null;\n }\n\n private function getOpportunityFromDatabase(\n Configuration $configuration,\n Account $account,\n int $contactId,\n ?int $userId = null\n ): ?Opportunity {\n $opportunity = null;\n\n if ($userId) {\n $this->logger->info('ProspectCache - Searching DB for opportunity by owner', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'owner_id' => $userId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(\n $configuration,\n $account,\n $userId,\n $contactId\n );\n }\n\n if (! $opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Fallback DB opportunity search', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(\n $configuration,\n $account,\n $contactId\n );\n }\n\n $this->logger->info('ProspectCache - Opportunity DB search results', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'opportunity_id' => $opportunity?->getId(),\n ]);\n\n return $opportunity;\n }\n\n private function generateProspectTag(Configuration $configuration, string $identifier): string\n {\n return 'prospect:' . $configuration->getId() . ':' . $identifier;\n }\n\n private function getTags(Configuration $configuration, string $identifier): array\n {\n return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm;
use ChaseConey\LaravelDatadogHelper\Datadog;
use Illuminate\Contracts\Cache\Repository;
use Illuminate\Support\Facades\App;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Events\Crm\ProspectUpdated;
use Jiminny\Models\Account;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Stage;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\OpportunityRepository;
use Jiminny\Services\Crm\CrmObjects\Validators\StaleRecordValidator;
use Jiminny\Services\Crm\Salesforce\OpportunityMatcher\MatchBusinessAccount;
use Psr\Log\LoggerInterface;
class ProspectCache
{
public const string PROSPECT_TYPE_EMAIL = 'email';
public const string PROSPECT_TYPE_PHONE = 'phone';
public const string PROSPECT_TYPE_DOMAIN = 'domain';
private const int TTL_SECONDS = 900;
private const int TTL_SECONDS_DEV = 30;
private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';
private const string LOOKUP_RESULT_INTERNAL = 'internal';
private const string LOOKUP_RESULT_CACHE = 'cache';
private const string LOOKUP_RESULT_DB = 'db';
private const string LOOKUP_RESULT_MISS = 'miss';
public function __construct(
private readonly FindsProspectInterface $dbCache,
private readonly Repository $cache,
private readonly OpportunityRepository $opportunityRepository,
private readonly EmailHelper $emailHelper,
private readonly LoggerInterface $logger,
private readonly StaleRecordValidator $staleRecordValidator,
) {
}
/**
* @return null|array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* }
*/
public function findByProspectIdentifier(
Configuration $configuration,
?Profile $profile,
string $identifierType,
string $identifierValue,
?int $userId = null,
?SyncCrmEntitiesInterface $crmService = null
): ?array {
$cachedValue = $this->get($configuration, $identifierValue, $userId);
if ($cachedValue !== null) {
$this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());
return $cachedValue;
}
if ($identifierType == self::PROSPECT_TYPE_EMAIL
&& $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)
) {
// Set the cache to avoid querying the database for internal participants
$prospectData = [null, null, null, null, null, null];
$this->set($configuration, $identifierValue, $prospectData, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());
return $prospectData;
}
$dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);
if (empty(array_filter($dbCache))) {
$this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());
return null;
}
$dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);
$dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);
if ($dbCache['contact'] instanceof Contact) {
$account = $dbCache['contact']->getAccount();
$dbCache['account'] = $account;
$opportunity = $this->findOpportunityInContactRoles(
$configuration,
$profile,
$dbCache['contact']->getId()
);
$opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);
if ($opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Found opportunities by contact roles', [
'opportunity_id' => $opportunity->getId(),
]);
$dbCache['account'] = $opportunity->getAccount();
} elseif ($account instanceof Account) {
$opportunity = $this->getOpportunityFromDatabase(
configuration: $configuration,
account: $account,
contactId: $dbCache['contact']->getId(),
userId: $userId
);
}
$dbCache['opportunity'] = $opportunity;
$dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);
$dbCache['stage'] = $dbCache['opportunity']?->getStage();
}
/**
* @IMPORTANT The keys must always be in this exact order
*
* @var array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* } $result
*/
$result = [
$dbCache['lead'] ?? null,
$dbCache['account'] ?? null,
$dbCache['opportunity'] ?? null,
$dbCache['contact'] ?? null,
$dbCache['stage'] ?? null,
null,
];
$this->set($configuration, $identifierValue, $result, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());
return $result;
}
public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
$cachedValue = $this->get(
configuration: $configuration,
identifier: $identifier,
userId: $userId
);
if ($cachedValue !== null) {
$this->sendDatadogStats(
self::LOOKUP_RESULT_CACHE,
$configuration->getProviderName()
);
return $cachedValue;
}
// Log cache miss
$this->logger->info('[Prospect match] Cache miss', [
'identifier_type' => self::PROSPECT_TYPE_DOMAIN,
'identifier' => $identifier,
'crm' => $configuration->getProviderName(),
]);
// not in the cache
return null;
}
public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void
{
$this->cache->tags($this->getTags($configuration, $identifier))->put(
$this->generateKey($configuration, $identifier, $userId),
$prospectData,
$this->getCacheTtl()
);
}
public function handleProspectUpdated(ProspectUpdated $event): void
{
$prospect = $event->getProspect();
$configuration = $prospect->getCrmConfiguration();
if ($configuration === null) {
return;
}
if ($prospect->getEmail() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();
}
if ($prospect->getPhone() !== null) {
$normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());
$this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();
}
if ($prospect->getName() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();
}
}
public function normalizePhoneNumber(string $phone): string
{
// Remove all non-digit characters first
$digitsOnly = preg_replace('/[^\d]/', '', $phone);
// Remove a single leading zero if present
$digitsOnly = ltrim($digitsOnly, '0');
// Add E.164 prefix
return '+' . $digitsOnly;
}
private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
return $this->cache->tags($this->getTags($configuration, $identifier))
->get($this->generateKey($configuration, $identifier, $userId));
}
private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string
{
$keySuffix = $userId === null ? '' : ':user:' . $userId;
return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);
}
private function sendDatadogStats(string $result, string $crm): void
{
Datadog::increment(self::DATADOG_STAT_NAME, 1, [
'result' => $result,
'crm' => $crm,
]);
}
private function getCacheTtl(): int
{
if (! App::environment('production', 'production-eu')) {
return self::TTL_SECONDS_DEV;
}
return self::TTL_SECONDS;
}
private function findOpportunityInContactRoles(
Configuration $configuration,
?Profile $profile,
int $contactId
): ?Opportunity {
$contactRoleRepository = app(ContactRoleRepository::class);
$contactRoles = $contactRoleRepository->getByCrmContactId(
$configuration,
$contactId,
);
if (! $contactRoles->isEmpty()) {
$opportunityId = app(MatchBusinessAccount::class)->resolve(
$contactRoles,
$profile?->getCrmProviderId(),
);
$opportunity = $this->opportunityRepository->find($opportunityId);
}
return $opportunity ?? null;
}
private function getOpportunityFromDatabase(
Configuration $configuration,
Account $account,
int $contactId,
?int $userId = null
): ?Opportunity {
$opportunity = null;
if ($userId) {
$this->logger->info('ProspectCache - Searching DB for opportunity by owner', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'owner_id' => $userId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(
$configuration,
$account,
$userId,
$contactId
);
}
if (! $opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Fallback DB opportunity search', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(
$configuration,
$account,
$contactId
);
}
$this->logger->info('ProspectCache - Opportunity DB search results', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'opportunity_id' => $opportunity?->getId(),
]);
return $opportunity;
}
private function generateProspectTag(Configuration $configuration, string $identifier): string
{
return 'prospect:' . $configuration->getId() . ':' . $identifier;
}
private function getTags(Configuration $configuration, string $identifier): array
{
return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];
}
}
Project
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9166
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NULL
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NULL
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NULL
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9168
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411
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8
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2026-05-08T12:15:09.264211+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242509264_m1.jpg...
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PhpStorm
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faVsco.js – ProspectCache.php
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monitor_1
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
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JetBrains AI
Search Everywhere
IDE and Project Settings
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm;
use ChaseConey\LaravelDatadogHelper\Datadog;
use Illuminate\Contracts\Cache\Repository;
use Illuminate\Support\Facades\App;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Events\Crm\ProspectUpdated;
use Jiminny\Models\Account;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Stage;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\OpportunityRepository;
use Jiminny\Services\Crm\CrmObjects\Validators\StaleRecordValidator;
use Jiminny\Services\Crm\Salesforce\OpportunityMatcher\MatchBusinessAccount;
use Psr\Log\LoggerInterface;
class ProspectCache
{
public const string PROSPECT_TYPE_EMAIL = 'email';
public const string PROSPECT_TYPE_PHONE = 'phone';
public const string PROSPECT_TYPE_DOMAIN = 'domain';
private const int TTL_SECONDS = 900;
private const int TTL_SECONDS_DEV = 30;
private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';
private const string LOOKUP_RESULT_INTERNAL = 'internal';
private const string LOOKUP_RESULT_CACHE = 'cache';
private const string LOOKUP_RESULT_DB = 'db';
private const string LOOKUP_RESULT_MISS = 'miss';
public function __construct(
private readonly FindsProspectInterface $dbCache,
private readonly Repository $cache,
private readonly OpportunityRepository $opportunityRepository,
private readonly EmailHelper $emailHelper,
private readonly LoggerInterface $logger,
private readonly StaleRecordValidator $staleRecordValidator,
) {
}
/**
* @return null|array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* }
*/
public function findByProspectIdentifier(
Configuration $configuration,
?Profile $profile,
string $identifierType,
string $identifierValue,
?int $userId = null,
?SyncCrmEntitiesInterface $crmService = null
): ?array {
$cachedValue = $this->get($configuration, $identifierValue, $userId);
if ($cachedValue !== null) {
$this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());
return $cachedValue;
}
if ($identifierType == self::PROSPECT_TYPE_EMAIL
&& $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)
) {
// Set the cache to avoid querying the database for internal participants
$prospectData = [null, null, null, null, null, null];
$this->set($configuration, $identifierValue, $prospectData, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());
return $prospectData;
}
$dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);
if (empty(array_filter($dbCache))) {
$this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());
return null;
}
$dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);
$dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);
if ($dbCache['contact'] instanceof Contact) {
$account = $dbCache['contact']->getAccount();
$dbCache['account'] = $account;
$opportunity = $this->findOpportunityInContactRoles(
$configuration,
$profile,
$dbCache['contact']->getId()
);
$opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);
if ($opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Found opportunities by contact roles', [
'opportunity_id' => $opportunity->getId(),
]);
$dbCache['account'] = $opportunity->getAccount();
} elseif ($account instanceof Account) {
$opportunity = $this->getOpportunityFromDatabase(
configuration: $configuration,
account: $account,
contactId: $dbCache['contact']->getId(),
userId: $userId
);
}
$dbCache['opportunity'] = $opportunity;
$dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);
$dbCache['stage'] = $dbCache['opportunity']?->getStage();
}
/**
* @IMPORTANT The keys must always be in this exact order
*
* @var array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* } $result
*/
$result = [
$dbCache['lead'] ?? null,
$dbCache['account'] ?? null,
$dbCache['opportunity'] ?? null,
$dbCache['contact'] ?? null,
$dbCache['stage'] ?? null,
null,
];
$this->set($configuration, $identifierValue, $result, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());
return $result;
}
public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
$cachedValue = $this->get(
configuration: $configuration,
identifier: $identifier,
userId: $userId
);
if ($cachedValue !== null) {
$this->sendDatadogStats(
self::LOOKUP_RESULT_CACHE,
$configuration->getProviderName()
);
return $cachedValue;
}
// Log cache miss
$this->logger->info('[Prospect match] Cache miss', [
'identifier_type' => self::PROSPECT_TYPE_DOMAIN,
'identifier' => $identifier,
'crm' => $configuration->getProviderName(),
]);
// not in the cache
return null;
}
public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void
{
$this->cache->tags($this->getTags($configuration, $identifier))->put(
$this->generateKey($configuration, $identifier, $userId),
$prospectData,
$this->getCacheTtl()
);
}
public function handleProspectUpdated(ProspectUpdated $event): void
{
$prospect = $event->getProspect();
$configuration = $prospect->getCrmConfiguration();
if ($configuration === null) {
return;
}
if ($prospect->getEmail() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();
}
if ($prospect->getPhone() !== null) {
$normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());
$this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();
}
if ($prospect->getName() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();
}
}
public function normalizePhoneNumber(string $phone): string
{
// Remove all non-digit characters first
$digitsOnly = preg_replace('/[^\d]/', '', $phone);
// Remove a single leading zero if present
$digitsOnly = ltrim($digitsOnly, '0');
// Add E.164 prefix
return '+' . $digitsOnly;
}
private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
return $this->cache->tags($this->getTags($configuration, $identifier))
->get($this->generateKey($configuration, $identifier, $userId));
}
private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string
{
$keySuffix = $userId === null ? '' : ':user:' . $userId;
return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);
}
private function sendDatadogStats(string $result, string $crm): void
{
Datadog::increment(self::DATADOG_STAT_NAME, 1, [
'result' => $result,
'crm' => $crm,
]);
}
private function getCacheTtl(): int
{
if (! App::environment('production', 'production-eu')) {
return self::TTL_SECONDS_DEV;
}
return self::TTL_SECONDS;
}
private function findOpportunityInContactRoles(
Configuration $configuration,
?Profile $profile,
int $contactId
): ?Opportunity {
$contactRoleRepository = app(ContactRoleRepository::class);
$contactRoles = $contactRoleRepository->getByCrmContactId(
$configuration,
$contactId,
);
if (! $contactRoles->isEmpty()) {
$opportunityId = app(MatchBusinessAccount::class)->resolve(
$contactRoles,
$profile?->getCrmProviderId(),
);
$opportunity = $this->opportunityRepository->find($opportunityId);
}
return $opportunity ?? null;
}
private function getOpportunityFromDatabase(
Configuration $configuration,
Account $account,
int $contactId,
?int $userId = null
): ?Opportunity {
$opportunity = null;
if ($userId) {
$this->logger->info('ProspectCache - Searching DB for opportunity by owner', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'owner_id' => $userId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(
$configuration,
$account,
$userId,
$contactId
);
}
if (! $opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Fallback DB opportunity search', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(
$configuration,
$account,
$contactId
);
}
$this->logger->info('ProspectCache - Opportunity DB search results', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'opportunity_id' => $opportunity?->getId(),
]);
return $opportunity;
}
private function generateProspectTag(Configuration $configuration, string $identifier): string
{
return 'prospect:' . $configuration->getId() . ':' . $identifier;
}
private function getTags(Configuration $configuration, string $identifier): array
{
return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];
}
}
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Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm;\n\nuse ChaseConey\\LaravelDatadogHelper\\Datadog;\nuse Illuminate\\Contracts\\Cache\\Repository;\nuse Illuminate\\Support\\Facades\\App;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Events\\Crm\\ProspectUpdated;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\OpportunityRepository;\nuse Jiminny\\Services\\Crm\\CrmObjects\\Validators\\StaleRecordValidator;\nuse Jiminny\\Services\\Crm\\Salesforce\\OpportunityMatcher\\MatchBusinessAccount;\nuse Psr\\Log\\LoggerInterface;\n\nclass ProspectCache\n{\n public const string PROSPECT_TYPE_EMAIL = 'email';\n public const string PROSPECT_TYPE_PHONE = 'phone';\n\n public const string PROSPECT_TYPE_DOMAIN = 'domain';\n private const int TTL_SECONDS = 900;\n private const int TTL_SECONDS_DEV = 30;\n private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';\n private const string LOOKUP_RESULT_INTERNAL = 'internal';\n private const string LOOKUP_RESULT_CACHE = 'cache';\n private const string LOOKUP_RESULT_DB = 'db';\n private const string LOOKUP_RESULT_MISS = 'miss';\n\n public function __construct(\n private readonly FindsProspectInterface $dbCache,\n private readonly Repository $cache,\n private readonly OpportunityRepository $opportunityRepository,\n private readonly EmailHelper $emailHelper,\n private readonly LoggerInterface $logger,\n private readonly StaleRecordValidator $staleRecordValidator,\n ) {\n }\n\n /**\n * @return null|array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * }\n */\n public function findByProspectIdentifier(\n Configuration $configuration,\n ?Profile $profile,\n string $identifierType,\n string $identifierValue,\n ?int $userId = null,\n ?SyncCrmEntitiesInterface $crmService = null\n ): ?array {\n $cachedValue = $this->get($configuration, $identifierValue, $userId);\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());\n\n return $cachedValue;\n }\n\n if ($identifierType == self::PROSPECT_TYPE_EMAIL\n && $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)\n ) {\n // Set the cache to avoid querying the database for internal participants\n $prospectData = [null, null, null, null, null, null];\n $this->set($configuration, $identifierValue, $prospectData, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());\n\n return $prospectData;\n }\n\n $dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);\n\n if (empty(array_filter($dbCache))) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());\n\n return null;\n }\n\n $dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);\n $dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);\n\n if ($dbCache['contact'] instanceof Contact) {\n $account = $dbCache['contact']->getAccount();\n $dbCache['account'] = $account;\n\n $opportunity = $this->findOpportunityInContactRoles(\n $configuration,\n $profile,\n $dbCache['contact']->getId()\n );\n\n $opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);\n\n if ($opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Found opportunities by contact roles', [\n 'opportunity_id' => $opportunity->getId(),\n ]);\n $dbCache['account'] = $opportunity->getAccount();\n } elseif ($account instanceof Account) {\n $opportunity = $this->getOpportunityFromDatabase(\n configuration: $configuration,\n account: $account,\n contactId: $dbCache['contact']->getId(),\n userId: $userId\n );\n }\n\n $dbCache['opportunity'] = $opportunity;\n $dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);\n\n $dbCache['stage'] = $dbCache['opportunity']?->getStage();\n }\n\n /**\n * @IMPORTANT The keys must always be in this exact order\n *\n * @var array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * } $result\n */\n $result = [\n $dbCache['lead'] ?? null,\n $dbCache['account'] ?? null,\n $dbCache['opportunity'] ?? null,\n $dbCache['contact'] ?? null,\n $dbCache['stage'] ?? null,\n null,\n ];\n\n $this->set($configuration, $identifierValue, $result, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());\n\n return $result;\n }\n\n public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n $cachedValue = $this->get(\n configuration: $configuration,\n identifier: $identifier,\n userId: $userId\n );\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(\n self::LOOKUP_RESULT_CACHE,\n $configuration->getProviderName()\n );\n\n return $cachedValue;\n }\n\n // Log cache miss\n $this->logger->info('[Prospect match] Cache miss', [\n 'identifier_type' => self::PROSPECT_TYPE_DOMAIN,\n 'identifier' => $identifier,\n 'crm' => $configuration->getProviderName(),\n ]);\n\n // not in the cache\n return null;\n }\n\n public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void\n {\n $this->cache->tags($this->getTags($configuration, $identifier))->put(\n $this->generateKey($configuration, $identifier, $userId),\n $prospectData,\n $this->getCacheTtl()\n );\n }\n\n public function handleProspectUpdated(ProspectUpdated $event): void\n {\n $prospect = $event->getProspect();\n $configuration = $prospect->getCrmConfiguration();\n\n if ($configuration === null) {\n return;\n }\n\n if ($prospect->getEmail() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();\n }\n\n if ($prospect->getPhone() !== null) {\n $normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());\n $this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();\n }\n\n if ($prospect->getName() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();\n }\n }\n\n public function normalizePhoneNumber(string $phone): string\n {\n // Remove all non-digit characters first\n $digitsOnly = preg_replace('/[^\\d]/', '', $phone);\n\n // Remove a single leading zero if present\n $digitsOnly = ltrim($digitsOnly, '0');\n\n // Add E.164 prefix\n return '+' . $digitsOnly;\n }\n\n private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n return $this->cache->tags($this->getTags($configuration, $identifier))\n ->get($this->generateKey($configuration, $identifier, $userId));\n }\n\n private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string\n {\n $keySuffix = $userId === null ? '' : ':user:' . $userId;\n\n return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);\n }\n\n private function sendDatadogStats(string $result, string $crm): void\n {\n Datadog::increment(self::DATADOG_STAT_NAME, 1, [\n 'result' => $result,\n 'crm' => $crm,\n ]);\n }\n\n private function getCacheTtl(): int\n {\n if (! App::environment('production', 'production-eu')) {\n return self::TTL_SECONDS_DEV;\n }\n\n return self::TTL_SECONDS;\n }\n\n private function findOpportunityInContactRoles(\n Configuration $configuration,\n ?Profile $profile,\n int $contactId\n ): ?Opportunity {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $contactRoles = $contactRoleRepository->getByCrmContactId(\n $configuration,\n $contactId,\n );\n\n if (! $contactRoles->isEmpty()) {\n $opportunityId = app(MatchBusinessAccount::class)->resolve(\n $contactRoles,\n $profile?->getCrmProviderId(),\n );\n\n $opportunity = $this->opportunityRepository->find($opportunityId);\n }\n\n return $opportunity ?? null;\n }\n\n private function getOpportunityFromDatabase(\n Configuration $configuration,\n Account $account,\n int $contactId,\n ?int $userId = null\n ): ?Opportunity {\n $opportunity = null;\n\n if ($userId) {\n $this->logger->info('ProspectCache - Searching DB for opportunity by owner', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'owner_id' => $userId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(\n $configuration,\n $account,\n $userId,\n $contactId\n );\n }\n\n if (! $opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Fallback DB opportunity search', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(\n $configuration,\n $account,\n $contactId\n );\n }\n\n $this->logger->info('ProspectCache - Opportunity DB search results', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'opportunity_id' => $opportunity?->getId(),\n ]);\n\n return $opportunity;\n }\n\n private function generateProspectTag(Configuration $configuration, string $identifier): string\n {\n return 'prospect:' . $configuration->getId() . ':' . $identifier;\n }\n\n private function getTags(Configuration $configuration, string $identifier): array\n {\n return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm;\n\nuse ChaseConey\\LaravelDatadogHelper\\Datadog;\nuse Illuminate\\Contracts\\Cache\\Repository;\nuse Illuminate\\Support\\Facades\\App;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Events\\Crm\\ProspectUpdated;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\OpportunityRepository;\nuse Jiminny\\Services\\Crm\\CrmObjects\\Validators\\StaleRecordValidator;\nuse Jiminny\\Services\\Crm\\Salesforce\\OpportunityMatcher\\MatchBusinessAccount;\nuse Psr\\Log\\LoggerInterface;\n\nclass ProspectCache\n{\n public const string PROSPECT_TYPE_EMAIL = 'email';\n public const string PROSPECT_TYPE_PHONE = 'phone';\n\n public const string PROSPECT_TYPE_DOMAIN = 'domain';\n private const int TTL_SECONDS = 900;\n private const int TTL_SECONDS_DEV = 30;\n private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';\n private const string LOOKUP_RESULT_INTERNAL = 'internal';\n private const string LOOKUP_RESULT_CACHE = 'cache';\n private const string LOOKUP_RESULT_DB = 'db';\n private const string LOOKUP_RESULT_MISS = 'miss';\n\n public function __construct(\n private readonly FindsProspectInterface $dbCache,\n private readonly Repository $cache,\n private readonly OpportunityRepository $opportunityRepository,\n private readonly EmailHelper $emailHelper,\n private readonly LoggerInterface $logger,\n private readonly StaleRecordValidator $staleRecordValidator,\n ) {\n }\n\n /**\n * @return null|array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * }\n */\n public function findByProspectIdentifier(\n Configuration $configuration,\n ?Profile $profile,\n string $identifierType,\n string $identifierValue,\n ?int $userId = null,\n ?SyncCrmEntitiesInterface $crmService = null\n ): ?array {\n $cachedValue = $this->get($configuration, $identifierValue, $userId);\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());\n\n return $cachedValue;\n }\n\n if ($identifierType == self::PROSPECT_TYPE_EMAIL\n && $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)\n ) {\n // Set the cache to avoid querying the database for internal participants\n $prospectData = [null, null, null, null, null, null];\n $this->set($configuration, $identifierValue, $prospectData, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());\n\n return $prospectData;\n }\n\n $dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);\n\n if (empty(array_filter($dbCache))) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());\n\n return null;\n }\n\n $dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);\n $dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);\n\n if ($dbCache['contact'] instanceof Contact) {\n $account = $dbCache['contact']->getAccount();\n $dbCache['account'] = $account;\n\n $opportunity = $this->findOpportunityInContactRoles(\n $configuration,\n $profile,\n $dbCache['contact']->getId()\n );\n\n $opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);\n\n if ($opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Found opportunities by contact roles', [\n 'opportunity_id' => $opportunity->getId(),\n ]);\n $dbCache['account'] = $opportunity->getAccount();\n } elseif ($account instanceof Account) {\n $opportunity = $this->getOpportunityFromDatabase(\n configuration: $configuration,\n account: $account,\n contactId: $dbCache['contact']->getId(),\n userId: $userId\n );\n }\n\n $dbCache['opportunity'] = $opportunity;\n $dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);\n\n $dbCache['stage'] = $dbCache['opportunity']?->getStage();\n }\n\n /**\n * @IMPORTANT The keys must always be in this exact order\n *\n * @var array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * } $result\n */\n $result = [\n $dbCache['lead'] ?? null,\n $dbCache['account'] ?? null,\n $dbCache['opportunity'] ?? null,\n $dbCache['contact'] ?? null,\n $dbCache['stage'] ?? null,\n null,\n ];\n\n $this->set($configuration, $identifierValue, $result, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());\n\n return $result;\n }\n\n public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n $cachedValue = $this->get(\n configuration: $configuration,\n identifier: $identifier,\n userId: $userId\n );\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(\n self::LOOKUP_RESULT_CACHE,\n $configuration->getProviderName()\n );\n\n return $cachedValue;\n }\n\n // Log cache miss\n $this->logger->info('[Prospect match] Cache miss', [\n 'identifier_type' => self::PROSPECT_TYPE_DOMAIN,\n 'identifier' => $identifier,\n 'crm' => $configuration->getProviderName(),\n ]);\n\n // not in the cache\n return null;\n }\n\n public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void\n {\n $this->cache->tags($this->getTags($configuration, $identifier))->put(\n $this->generateKey($configuration, $identifier, $userId),\n $prospectData,\n $this->getCacheTtl()\n );\n }\n\n public function handleProspectUpdated(ProspectUpdated $event): void\n {\n $prospect = $event->getProspect();\n $configuration = $prospect->getCrmConfiguration();\n\n if ($configuration === null) {\n return;\n }\n\n if ($prospect->getEmail() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();\n }\n\n if ($prospect->getPhone() !== null) {\n $normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());\n $this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();\n }\n\n if ($prospect->getName() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();\n }\n }\n\n public function normalizePhoneNumber(string $phone): string\n {\n // Remove all non-digit characters first\n $digitsOnly = preg_replace('/[^\\d]/', '', $phone);\n\n // Remove a single leading zero if present\n $digitsOnly = ltrim($digitsOnly, '0');\n\n // Add E.164 prefix\n return '+' . $digitsOnly;\n }\n\n private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n return $this->cache->tags($this->getTags($configuration, $identifier))\n ->get($this->generateKey($configuration, $identifier, $userId));\n }\n\n private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string\n {\n $keySuffix = $userId === null ? '' : ':user:' . $userId;\n\n return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);\n }\n\n private function sendDatadogStats(string $result, string $crm): void\n {\n Datadog::increment(self::DATADOG_STAT_NAME, 1, [\n 'result' => $result,\n 'crm' => $crm,\n ]);\n }\n\n private function getCacheTtl(): int\n {\n if (! App::environment('production', 'production-eu')) {\n return self::TTL_SECONDS_DEV;\n }\n\n return self::TTL_SECONDS;\n }\n\n private function findOpportunityInContactRoles(\n Configuration $configuration,\n ?Profile $profile,\n int $contactId\n ): ?Opportunity {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $contactRoles = $contactRoleRepository->getByCrmContactId(\n $configuration,\n $contactId,\n );\n\n if (! $contactRoles->isEmpty()) {\n $opportunityId = app(MatchBusinessAccount::class)->resolve(\n $contactRoles,\n $profile?->getCrmProviderId(),\n );\n\n $opportunity = $this->opportunityRepository->find($opportunityId);\n }\n\n return $opportunity ?? null;\n }\n\n private function getOpportunityFromDatabase(\n Configuration $configuration,\n Account $account,\n int $contactId,\n ?int $userId = null\n ): ?Opportunity {\n $opportunity = null;\n\n if ($userId) {\n $this->logger->info('ProspectCache - Searching DB for opportunity by owner', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'owner_id' => $userId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(\n $configuration,\n $account,\n $userId,\n $contactId\n );\n }\n\n if (! $opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Fallback DB opportunity search', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(\n $configuration,\n $account,\n $contactId\n );\n }\n\n $this->logger->info('ProspectCache - Opportunity DB search results', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'opportunity_id' => $opportunity?->getId(),\n ]);\n\n return $opportunity;\n }\n\n private function generateProspectTag(Configuration $configuration, string $identifier): string\n {\n return 'prospect:' . $configuration->getId() . ':' . $identifier;\n }\n\n private function getTags(Configuration $configuration, string $identifier): array\n {\n return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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920666202760937713
|
338922648065674223
|
idle
|
accessibility
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NULL
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Project: faVsco.js, menu
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Start Listen Project: faVsco.js, menu
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm;
use ChaseConey\LaravelDatadogHelper\Datadog;
use Illuminate\Contracts\Cache\Repository;
use Illuminate\Support\Facades\App;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Events\Crm\ProspectUpdated;
use Jiminny\Models\Account;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Stage;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\OpportunityRepository;
use Jiminny\Services\Crm\CrmObjects\Validators\StaleRecordValidator;
use Jiminny\Services\Crm\Salesforce\OpportunityMatcher\MatchBusinessAccount;
use Psr\Log\LoggerInterface;
class ProspectCache
{
public const string PROSPECT_TYPE_EMAIL = 'email';
public const string PROSPECT_TYPE_PHONE = 'phone';
public const string PROSPECT_TYPE_DOMAIN = 'domain';
private const int TTL_SECONDS = 900;
private const int TTL_SECONDS_DEV = 30;
private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';
private const string LOOKUP_RESULT_INTERNAL = 'internal';
private const string LOOKUP_RESULT_CACHE = 'cache';
private const string LOOKUP_RESULT_DB = 'db';
private const string LOOKUP_RESULT_MISS = 'miss';
public function __construct(
private readonly FindsProspectInterface $dbCache,
private readonly Repository $cache,
private readonly OpportunityRepository $opportunityRepository,
private readonly EmailHelper $emailHelper,
private readonly LoggerInterface $logger,
private readonly StaleRecordValidator $staleRecordValidator,
) {
}
/**
* @return null|array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* }
*/
public function findByProspectIdentifier(
Configuration $configuration,
?Profile $profile,
string $identifierType,
string $identifierValue,
?int $userId = null,
?SyncCrmEntitiesInterface $crmService = null
): ?array {
$cachedValue = $this->get($configuration, $identifierValue, $userId);
if ($cachedValue !== null) {
$this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());
return $cachedValue;
}
if ($identifierType == self::PROSPECT_TYPE_EMAIL
&& $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)
) {
// Set the cache to avoid querying the database for internal participants
$prospectData = [null, null, null, null, null, null];
$this->set($configuration, $identifierValue, $prospectData, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());
return $prospectData;
}
$dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);
if (empty(array_filter($dbCache))) {
$this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());
return null;
}
$dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);
$dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);
if ($dbCache['contact'] instanceof Contact) {
$account = $dbCache['contact']->getAccount();
$dbCache['account'] = $account;
$opportunity = $this->findOpportunityInContactRoles(
$configuration,
$profile,
$dbCache['contact']->getId()
);
$opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);
if ($opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Found opportunities by contact roles', [
'opportunity_id' => $opportunity->getId(),
]);
$dbCache['account'] = $opportunity->getAccount();
} elseif ($account instanceof Account) {
$opportunity = $this->getOpportunityFromDatabase(
configuration: $configuration,
account: $account,
contactId: $dbCache['contact']->getId(),
userId: $userId
);
}
$dbCache['opportunity'] = $opportunity;
$dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);
$dbCache['stage'] = $dbCache['opportunity']?->getStage();
}
/**
* @IMPORTANT The keys must always be in this exact order
*
* @var array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* } $result
*/
$result = [
$dbCache['lead'] ?? null,
$dbCache['account'] ?? null,
$dbCache['opportunity'] ?? null,
$dbCache['contact'] ?? null,
$dbCache['stage'] ?? null,
null,
];
$this->set($configuration, $identifierValue, $result, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());
return $result;
}
public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
$cachedValue = $this->get(
configuration: $configuration,
identifier: $identifier,
userId: $userId
);
if ($cachedValue !== null) {
$this->sendDatadogStats(
self::LOOKUP_RESULT_CACHE,
$configuration->getProviderName()
);
return $cachedValue;
}
// Log cache miss
$this->logger->info('[Prospect match] Cache miss', [
'identifier_type' => self::PROSPECT_TYPE_DOMAIN,
'identifier' => $identifier,
'crm' => $configuration->getProviderName(),
]);
// not in the cache
return null;
}
public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void
{
$this->cache->tags($this->getTags($configuration, $identifier))->put(
$this->generateKey($configuration, $identifier, $userId),
$prospectData,
$this->getCacheTtl()
);
}
public function handleProspectUpdated(ProspectUpdated $event): void
{
$prospect = $event->getProspect();
$configuration = $prospect->getCrmConfiguration();
if ($configuration === null) {
return;
}
if ($prospect->getEmail() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();
}
if ($prospect->getPhone() !== null) {
$normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());
$this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();
}
if ($prospect->getName() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();
}
}
public function normalizePhoneNumber(string $phone): string
{
// Remove all non-digit characters first
$digitsOnly = preg_replace('/[^\d]/', '', $phone);
// Remove a single leading zero if present
$digitsOnly = ltrim($digitsOnly, '0');
// Add E.164 prefix
return '+' . $digitsOnly;
}
private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
return $this->cache->tags($this->getTags($configuration, $identifier))
->get($this->generateKey($configuration, $identifier, $userId));
}
private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string
{
$keySuffix = $userId === null ? '' : ':user:' . $userId;
return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);
}
private function sendDatadogStats(string $result, string $crm): void
{
Datadog::increment(self::DATADOG_STAT_NAME, 1, [
'result' => $result,
'crm' => $crm,
]);
}
private function getCacheTtl(): int
{
if (! App::environment('production', 'production-eu')) {
return self::TTL_SECONDS_DEV;
}
return self::TTL_SECONDS;
}
private function findOpportunityInContactRoles(
Configuration $configuration,
?Profile $profile,
int $contactId
): ?Opportunity {
$contactRoleRepository = app(ContactRoleRepository::class);
$contactRoles = $contactRoleRepository->getByCrmContactId(
$configuration,
$contactId,
);
if (! $contactRoles->isEmpty()) {
$opportunityId = app(MatchBusinessAccount::class)->resolve(
$contactRoles,
$profile?->getCrmProviderId(),
);
$opportunity = $this->opportunityRepository->find($opportunityId);
}
return $opportunity ?? null;
}
private function getOpportunityFromDatabase(
Configuration $configuration,
Account $account,
int $contactId,
?int $userId = null
): ?Opportunity {
$opportunity = null;
if ($userId) {
$this->logger->info('ProspectCache - Searching DB for opportunity by owner', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'owner_id' => $userId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(
$configuration,
$account,
$userId,
$contactId
);
}
if (! $opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Fallback DB opportunity search', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(
$configuration,
$account,
$contactId
);
}
$this->logger->info('ProspectCache - Opportunity DB search results', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'opportunity_id' => $opportunity?->getId(),
]);
return $opportunity;
}
private function generateProspectTag(Configuration $configuration, string $identifier): string
{
return 'prospect:' . $configuration->getId() . ':' . $identifier;
}
private function getTags(Configuration $configuration, string $identifier): array
{
return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];
}
}
Project
Project
New File or Directory…
Expand Selected
Collapse All
Options
Hide...
|
9167
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NULL
|
NULL
|
NULL
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|
9167
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411
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7
|
2026-05-08T12:14:33.749607+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242473749_m1.jpg...
|
PhpStorm
|
faVsco.js – ProspectCache.php
|
1
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NULL
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monitor_1
|
NULL
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NULL
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NULL
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NULL
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
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Code changed:
Hide
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Previous Highlighted Error
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
Sync Changes
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Code changed:
Hide
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm;
use ChaseConey\LaravelDatadogHelper\Datadog;
use Illuminate\Contracts\Cache\Repository;
use Illuminate\Support\Facades\App;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Events\Crm\ProspectUpdated;
use Jiminny\Models\Account;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Stage;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\OpportunityRepository;
use Jiminny\Services\Crm\CrmObjects\Validators\StaleRecordValidator;
use Jiminny\Services\Crm\Salesforce\OpportunityMatcher\MatchBusinessAccount;
use Psr\Log\LoggerInterface;
class ProspectCache
{
public const string PROSPECT_TYPE_EMAIL = 'email';
public const string PROSPECT_TYPE_PHONE = 'phone';
public const string PROSPECT_TYPE_DOMAIN = 'domain';
private const int TTL_SECONDS = 900;
private const int TTL_SECONDS_DEV = 30;
private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';
private const string LOOKUP_RESULT_INTERNAL = 'internal';
private const string LOOKUP_RESULT_CACHE = 'cache';
private const string LOOKUP_RESULT_DB = 'db';
private const string LOOKUP_RESULT_MISS = 'miss';
public function __construct(
private readonly FindsProspectInterface $dbCache,
private readonly Repository $cache,
private readonly OpportunityRepository $opportunityRepository,
private readonly EmailHelper $emailHelper,
private readonly LoggerInterface $logger,
private readonly StaleRecordValidator $staleRecordValidator,
) {
}
/**
* @return null|array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* }
*/
public function findByProspectIdentifier(
Configuration $configuration,
?Profile $profile,
string $identifierType,
string $identifierValue,
?int $userId = null,
?SyncCrmEntitiesInterface $crmService = null
): ?array {
$cachedValue = $this->get($configuration, $identifierValue, $userId);
if ($cachedValue !== null) {
$this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());
return $cachedValue;
}
if ($identifierType == self::PROSPECT_TYPE_EMAIL
&& $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)
) {
// Set the cache to avoid querying the database for internal participants
$prospectData = [null, null, null, null, null, null];
$this->set($configuration, $identifierValue, $prospectData, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());
return $prospectData;
}
$dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);
if (empty(array_filter($dbCache))) {
$this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());
return null;
}
$dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);
$dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);
if ($dbCache['contact'] instanceof Contact) {
$account = $dbCache['contact']->getAccount();
$dbCache['account'] = $account;
$opportunity = $this->findOpportunityInContactRoles(
$configuration,
$profile,
$dbCache['contact']->getId()
);
$opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);
if ($opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Found opportunities by contact roles', [
'opportunity_id' => $opportunity->getId(),
]);
$dbCache['account'] = $opportunity->getAccount();
} elseif ($account instanceof Account) {
$opportunity = $this->getOpportunityFromDatabase(
configuration: $configuration,
account: $account,
contactId: $dbCache['contact']->getId(),
userId: $userId
);
}
$dbCache['opportunity'] = $opportunity;
$dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);
$dbCache['stage'] = $dbCache['opportunity']?->getStage();
}
/**
* @IMPORTANT The keys must always be in this exact order
*
* @var array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* } $result
*/
$result = [
$dbCache['lead'] ?? null,
$dbCache['account'] ?? null,
$dbCache['opportunity'] ?? null,
$dbCache['contact'] ?? null,
$dbCache['stage'] ?? null,
null,
];
$this->set($configuration, $identifierValue, $result, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());
return $result;
}
public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
$cachedValue = $this->get(
configuration: $configuration,
identifier: $identifier,
userId: $userId
);
if ($cachedValue !== null) {
$this->sendDatadogStats(
self::LOOKUP_RESULT_CACHE,
$configuration->getProviderName()
);
return $cachedValue;
}
// Log cache miss
$this->logger->info('[Prospect match] Cache miss', [
'identifier_type' => self::PROSPECT_TYPE_DOMAIN,
'identifier' => $identifier,
'crm' => $configuration->getProviderName(),
]);
// not in the cache
return null;
}
public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void
{
$this->cache->tags($this->getTags($configuration, $identifier))->put(
$this->generateKey($configuration, $identifier, $userId),
$prospectData,
$this->getCacheTtl()
);
}
public function handleProspectUpdated(ProspectUpdated $event): void
{
$prospect = $event->getProspect();
$configuration = $prospect->getCrmConfiguration();
if ($configuration === null) {
return;
}
if ($prospect->getEmail() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();
}
if ($prospect->getPhone() !== null) {
$normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());
$this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();
}
if ($prospect->getName() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();
}
}
public function normalizePhoneNumber(string $phone): string
{
// Remove all non-digit characters first
$digitsOnly = preg_replace('/[^\d]/', '', $phone);
// Remove a single leading zero if present
$digitsOnly = ltrim($digitsOnly, '0');
// Add E.164 prefix
return '+' . $digitsOnly;
}
private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
return $this->cache->tags($this->getTags($configuration, $identifier))
->get($this->generateKey($configuration, $identifier, $userId));
}
private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string
{
$keySuffix = $userId === null ? '' : ':user:' . $userId;
return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);
}
private function sendDatadogStats(string $result, string $crm): void
{
Datadog::increment(self::DATADOG_STAT_NAME, 1, [
'result' => $result,
'crm' => $crm,
]);
}
private function getCacheTtl(): int
{
if (! App::environment('production', 'production-eu')) {
return self::TTL_SECONDS_DEV;
}
return self::TTL_SECONDS;
}
private function findOpportunityInContactRoles(
Configuration $configuration,
?Profile $profile,
int $contactId
): ?Opportunity {
$contactRoleRepository = app(ContactRoleRepository::class);
$contactRoles = $contactRoleRepository->getByCrmContactId(
$configuration,
$contactId,
);
if (! $contactRoles->isEmpty()) {
$opportunityId = app(MatchBusinessAccount::class)->resolve(
$contactRoles,
$profile?->getCrmProviderId(),
);
$opportunity = $this->opportunityRepository->find($opportunityId);
}
return $opportunity ?? null;
}
private function getOpportunityFromDatabase(
Configuration $configuration,
Account $account,
int $contactId,
?int $userId = null
): ?Opportunity {
$opportunity = null;
if ($userId) {
$this->logger->info('ProspectCache - Searching DB for opportunity by owner', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'owner_id' => $userId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(
$configuration,
$account,
$userId,
$contactId
);
}
if (! $opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Fallback DB opportunity search', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(
$configuration,
$account,
$contactId
);
}
$this->logger->info('ProspectCache - Opportunity DB search results', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'opportunity_id' => $opportunity?->getId(),
]);
return $opportunity;
}
private function generateProspectTag(Configuration $configuration, string $identifier): string
{
return 'prospect:' . $configuration->getId() . ':' . $identifier;
}
private function getTags(Configuration $configuration, string $identifier): array
{
return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];
}
}
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SameSite=None\"],\n \"Report-To\":[\"{\n\\\"endpoints\\\":[{\n\\\"url\\\":\\\"https:\\\\/\\\\/a.nel.cloudflare.com\\\\/report\\\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\\\"}],\n\\\"group\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"NEL\":[\"{\n\\\"success_fraction\\\":0.01,\n\\\"report_to\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"Server\":[\"cloudflare\"]}} {\n\"correlation_id\":\"95236535-ec98-4541-b92a-adfa73b69eab\",\n\"trace_id\":\"c7ab8365-903f-46d4-9403-0e5b551e3545\"}","depth":4,"on_screen":true,"value":"[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {\n\"headers\":{\n\"Date\":[\"Thu,07 May 2026 14:21:15 GMT\"],\n \"Content-Type\":[\"application/json;charset=utf-8\"],\n \"Transfer-Encoding\":[\"chunked\"],\n \"Connection\":[\"keep-alive\"],\n \"CF-Ray\":[\"9f80deb8db60dc3a-SOF\"],\n \"CF-Cache-Status\":[\"DYNAMIC\"],\n 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Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm;\n\nuse ChaseConey\\LaravelDatadogHelper\\Datadog;\nuse Illuminate\\Contracts\\Cache\\Repository;\nuse Illuminate\\Support\\Facades\\App;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Events\\Crm\\ProspectUpdated;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\OpportunityRepository;\nuse Jiminny\\Services\\Crm\\CrmObjects\\Validators\\StaleRecordValidator;\nuse Jiminny\\Services\\Crm\\Salesforce\\OpportunityMatcher\\MatchBusinessAccount;\nuse Psr\\Log\\LoggerInterface;\n\nclass ProspectCache\n{\n public const string PROSPECT_TYPE_EMAIL = 'email';\n public const string PROSPECT_TYPE_PHONE = 'phone';\n\n public const string PROSPECT_TYPE_DOMAIN = 'domain';\n private const int TTL_SECONDS = 900;\n private const int TTL_SECONDS_DEV = 30;\n private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';\n private const string LOOKUP_RESULT_INTERNAL = 'internal';\n private const string LOOKUP_RESULT_CACHE = 'cache';\n private const string LOOKUP_RESULT_DB = 'db';\n private const string LOOKUP_RESULT_MISS = 'miss';\n\n public function __construct(\n private readonly FindsProspectInterface $dbCache,\n private readonly Repository $cache,\n private readonly OpportunityRepository $opportunityRepository,\n private readonly EmailHelper $emailHelper,\n private readonly LoggerInterface $logger,\n private readonly StaleRecordValidator $staleRecordValidator,\n ) {\n }\n\n /**\n * @return null|array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * }\n */\n public function findByProspectIdentifier(\n Configuration $configuration,\n ?Profile $profile,\n string $identifierType,\n string $identifierValue,\n ?int $userId = null,\n ?SyncCrmEntitiesInterface $crmService = null\n ): ?array {\n $cachedValue = $this->get($configuration, $identifierValue, $userId);\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());\n\n return $cachedValue;\n }\n\n if ($identifierType == self::PROSPECT_TYPE_EMAIL\n && $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)\n ) {\n // Set the cache to avoid querying the database for internal participants\n $prospectData = [null, null, null, null, null, null];\n $this->set($configuration, $identifierValue, $prospectData, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());\n\n return $prospectData;\n }\n\n $dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);\n\n if (empty(array_filter($dbCache))) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());\n\n return null;\n }\n\n $dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);\n $dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);\n\n if ($dbCache['contact'] instanceof Contact) {\n $account = $dbCache['contact']->getAccount();\n $dbCache['account'] = $account;\n\n $opportunity = $this->findOpportunityInContactRoles(\n $configuration,\n $profile,\n $dbCache['contact']->getId()\n );\n\n $opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);\n\n if ($opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Found opportunities by contact roles', [\n 'opportunity_id' => $opportunity->getId(),\n ]);\n $dbCache['account'] = $opportunity->getAccount();\n } elseif ($account instanceof Account) {\n $opportunity = $this->getOpportunityFromDatabase(\n configuration: $configuration,\n account: $account,\n contactId: $dbCache['contact']->getId(),\n userId: $userId\n );\n }\n\n $dbCache['opportunity'] = $opportunity;\n $dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);\n\n $dbCache['stage'] = $dbCache['opportunity']?->getStage();\n }\n\n /**\n * @IMPORTANT The keys must always be in this exact order\n *\n * @var array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * } $result\n */\n $result = [\n $dbCache['lead'] ?? null,\n $dbCache['account'] ?? null,\n $dbCache['opportunity'] ?? null,\n $dbCache['contact'] ?? null,\n $dbCache['stage'] ?? null,\n null,\n ];\n\n $this->set($configuration, $identifierValue, $result, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());\n\n return $result;\n }\n\n public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n $cachedValue = $this->get(\n configuration: $configuration,\n identifier: $identifier,\n userId: $userId\n );\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(\n self::LOOKUP_RESULT_CACHE,\n $configuration->getProviderName()\n );\n\n return $cachedValue;\n }\n\n // Log cache miss\n $this->logger->info('[Prospect match] Cache miss', [\n 'identifier_type' => self::PROSPECT_TYPE_DOMAIN,\n 'identifier' => $identifier,\n 'crm' => $configuration->getProviderName(),\n ]);\n\n // not in the cache\n return null;\n }\n\n public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void\n {\n $this->cache->tags($this->getTags($configuration, $identifier))->put(\n $this->generateKey($configuration, $identifier, $userId),\n $prospectData,\n $this->getCacheTtl()\n );\n }\n\n public function handleProspectUpdated(ProspectUpdated $event): void\n {\n $prospect = $event->getProspect();\n $configuration = $prospect->getCrmConfiguration();\n\n if ($configuration === null) {\n return;\n }\n\n if ($prospect->getEmail() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();\n }\n\n if ($prospect->getPhone() !== null) {\n $normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());\n $this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();\n }\n\n if ($prospect->getName() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();\n }\n }\n\n public function normalizePhoneNumber(string $phone): string\n {\n // Remove all non-digit characters first\n $digitsOnly = preg_replace('/[^\\d]/', '', $phone);\n\n // Remove a single leading zero if present\n $digitsOnly = ltrim($digitsOnly, '0');\n\n // Add E.164 prefix\n return '+' . $digitsOnly;\n }\n\n private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n return $this->cache->tags($this->getTags($configuration, $identifier))\n ->get($this->generateKey($configuration, $identifier, $userId));\n }\n\n private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string\n {\n $keySuffix = $userId === null ? '' : ':user:' . $userId;\n\n return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);\n }\n\n private function sendDatadogStats(string $result, string $crm): void\n {\n Datadog::increment(self::DATADOG_STAT_NAME, 1, [\n 'result' => $result,\n 'crm' => $crm,\n ]);\n }\n\n private function getCacheTtl(): int\n {\n if (! App::environment('production', 'production-eu')) {\n return self::TTL_SECONDS_DEV;\n }\n\n return self::TTL_SECONDS;\n }\n\n private function findOpportunityInContactRoles(\n Configuration $configuration,\n ?Profile $profile,\n int $contactId\n ): ?Opportunity {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $contactRoles = $contactRoleRepository->getByCrmContactId(\n $configuration,\n $contactId,\n );\n\n if (! $contactRoles->isEmpty()) {\n $opportunityId = app(MatchBusinessAccount::class)->resolve(\n $contactRoles,\n $profile?->getCrmProviderId(),\n );\n\n $opportunity = $this->opportunityRepository->find($opportunityId);\n }\n\n return $opportunity ?? null;\n }\n\n private function getOpportunityFromDatabase(\n Configuration $configuration,\n Account $account,\n int $contactId,\n ?int $userId = null\n ): ?Opportunity {\n $opportunity = null;\n\n if ($userId) {\n $this->logger->info('ProspectCache - Searching DB for opportunity by owner', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'owner_id' => $userId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(\n $configuration,\n $account,\n $userId,\n $contactId\n );\n }\n\n if (! $opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Fallback DB opportunity search', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(\n $configuration,\n $account,\n $contactId\n );\n }\n\n $this->logger->info('ProspectCache - Opportunity DB search results', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'opportunity_id' => $opportunity?->getId(),\n ]);\n\n return $opportunity;\n }\n\n private function generateProspectTag(Configuration $configuration, string $identifier): string\n {\n return 'prospect:' . $configuration->getId() . ':' . $identifier;\n }\n\n private function getTags(Configuration $configuration, string $identifier): array\n {\n return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm;\n\nuse ChaseConey\\LaravelDatadogHelper\\Datadog;\nuse Illuminate\\Contracts\\Cache\\Repository;\nuse Illuminate\\Support\\Facades\\App;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Events\\Crm\\ProspectUpdated;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\OpportunityRepository;\nuse Jiminny\\Services\\Crm\\CrmObjects\\Validators\\StaleRecordValidator;\nuse Jiminny\\Services\\Crm\\Salesforce\\OpportunityMatcher\\MatchBusinessAccount;\nuse Psr\\Log\\LoggerInterface;\n\nclass ProspectCache\n{\n public const string PROSPECT_TYPE_EMAIL = 'email';\n public const string PROSPECT_TYPE_PHONE = 'phone';\n\n public const string PROSPECT_TYPE_DOMAIN = 'domain';\n private const int TTL_SECONDS = 900;\n private const int TTL_SECONDS_DEV = 30;\n private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';\n private const string LOOKUP_RESULT_INTERNAL = 'internal';\n private const string LOOKUP_RESULT_CACHE = 'cache';\n private const string LOOKUP_RESULT_DB = 'db';\n private const string LOOKUP_RESULT_MISS = 'miss';\n\n public function __construct(\n private readonly FindsProspectInterface $dbCache,\n private readonly Repository $cache,\n private readonly OpportunityRepository $opportunityRepository,\n private readonly EmailHelper $emailHelper,\n private readonly LoggerInterface $logger,\n private readonly StaleRecordValidator $staleRecordValidator,\n ) {\n }\n\n /**\n * @return null|array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * }\n */\n public function findByProspectIdentifier(\n Configuration $configuration,\n ?Profile $profile,\n string $identifierType,\n string $identifierValue,\n ?int $userId = null,\n ?SyncCrmEntitiesInterface $crmService = null\n ): ?array {\n $cachedValue = $this->get($configuration, $identifierValue, $userId);\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());\n\n return $cachedValue;\n }\n\n if ($identifierType == self::PROSPECT_TYPE_EMAIL\n && $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)\n ) {\n // Set the cache to avoid querying the database for internal participants\n $prospectData = [null, null, null, null, null, null];\n $this->set($configuration, $identifierValue, $prospectData, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());\n\n return $prospectData;\n }\n\n $dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);\n\n if (empty(array_filter($dbCache))) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());\n\n return null;\n }\n\n $dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);\n $dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);\n\n if ($dbCache['contact'] instanceof Contact) {\n $account = $dbCache['contact']->getAccount();\n $dbCache['account'] = $account;\n\n $opportunity = $this->findOpportunityInContactRoles(\n $configuration,\n $profile,\n $dbCache['contact']->getId()\n );\n\n $opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);\n\n if ($opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Found opportunities by contact roles', [\n 'opportunity_id' => $opportunity->getId(),\n ]);\n $dbCache['account'] = $opportunity->getAccount();\n } elseif ($account instanceof Account) {\n $opportunity = $this->getOpportunityFromDatabase(\n configuration: $configuration,\n account: $account,\n contactId: $dbCache['contact']->getId(),\n userId: $userId\n );\n }\n\n $dbCache['opportunity'] = $opportunity;\n $dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);\n\n $dbCache['stage'] = $dbCache['opportunity']?->getStage();\n }\n\n /**\n * @IMPORTANT The keys must always be in this exact order\n *\n * @var array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * } $result\n */\n $result = [\n $dbCache['lead'] ?? null,\n $dbCache['account'] ?? null,\n $dbCache['opportunity'] ?? null,\n $dbCache['contact'] ?? null,\n $dbCache['stage'] ?? null,\n null,\n ];\n\n $this->set($configuration, $identifierValue, $result, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());\n\n return $result;\n }\n\n public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n $cachedValue = $this->get(\n configuration: $configuration,\n identifier: $identifier,\n userId: $userId\n );\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(\n self::LOOKUP_RESULT_CACHE,\n $configuration->getProviderName()\n );\n\n return $cachedValue;\n }\n\n // Log cache miss\n $this->logger->info('[Prospect match] Cache miss', [\n 'identifier_type' => self::PROSPECT_TYPE_DOMAIN,\n 'identifier' => $identifier,\n 'crm' => $configuration->getProviderName(),\n ]);\n\n // not in the cache\n return null;\n }\n\n public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void\n {\n $this->cache->tags($this->getTags($configuration, $identifier))->put(\n $this->generateKey($configuration, $identifier, $userId),\n $prospectData,\n $this->getCacheTtl()\n );\n }\n\n public function handleProspectUpdated(ProspectUpdated $event): void\n {\n $prospect = $event->getProspect();\n $configuration = $prospect->getCrmConfiguration();\n\n if ($configuration === null) {\n return;\n }\n\n if ($prospect->getEmail() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();\n }\n\n if ($prospect->getPhone() !== null) {\n $normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());\n $this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();\n }\n\n if ($prospect->getName() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();\n }\n }\n\n public function normalizePhoneNumber(string $phone): string\n {\n // Remove all non-digit characters first\n $digitsOnly = preg_replace('/[^\\d]/', '', $phone);\n\n // Remove a single leading zero if present\n $digitsOnly = ltrim($digitsOnly, '0');\n\n // Add E.164 prefix\n return '+' . $digitsOnly;\n }\n\n private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n return $this->cache->tags($this->getTags($configuration, $identifier))\n ->get($this->generateKey($configuration, $identifier, $userId));\n }\n\n private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string\n {\n $keySuffix = $userId === null ? '' : ':user:' . $userId;\n\n return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);\n }\n\n private function sendDatadogStats(string $result, string $crm): void\n {\n Datadog::increment(self::DATADOG_STAT_NAME, 1, [\n 'result' => $result,\n 'crm' => $crm,\n ]);\n }\n\n private function getCacheTtl(): int\n {\n if (! App::environment('production', 'production-eu')) {\n return self::TTL_SECONDS_DEV;\n }\n\n return self::TTL_SECONDS;\n }\n\n private function findOpportunityInContactRoles(\n Configuration $configuration,\n ?Profile $profile,\n int $contactId\n ): ?Opportunity {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $contactRoles = $contactRoleRepository->getByCrmContactId(\n $configuration,\n $contactId,\n );\n\n if (! $contactRoles->isEmpty()) {\n $opportunityId = app(MatchBusinessAccount::class)->resolve(\n $contactRoles,\n $profile?->getCrmProviderId(),\n );\n\n $opportunity = $this->opportunityRepository->find($opportunityId);\n }\n\n return $opportunity ?? null;\n }\n\n private function getOpportunityFromDatabase(\n Configuration $configuration,\n Account $account,\n int $contactId,\n ?int $userId = null\n ): ?Opportunity {\n $opportunity = null;\n\n if ($userId) {\n $this->logger->info('ProspectCache - Searching DB for opportunity by owner', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'owner_id' => $userId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(\n $configuration,\n $account,\n $userId,\n $contactId\n );\n }\n\n if (! $opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Fallback DB opportunity search', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(\n $configuration,\n $account,\n $contactId\n );\n }\n\n $this->logger->info('ProspectCache - Opportunity DB search results', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'opportunity_id' => $opportunity?->getId(),\n ]);\n\n return $opportunity;\n }\n\n private function generateProspectTag(Configuration $configuration, string $identifier): string\n {\n return 'prospect:' . $configuration->getId() . ':' . $identifier;\n }\n\n private function getTags(Configuration $configuration, string $identifier): array\n {\n return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
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"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm;
use ChaseConey\LaravelDatadogHelper\Datadog;
use Illuminate\Contracts\Cache\Repository;
use Illuminate\Support\Facades\App;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Events\Crm\ProspectUpdated;
use Jiminny\Models\Account;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Stage;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\OpportunityRepository;
use Jiminny\Services\Crm\CrmObjects\Validators\StaleRecordValidator;
use Jiminny\Services\Crm\Salesforce\OpportunityMatcher\MatchBusinessAccount;
use Psr\Log\LoggerInterface;
class ProspectCache
{
public const string PROSPECT_TYPE_EMAIL = 'email';
public const string PROSPECT_TYPE_PHONE = 'phone';
public const string PROSPECT_TYPE_DOMAIN = 'domain';
private const int TTL_SECONDS = 900;
private const int TTL_SECONDS_DEV = 30;
private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';
private const string LOOKUP_RESULT_INTERNAL = 'internal';
private const string LOOKUP_RESULT_CACHE = 'cache';
private const string LOOKUP_RESULT_DB = 'db';
private const string LOOKUP_RESULT_MISS = 'miss';
public function __construct(
private readonly FindsProspectInterface $dbCache,
private readonly Repository $cache,
private readonly OpportunityRepository $opportunityRepository,
private readonly EmailHelper $emailHelper,
private readonly LoggerInterface $logger,
private readonly StaleRecordValidator $staleRecordValidator,
) {
}
/**
* @return null|array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* }
*/
public function findByProspectIdentifier(
Configuration $configuration,
?Profile $profile,
string $identifierType,
string $identifierValue,
?int $userId = null,
?SyncCrmEntitiesInterface $crmService = null
): ?array {
$cachedValue = $this->get($configuration, $identifierValue, $userId);
if ($cachedValue !== null) {
$this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());
return $cachedValue;
}
if ($identifierType == self::PROSPECT_TYPE_EMAIL
&& $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)
) {
// Set the cache to avoid querying the database for internal participants
$prospectData = [null, null, null, null, null, null];
$this->set($configuration, $identifierValue, $prospectData, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());
return $prospectData;
}
$dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);
if (empty(array_filter($dbCache))) {
$this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());
return null;
}
$dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);
$dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);
if ($dbCache['contact'] instanceof Contact) {
$account = $dbCache['contact']->getAccount();
$dbCache['account'] = $account;
$opportunity = $this->findOpportunityInContactRoles(
$configuration,
$profile,
$dbCache['contact']->getId()
);
$opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);
if ($opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Found opportunities by contact roles', [
'opportunity_id' => $opportunity->getId(),
]);
$dbCache['account'] = $opportunity->getAccount();
} elseif ($account instanceof Account) {
$opportunity = $this->getOpportunityFromDatabase(
configuration: $configuration,
account: $account,
contactId: $dbCache['contact']->getId(),
userId: $userId
);
}
$dbCache['opportunity'] = $opportunity;
$dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);
$dbCache['stage'] = $dbCache['opportunity']?->getStage();
}
/**
* @IMPORTANT The keys must always be in this exact order
*
* @var array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* } $result
*/
$result = [
$dbCache['lead'] ?? null,
$dbCache['account'] ?? null,
$dbCache['opportunity'] ?? null,
$dbCache['contact'] ?? null,
$dbCache['stage'] ?? null,
null,
];
$this->set($configuration, $identifierValue, $result, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());
return $result;
}
public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
$cachedValue = $this->get(
configuration: $configuration,
identifier: $identifier,
userId: $userId
);
if ($cachedValue !== null) {
$this->sendDatadogStats(
self::LOOKUP_RESULT_CACHE,
$configuration->getProviderName()
);
return $cachedValue;
}
// Log cache miss
$this->logger->info('[Prospect match] Cache miss', [
'identifier_type' => self::PROSPECT_TYPE_DOMAIN,
'identifier' => $identifier,
'crm' => $configuration->getProviderName(),
]);
// not in the cache
return null;
}
public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void
{
$this->cache->tags($this->getTags($configuration, $identifier))->put(
$this->generateKey($configuration, $identifier, $userId),
$prospectData,
$this->getCacheTtl()
);
}
public function handleProspectUpdated(ProspectUpdated $event): void
{
$prospect = $event->getProspect();
$configuration = $prospect->getCrmConfiguration();
if ($configuration === null) {
return;
}
if ($prospect->getEmail() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();
}
if ($prospect->getPhone() !== null) {
$normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());
$this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();
}
if ($prospect->getName() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();
}
}
public function normalizePhoneNumber(string $phone): string
{
// Remove all non-digit characters first
$digitsOnly = preg_replace('/[^\d]/', '', $phone);
// Remove a single leading zero if present
$digitsOnly = ltrim($digitsOnly, '0');
// Add E.164 prefix
return '+' . $digitsOnly;
}
private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
return $this->cache->tags($this->getTags($configuration, $identifier))
->get($this->generateKey($configuration, $identifier, $userId));
}
private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string
{
$keySuffix = $userId === null ? '' : ':user:' . $userId;
return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);
}
private function sendDatadogStats(string $result, string $crm): void
{
Datadog::increment(self::DATADOG_STAT_NAME, 1, [
'result' => $result,
'crm' => $crm,
]);
}
private function getCacheTtl(): int
{
if (! App::environment('production', 'production-eu')) {
return self::TTL_SECONDS_DEV;
}
return self::TTL_SECONDS;
}
private function findOpportunityInContactRoles(
Configuration $configuration,
?Profile $profile,
int $contactId
): ?Opportunity {
$contactRoleRepository = app(ContactRoleRepository::class);
$contactRoles = $contactRoleRepository->getByCrmContactId(
$configuration,
$contactId,
);
if (! $contactRoles->isEmpty()) {
$opportunityId = app(MatchBusinessAccount::class)->resolve(
$contactRoles,
$profile?->getCrmProviderId(),
);
$opportunity = $this->opportunityRepository->find($opportunityId);
}
return $opportunity ?? null;
}
private function getOpportunityFromDatabase(
Configuration $configuration,
Account $account,
int $contactId,
?int $userId = null
): ?Opportunity {
$opportunity = null;
if ($userId) {
$this->logger->info('ProspectCache - Searching DB for opportunity by owner', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'owner_id' => $userId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(
$configuration,
$account,
$userId,
$contactId
);
}
if (! $opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Fallback DB opportunity search', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(
$configuration,
$account,
$contactId
);
}
$this->logger->info('ProspectCache - Opportunity DB search results', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'opportunity_id' => $opportunity?->getId(),
]);
return $opportunity;
}
private function generateProspectTag(Configuration $configuration, string $identifier): string
{
return 'prospect:' . $configuration->getId() . ':' . $identifier;
}
private function getTags(Configuration $configuration, string $identifier): array
{
return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];
}
}
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2026-05-08T12:14:33.388154+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242473388_m2.jpg...
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faVsco.js – ProspectCache.php
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm;
use ChaseConey\LaravelDatadogHelper\Datadog;
use Illuminate\Contracts\Cache\Repository;
use Illuminate\Support\Facades\App;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Events\Crm\ProspectUpdated;
use Jiminny\Models\Account;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Stage;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\OpportunityRepository;
use Jiminny\Services\Crm\CrmObjects\Validators\StaleRecordValidator;
use Jiminny\Services\Crm\Salesforce\OpportunityMatcher\MatchBusinessAccount;
use Psr\Log\LoggerInterface;
class ProspectCache
{
public const string PROSPECT_TYPE_EMAIL = 'email';
public const string PROSPECT_TYPE_PHONE = 'phone';
public const string PROSPECT_TYPE_DOMAIN = 'domain';
private const int TTL_SECONDS = 900;
private const int TTL_SECONDS_DEV = 30;
private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';
private const string LOOKUP_RESULT_INTERNAL = 'internal';
private const string LOOKUP_RESULT_CACHE = 'cache';
private const string LOOKUP_RESULT_DB = 'db';
private const string LOOKUP_RESULT_MISS = 'miss';
public function __construct(
private readonly FindsProspectInterface $dbCache,
private readonly Repository $cache,
private readonly OpportunityRepository $opportunityRepository,
private readonly EmailHelper $emailHelper,
private readonly LoggerInterface $logger,
private readonly StaleRecordValidator $staleRecordValidator,
) {
}
/**
* @return null|array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* }
*/
public function findByProspectIdentifier(
Configuration $configuration,
?Profile $profile,
string $identifierType,
string $identifierValue,
?int $userId = null,
?SyncCrmEntitiesInterface $crmService = null
): ?array {
$cachedValue = $this->get($configuration, $identifierValue, $userId);
if ($cachedValue !== null) {
$this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());
return $cachedValue;
}
if ($identifierType == self::PROSPECT_TYPE_EMAIL
&& $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)
) {
// Set the cache to avoid querying the database for internal participants
$prospectData = [null, null, null, null, null, null];
$this->set($configuration, $identifierValue, $prospectData, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());
return $prospectData;
}
$dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);
if (empty(array_filter($dbCache))) {
$this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());
return null;
}
$dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);
$dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);
if ($dbCache['contact'] instanceof Contact) {
$account = $dbCache['contact']->getAccount();
$dbCache['account'] = $account;
$opportunity = $this->findOpportunityInContactRoles(
$configuration,
$profile,
$dbCache['contact']->getId()
);
$opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);
if ($opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Found opportunities by contact roles', [
'opportunity_id' => $opportunity->getId(),
]);
$dbCache['account'] = $opportunity->getAccount();
} elseif ($account instanceof Account) {
$opportunity = $this->getOpportunityFromDatabase(
configuration: $configuration,
account: $account,
contactId: $dbCache['contact']->getId(),
userId: $userId
);
}
$dbCache['opportunity'] = $opportunity;
$dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);
$dbCache['stage'] = $dbCache['opportunity']?->getStage();
}
/**
* @IMPORTANT The keys must always be in this exact order
*
* @var array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* } $result
*/
$result = [
$dbCache['lead'] ?? null,
$dbCache['account'] ?? null,
$dbCache['opportunity'] ?? null,
$dbCache['contact'] ?? null,
$dbCache['stage'] ?? null,
null,
];
$this->set($configuration, $identifierValue, $result, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());
return $result;
}
public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
$cachedValue = $this->get(
configuration: $configuration,
identifier: $identifier,
userId: $userId
);
if ($cachedValue !== null) {
$this->sendDatadogStats(
self::LOOKUP_RESULT_CACHE,
$configuration->getProviderName()
);
return $cachedValue;
}
// Log cache miss
$this->logger->info('[Prospect match] Cache miss', [
'identifier_type' => self::PROSPECT_TYPE_DOMAIN,
'identifier' => $identifier,
'crm' => $configuration->getProviderName(),
]);
// not in the cache
return null;
}
public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void
{
$this->cache->tags($this->getTags($configuration, $identifier))->put(
$this->generateKey($configuration, $identifier, $userId),
$prospectData,
$this->getCacheTtl()
);
}
public function handleProspectUpdated(ProspectUpdated $event): void
{
$prospect = $event->getProspect();
$configuration = $prospect->getCrmConfiguration();
if ($configuration === null) {
return;
}
if ($prospect->getEmail() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();
}
if ($prospect->getPhone() !== null) {
$normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());
$this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();
}
if ($prospect->getName() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();
}
}
public function normalizePhoneNumber(string $phone): string
{
// Remove all non-digit characters first
$digitsOnly = preg_replace('/[^\d]/', '', $phone);
// Remove a single leading zero if present
$digitsOnly = ltrim($digitsOnly, '0');
// Add E.164 prefix
return '+' . $digitsOnly;
}
private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
return $this->cache->tags($this->getTags($configuration, $identifier))
->get($this->generateKey($configuration, $identifier, $userId));
}
private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string
{
$keySuffix = $userId === null ? '' : ':user:' . $userId;
return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);
}
private function sendDatadogStats(string $result, string $crm): void
{
Datadog::increment(self::DATADOG_STAT_NAME, 1, [
'result' => $result,
'crm' => $crm,
]);
}
private function getCacheTtl(): int
{
if (! App::environment('production', 'production-eu')) {
return self::TTL_SECONDS_DEV;
}
return self::TTL_SECONDS;
}
private function findOpportunityInContactRoles(
Configuration $configuration,
?Profile $profile,
int $contactId
): ?Opportunity {
$contactRoleRepository = app(ContactRoleRepository::class);
$contactRoles = $contactRoleRepository->getByCrmContactId(
$configuration,
$contactId,
);
if (! $contactRoles->isEmpty()) {
$opportunityId = app(MatchBusinessAccount::class)->resolve(
$contactRoles,
$profile?->getCrmProviderId(),
);
$opportunity = $this->opportunityRepository->find($opportunityId);
}
return $opportunity ?? null;
}
private function getOpportunityFromDatabase(
Configuration $configuration,
Account $account,
int $contactId,
?int $userId = null
): ?Opportunity {
$opportunity = null;
if ($userId) {
$this->logger->info('ProspectCache - Searching DB for opportunity by owner', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'owner_id' => $userId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(
$configuration,
$account,
$userId,
$contactId
);
}
if (! $opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Fallback DB opportunity search', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(
$configuration,
$account,
$contactId
);
}
$this->logger->info('ProspectCache - Opportunity DB search results', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'opportunity_id' => $opportunity?->getId(),
]);
return $opportunity;
}
private function generateProspectTag(Configuration $configuration, string $identifier): string
{
return 'prospect:' . $configuration->getId() . ':' . $identifier;
}
private function getTags(Configuration $configuration, string $identifier): array
{
return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];
}
}
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Error","depth":4,"bounds":{"left":0.4012633,"top":0.14844373,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm;\n\nuse ChaseConey\\LaravelDatadogHelper\\Datadog;\nuse Illuminate\\Contracts\\Cache\\Repository;\nuse Illuminate\\Support\\Facades\\App;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Events\\Crm\\ProspectUpdated;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\OpportunityRepository;\nuse Jiminny\\Services\\Crm\\CrmObjects\\Validators\\StaleRecordValidator;\nuse Jiminny\\Services\\Crm\\Salesforce\\OpportunityMatcher\\MatchBusinessAccount;\nuse Psr\\Log\\LoggerInterface;\n\nclass ProspectCache\n{\n public const string PROSPECT_TYPE_EMAIL = 'email';\n public const string PROSPECT_TYPE_PHONE = 'phone';\n\n public const string PROSPECT_TYPE_DOMAIN = 'domain';\n private const int TTL_SECONDS = 900;\n private const int TTL_SECONDS_DEV = 30;\n private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';\n private const string LOOKUP_RESULT_INTERNAL = 'internal';\n private const string LOOKUP_RESULT_CACHE = 'cache';\n private const string LOOKUP_RESULT_DB = 'db';\n private const string LOOKUP_RESULT_MISS = 'miss';\n\n public function __construct(\n private readonly FindsProspectInterface $dbCache,\n private readonly Repository $cache,\n private readonly OpportunityRepository $opportunityRepository,\n private readonly EmailHelper $emailHelper,\n private readonly LoggerInterface $logger,\n private readonly StaleRecordValidator $staleRecordValidator,\n ) {\n }\n\n /**\n * @return null|array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * }\n */\n public function findByProspectIdentifier(\n Configuration $configuration,\n ?Profile $profile,\n string $identifierType,\n string $identifierValue,\n ?int $userId = null,\n ?SyncCrmEntitiesInterface $crmService = null\n ): ?array {\n $cachedValue = $this->get($configuration, $identifierValue, $userId);\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());\n\n return $cachedValue;\n }\n\n if ($identifierType == self::PROSPECT_TYPE_EMAIL\n && $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)\n ) {\n // Set the cache to avoid querying the database for internal participants\n $prospectData = [null, null, null, null, null, null];\n $this->set($configuration, $identifierValue, $prospectData, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());\n\n return $prospectData;\n }\n\n $dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);\n\n if (empty(array_filter($dbCache))) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());\n\n return null;\n }\n\n $dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);\n $dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);\n\n if ($dbCache['contact'] instanceof Contact) {\n $account = $dbCache['contact']->getAccount();\n $dbCache['account'] = $account;\n\n $opportunity = $this->findOpportunityInContactRoles(\n $configuration,\n $profile,\n $dbCache['contact']->getId()\n );\n\n $opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);\n\n if ($opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Found opportunities by contact roles', [\n 'opportunity_id' => $opportunity->getId(),\n ]);\n $dbCache['account'] = $opportunity->getAccount();\n } elseif ($account instanceof Account) {\n $opportunity = $this->getOpportunityFromDatabase(\n configuration: $configuration,\n account: $account,\n contactId: $dbCache['contact']->getId(),\n userId: $userId\n );\n }\n\n $dbCache['opportunity'] = $opportunity;\n $dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);\n\n $dbCache['stage'] = $dbCache['opportunity']?->getStage();\n }\n\n /**\n * @IMPORTANT The keys must always be in this exact order\n *\n * @var array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * } $result\n */\n $result = [\n $dbCache['lead'] ?? null,\n $dbCache['account'] ?? null,\n $dbCache['opportunity'] ?? null,\n $dbCache['contact'] ?? null,\n $dbCache['stage'] ?? null,\n null,\n ];\n\n $this->set($configuration, $identifierValue, $result, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());\n\n return $result;\n }\n\n public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n $cachedValue = $this->get(\n configuration: $configuration,\n identifier: $identifier,\n userId: $userId\n );\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(\n self::LOOKUP_RESULT_CACHE,\n $configuration->getProviderName()\n );\n\n return $cachedValue;\n }\n\n // Log cache miss\n $this->logger->info('[Prospect match] Cache miss', [\n 'identifier_type' => self::PROSPECT_TYPE_DOMAIN,\n 'identifier' => $identifier,\n 'crm' => $configuration->getProviderName(),\n ]);\n\n // not in the cache\n return null;\n }\n\n public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void\n {\n $this->cache->tags($this->getTags($configuration, $identifier))->put(\n $this->generateKey($configuration, $identifier, $userId),\n $prospectData,\n $this->getCacheTtl()\n );\n }\n\n public function handleProspectUpdated(ProspectUpdated $event): void\n {\n $prospect = $event->getProspect();\n $configuration = $prospect->getCrmConfiguration();\n\n if ($configuration === null) {\n return;\n }\n\n if ($prospect->getEmail() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();\n }\n\n if ($prospect->getPhone() !== null) {\n $normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());\n $this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();\n }\n\n if ($prospect->getName() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();\n }\n }\n\n public function normalizePhoneNumber(string $phone): string\n {\n // Remove all non-digit characters first\n $digitsOnly = preg_replace('/[^\\d]/', '', $phone);\n\n // Remove a single leading zero if present\n $digitsOnly = ltrim($digitsOnly, '0');\n\n // Add E.164 prefix\n return '+' . $digitsOnly;\n }\n\n private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n return $this->cache->tags($this->getTags($configuration, $identifier))\n ->get($this->generateKey($configuration, $identifier, $userId));\n }\n\n private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string\n {\n $keySuffix = $userId === null ? '' : ':user:' . $userId;\n\n return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);\n }\n\n private function sendDatadogStats(string $result, string $crm): void\n {\n Datadog::increment(self::DATADOG_STAT_NAME, 1, [\n 'result' => $result,\n 'crm' => $crm,\n ]);\n }\n\n private function getCacheTtl(): int\n {\n if (! App::environment('production', 'production-eu')) {\n return self::TTL_SECONDS_DEV;\n }\n\n return self::TTL_SECONDS;\n }\n\n private function findOpportunityInContactRoles(\n Configuration $configuration,\n ?Profile $profile,\n int $contactId\n ): ?Opportunity {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $contactRoles = $contactRoleRepository->getByCrmContactId(\n $configuration,\n $contactId,\n );\n\n if (! $contactRoles->isEmpty()) {\n $opportunityId = app(MatchBusinessAccount::class)->resolve(\n $contactRoles,\n $profile?->getCrmProviderId(),\n );\n\n $opportunity = $this->opportunityRepository->find($opportunityId);\n }\n\n return $opportunity ?? null;\n }\n\n private function getOpportunityFromDatabase(\n Configuration $configuration,\n Account $account,\n int $contactId,\n ?int $userId = null\n ): ?Opportunity {\n $opportunity = null;\n\n if ($userId) {\n $this->logger->info('ProspectCache - Searching DB for opportunity by owner', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'owner_id' => $userId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(\n $configuration,\n $account,\n $userId,\n $contactId\n );\n }\n\n if (! $opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Fallback DB opportunity search', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(\n $configuration,\n $account,\n $contactId\n );\n }\n\n $this->logger->info('ProspectCache - Opportunity DB search results', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'opportunity_id' => $opportunity?->getId(),\n ]);\n\n return $opportunity;\n }\n\n private function generateProspectTag(Configuration $configuration, string $identifier): string\n {\n return 'prospect:' . $configuration->getId() . ':' . $identifier;\n }\n\n private function getTags(Configuration $configuration, string $identifier): array\n {\n return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm;\n\nuse ChaseConey\\LaravelDatadogHelper\\Datadog;\nuse Illuminate\\Contracts\\Cache\\Repository;\nuse Illuminate\\Support\\Facades\\App;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Events\\Crm\\ProspectUpdated;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\OpportunityRepository;\nuse Jiminny\\Services\\Crm\\CrmObjects\\Validators\\StaleRecordValidator;\nuse Jiminny\\Services\\Crm\\Salesforce\\OpportunityMatcher\\MatchBusinessAccount;\nuse Psr\\Log\\LoggerInterface;\n\nclass ProspectCache\n{\n public const string PROSPECT_TYPE_EMAIL = 'email';\n public const string PROSPECT_TYPE_PHONE = 'phone';\n\n public const string PROSPECT_TYPE_DOMAIN = 'domain';\n private const int TTL_SECONDS = 900;\n private const int TTL_SECONDS_DEV = 30;\n private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';\n private const string LOOKUP_RESULT_INTERNAL = 'internal';\n private const string LOOKUP_RESULT_CACHE = 'cache';\n private const string LOOKUP_RESULT_DB = 'db';\n private const string LOOKUP_RESULT_MISS = 'miss';\n\n public function __construct(\n private readonly FindsProspectInterface $dbCache,\n private readonly Repository $cache,\n private readonly OpportunityRepository $opportunityRepository,\n private readonly EmailHelper $emailHelper,\n private readonly LoggerInterface $logger,\n private readonly StaleRecordValidator $staleRecordValidator,\n ) {\n }\n\n /**\n * @return null|array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * }\n */\n public function findByProspectIdentifier(\n Configuration $configuration,\n ?Profile $profile,\n string $identifierType,\n string $identifierValue,\n ?int $userId = null,\n ?SyncCrmEntitiesInterface $crmService = null\n ): ?array {\n $cachedValue = $this->get($configuration, $identifierValue, $userId);\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());\n\n return $cachedValue;\n }\n\n if ($identifierType == self::PROSPECT_TYPE_EMAIL\n && $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)\n ) {\n // Set the cache to avoid querying the database for internal participants\n $prospectData = [null, null, null, null, null, null];\n $this->set($configuration, $identifierValue, $prospectData, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());\n\n return $prospectData;\n }\n\n $dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);\n\n if (empty(array_filter($dbCache))) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());\n\n return null;\n }\n\n $dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);\n $dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);\n\n if ($dbCache['contact'] instanceof Contact) {\n $account = $dbCache['contact']->getAccount();\n $dbCache['account'] = $account;\n\n $opportunity = $this->findOpportunityInContactRoles(\n $configuration,\n $profile,\n $dbCache['contact']->getId()\n );\n\n $opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);\n\n if ($opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Found opportunities by contact roles', [\n 'opportunity_id' => $opportunity->getId(),\n ]);\n $dbCache['account'] = $opportunity->getAccount();\n } elseif ($account instanceof Account) {\n $opportunity = $this->getOpportunityFromDatabase(\n configuration: $configuration,\n account: $account,\n contactId: $dbCache['contact']->getId(),\n userId: $userId\n );\n }\n\n $dbCache['opportunity'] = $opportunity;\n $dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);\n\n $dbCache['stage'] = $dbCache['opportunity']?->getStage();\n }\n\n /**\n * @IMPORTANT The keys must always be in this exact order\n *\n * @var array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * } $result\n */\n $result = [\n $dbCache['lead'] ?? null,\n $dbCache['account'] ?? null,\n $dbCache['opportunity'] ?? null,\n $dbCache['contact'] ?? null,\n $dbCache['stage'] ?? null,\n null,\n ];\n\n $this->set($configuration, $identifierValue, $result, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());\n\n return $result;\n }\n\n public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n $cachedValue = $this->get(\n configuration: $configuration,\n identifier: $identifier,\n userId: $userId\n );\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(\n self::LOOKUP_RESULT_CACHE,\n $configuration->getProviderName()\n );\n\n return $cachedValue;\n }\n\n // Log cache miss\n $this->logger->info('[Prospect match] Cache miss', [\n 'identifier_type' => self::PROSPECT_TYPE_DOMAIN,\n 'identifier' => $identifier,\n 'crm' => $configuration->getProviderName(),\n ]);\n\n // not in the cache\n return null;\n }\n\n public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void\n {\n $this->cache->tags($this->getTags($configuration, $identifier))->put(\n $this->generateKey($configuration, $identifier, $userId),\n $prospectData,\n $this->getCacheTtl()\n );\n }\n\n public function handleProspectUpdated(ProspectUpdated $event): void\n {\n $prospect = $event->getProspect();\n $configuration = $prospect->getCrmConfiguration();\n\n if ($configuration === null) {\n return;\n }\n\n if ($prospect->getEmail() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();\n }\n\n if ($prospect->getPhone() !== null) {\n $normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());\n $this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();\n }\n\n if ($prospect->getName() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();\n }\n }\n\n public function normalizePhoneNumber(string $phone): string\n {\n // Remove all non-digit characters first\n $digitsOnly = preg_replace('/[^\\d]/', '', $phone);\n\n // Remove a single leading zero if present\n $digitsOnly = ltrim($digitsOnly, '0');\n\n // Add E.164 prefix\n return '+' . $digitsOnly;\n }\n\n private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n return $this->cache->tags($this->getTags($configuration, $identifier))\n ->get($this->generateKey($configuration, $identifier, $userId));\n }\n\n private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string\n {\n $keySuffix = $userId === null ? '' : ':user:' . $userId;\n\n return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);\n }\n\n private function sendDatadogStats(string $result, string $crm): void\n {\n Datadog::increment(self::DATADOG_STAT_NAME, 1, [\n 'result' => $result,\n 'crm' => $crm,\n ]);\n }\n\n private function getCacheTtl(): int\n {\n if (! App::environment('production', 'production-eu')) {\n return self::TTL_SECONDS_DEV;\n }\n\n return self::TTL_SECONDS;\n }\n\n private function findOpportunityInContactRoles(\n Configuration $configuration,\n ?Profile $profile,\n int $contactId\n ): ?Opportunity {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $contactRoles = $contactRoleRepository->getByCrmContactId(\n $configuration,\n $contactId,\n );\n\n if (! $contactRoles->isEmpty()) {\n $opportunityId = app(MatchBusinessAccount::class)->resolve(\n $contactRoles,\n $profile?->getCrmProviderId(),\n );\n\n $opportunity = $this->opportunityRepository->find($opportunityId);\n }\n\n return $opportunity ?? null;\n }\n\n private function getOpportunityFromDatabase(\n Configuration $configuration,\n Account $account,\n int $contactId,\n ?int $userId = null\n ): ?Opportunity {\n $opportunity = null;\n\n if ($userId) {\n $this->logger->info('ProspectCache - Searching DB for opportunity by owner', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'owner_id' => $userId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(\n $configuration,\n $account,\n $userId,\n $contactId\n );\n }\n\n if (! $opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Fallback DB opportunity search', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(\n $configuration,\n $account,\n $contactId\n );\n }\n\n $this->logger->info('ProspectCache - Opportunity DB search results', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'opportunity_id' => $opportunity?->getId(),\n ]);\n\n return $opportunity;\n }\n\n private function generateProspectTag(Configuration $configuration, string $identifier): string\n {\n return 'prospect:' . $configuration->getId() . ':' . $identifier;\n }\n\n private function getTags(Configuration $configuration, string $identifier): array\n {\n return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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920666202760937713
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338922648065674223
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idle
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NULL
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm;
use ChaseConey\LaravelDatadogHelper\Datadog;
use Illuminate\Contracts\Cache\Repository;
use Illuminate\Support\Facades\App;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Events\Crm\ProspectUpdated;
use Jiminny\Models\Account;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Stage;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\OpportunityRepository;
use Jiminny\Services\Crm\CrmObjects\Validators\StaleRecordValidator;
use Jiminny\Services\Crm\Salesforce\OpportunityMatcher\MatchBusinessAccount;
use Psr\Log\LoggerInterface;
class ProspectCache
{
public const string PROSPECT_TYPE_EMAIL = 'email';
public const string PROSPECT_TYPE_PHONE = 'phone';
public const string PROSPECT_TYPE_DOMAIN = 'domain';
private const int TTL_SECONDS = 900;
private const int TTL_SECONDS_DEV = 30;
private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';
private const string LOOKUP_RESULT_INTERNAL = 'internal';
private const string LOOKUP_RESULT_CACHE = 'cache';
private const string LOOKUP_RESULT_DB = 'db';
private const string LOOKUP_RESULT_MISS = 'miss';
public function __construct(
private readonly FindsProspectInterface $dbCache,
private readonly Repository $cache,
private readonly OpportunityRepository $opportunityRepository,
private readonly EmailHelper $emailHelper,
private readonly LoggerInterface $logger,
private readonly StaleRecordValidator $staleRecordValidator,
) {
}
/**
* @return null|array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* }
*/
public function findByProspectIdentifier(
Configuration $configuration,
?Profile $profile,
string $identifierType,
string $identifierValue,
?int $userId = null,
?SyncCrmEntitiesInterface $crmService = null
): ?array {
$cachedValue = $this->get($configuration, $identifierValue, $userId);
if ($cachedValue !== null) {
$this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());
return $cachedValue;
}
if ($identifierType == self::PROSPECT_TYPE_EMAIL
&& $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)
) {
// Set the cache to avoid querying the database for internal participants
$prospectData = [null, null, null, null, null, null];
$this->set($configuration, $identifierValue, $prospectData, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());
return $prospectData;
}
$dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);
if (empty(array_filter($dbCache))) {
$this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());
return null;
}
$dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);
$dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);
if ($dbCache['contact'] instanceof Contact) {
$account = $dbCache['contact']->getAccount();
$dbCache['account'] = $account;
$opportunity = $this->findOpportunityInContactRoles(
$configuration,
$profile,
$dbCache['contact']->getId()
);
$opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);
if ($opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Found opportunities by contact roles', [
'opportunity_id' => $opportunity->getId(),
]);
$dbCache['account'] = $opportunity->getAccount();
} elseif ($account instanceof Account) {
$opportunity = $this->getOpportunityFromDatabase(
configuration: $configuration,
account: $account,
contactId: $dbCache['contact']->getId(),
userId: $userId
);
}
$dbCache['opportunity'] = $opportunity;
$dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);
$dbCache['stage'] = $dbCache['opportunity']?->getStage();
}
/**
* @IMPORTANT The keys must always be in this exact order
*
* @var array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* } $result
*/
$result = [
$dbCache['lead'] ?? null,
$dbCache['account'] ?? null,
$dbCache['opportunity'] ?? null,
$dbCache['contact'] ?? null,
$dbCache['stage'] ?? null,
null,
];
$this->set($configuration, $identifierValue, $result, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());
return $result;
}
public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
$cachedValue = $this->get(
configuration: $configuration,
identifier: $identifier,
userId: $userId
);
if ($cachedValue !== null) {
$this->sendDatadogStats(
self::LOOKUP_RESULT_CACHE,
$configuration->getProviderName()
);
return $cachedValue;
}
// Log cache miss
$this->logger->info('[Prospect match] Cache miss', [
'identifier_type' => self::PROSPECT_TYPE_DOMAIN,
'identifier' => $identifier,
'crm' => $configuration->getProviderName(),
]);
// not in the cache
return null;
}
public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void
{
$this->cache->tags($this->getTags($configuration, $identifier))->put(
$this->generateKey($configuration, $identifier, $userId),
$prospectData,
$this->getCacheTtl()
);
}
public function handleProspectUpdated(ProspectUpdated $event): void
{
$prospect = $event->getProspect();
$configuration = $prospect->getCrmConfiguration();
if ($configuration === null) {
return;
}
if ($prospect->getEmail() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();
}
if ($prospect->getPhone() !== null) {
$normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());
$this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();
}
if ($prospect->getName() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();
}
}
public function normalizePhoneNumber(string $phone): string
{
// Remove all non-digit characters first
$digitsOnly = preg_replace('/[^\d]/', '', $phone);
// Remove a single leading zero if present
$digitsOnly = ltrim($digitsOnly, '0');
// Add E.164 prefix
return '+' . $digitsOnly;
}
private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
return $this->cache->tags($this->getTags($configuration, $identifier))
->get($this->generateKey($configuration, $identifier, $userId));
}
private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string
{
$keySuffix = $userId === null ? '' : ':user:' . $userId;
return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);
}
private function sendDatadogStats(string $result, string $crm): void
{
Datadog::increment(self::DATADOG_STAT_NAME, 1, [
'result' => $result,
'crm' => $crm,
]);
}
private function getCacheTtl(): int
{
if (! App::environment('production', 'production-eu')) {
return self::TTL_SECONDS_DEV;
}
return self::TTL_SECONDS;
}
private function findOpportunityInContactRoles(
Configuration $configuration,
?Profile $profile,
int $contactId
): ?Opportunity {
$contactRoleRepository = app(ContactRoleRepository::class);
$contactRoles = $contactRoleRepository->getByCrmContactId(
$configuration,
$contactId,
);
if (! $contactRoles->isEmpty()) {
$opportunityId = app(MatchBusinessAccount::class)->resolve(
$contactRoles,
$profile?->getCrmProviderId(),
);
$opportunity = $this->opportunityRepository->find($opportunityId);
}
return $opportunity ?? null;
}
private function getOpportunityFromDatabase(
Configuration $configuration,
Account $account,
int $contactId,
?int $userId = null
): ?Opportunity {
$opportunity = null;
if ($userId) {
$this->logger->info('ProspectCache - Searching DB for opportunity by owner', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'owner_id' => $userId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(
$configuration,
$account,
$userId,
$contactId
);
}
if (! $opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Fallback DB opportunity search', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(
$configuration,
$account,
$contactId
);
}
$this->logger->info('ProspectCache - Opportunity DB search results', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'opportunity_id' => $opportunity?->getId(),
]);
return $opportunity;
}
private function generateProspectTag(Configuration $configuration, string $identifier): string
{
return 'prospect:' . $configuration->getId() . ':' . $identifier;
}
private function getTags(Configuration $configuration, string $identifier): array
{
return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];
}
}
Project
Project
New File or Directory…
Expand Selected
Collapse All
Options
Hide...
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2026-05-08T12:13:34.958257+00:00
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faVsco.js – ProspectCache.php
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NULL
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
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Code changed:
Hide
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Previous Highlighted Error
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm;
use ChaseConey\LaravelDatadogHelper\Datadog;
use Illuminate\Contracts\Cache\Repository;
use Illuminate\Support\Facades\App;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Events\Crm\ProspectUpdated;
use Jiminny\Models\Account;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Stage;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\OpportunityRepository;
use Jiminny\Services\Crm\CrmObjects\Validators\StaleRecordValidator;
use Jiminny\Services\Crm\Salesforce\OpportunityMatcher\MatchBusinessAccount;
use Psr\Log\LoggerInterface;
class ProspectCache
{
public const string PROSPECT_TYPE_EMAIL = 'email';
public const string PROSPECT_TYPE_PHONE = 'phone';
public const string PROSPECT_TYPE_DOMAIN = 'domain';
private const int TTL_SECONDS = 900;
private const int TTL_SECONDS_DEV = 30;
private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';
private const string LOOKUP_RESULT_INTERNAL = 'internal';
private const string LOOKUP_RESULT_CACHE = 'cache';
private const string LOOKUP_RESULT_DB = 'db';
private const string LOOKUP_RESULT_MISS = 'miss';
public function __construct(
private readonly FindsProspectInterface $dbCache,
private readonly Repository $cache,
private readonly OpportunityRepository $opportunityRepository,
private readonly EmailHelper $emailHelper,
private readonly LoggerInterface $logger,
private readonly StaleRecordValidator $staleRecordValidator,
) {
}
/**
* @return null|array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* }
*/
public function findByProspectIdentifier(
Configuration $configuration,
?Profile $profile,
string $identifierType,
string $identifierValue,
?int $userId = null,
?SyncCrmEntitiesInterface $crmService = null
): ?array {
$cachedValue = $this->get($configuration, $identifierValue, $userId);
if ($cachedValue !== null) {
$this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());
return $cachedValue;
}
if ($identifierType == self::PROSPECT_TYPE_EMAIL
&& $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)
) {
// Set the cache to avoid querying the database for internal participants
$prospectData = [null, null, null, null, null, null];
$this->set($configuration, $identifierValue, $prospectData, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());
return $prospectData;
}
$dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);
if (empty(array_filter($dbCache))) {
$this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());
return null;
}
$dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);
$dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);
if ($dbCache['contact'] instanceof Contact) {
$account = $dbCache['contact']->getAccount();
$dbCache['account'] = $account;
$opportunity = $this->findOpportunityInContactRoles(
$configuration,
$profile,
$dbCache['contact']->getId()
);
$opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);
if ($opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Found opportunities by contact roles', [
'opportunity_id' => $opportunity->getId(),
]);
$dbCache['account'] = $opportunity->getAccount();
} elseif ($account instanceof Account) {
$opportunity = $this->getOpportunityFromDatabase(
configuration: $configuration,
account: $account,
contactId: $dbCache['contact']->getId(),
userId: $userId
);
}
$dbCache['opportunity'] = $opportunity;
$dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);
$dbCache['stage'] = $dbCache['opportunity']?->getStage();
}
/**
* @IMPORTANT The keys must always be in this exact order
*
* @var array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* } $result
*/
$result = [
$dbCache['lead'] ?? null,
$dbCache['account'] ?? null,
$dbCache['opportunity'] ?? null,
$dbCache['contact'] ?? null,
$dbCache['stage'] ?? null,
null,
];
$this->set($configuration, $identifierValue, $result, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());
return $result;
}
public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
$cachedValue = $this->get(
configuration: $configuration,
identifier: $identifier,
userId: $userId
);
if ($cachedValue !== null) {
$this->sendDatadogStats(
self::LOOKUP_RESULT_CACHE,
$configuration->getProviderName()
);
return $cachedValue;
}
// Log cache miss
$this->logger->info('[Prospect match] Cache miss', [
'identifier_type' => self::PROSPECT_TYPE_DOMAIN,
'identifier' => $identifier,
'crm' => $configuration->getProviderName(),
]);
// not in the cache
return null;
}
public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void
{
$this->cache->tags($this->getTags($configuration, $identifier))->put(
$this->generateKey($configuration, $identifier, $userId),
$prospectData,
$this->getCacheTtl()
);
}
public function handleProspectUpdated(ProspectUpdated $event): void
{
$prospect = $event->getProspect();
$configuration = $prospect->getCrmConfiguration();
if ($configuration === null) {
return;
}
if ($prospect->getEmail() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();
}
if ($prospect->getPhone() !== null) {
$normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());
$this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();
}
if ($prospect->getName() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();
}
}
public function normalizePhoneNumber(string $phone): string
{
// Remove all non-digit characters first
$digitsOnly = preg_replace('/[^\d]/', '', $phone);
// Remove a single leading zero if present
$digitsOnly = ltrim($digitsOnly, '0');
// Add E.164 prefix
return '+' . $digitsOnly;
}
private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
return $this->cache->tags($this->getTags($configuration, $identifier))
->get($this->generateKey($configuration, $identifier, $userId));
}
private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string
{
$keySuffix = $userId === null ? '' : ':user:' . $userId;
return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);
}
private function sendDatadogStats(string $result, string $crm): void
{
Datadog::increment(self::DATADOG_STAT_NAME, 1, [
'result' => $result,
'crm' => $crm,
]);
}
private function getCacheTtl(): int
{
if (! App::environment('production', 'production-eu')) {
return self::TTL_SECONDS_DEV;
}
return self::TTL_SECONDS;
}
private function findOpportunityInContactRoles(
Configuration $configuration,
?Profile $profile,
int $contactId
): ?Opportunity {
$contactRoleRepository = app(ContactRoleRepository::class);
$contactRoles = $contactRoleRepository->getByCrmContactId(
$configuration,
$contactId,
);
if (! $contactRoles->isEmpty()) {
$opportunityId = app(MatchBusinessAccount::class)->resolve(
$contactRoles,
$profile?->getCrmProviderId(),
);
$opportunity = $this->opportunityRepository->find($opportunityId);
}
return $opportunity ?? null;
}
private function getOpportunityFromDatabase(
Configuration $configuration,
Account $account,
int $contactId,
?int $userId = null
): ?Opportunity {
$opportunity = null;
if ($userId) {
$this->logger->info('ProspectCache - Searching DB for opportunity by owner', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'owner_id' => $userId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(
$configuration,
$account,
$userId,
$contactId
);
}
if (! $opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Fallback DB opportunity search', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(
$configuration,
$account,
$contactId
);
}
$this->logger->info('ProspectCache - Opportunity DB search results', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'opportunity_id' => $opportunity?->getId(),
]);
return $opportunity;
}
private function generateProspectTag(Configuration $configuration, string $identifier): string
{
return 'prospect:' . $configuration->getId() . ':' . $identifier;
}
private function getTags(Configuration $configuration, string $identifier): array
{
return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];
}
}
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Jiminny\\Repositories\\Crm\\OpportunityRepository;\nuse Jiminny\\Services\\Crm\\CrmObjects\\Validators\\StaleRecordValidator;\nuse Jiminny\\Services\\Crm\\Salesforce\\OpportunityMatcher\\MatchBusinessAccount;\nuse Psr\\Log\\LoggerInterface;\n\nclass ProspectCache\n{\n public const string PROSPECT_TYPE_EMAIL = 'email';\n public const string PROSPECT_TYPE_PHONE = 'phone';\n\n public const string PROSPECT_TYPE_DOMAIN = 'domain';\n private const int TTL_SECONDS = 900;\n private const int TTL_SECONDS_DEV = 30;\n private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';\n private const string LOOKUP_RESULT_INTERNAL = 'internal';\n private const string LOOKUP_RESULT_CACHE = 'cache';\n private const string LOOKUP_RESULT_DB = 'db';\n private const string LOOKUP_RESULT_MISS = 'miss';\n\n public function __construct(\n private readonly FindsProspectInterface $dbCache,\n private readonly Repository $cache,\n private readonly OpportunityRepository $opportunityRepository,\n private readonly EmailHelper $emailHelper,\n private readonly LoggerInterface $logger,\n private readonly StaleRecordValidator $staleRecordValidator,\n ) {\n }\n\n /**\n * @return null|array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * }\n */\n public function findByProspectIdentifier(\n Configuration $configuration,\n ?Profile $profile,\n string $identifierType,\n string $identifierValue,\n ?int $userId = null,\n ?SyncCrmEntitiesInterface $crmService = null\n ): ?array {\n $cachedValue = $this->get($configuration, $identifierValue, $userId);\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());\n\n return $cachedValue;\n }\n\n if ($identifierType == self::PROSPECT_TYPE_EMAIL\n && $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)\n ) {\n // Set the cache to avoid querying the database for internal participants\n $prospectData = [null, null, null, null, null, null];\n $this->set($configuration, $identifierValue, $prospectData, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());\n\n return $prospectData;\n }\n\n $dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);\n\n if (empty(array_filter($dbCache))) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());\n\n return null;\n }\n\n $dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);\n $dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);\n\n if ($dbCache['contact'] instanceof Contact) {\n $account = $dbCache['contact']->getAccount();\n $dbCache['account'] = $account;\n\n $opportunity = $this->findOpportunityInContactRoles(\n $configuration,\n $profile,\n $dbCache['contact']->getId()\n );\n\n $opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);\n\n if ($opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Found opportunities by contact roles', [\n 'opportunity_id' => $opportunity->getId(),\n ]);\n $dbCache['account'] = $opportunity->getAccount();\n } elseif ($account instanceof Account) {\n $opportunity = $this->getOpportunityFromDatabase(\n configuration: $configuration,\n account: $account,\n contactId: $dbCache['contact']->getId(),\n userId: $userId\n );\n }\n\n $dbCache['opportunity'] = $opportunity;\n $dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);\n\n $dbCache['stage'] = $dbCache['opportunity']?->getStage();\n }\n\n /**\n * @IMPORTANT The keys must always be in this exact order\n *\n * @var array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * } $result\n */\n $result = [\n $dbCache['lead'] ?? null,\n $dbCache['account'] ?? null,\n $dbCache['opportunity'] ?? null,\n $dbCache['contact'] ?? null,\n $dbCache['stage'] ?? null,\n null,\n ];\n\n $this->set($configuration, $identifierValue, $result, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());\n\n return $result;\n }\n\n public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n $cachedValue = $this->get(\n configuration: $configuration,\n identifier: $identifier,\n userId: $userId\n );\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(\n self::LOOKUP_RESULT_CACHE,\n $configuration->getProviderName()\n );\n\n return $cachedValue;\n }\n\n // Log cache miss\n $this->logger->info('[Prospect match] Cache miss', [\n 'identifier_type' => self::PROSPECT_TYPE_DOMAIN,\n 'identifier' => $identifier,\n 'crm' => $configuration->getProviderName(),\n ]);\n\n // not in the cache\n return null;\n }\n\n public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void\n {\n $this->cache->tags($this->getTags($configuration, $identifier))->put(\n $this->generateKey($configuration, $identifier, $userId),\n $prospectData,\n $this->getCacheTtl()\n );\n }\n\n public function handleProspectUpdated(ProspectUpdated $event): void\n {\n $prospect = $event->getProspect();\n $configuration = $prospect->getCrmConfiguration();\n\n if ($configuration === null) {\n return;\n }\n\n if ($prospect->getEmail() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();\n }\n\n if ($prospect->getPhone() !== null) {\n $normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());\n $this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();\n }\n\n if ($prospect->getName() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();\n }\n }\n\n public function normalizePhoneNumber(string $phone): string\n {\n // Remove all non-digit characters first\n $digitsOnly = preg_replace('/[^\\d]/', '', $phone);\n\n // Remove a single leading zero if present\n $digitsOnly = ltrim($digitsOnly, '0');\n\n // Add E.164 prefix\n return '+' . $digitsOnly;\n }\n\n private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n return $this->cache->tags($this->getTags($configuration, $identifier))\n ->get($this->generateKey($configuration, $identifier, $userId));\n }\n\n private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string\n {\n $keySuffix = $userId === null ? '' : ':user:' . $userId;\n\n return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);\n }\n\n private function sendDatadogStats(string $result, string $crm): void\n {\n Datadog::increment(self::DATADOG_STAT_NAME, 1, [\n 'result' => $result,\n 'crm' => $crm,\n ]);\n }\n\n private function getCacheTtl(): int\n {\n if (! App::environment('production', 'production-eu')) {\n return self::TTL_SECONDS_DEV;\n }\n\n return self::TTL_SECONDS;\n }\n\n private function findOpportunityInContactRoles(\n Configuration $configuration,\n ?Profile $profile,\n int $contactId\n ): ?Opportunity {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $contactRoles = $contactRoleRepository->getByCrmContactId(\n $configuration,\n $contactId,\n );\n\n if (! $contactRoles->isEmpty()) {\n $opportunityId = app(MatchBusinessAccount::class)->resolve(\n $contactRoles,\n $profile?->getCrmProviderId(),\n );\n\n $opportunity = $this->opportunityRepository->find($opportunityId);\n }\n\n return $opportunity ?? null;\n }\n\n private function getOpportunityFromDatabase(\n Configuration $configuration,\n Account $account,\n int $contactId,\n ?int $userId = null\n ): ?Opportunity {\n $opportunity = null;\n\n if ($userId) {\n $this->logger->info('ProspectCache - Searching DB for opportunity by owner', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'owner_id' => $userId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(\n $configuration,\n $account,\n $userId,\n $contactId\n );\n }\n\n if (! $opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Fallback DB opportunity search', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(\n $configuration,\n $account,\n $contactId\n );\n }\n\n $this->logger->info('ProspectCache - Opportunity DB search results', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'opportunity_id' => $opportunity?->getId(),\n ]);\n\n return $opportunity;\n }\n\n private function generateProspectTag(Configuration $configuration, string $identifier): string\n {\n return 'prospect:' . $configuration->getId() . ':' . $identifier;\n }\n\n private function getTags(Configuration $configuration, string $identifier): array\n {\n return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm;\n\nuse ChaseConey\\LaravelDatadogHelper\\Datadog;\nuse Illuminate\\Contracts\\Cache\\Repository;\nuse Illuminate\\Support\\Facades\\App;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Events\\Crm\\ProspectUpdated;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\OpportunityRepository;\nuse Jiminny\\Services\\Crm\\CrmObjects\\Validators\\StaleRecordValidator;\nuse Jiminny\\Services\\Crm\\Salesforce\\OpportunityMatcher\\MatchBusinessAccount;\nuse Psr\\Log\\LoggerInterface;\n\nclass ProspectCache\n{\n public const string PROSPECT_TYPE_EMAIL = 'email';\n public const string PROSPECT_TYPE_PHONE = 'phone';\n\n public const string PROSPECT_TYPE_DOMAIN = 'domain';\n private const int TTL_SECONDS = 900;\n private const int TTL_SECONDS_DEV = 30;\n private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';\n private const string LOOKUP_RESULT_INTERNAL = 'internal';\n private const string LOOKUP_RESULT_CACHE = 'cache';\n private const string LOOKUP_RESULT_DB = 'db';\n private const string LOOKUP_RESULT_MISS = 'miss';\n\n public function __construct(\n private readonly FindsProspectInterface $dbCache,\n private readonly Repository $cache,\n private readonly OpportunityRepository $opportunityRepository,\n private readonly EmailHelper $emailHelper,\n private readonly LoggerInterface $logger,\n private readonly StaleRecordValidator $staleRecordValidator,\n ) {\n }\n\n /**\n * @return null|array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * }\n */\n public function findByProspectIdentifier(\n Configuration $configuration,\n ?Profile $profile,\n string $identifierType,\n string $identifierValue,\n ?int $userId = null,\n ?SyncCrmEntitiesInterface $crmService = null\n ): ?array {\n $cachedValue = $this->get($configuration, $identifierValue, $userId);\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());\n\n return $cachedValue;\n }\n\n if ($identifierType == self::PROSPECT_TYPE_EMAIL\n && $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)\n ) {\n // Set the cache to avoid querying the database for internal participants\n $prospectData = [null, null, null, null, null, null];\n $this->set($configuration, $identifierValue, $prospectData, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());\n\n return $prospectData;\n }\n\n $dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);\n\n if (empty(array_filter($dbCache))) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());\n\n return null;\n }\n\n $dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);\n $dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);\n\n if ($dbCache['contact'] instanceof Contact) {\n $account = $dbCache['contact']->getAccount();\n $dbCache['account'] = $account;\n\n $opportunity = $this->findOpportunityInContactRoles(\n $configuration,\n $profile,\n $dbCache['contact']->getId()\n );\n\n $opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);\n\n if ($opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Found opportunities by contact roles', [\n 'opportunity_id' => $opportunity->getId(),\n ]);\n $dbCache['account'] = $opportunity->getAccount();\n } elseif ($account instanceof Account) {\n $opportunity = $this->getOpportunityFromDatabase(\n configuration: $configuration,\n account: $account,\n contactId: $dbCache['contact']->getId(),\n userId: $userId\n );\n }\n\n $dbCache['opportunity'] = $opportunity;\n $dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);\n\n $dbCache['stage'] = $dbCache['opportunity']?->getStage();\n }\n\n /**\n * @IMPORTANT The keys must always be in this exact order\n *\n * @var array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * } $result\n */\n $result = [\n $dbCache['lead'] ?? null,\n $dbCache['account'] ?? null,\n $dbCache['opportunity'] ?? null,\n $dbCache['contact'] ?? null,\n $dbCache['stage'] ?? null,\n null,\n ];\n\n $this->set($configuration, $identifierValue, $result, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());\n\n return $result;\n }\n\n public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n $cachedValue = $this->get(\n configuration: $configuration,\n identifier: $identifier,\n userId: $userId\n );\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(\n self::LOOKUP_RESULT_CACHE,\n $configuration->getProviderName()\n );\n\n return $cachedValue;\n }\n\n // Log cache miss\n $this->logger->info('[Prospect match] Cache miss', [\n 'identifier_type' => self::PROSPECT_TYPE_DOMAIN,\n 'identifier' => $identifier,\n 'crm' => $configuration->getProviderName(),\n ]);\n\n // not in the cache\n return null;\n }\n\n public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void\n {\n $this->cache->tags($this->getTags($configuration, $identifier))->put(\n $this->generateKey($configuration, $identifier, $userId),\n $prospectData,\n $this->getCacheTtl()\n );\n }\n\n public function handleProspectUpdated(ProspectUpdated $event): void\n {\n $prospect = $event->getProspect();\n $configuration = $prospect->getCrmConfiguration();\n\n if ($configuration === null) {\n return;\n }\n\n if ($prospect->getEmail() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();\n }\n\n if ($prospect->getPhone() !== null) {\n $normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());\n $this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();\n }\n\n if ($prospect->getName() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();\n }\n }\n\n public function normalizePhoneNumber(string $phone): string\n {\n // Remove all non-digit characters first\n $digitsOnly = preg_replace('/[^\\d]/', '', $phone);\n\n // Remove a single leading zero if present\n $digitsOnly = ltrim($digitsOnly, '0');\n\n // Add E.164 prefix\n return '+' . $digitsOnly;\n }\n\n private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n return $this->cache->tags($this->getTags($configuration, $identifier))\n ->get($this->generateKey($configuration, $identifier, $userId));\n }\n\n private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string\n {\n $keySuffix = $userId === null ? '' : ':user:' . $userId;\n\n return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);\n }\n\n private function sendDatadogStats(string $result, string $crm): void\n {\n Datadog::increment(self::DATADOG_STAT_NAME, 1, [\n 'result' => $result,\n 'crm' => $crm,\n ]);\n }\n\n private function getCacheTtl(): int\n {\n if (! App::environment('production', 'production-eu')) {\n return self::TTL_SECONDS_DEV;\n }\n\n return self::TTL_SECONDS;\n }\n\n private function findOpportunityInContactRoles(\n Configuration $configuration,\n ?Profile $profile,\n int $contactId\n ): ?Opportunity {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $contactRoles = $contactRoleRepository->getByCrmContactId(\n $configuration,\n $contactId,\n );\n\n if (! $contactRoles->isEmpty()) {\n $opportunityId = app(MatchBusinessAccount::class)->resolve(\n $contactRoles,\n $profile?->getCrmProviderId(),\n );\n\n $opportunity = $this->opportunityRepository->find($opportunityId);\n }\n\n return $opportunity ?? null;\n }\n\n private function getOpportunityFromDatabase(\n Configuration $configuration,\n Account $account,\n int $contactId,\n ?int $userId = null\n ): ?Opportunity {\n $opportunity = null;\n\n if ($userId) {\n $this->logger->info('ProspectCache - Searching DB for opportunity by owner', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'owner_id' => $userId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(\n $configuration,\n $account,\n $userId,\n $contactId\n );\n }\n\n if (! $opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Fallback DB opportunity search', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(\n $configuration,\n $account,\n $contactId\n );\n }\n\n $this->logger->info('ProspectCache - Opportunity DB search results', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'opportunity_id' => $opportunity?->getId(),\n ]);\n\n return $opportunity;\n }\n\n private function generateProspectTag(Configuration $configuration, string $identifier): string\n {\n return 'prospect:' . $configuration->getId() . ':' . $identifier;\n }\n\n private function getTags(Configuration $configuration, string $identifier): array\n {\n return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm;
use ChaseConey\LaravelDatadogHelper\Datadog;
use Illuminate\Contracts\Cache\Repository;
use Illuminate\Support\Facades\App;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Events\Crm\ProspectUpdated;
use Jiminny\Models\Account;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Stage;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\OpportunityRepository;
use Jiminny\Services\Crm\CrmObjects\Validators\StaleRecordValidator;
use Jiminny\Services\Crm\Salesforce\OpportunityMatcher\MatchBusinessAccount;
use Psr\Log\LoggerInterface;
class ProspectCache
{
public const string PROSPECT_TYPE_EMAIL = 'email';
public const string PROSPECT_TYPE_PHONE = 'phone';
public const string PROSPECT_TYPE_DOMAIN = 'domain';
private const int TTL_SECONDS = 900;
private const int TTL_SECONDS_DEV = 30;
private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';
private const string LOOKUP_RESULT_INTERNAL = 'internal';
private const string LOOKUP_RESULT_CACHE = 'cache';
private const string LOOKUP_RESULT_DB = 'db';
private const string LOOKUP_RESULT_MISS = 'miss';
public function __construct(
private readonly FindsProspectInterface $dbCache,
private readonly Repository $cache,
private readonly OpportunityRepository $opportunityRepository,
private readonly EmailHelper $emailHelper,
private readonly LoggerInterface $logger,
private readonly StaleRecordValidator $staleRecordValidator,
) {
}
/**
* @return null|array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* }
*/
public function findByProspectIdentifier(
Configuration $configuration,
?Profile $profile,
string $identifierType,
string $identifierValue,
?int $userId = null,
?SyncCrmEntitiesInterface $crmService = null
): ?array {
$cachedValue = $this->get($configuration, $identifierValue, $userId);
if ($cachedValue !== null) {
$this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());
return $cachedValue;
}
if ($identifierType == self::PROSPECT_TYPE_EMAIL
&& $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)
) {
// Set the cache to avoid querying the database for internal participants
$prospectData = [null, null, null, null, null, null];
$this->set($configuration, $identifierValue, $prospectData, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());
return $prospectData;
}
$dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);
if (empty(array_filter($dbCache))) {
$this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());
return null;
}
$dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);
$dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);
if ($dbCache['contact'] instanceof Contact) {
$account = $dbCache['contact']->getAccount();
$dbCache['account'] = $account;
$opportunity = $this->findOpportunityInContactRoles(
$configuration,
$profile,
$dbCache['contact']->getId()
);
$opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);
if ($opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Found opportunities by contact roles', [
'opportunity_id' => $opportunity->getId(),
]);
$dbCache['account'] = $opportunity->getAccount();
} elseif ($account instanceof Account) {
$opportunity = $this->getOpportunityFromDatabase(
configuration: $configuration,
account: $account,
contactId: $dbCache['contact']->getId(),
userId: $userId
);
}
$dbCache['opportunity'] = $opportunity;
$dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);
$dbCache['stage'] = $dbCache['opportunity']?->getStage();
}
/**
* @IMPORTANT The keys must always be in this exact order
*
* @var array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* } $result
*/
$result = [
$dbCache['lead'] ?? null,
$dbCache['account'] ?? null,
$dbCache['opportunity'] ?? null,
$dbCache['contact'] ?? null,
$dbCache['stage'] ?? null,
null,
];
$this->set($configuration, $identifierValue, $result, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());
return $result;
}
public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
$cachedValue = $this->get(
configuration: $configuration,
identifier: $identifier,
userId: $userId
);
if ($cachedValue !== null) {
$this->sendDatadogStats(
self::LOOKUP_RESULT_CACHE,
$configuration->getProviderName()
);
return $cachedValue;
}
// Log cache miss
$this->logger->info('[Prospect match] Cache miss', [
'identifier_type' => self::PROSPECT_TYPE_DOMAIN,
'identifier' => $identifier,
'crm' => $configuration->getProviderName(),
]);
// not in the cache
return null;
}
public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void
{
$this->cache->tags($this->getTags($configuration, $identifier))->put(
$this->generateKey($configuration, $identifier, $userId),
$prospectData,
$this->getCacheTtl()
);
}
public function handleProspectUpdated(ProspectUpdated $event): void
{
$prospect = $event->getProspect();
$configuration = $prospect->getCrmConfiguration();
if ($configuration === null) {
return;
}
if ($prospect->getEmail() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();
}
if ($prospect->getPhone() !== null) {
$normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());
$this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();
}
if ($prospect->getName() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();
}
}
public function normalizePhoneNumber(string $phone): string
{
// Remove all non-digit characters first
$digitsOnly = preg_replace('/[^\d]/', '', $phone);
// Remove a single leading zero if present
$digitsOnly = ltrim($digitsOnly, '0');
// Add E.164 prefix
return '+' . $digitsOnly;
}
private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
return $this->cache->tags($this->getTags($configuration, $identifier))
->get($this->generateKey($configuration, $identifier, $userId));
}
private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string
{
$keySuffix = $userId === null ? '' : ':user:' . $userId;
return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);
}
private function sendDatadogStats(string $result, string $crm): void
{
Datadog::increment(self::DATADOG_STAT_NAME, 1, [
'result' => $result,
'crm' => $crm,
]);
}
private function getCacheTtl(): int
{
if (! App::environment('production', 'production-eu')) {
return self::TTL_SECONDS_DEV;
}
return self::TTL_SECONDS;
}
private function findOpportunityInContactRoles(
Configuration $configuration,
?Profile $profile,
int $contactId
): ?Opportunity {
$contactRoleRepository = app(ContactRoleRepository::class);
$contactRoles = $contactRoleRepository->getByCrmContactId(
$configuration,
$contactId,
);
if (! $contactRoles->isEmpty()) {
$opportunityId = app(MatchBusinessAccount::class)->resolve(
$contactRoles,
$profile?->getCrmProviderId(),
);
$opportunity = $this->opportunityRepository->find($opportunityId);
}
return $opportunity ?? null;
}
private function getOpportunityFromDatabase(
Configuration $configuration,
Account $account,
int $contactId,
?int $userId = null
): ?Opportunity {
$opportunity = null;
if ($userId) {
$this->logger->info('ProspectCache - Searching DB for opportunity by owner', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'owner_id' => $userId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(
$configuration,
$account,
$userId,
$contactId
);
}
if (! $opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Fallback DB opportunity search', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(
$configuration,
$account,
$contactId
);
}
$this->logger->info('ProspectCache - Opportunity DB search results', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'opportunity_id' => $opportunity?->getId(),
]);
return $opportunity;
}
private function generateProspectTag(Configuration $configuration, string $identifier): string
{
return 'prospect:' . $configuration->getId() . ':' . $identifier;
}
private function getTags(Configuration $configuration, string $identifier): array
{
return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];
}
}
Project
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9163
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NULL
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NULL
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NULL
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9164
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412
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11
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2026-05-08T12:13:34.388161+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242414388_m2.jpg...
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PhpStorm
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faVsco.js – ProspectCache.php
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monitor_2
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
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JetBrains AI
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IDE and Project Settings
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm;
use ChaseConey\LaravelDatadogHelper\Datadog;
use Illuminate\Contracts\Cache\Repository;
use Illuminate\Support\Facades\App;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Events\Crm\ProspectUpdated;
use Jiminny\Models\Account;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Stage;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\OpportunityRepository;
use Jiminny\Services\Crm\CrmObjects\Validators\StaleRecordValidator;
use Jiminny\Services\Crm\Salesforce\OpportunityMatcher\MatchBusinessAccount;
use Psr\Log\LoggerInterface;
class ProspectCache
{
public const string PROSPECT_TYPE_EMAIL = 'email';
public const string PROSPECT_TYPE_PHONE = 'phone';
public const string PROSPECT_TYPE_DOMAIN = 'domain';
private const int TTL_SECONDS = 900;
private const int TTL_SECONDS_DEV = 30;
private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';
private const string LOOKUP_RESULT_INTERNAL = 'internal';
private const string LOOKUP_RESULT_CACHE = 'cache';
private const string LOOKUP_RESULT_DB = 'db';
private const string LOOKUP_RESULT_MISS = 'miss';
public function __construct(
private readonly FindsProspectInterface $dbCache,
private readonly Repository $cache,
private readonly OpportunityRepository $opportunityRepository,
private readonly EmailHelper $emailHelper,
private readonly LoggerInterface $logger,
private readonly StaleRecordValidator $staleRecordValidator,
) {
}
/**
* @return null|array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* }
*/
public function findByProspectIdentifier(
Configuration $configuration,
?Profile $profile,
string $identifierType,
string $identifierValue,
?int $userId = null,
?SyncCrmEntitiesInterface $crmService = null
): ?array {
$cachedValue = $this->get($configuration, $identifierValue, $userId);
if ($cachedValue !== null) {
$this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());
return $cachedValue;
}
if ($identifierType == self::PROSPECT_TYPE_EMAIL
&& $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)
) {
// Set the cache to avoid querying the database for internal participants
$prospectData = [null, null, null, null, null, null];
$this->set($configuration, $identifierValue, $prospectData, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());
return $prospectData;
}
$dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);
if (empty(array_filter($dbCache))) {
$this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());
return null;
}
$dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);
$dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);
if ($dbCache['contact'] instanceof Contact) {
$account = $dbCache['contact']->getAccount();
$dbCache['account'] = $account;
$opportunity = $this->findOpportunityInContactRoles(
$configuration,
$profile,
$dbCache['contact']->getId()
);
$opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);
if ($opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Found opportunities by contact roles', [
'opportunity_id' => $opportunity->getId(),
]);
$dbCache['account'] = $opportunity->getAccount();
} elseif ($account instanceof Account) {
$opportunity = $this->getOpportunityFromDatabase(
configuration: $configuration,
account: $account,
contactId: $dbCache['contact']->getId(),
userId: $userId
);
}
$dbCache['opportunity'] = $opportunity;
$dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);
$dbCache['stage'] = $dbCache['opportunity']?->getStage();
}
/**
* @IMPORTANT The keys must always be in this exact order
*
* @var array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* } $result
*/
$result = [
$dbCache['lead'] ?? null,
$dbCache['account'] ?? null,
$dbCache['opportunity'] ?? null,
$dbCache['contact'] ?? null,
$dbCache['stage'] ?? null,
null,
];
$this->set($configuration, $identifierValue, $result, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());
return $result;
}
public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
$cachedValue = $this->get(
configuration: $configuration,
identifier: $identifier,
userId: $userId
);
if ($cachedValue !== null) {
$this->sendDatadogStats(
self::LOOKUP_RESULT_CACHE,
$configuration->getProviderName()
);
return $cachedValue;
}
// Log cache miss
$this->logger->info('[Prospect match] Cache miss', [
'identifier_type' => self::PROSPECT_TYPE_DOMAIN,
'identifier' => $identifier,
'crm' => $configuration->getProviderName(),
]);
// not in the cache
return null;
}
public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void
{
$this->cache->tags($this->getTags($configuration, $identifier))->put(
$this->generateKey($configuration, $identifier, $userId),
$prospectData,
$this->getCacheTtl()
);
}
public function handleProspectUpdated(ProspectUpdated $event): void
{
$prospect = $event->getProspect();
$configuration = $prospect->getCrmConfiguration();
if ($configuration === null) {
return;
}
if ($prospect->getEmail() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();
}
if ($prospect->getPhone() !== null) {
$normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());
$this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();
}
if ($prospect->getName() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();
}
}
public function normalizePhoneNumber(string $phone): string
{
// Remove all non-digit characters first
$digitsOnly = preg_replace('/[^\d]/', '', $phone);
// Remove a single leading zero if present
$digitsOnly = ltrim($digitsOnly, '0');
// Add E.164 prefix
return '+' . $digitsOnly;
}
private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
return $this->cache->tags($this->getTags($configuration, $identifier))
->get($this->generateKey($configuration, $identifier, $userId));
}
private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string
{
$keySuffix = $userId === null ? '' : ':user:' . $userId;
return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);
}
private function sendDatadogStats(string $result, string $crm): void
{
Datadog::increment(self::DATADOG_STAT_NAME, 1, [
'result' => $result,
'crm' => $crm,
]);
}
private function getCacheTtl(): int
{
if (! App::environment('production', 'production-eu')) {
return self::TTL_SECONDS_DEV;
}
return self::TTL_SECONDS;
}
private function findOpportunityInContactRoles(
Configuration $configuration,
?Profile $profile,
int $contactId
): ?Opportunity {
$contactRoleRepository = app(ContactRoleRepository::class);
$contactRoles = $contactRoleRepository->getByCrmContactId(
$configuration,
$contactId,
);
if (! $contactRoles->isEmpty()) {
$opportunityId = app(MatchBusinessAccount::class)->resolve(
$contactRoles,
$profile?->getCrmProviderId(),
);
$opportunity = $this->opportunityRepository->find($opportunityId);
}
return $opportunity ?? null;
}
private function getOpportunityFromDatabase(
Configuration $configuration,
Account $account,
int $contactId,
?int $userId = null
): ?Opportunity {
$opportunity = null;
if ($userId) {
$this->logger->info('ProspectCache - Searching DB for opportunity by owner', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'owner_id' => $userId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(
$configuration,
$account,
$userId,
$contactId
);
}
if (! $opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Fallback DB opportunity search', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(
$configuration,
$account,
$contactId
);
}
$this->logger->info('ProspectCache - Opportunity DB search results', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'opportunity_id' => $opportunity?->getId(),
]);
return $opportunity;
}
private function generateProspectTag(Configuration $configuration, string $identifier): string
{
return 'prospect:' . $configuration->getId() . ':' . $identifier;
}
private function getTags(Configuration $configuration, string $identifier): array
{
return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];
}
}
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changed:","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.042220745,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"2","depth":4,"bounds":{"left":0.38430852,"top":0.15003991,"width":0.007978723,"height":0.015163607},"on_screen":true,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"bounds":{"left":0.39394948,"top":0.14844373,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.4012633,"top":0.14844373,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm;\n\nuse ChaseConey\\LaravelDatadogHelper\\Datadog;\nuse Illuminate\\Contracts\\Cache\\Repository;\nuse Illuminate\\Support\\Facades\\App;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Events\\Crm\\ProspectUpdated;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\OpportunityRepository;\nuse Jiminny\\Services\\Crm\\CrmObjects\\Validators\\StaleRecordValidator;\nuse Jiminny\\Services\\Crm\\Salesforce\\OpportunityMatcher\\MatchBusinessAccount;\nuse Psr\\Log\\LoggerInterface;\n\nclass ProspectCache\n{\n public const string PROSPECT_TYPE_EMAIL = 'email';\n public const string PROSPECT_TYPE_PHONE = 'phone';\n\n public const string PROSPECT_TYPE_DOMAIN = 'domain';\n private const int TTL_SECONDS = 900;\n private const int TTL_SECONDS_DEV = 30;\n private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';\n private const string LOOKUP_RESULT_INTERNAL = 'internal';\n private const string LOOKUP_RESULT_CACHE = 'cache';\n private const string LOOKUP_RESULT_DB = 'db';\n private const string LOOKUP_RESULT_MISS = 'miss';\n\n public function __construct(\n private readonly FindsProspectInterface $dbCache,\n private readonly Repository $cache,\n private readonly OpportunityRepository $opportunityRepository,\n private readonly EmailHelper $emailHelper,\n private readonly LoggerInterface $logger,\n private readonly StaleRecordValidator $staleRecordValidator,\n ) {\n }\n\n /**\n * @return null|array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * }\n */\n public function findByProspectIdentifier(\n Configuration $configuration,\n ?Profile $profile,\n string $identifierType,\n string $identifierValue,\n ?int $userId = null,\n ?SyncCrmEntitiesInterface $crmService = null\n ): ?array {\n $cachedValue = $this->get($configuration, $identifierValue, $userId);\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());\n\n return $cachedValue;\n }\n\n if ($identifierType == self::PROSPECT_TYPE_EMAIL\n && $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)\n ) {\n // Set the cache to avoid querying the database for internal participants\n $prospectData = [null, null, null, null, null, null];\n $this->set($configuration, $identifierValue, $prospectData, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());\n\n return $prospectData;\n }\n\n $dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);\n\n if (empty(array_filter($dbCache))) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());\n\n return null;\n }\n\n $dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);\n $dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);\n\n if ($dbCache['contact'] instanceof Contact) {\n $account = $dbCache['contact']->getAccount();\n $dbCache['account'] = $account;\n\n $opportunity = $this->findOpportunityInContactRoles(\n $configuration,\n $profile,\n $dbCache['contact']->getId()\n );\n\n $opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);\n\n if ($opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Found opportunities by contact roles', [\n 'opportunity_id' => $opportunity->getId(),\n ]);\n $dbCache['account'] = $opportunity->getAccount();\n } elseif ($account instanceof Account) {\n $opportunity = $this->getOpportunityFromDatabase(\n configuration: $configuration,\n account: $account,\n contactId: $dbCache['contact']->getId(),\n userId: $userId\n );\n }\n\n $dbCache['opportunity'] = $opportunity;\n $dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);\n\n $dbCache['stage'] = $dbCache['opportunity']?->getStage();\n }\n\n /**\n * @IMPORTANT The keys must always be in this exact order\n *\n * @var array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * } $result\n */\n $result = [\n $dbCache['lead'] ?? null,\n $dbCache['account'] ?? null,\n $dbCache['opportunity'] ?? null,\n $dbCache['contact'] ?? null,\n $dbCache['stage'] ?? null,\n null,\n ];\n\n $this->set($configuration, $identifierValue, $result, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());\n\n return $result;\n }\n\n public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n $cachedValue = $this->get(\n configuration: $configuration,\n identifier: $identifier,\n userId: $userId\n );\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(\n self::LOOKUP_RESULT_CACHE,\n $configuration->getProviderName()\n );\n\n return $cachedValue;\n }\n\n // Log cache miss\n $this->logger->info('[Prospect match] Cache miss', [\n 'identifier_type' => self::PROSPECT_TYPE_DOMAIN,\n 'identifier' => $identifier,\n 'crm' => $configuration->getProviderName(),\n ]);\n\n // not in the cache\n return null;\n }\n\n public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void\n {\n $this->cache->tags($this->getTags($configuration, $identifier))->put(\n $this->generateKey($configuration, $identifier, $userId),\n $prospectData,\n $this->getCacheTtl()\n );\n }\n\n public function handleProspectUpdated(ProspectUpdated $event): void\n {\n $prospect = $event->getProspect();\n $configuration = $prospect->getCrmConfiguration();\n\n if ($configuration === null) {\n return;\n }\n\n if ($prospect->getEmail() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();\n }\n\n if ($prospect->getPhone() !== null) {\n $normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());\n $this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();\n }\n\n if ($prospect->getName() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();\n }\n }\n\n public function normalizePhoneNumber(string $phone): string\n {\n // Remove all non-digit characters first\n $digitsOnly = preg_replace('/[^\\d]/', '', $phone);\n\n // Remove a single leading zero if present\n $digitsOnly = ltrim($digitsOnly, '0');\n\n // Add E.164 prefix\n return '+' . $digitsOnly;\n }\n\n private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n return $this->cache->tags($this->getTags($configuration, $identifier))\n ->get($this->generateKey($configuration, $identifier, $userId));\n }\n\n private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string\n {\n $keySuffix = $userId === null ? '' : ':user:' . $userId;\n\n return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);\n }\n\n private function sendDatadogStats(string $result, string $crm): void\n {\n Datadog::increment(self::DATADOG_STAT_NAME, 1, [\n 'result' => $result,\n 'crm' => $crm,\n ]);\n }\n\n private function getCacheTtl(): int\n {\n if (! App::environment('production', 'production-eu')) {\n return self::TTL_SECONDS_DEV;\n }\n\n return self::TTL_SECONDS;\n }\n\n private function findOpportunityInContactRoles(\n Configuration $configuration,\n ?Profile $profile,\n int $contactId\n ): ?Opportunity {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $contactRoles = $contactRoleRepository->getByCrmContactId(\n $configuration,\n $contactId,\n );\n\n if (! $contactRoles->isEmpty()) {\n $opportunityId = app(MatchBusinessAccount::class)->resolve(\n $contactRoles,\n $profile?->getCrmProviderId(),\n );\n\n $opportunity = $this->opportunityRepository->find($opportunityId);\n }\n\n return $opportunity ?? null;\n }\n\n private function getOpportunityFromDatabase(\n Configuration $configuration,\n Account $account,\n int $contactId,\n ?int $userId = null\n ): ?Opportunity {\n $opportunity = null;\n\n if ($userId) {\n $this->logger->info('ProspectCache - Searching DB for opportunity by owner', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'owner_id' => $userId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(\n $configuration,\n $account,\n $userId,\n $contactId\n );\n }\n\n if (! $opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Fallback DB opportunity search', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(\n $configuration,\n $account,\n $contactId\n );\n }\n\n $this->logger->info('ProspectCache - Opportunity DB search results', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'opportunity_id' => $opportunity?->getId(),\n ]);\n\n return $opportunity;\n }\n\n private function generateProspectTag(Configuration $configuration, string $identifier): string\n {\n return 'prospect:' . $configuration->getId() . ':' . $identifier;\n }\n\n private function getTags(Configuration $configuration, string $identifier): array\n {\n return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm;\n\nuse ChaseConey\\LaravelDatadogHelper\\Datadog;\nuse Illuminate\\Contracts\\Cache\\Repository;\nuse Illuminate\\Support\\Facades\\App;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Events\\Crm\\ProspectUpdated;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\OpportunityRepository;\nuse Jiminny\\Services\\Crm\\CrmObjects\\Validators\\StaleRecordValidator;\nuse Jiminny\\Services\\Crm\\Salesforce\\OpportunityMatcher\\MatchBusinessAccount;\nuse Psr\\Log\\LoggerInterface;\n\nclass ProspectCache\n{\n public const string PROSPECT_TYPE_EMAIL = 'email';\n public const string PROSPECT_TYPE_PHONE = 'phone';\n\n public const string PROSPECT_TYPE_DOMAIN = 'domain';\n private const int TTL_SECONDS = 900;\n private const int TTL_SECONDS_DEV = 30;\n private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';\n private const string LOOKUP_RESULT_INTERNAL = 'internal';\n private const string LOOKUP_RESULT_CACHE = 'cache';\n private const string LOOKUP_RESULT_DB = 'db';\n private const string LOOKUP_RESULT_MISS = 'miss';\n\n public function __construct(\n private readonly FindsProspectInterface $dbCache,\n private readonly Repository $cache,\n private readonly OpportunityRepository $opportunityRepository,\n private readonly EmailHelper $emailHelper,\n private readonly LoggerInterface $logger,\n private readonly StaleRecordValidator $staleRecordValidator,\n ) {\n }\n\n /**\n * @return null|array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * }\n */\n public function findByProspectIdentifier(\n Configuration $configuration,\n ?Profile $profile,\n string $identifierType,\n string $identifierValue,\n ?int $userId = null,\n ?SyncCrmEntitiesInterface $crmService = null\n ): ?array {\n $cachedValue = $this->get($configuration, $identifierValue, $userId);\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());\n\n return $cachedValue;\n }\n\n if ($identifierType == self::PROSPECT_TYPE_EMAIL\n && $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)\n ) {\n // Set the cache to avoid querying the database for internal participants\n $prospectData = [null, null, null, null, null, null];\n $this->set($configuration, $identifierValue, $prospectData, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());\n\n return $prospectData;\n }\n\n $dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);\n\n if (empty(array_filter($dbCache))) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());\n\n return null;\n }\n\n $dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);\n $dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);\n\n if ($dbCache['contact'] instanceof Contact) {\n $account = $dbCache['contact']->getAccount();\n $dbCache['account'] = $account;\n\n $opportunity = $this->findOpportunityInContactRoles(\n $configuration,\n $profile,\n $dbCache['contact']->getId()\n );\n\n $opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);\n\n if ($opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Found opportunities by contact roles', [\n 'opportunity_id' => $opportunity->getId(),\n ]);\n $dbCache['account'] = $opportunity->getAccount();\n } elseif ($account instanceof Account) {\n $opportunity = $this->getOpportunityFromDatabase(\n configuration: $configuration,\n account: $account,\n contactId: $dbCache['contact']->getId(),\n userId: $userId\n );\n }\n\n $dbCache['opportunity'] = $opportunity;\n $dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);\n\n $dbCache['stage'] = $dbCache['opportunity']?->getStage();\n }\n\n /**\n * @IMPORTANT The keys must always be in this exact order\n *\n * @var array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * } $result\n */\n $result = [\n $dbCache['lead'] ?? null,\n $dbCache['account'] ?? null,\n $dbCache['opportunity'] ?? null,\n $dbCache['contact'] ?? null,\n $dbCache['stage'] ?? null,\n null,\n ];\n\n $this->set($configuration, $identifierValue, $result, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());\n\n return $result;\n }\n\n public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n $cachedValue = $this->get(\n configuration: $configuration,\n identifier: $identifier,\n userId: $userId\n );\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(\n self::LOOKUP_RESULT_CACHE,\n $configuration->getProviderName()\n );\n\n return $cachedValue;\n }\n\n // Log cache miss\n $this->logger->info('[Prospect match] Cache miss', [\n 'identifier_type' => self::PROSPECT_TYPE_DOMAIN,\n 'identifier' => $identifier,\n 'crm' => $configuration->getProviderName(),\n ]);\n\n // not in the cache\n return null;\n }\n\n public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void\n {\n $this->cache->tags($this->getTags($configuration, $identifier))->put(\n $this->generateKey($configuration, $identifier, $userId),\n $prospectData,\n $this->getCacheTtl()\n );\n }\n\n public function handleProspectUpdated(ProspectUpdated $event): void\n {\n $prospect = $event->getProspect();\n $configuration = $prospect->getCrmConfiguration();\n\n if ($configuration === null) {\n return;\n }\n\n if ($prospect->getEmail() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();\n }\n\n if ($prospect->getPhone() !== null) {\n $normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());\n $this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();\n }\n\n if ($prospect->getName() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();\n }\n }\n\n public function normalizePhoneNumber(string $phone): string\n {\n // Remove all non-digit characters first\n $digitsOnly = preg_replace('/[^\\d]/', '', $phone);\n\n // Remove a single leading zero if present\n $digitsOnly = ltrim($digitsOnly, '0');\n\n // Add E.164 prefix\n return '+' . $digitsOnly;\n }\n\n private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n return $this->cache->tags($this->getTags($configuration, $identifier))\n ->get($this->generateKey($configuration, $identifier, $userId));\n }\n\n private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string\n {\n $keySuffix = $userId === null ? '' : ':user:' . $userId;\n\n return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);\n }\n\n private function sendDatadogStats(string $result, string $crm): void\n {\n Datadog::increment(self::DATADOG_STAT_NAME, 1, [\n 'result' => $result,\n 'crm' => $crm,\n ]);\n }\n\n private function getCacheTtl(): int\n {\n if (! App::environment('production', 'production-eu')) {\n return self::TTL_SECONDS_DEV;\n }\n\n return self::TTL_SECONDS;\n }\n\n private function findOpportunityInContactRoles(\n Configuration $configuration,\n ?Profile $profile,\n int $contactId\n ): ?Opportunity {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $contactRoles = $contactRoleRepository->getByCrmContactId(\n $configuration,\n $contactId,\n );\n\n if (! $contactRoles->isEmpty()) {\n $opportunityId = app(MatchBusinessAccount::class)->resolve(\n $contactRoles,\n $profile?->getCrmProviderId(),\n );\n\n $opportunity = $this->opportunityRepository->find($opportunityId);\n }\n\n return $opportunity ?? null;\n }\n\n private function getOpportunityFromDatabase(\n Configuration $configuration,\n Account $account,\n int $contactId,\n ?int $userId = null\n ): ?Opportunity {\n $opportunity = null;\n\n if ($userId) {\n $this->logger->info('ProspectCache - Searching DB for opportunity by owner', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'owner_id' => $userId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(\n $configuration,\n $account,\n $userId,\n $contactId\n );\n }\n\n if (! $opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Fallback DB opportunity search', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(\n $configuration,\n $account,\n $contactId\n );\n }\n\n $this->logger->info('ProspectCache - Opportunity DB search results', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'opportunity_id' => $opportunity?->getId(),\n ]);\n\n return $opportunity;\n }\n\n private function generateProspectTag(Configuration $configuration, string $identifier): string\n {\n return 'prospect:' . $configuration->getId() . ':' . $identifier;\n }\n\n private function getTags(Configuration $configuration, string $identifier): array\n {\n return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
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"Date":["Thu,07 May 2026 14:21:15 GMT"],
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"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
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"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm;
use ChaseConey\LaravelDatadogHelper\Datadog;
use Illuminate\Contracts\Cache\Repository;
use Illuminate\Support\Facades\App;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Events\Crm\ProspectUpdated;
use Jiminny\Models\Account;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Stage;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\OpportunityRepository;
use Jiminny\Services\Crm\CrmObjects\Validators\StaleRecordValidator;
use Jiminny\Services\Crm\Salesforce\OpportunityMatcher\MatchBusinessAccount;
use Psr\Log\LoggerInterface;
class ProspectCache
{
public const string PROSPECT_TYPE_EMAIL = 'email';
public const string PROSPECT_TYPE_PHONE = 'phone';
public const string PROSPECT_TYPE_DOMAIN = 'domain';
private const int TTL_SECONDS = 900;
private const int TTL_SECONDS_DEV = 30;
private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';
private const string LOOKUP_RESULT_INTERNAL = 'internal';
private const string LOOKUP_RESULT_CACHE = 'cache';
private const string LOOKUP_RESULT_DB = 'db';
private const string LOOKUP_RESULT_MISS = 'miss';
public function __construct(
private readonly FindsProspectInterface $dbCache,
private readonly Repository $cache,
private readonly OpportunityRepository $opportunityRepository,
private readonly EmailHelper $emailHelper,
private readonly LoggerInterface $logger,
private readonly StaleRecordValidator $staleRecordValidator,
) {
}
/**
* @return null|array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* }
*/
public function findByProspectIdentifier(
Configuration $configuration,
?Profile $profile,
string $identifierType,
string $identifierValue,
?int $userId = null,
?SyncCrmEntitiesInterface $crmService = null
): ?array {
$cachedValue = $this->get($configuration, $identifierValue, $userId);
if ($cachedValue !== null) {
$this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());
return $cachedValue;
}
if ($identifierType == self::PROSPECT_TYPE_EMAIL
&& $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)
) {
// Set the cache to avoid querying the database for internal participants
$prospectData = [null, null, null, null, null, null];
$this->set($configuration, $identifierValue, $prospectData, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());
return $prospectData;
}
$dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);
if (empty(array_filter($dbCache))) {
$this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());
return null;
}
$dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);
$dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);
if ($dbCache['contact'] instanceof Contact) {
$account = $dbCache['contact']->getAccount();
$dbCache['account'] = $account;
$opportunity = $this->findOpportunityInContactRoles(
$configuration,
$profile,
$dbCache['contact']->getId()
);
$opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);
if ($opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Found opportunities by contact roles', [
'opportunity_id' => $opportunity->getId(),
]);
$dbCache['account'] = $opportunity->getAccount();
} elseif ($account instanceof Account) {
$opportunity = $this->getOpportunityFromDatabase(
configuration: $configuration,
account: $account,
contactId: $dbCache['contact']->getId(),
userId: $userId
);
}
$dbCache['opportunity'] = $opportunity;
$dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);
$dbCache['stage'] = $dbCache['opportunity']?->getStage();
}
/**
* @IMPORTANT The keys must always be in this exact order
*
* @var array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* } $result
*/
$result = [
$dbCache['lead'] ?? null,
$dbCache['account'] ?? null,
$dbCache['opportunity'] ?? null,
$dbCache['contact'] ?? null,
$dbCache['stage'] ?? null,
null,
];
$this->set($configuration, $identifierValue, $result, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());
return $result;
}
public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
$cachedValue = $this->get(
configuration: $configuration,
identifier: $identifier,
userId: $userId
);
if ($cachedValue !== null) {
$this->sendDatadogStats(
self::LOOKUP_RESULT_CACHE,
$configuration->getProviderName()
);
return $cachedValue;
}
// Log cache miss
$this->logger->info('[Prospect match] Cache miss', [
'identifier_type' => self::PROSPECT_TYPE_DOMAIN,
'identifier' => $identifier,
'crm' => $configuration->getProviderName(),
]);
// not in the cache
return null;
}
public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void
{
$this->cache->tags($this->getTags($configuration, $identifier))->put(
$this->generateKey($configuration, $identifier, $userId),
$prospectData,
$this->getCacheTtl()
);
}
public function handleProspectUpdated(ProspectUpdated $event): void
{
$prospect = $event->getProspect();
$configuration = $prospect->getCrmConfiguration();
if ($configuration === null) {
return;
}
if ($prospect->getEmail() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();
}
if ($prospect->getPhone() !== null) {
$normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());
$this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();
}
if ($prospect->getName() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();
}
}
public function normalizePhoneNumber(string $phone): string
{
// Remove all non-digit characters first
$digitsOnly = preg_replace('/[^\d]/', '', $phone);
// Remove a single leading zero if present
$digitsOnly = ltrim($digitsOnly, '0');
// Add E.164 prefix
return '+' . $digitsOnly;
}
private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
return $this->cache->tags($this->getTags($configuration, $identifier))
->get($this->generateKey($configuration, $identifier, $userId));
}
private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string
{
$keySuffix = $userId === null ? '' : ':user:' . $userId;
return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);
}
private function sendDatadogStats(string $result, string $crm): void
{
Datadog::increment(self::DATADOG_STAT_NAME, 1, [
'result' => $result,
'crm' => $crm,
]);
}
private function getCacheTtl(): int
{
if (! App::environment('production', 'production-eu')) {
return self::TTL_SECONDS_DEV;
}
return self::TTL_SECONDS;
}
private function findOpportunityInContactRoles(
Configuration $configuration,
?Profile $profile,
int $contactId
): ?Opportunity {
$contactRoleRepository = app(ContactRoleRepository::class);
$contactRoles = $contactRoleRepository->getByCrmContactId(
$configuration,
$contactId,
);
if (! $contactRoles->isEmpty()) {
$opportunityId = app(MatchBusinessAccount::class)->resolve(
$contactRoles,
$profile?->getCrmProviderId(),
);
$opportunity = $this->opportunityRepository->find($opportunityId);
}
return $opportunity ?? null;
}
private function getOpportunityFromDatabase(
Configuration $configuration,
Account $account,
int $contactId,
?int $userId = null
): ?Opportunity {
$opportunity = null;
if ($userId) {
$this->logger->info('ProspectCache - Searching DB for opportunity by owner', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'owner_id' => $userId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(
$configuration,
$account,
$userId,
$contactId
);
}
if (! $opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Fallback DB opportunity search', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(
$configuration,
$account,
$contactId
);
}
$this->logger->info('ProspectCache - Opportunity DB search results', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'opportunity_id' => $opportunity?->getId(),
]);
return $opportunity;
}
private function generateProspectTag(Configuration $configuration, string $identifier): string
{
return 'prospect:' . $configuration->getId() . ':' . $identifier;
}
private function getTags(Configuration $configuration, string $identifier): array
{
return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];
}
}
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Project: faVsco.js, menu
master, menu
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
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SlackFileEditViewGoHistoryWindowHelp> 0 lbl• Support Daily • 2 m leftAPP (-zsh)DOCKERDEV (docker)882APP (-zsh)883-zsh• 84PHPruntime:8.3.30Running analysis on 7 cores with 10 files per process.Parallel runner is an experimental feature and may be unstable, use it at your own risk. Feedback highly appreciated!Loadedconfig default from".php-cs-fixer.dist.php"5663/5663100%screenpipe"Fixed 0 of 5663 files in 42.875 seconds, 60.00 MB memory usedWhat's next:Try Docker Debug for seamless, persistent debugging tools in any container or image → docker debug docker_lamp_1Learn moreat [URL_WITH_CREDENTIALS] ~/jiminny/app (master) $ git pullremote: Enumerating objects: 15,done.remote: Counting objects: 100% (15/15), done.remote: Compressing objects: 100% (2/2), done.remote: Total 15 (delta 13), reused 15 (delta 13), pack-reused 0 (from 0)Unpacking objects: 100% (15/15), 1.28 KiB | 72.00 KiB/s, done.From github.com:jiminny/appc57e71e763..8743fea32e* [new branch]Already up to date.lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $JY-20606-desktop-app-recall-> origin/JY-20606-desktop-app-recallJY-20819-increase-download-transctip-rate-limit -> origin/JY-20819-increase-download-transctip-rate-limit100% C8Fri 8 May 15:13:02•$5-zsh₴6APP...
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PhostormVIew Project: faVsco.js, menu
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PhostormVIewINavigareCodeLaravelKeractorFV faVsco.js?9 masterProiect•JiminnyDebugcommand.ongm ServiceTraitsn. DeleteCrmEntityraic.ongo kematcnactiviyoncrmobjectbetach.org© CheckAndRetryRemoteMatch.php(C) MatchActivityCrmData.ong© DataClient.php© DecorateActivity.php(c) LocalSearch.onp© CrmObjectsResolver.phpo kemotesearen.ong© Service.phpv @ Listeners© ConvertLeadActivitieC Purgelookupcacne..0 Metadata>- Migrationu Pipedriveu salestorceW Fields> OpportunitvMatchenOpportunitvSvncStra> ProspectSearchStratM Service Traitsc) clientoho© DecorateActivitv.ohr() DeleteObiectsTrait.ol 22:C) FieldDefinitions.onv230© PayloadBuilder.php© Profile.php© QueryBuilder.php@ QuervHandler.php© Querylterator.php@ QuervResults.php© Service.php© SyncBatchRedisServTm Traite232© BaseClient.php© BaseService.php© CachedCrmServiceDecc 249© CountryCodeResolver.pl 257CrmActivitvProviderinte© CrmActivityService.php© CrmConfigurationSettin© CrmObiectsResolver.phi 260© DefaultProspectSearchs262c) Email-eloer.oho@ FindsProspectinterface, 281C) LavoutManager.oho(1) MatchDomain3vEmailint@ OpnortunitvActivitvMatc(1) OnportunitvSvncStratea(c) Procnectcache nhn8 ProsnentSearchSconen© ProspectSearchStrategy 324class Prospectcachepublic function fand prospectidentifierreturn Sresult.public function findDomainMatch(Configuration Sconfiguration, string $identifier, ?int SuserId = null): ?arral?public function set(Configuration Sconfiguration, string $identifier, array $prospectData, ?int SuserId = nuz13public function handleProspectUpdated(ProspectUpdated Sevent): void{...}public function normalizePhoneNumber(string $phone): string{...}frivate funetion gettconfaguration Sconfiguration, Sträng Sidentifien, Pänt SuseniG E nUlL): Forrareturn $this->cache->tags($this->getTags($configuration, $identifier))-›aet Sthis->generatekeyconfiquration.Sidentifier. Suserid)):private function generateKev(Configuration Sconfiquration, string Sidentifier. ?int SuserId = null): string{.27onivate function sendDatadoaStats(strina Sresult. string Scrm)• void!...?1 usageprivate function getCacheTtl: intf...}nnivate function findûnnontunitvTnContactRolec(Confiaunation Sconfiaunationl?Profile Sprofileint Scontac+td): ?Opportunity {...}private function getOpportunityFromDatabase(contquraron scontzqurarzon.Aosount Saccount.int Scontactid.Pint SuserId = nuli): 20pportunity {...}suppont Dally • 2m len100% 12Fri 8 May 15:13:01AskJiminnyReportActivityServiceTest v+0 ..4 SF jiminny@localhost]A HS_local [jiminny@localhost]# console [PKol)A console [EU]A console [STAGING][2026-05-07 14:21:15] local.INF0: [Hubspot] DEBUG Getting headers {"neaders".?"Uace"."Inu,or May 2020 14.21.15 6Ml"Jn"concenc-lyoe. apolicacionison.charser=uct-o.n"Transter-Encodinq":"chunked")n"CF-Ray":"9t80deb8dbo0dcsa-S0F""Strict-Transport-Secur1ty":"max-aqe=31536008* 1ncLudeSubDomains: preload"),M X19 A V"server-timing": ["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\","x-content-type-options": ["nosniff"],"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],"Set-Cookie":["__cf_bm=StUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxT07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],"Renont-To".f"y"endnoints".\"url\":\"https:|\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgl\"group\":\"cf-nel\".\"max_age\":604800}"],"NEL":["{\"success_fraction\":0.01,reportco. "cr-nel,"max age| ":604800}"]."Server": ["cloudflare"]}} {"correlation_1d": "95256555-ec98-4541-D92a-adta/Sboyead","trace_10":C/AD8565-905t-4604-9405-0e5b551e55455CascadeHubspot Rate LimitingHubSpot Rate Limit ReInvestigating Rate LinThere is no cache laver at the decorator level Tor name matching — it delegates straight to the service4. getPaginatedData fetches ALL pagesmatchByName calls getPaginatedData() (not the generator) which eagerly fetches all pages of contact results. generateSearchContactsByNamePayload uses CONTAINS TOKEN which can match many contacts — every page is a separate APl request.5. usleep($delay) is per-job, not per-team• HubspotPaginationService.php:39poelay = schis-catcularevelay.nmacrosecongs.g• PaginationConfig.php:10public const int SEARCH_RPS LIMIT = 4;Ine delay is 1/4 * 1,000,000 = 250ms per request per job instance • With N Jobs running in parallel, the enfective rate is 4 * N Rps TromHubSpot's perspective. HubSnot's search endooint limit is 5 RPS alobally per portal _ with iust 2 concurrent iobs the limit is already blownSummarv of Root CausesImpactNo rate limitina coordination across iobsMultiole workers hit HubSoot simultaneouslv. multiolvina RPSmatchßvName has no decorator-level cacheSame name searched repeatedly by different jobsmatchßvName cache TiLis onlv 60s, scoved to userldCache busts trequentiv. same contact name searched N timecgetPaginatedData fetches all pages eagerlyoportunities chained APl calOne participant match = 2+ paginated searchesN activities dispatched = N independent concurrent iobsSuggested ImprovementsImmediate " Hiah moact1.Add decorator-level cachina.for.matchBvvame.in.cachedcimServicedecorator-scope.the cache.kev toconfiald_+namenot usenid withalonger iL.e.g.omin. contact names con u change per-user2. Use the generator instead of getPaginatedData in matchBvName — stoo after first result with →current() , don't fetch all pages.3. Implement a team-scoped Redis rate limiter (e.g. sliding window) in HubspotPaginationService:: executeSearchRequest() to enforce ≤5RPS across all workers for the same portalA Catch GuzzleHttnl Eycention\ClientFycention with 120 and imnlement eynonential backoff — currentlv the eycention oronadates unhandledand the iob retries after (30. 98. 180] seconds, but the root cause (other jobs) is still running.5. Increase matchByName cache TTL and remove userId from cache key — a contact named "John Smith" is the same regardless of which repsearched for them.wif we would place matchByName to CachedCrmServiceDecorator same as @CachedCrmServiceDecorator.php#L56-74 it would still cache byC° AdantiveWN Windsurf Teams 222•6 UTF.8io 4 spaces...
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faVsco.js – ProspectCache.php
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm;
use ChaseConey\LaravelDatadogHelper\Datadog;
use Illuminate\Contracts\Cache\Repository;
use Illuminate\Support\Facades\App;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Events\Crm\ProspectUpdated;
use Jiminny\Models\Account;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Stage;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\OpportunityRepository;
use Jiminny\Services\Crm\CrmObjects\Validators\StaleRecordValidator;
use Jiminny\Services\Crm\Salesforce\OpportunityMatcher\MatchBusinessAccount;
use Psr\Log\LoggerInterface;
class ProspectCache
{
public const string PROSPECT_TYPE_EMAIL = 'email';
public const string PROSPECT_TYPE_PHONE = 'phone';
public const string PROSPECT_TYPE_DOMAIN = 'domain';
private const int TTL_SECONDS = 900;
private const int TTL_SECONDS_DEV = 30;
private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';
private const string LOOKUP_RESULT_INTERNAL = 'internal';
private const string LOOKUP_RESULT_CACHE = 'cache';
private const string LOOKUP_RESULT_DB = 'db';
private const string LOOKUP_RESULT_MISS = 'miss';
public function __construct(
private readonly FindsProspectInterface $dbCache,
private readonly Repository $cache,
private readonly OpportunityRepository $opportunityRepository,
private readonly EmailHelper $emailHelper,
private readonly LoggerInterface $logger,
private readonly StaleRecordValidator $staleRecordValidator,
) {
}
/**
* @return null|array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* }
*/
public function findByProspectIdentifier(
Configuration $configuration,
?Profile $profile,
string $identifierType,
string $identifierValue,
?int $userId = null,
?SyncCrmEntitiesInterface $crmService = null
): ?array {
$cachedValue = $this->get($configuration, $identifierValue, $userId);
if ($cachedValue !== null) {
$this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());
return $cachedValue;
}
if ($identifierType == self::PROSPECT_TYPE_EMAIL
&& $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)
) {
// Set the cache to avoid querying the database for internal participants
$prospectData = [null, null, null, null, null, null];
$this->set($configuration, $identifierValue, $prospectData, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());
return $prospectData;
}
$dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);
if (empty(array_filter($dbCache))) {
$this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());
return null;
}
$dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);
$dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);
if ($dbCache['contact'] instanceof Contact) {
$account = $dbCache['contact']->getAccount();
$dbCache['account'] = $account;
$opportunity = $this->findOpportunityInContactRoles(
$configuration,
$profile,
$dbCache['contact']->getId()
);
$opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);
if ($opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Found opportunities by contact roles', [
'opportunity_id' => $opportunity->getId(),
]);
$dbCache['account'] = $opportunity->getAccount();
} elseif ($account instanceof Account) {
$opportunity = $this->getOpportunityFromDatabase(
configuration: $configuration,
account: $account,
contactId: $dbCache['contact']->getId(),
userId: $userId
);
}
$dbCache['opportunity'] = $opportunity;
$dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);
$dbCache['stage'] = $dbCache['opportunity']?->getStage();
}
/**
* @IMPORTANT The keys must always be in this exact order
*
* @var array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* } $result
*/
$result = [
$dbCache['lead'] ?? null,
$dbCache['account'] ?? null,
$dbCache['opportunity'] ?? null,
$dbCache['contact'] ?? null,
$dbCache['stage'] ?? null,
null,
];
$this->set($configuration, $identifierValue, $result, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());
return $result;
}
public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
$cachedValue = $this->get(
configuration: $configuration,
identifier: $identifier,
userId: $userId
);
if ($cachedValue !== null) {
$this->sendDatadogStats(
self::LOOKUP_RESULT_CACHE,
$configuration->getProviderName()
);
return $cachedValue;
}
// Log cache miss
$this->logger->info('[Prospect match] Cache miss', [
'identifier_type' => self::PROSPECT_TYPE_DOMAIN,
'identifier' => $identifier,
'crm' => $configuration->getProviderName(),
]);
// not in the cache
return null;
}
public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void
{
$this->cache->tags($this->getTags($configuration, $identifier))->put(
$this->generateKey($configuration, $identifier, $userId),
$prospectData,
$this->getCacheTtl()
);
}
public function handleProspectUpdated(ProspectUpdated $event): void
{
$prospect = $event->getProspect();
$configuration = $prospect->getCrmConfiguration();
if ($configuration === null) {
return;
}
if ($prospect->getEmail() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();
}
if ($prospect->getPhone() !== null) {
$normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());
$this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();
}
if ($prospect->getName() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();
}
}
public function normalizePhoneNumber(string $phone): string
{
// Remove all non-digit characters first
$digitsOnly = preg_replace('/[^\d]/', '', $phone);
// Remove a single leading zero if present
$digitsOnly = ltrim($digitsOnly, '0');
// Add E.164 prefix
return '+' . $digitsOnly;
}
private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
return $this->cache->tags($this->getTags($configuration, $identifier))
->get($this->generateKey($configuration, $identifier, $userId));
}
private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string
{
$keySuffix = $userId === null ? '' : ':user:' . $userId;
return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);
}
private function sendDatadogStats(string $result, string $crm): void
{
Datadog::increment(self::DATADOG_STAT_NAME, 1, [
'result' => $result,
'crm' => $crm,
]);
}
private function getCacheTtl(): int
{
if (! App::environment('production', 'production-eu')) {
return self::TTL_SECONDS_DEV;
}
return self::TTL_SECONDS;
}
private function findOpportunityInContactRoles(
Configuration $configuration,
?Profile $profile,
int $contactId
): ?Opportunity {
$contactRoleRepository = app(ContactRoleRepository::class);
$contactRoles = $contactRoleRepository->getByCrmContactId(
$configuration,
$contactId,
);
if (! $contactRoles->isEmpty()) {
$opportunityId = app(MatchBusinessAccount::class)->resolve(
$contactRoles,
$profile?->getCrmProviderId(),
);
$opportunity = $this->opportunityRepository->find($opportunityId);
}
return $opportunity ?? null;
}
private function getOpportunityFromDatabase(
Configuration $configuration,
Account $account,
int $contactId,
?int $userId = null
): ?Opportunity {
$opportunity = null;
if ($userId) {
$this->logger->info('ProspectCache - Searching DB for opportunity by owner', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'owner_id' => $userId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(
$configuration,
$account,
$userId,
$contactId
);
}
if (! $opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Fallback DB opportunity search', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(
$configuration,
$account,
$contactId
);
}
$this->logger->info('ProspectCache - Opportunity DB search results', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'opportunity_id' => $opportunity?->getId(),
]);
return $opportunity;
}
private function generateProspectTag(Configuration $configuration, string $identifier): string
{
return 'prospect:' . $configuration->getId() . ':' . $identifier;
}
private function getTags(Configuration $configuration, string $identifier): array
{
return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];
}
}
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Error","depth":4,"bounds":{"left":0.4012633,"top":0.14844373,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm;\n\nuse ChaseConey\\LaravelDatadogHelper\\Datadog;\nuse Illuminate\\Contracts\\Cache\\Repository;\nuse Illuminate\\Support\\Facades\\App;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Events\\Crm\\ProspectUpdated;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\OpportunityRepository;\nuse Jiminny\\Services\\Crm\\CrmObjects\\Validators\\StaleRecordValidator;\nuse Jiminny\\Services\\Crm\\Salesforce\\OpportunityMatcher\\MatchBusinessAccount;\nuse Psr\\Log\\LoggerInterface;\n\nclass ProspectCache\n{\n public const string PROSPECT_TYPE_EMAIL = 'email';\n public const string PROSPECT_TYPE_PHONE = 'phone';\n\n public const string PROSPECT_TYPE_DOMAIN = 'domain';\n private const int TTL_SECONDS = 900;\n private const int TTL_SECONDS_DEV = 30;\n private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';\n private const string LOOKUP_RESULT_INTERNAL = 'internal';\n private const string LOOKUP_RESULT_CACHE = 'cache';\n private const string LOOKUP_RESULT_DB = 'db';\n private const string LOOKUP_RESULT_MISS = 'miss';\n\n public function __construct(\n private readonly FindsProspectInterface $dbCache,\n private readonly Repository $cache,\n private readonly OpportunityRepository $opportunityRepository,\n private readonly EmailHelper $emailHelper,\n private readonly LoggerInterface $logger,\n private readonly StaleRecordValidator $staleRecordValidator,\n ) {\n }\n\n /**\n * @return null|array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * }\n */\n public function findByProspectIdentifier(\n Configuration $configuration,\n ?Profile $profile,\n string $identifierType,\n string $identifierValue,\n ?int $userId = null,\n ?SyncCrmEntitiesInterface $crmService = null\n ): ?array {\n $cachedValue = $this->get($configuration, $identifierValue, $userId);\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());\n\n return $cachedValue;\n }\n\n if ($identifierType == self::PROSPECT_TYPE_EMAIL\n && $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)\n ) {\n // Set the cache to avoid querying the database for internal participants\n $prospectData = [null, null, null, null, null, null];\n $this->set($configuration, $identifierValue, $prospectData, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());\n\n return $prospectData;\n }\n\n $dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);\n\n if (empty(array_filter($dbCache))) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());\n\n return null;\n }\n\n $dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);\n $dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);\n\n if ($dbCache['contact'] instanceof Contact) {\n $account = $dbCache['contact']->getAccount();\n $dbCache['account'] = $account;\n\n $opportunity = $this->findOpportunityInContactRoles(\n $configuration,\n $profile,\n $dbCache['contact']->getId()\n );\n\n $opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);\n\n if ($opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Found opportunities by contact roles', [\n 'opportunity_id' => $opportunity->getId(),\n ]);\n $dbCache['account'] = $opportunity->getAccount();\n } elseif ($account instanceof Account) {\n $opportunity = $this->getOpportunityFromDatabase(\n configuration: $configuration,\n account: $account,\n contactId: $dbCache['contact']->getId(),\n userId: $userId\n );\n }\n\n $dbCache['opportunity'] = $opportunity;\n $dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);\n\n $dbCache['stage'] = $dbCache['opportunity']?->getStage();\n }\n\n /**\n * @IMPORTANT The keys must always be in this exact order\n *\n * @var array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * } $result\n */\n $result = [\n $dbCache['lead'] ?? null,\n $dbCache['account'] ?? null,\n $dbCache['opportunity'] ?? null,\n $dbCache['contact'] ?? null,\n $dbCache['stage'] ?? null,\n null,\n ];\n\n $this->set($configuration, $identifierValue, $result, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());\n\n return $result;\n }\n\n public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n $cachedValue = $this->get(\n configuration: $configuration,\n identifier: $identifier,\n userId: $userId\n );\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(\n self::LOOKUP_RESULT_CACHE,\n $configuration->getProviderName()\n );\n\n return $cachedValue;\n }\n\n // Log cache miss\n $this->logger->info('[Prospect match] Cache miss', [\n 'identifier_type' => self::PROSPECT_TYPE_DOMAIN,\n 'identifier' => $identifier,\n 'crm' => $configuration->getProviderName(),\n ]);\n\n // not in the cache\n return null;\n }\n\n public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void\n {\n $this->cache->tags($this->getTags($configuration, $identifier))->put(\n $this->generateKey($configuration, $identifier, $userId),\n $prospectData,\n $this->getCacheTtl()\n );\n }\n\n public function handleProspectUpdated(ProspectUpdated $event): void\n {\n $prospect = $event->getProspect();\n $configuration = $prospect->getCrmConfiguration();\n\n if ($configuration === null) {\n return;\n }\n\n if ($prospect->getEmail() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();\n }\n\n if ($prospect->getPhone() !== null) {\n $normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());\n $this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();\n }\n\n if ($prospect->getName() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();\n }\n }\n\n public function normalizePhoneNumber(string $phone): string\n {\n // Remove all non-digit characters first\n $digitsOnly = preg_replace('/[^\\d]/', '', $phone);\n\n // Remove a single leading zero if present\n $digitsOnly = ltrim($digitsOnly, '0');\n\n // Add E.164 prefix\n return '+' . $digitsOnly;\n }\n\n private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n return $this->cache->tags($this->getTags($configuration, $identifier))\n ->get($this->generateKey($configuration, $identifier, $userId));\n }\n\n private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string\n {\n $keySuffix = $userId === null ? '' : ':user:' . $userId;\n\n return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);\n }\n\n private function sendDatadogStats(string $result, string $crm): void\n {\n Datadog::increment(self::DATADOG_STAT_NAME, 1, [\n 'result' => $result,\n 'crm' => $crm,\n ]);\n }\n\n private function getCacheTtl(): int\n {\n if (! App::environment('production', 'production-eu')) {\n return self::TTL_SECONDS_DEV;\n }\n\n return self::TTL_SECONDS;\n }\n\n private function findOpportunityInContactRoles(\n Configuration $configuration,\n ?Profile $profile,\n int $contactId\n ): ?Opportunity {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $contactRoles = $contactRoleRepository->getByCrmContactId(\n $configuration,\n $contactId,\n );\n\n if (! $contactRoles->isEmpty()) {\n $opportunityId = app(MatchBusinessAccount::class)->resolve(\n $contactRoles,\n $profile?->getCrmProviderId(),\n );\n\n $opportunity = $this->opportunityRepository->find($opportunityId);\n }\n\n return $opportunity ?? null;\n }\n\n private function getOpportunityFromDatabase(\n Configuration $configuration,\n Account $account,\n int $contactId,\n ?int $userId = null\n ): ?Opportunity {\n $opportunity = null;\n\n if ($userId) {\n $this->logger->info('ProspectCache - Searching DB for opportunity by owner', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'owner_id' => $userId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(\n $configuration,\n $account,\n $userId,\n $contactId\n );\n }\n\n if (! $opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Fallback DB opportunity search', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(\n $configuration,\n $account,\n $contactId\n );\n }\n\n $this->logger->info('ProspectCache - Opportunity DB search results', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'opportunity_id' => $opportunity?->getId(),\n ]);\n\n return $opportunity;\n }\n\n private function generateProspectTag(Configuration $configuration, string $identifier): string\n {\n return 'prospect:' . $configuration->getId() . ':' . $identifier;\n }\n\n private function getTags(Configuration $configuration, string $identifier): array\n {\n return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm;\n\nuse ChaseConey\\LaravelDatadogHelper\\Datadog;\nuse Illuminate\\Contracts\\Cache\\Repository;\nuse Illuminate\\Support\\Facades\\App;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Events\\Crm\\ProspectUpdated;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\OpportunityRepository;\nuse Jiminny\\Services\\Crm\\CrmObjects\\Validators\\StaleRecordValidator;\nuse Jiminny\\Services\\Crm\\Salesforce\\OpportunityMatcher\\MatchBusinessAccount;\nuse Psr\\Log\\LoggerInterface;\n\nclass ProspectCache\n{\n public const string PROSPECT_TYPE_EMAIL = 'email';\n public const string PROSPECT_TYPE_PHONE = 'phone';\n\n public const string PROSPECT_TYPE_DOMAIN = 'domain';\n private const int TTL_SECONDS = 900;\n private const int TTL_SECONDS_DEV = 30;\n private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';\n private const string LOOKUP_RESULT_INTERNAL = 'internal';\n private const string LOOKUP_RESULT_CACHE = 'cache';\n private const string LOOKUP_RESULT_DB = 'db';\n private const string LOOKUP_RESULT_MISS = 'miss';\n\n public function __construct(\n private readonly FindsProspectInterface $dbCache,\n private readonly Repository $cache,\n private readonly OpportunityRepository $opportunityRepository,\n private readonly EmailHelper $emailHelper,\n private readonly LoggerInterface $logger,\n private readonly StaleRecordValidator $staleRecordValidator,\n ) {\n }\n\n /**\n * @return null|array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * }\n */\n public function findByProspectIdentifier(\n Configuration $configuration,\n ?Profile $profile,\n string $identifierType,\n string $identifierValue,\n ?int $userId = null,\n ?SyncCrmEntitiesInterface $crmService = null\n ): ?array {\n $cachedValue = $this->get($configuration, $identifierValue, $userId);\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());\n\n return $cachedValue;\n }\n\n if ($identifierType == self::PROSPECT_TYPE_EMAIL\n && $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)\n ) {\n // Set the cache to avoid querying the database for internal participants\n $prospectData = [null, null, null, null, null, null];\n $this->set($configuration, $identifierValue, $prospectData, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());\n\n return $prospectData;\n }\n\n $dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);\n\n if (empty(array_filter($dbCache))) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());\n\n return null;\n }\n\n $dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);\n $dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);\n\n if ($dbCache['contact'] instanceof Contact) {\n $account = $dbCache['contact']->getAccount();\n $dbCache['account'] = $account;\n\n $opportunity = $this->findOpportunityInContactRoles(\n $configuration,\n $profile,\n $dbCache['contact']->getId()\n );\n\n $opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);\n\n if ($opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Found opportunities by contact roles', [\n 'opportunity_id' => $opportunity->getId(),\n ]);\n $dbCache['account'] = $opportunity->getAccount();\n } elseif ($account instanceof Account) {\n $opportunity = $this->getOpportunityFromDatabase(\n configuration: $configuration,\n account: $account,\n contactId: $dbCache['contact']->getId(),\n userId: $userId\n );\n }\n\n $dbCache['opportunity'] = $opportunity;\n $dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);\n\n $dbCache['stage'] = $dbCache['opportunity']?->getStage();\n }\n\n /**\n * @IMPORTANT The keys must always be in this exact order\n *\n * @var array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * } $result\n */\n $result = [\n $dbCache['lead'] ?? null,\n $dbCache['account'] ?? null,\n $dbCache['opportunity'] ?? null,\n $dbCache['contact'] ?? null,\n $dbCache['stage'] ?? null,\n null,\n ];\n\n $this->set($configuration, $identifierValue, $result, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());\n\n return $result;\n }\n\n public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n $cachedValue = $this->get(\n configuration: $configuration,\n identifier: $identifier,\n userId: $userId\n );\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(\n self::LOOKUP_RESULT_CACHE,\n $configuration->getProviderName()\n );\n\n return $cachedValue;\n }\n\n // Log cache miss\n $this->logger->info('[Prospect match] Cache miss', [\n 'identifier_type' => self::PROSPECT_TYPE_DOMAIN,\n 'identifier' => $identifier,\n 'crm' => $configuration->getProviderName(),\n ]);\n\n // not in the cache\n return null;\n }\n\n public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void\n {\n $this->cache->tags($this->getTags($configuration, $identifier))->put(\n $this->generateKey($configuration, $identifier, $userId),\n $prospectData,\n $this->getCacheTtl()\n );\n }\n\n public function handleProspectUpdated(ProspectUpdated $event): void\n {\n $prospect = $event->getProspect();\n $configuration = $prospect->getCrmConfiguration();\n\n if ($configuration === null) {\n return;\n }\n\n if ($prospect->getEmail() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();\n }\n\n if ($prospect->getPhone() !== null) {\n $normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());\n $this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();\n }\n\n if ($prospect->getName() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();\n }\n }\n\n public function normalizePhoneNumber(string $phone): string\n {\n // Remove all non-digit characters first\n $digitsOnly = preg_replace('/[^\\d]/', '', $phone);\n\n // Remove a single leading zero if present\n $digitsOnly = ltrim($digitsOnly, '0');\n\n // Add E.164 prefix\n return '+' . $digitsOnly;\n }\n\n private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n return $this->cache->tags($this->getTags($configuration, $identifier))\n ->get($this->generateKey($configuration, $identifier, $userId));\n }\n\n private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string\n {\n $keySuffix = $userId === null ? '' : ':user:' . $userId;\n\n return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);\n }\n\n private function sendDatadogStats(string $result, string $crm): void\n {\n Datadog::increment(self::DATADOG_STAT_NAME, 1, [\n 'result' => $result,\n 'crm' => $crm,\n ]);\n }\n\n private function getCacheTtl(): int\n {\n if (! App::environment('production', 'production-eu')) {\n return self::TTL_SECONDS_DEV;\n }\n\n return self::TTL_SECONDS;\n }\n\n private function findOpportunityInContactRoles(\n Configuration $configuration,\n ?Profile $profile,\n int $contactId\n ): ?Opportunity {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $contactRoles = $contactRoleRepository->getByCrmContactId(\n $configuration,\n $contactId,\n );\n\n if (! $contactRoles->isEmpty()) {\n $opportunityId = app(MatchBusinessAccount::class)->resolve(\n $contactRoles,\n $profile?->getCrmProviderId(),\n );\n\n $opportunity = $this->opportunityRepository->find($opportunityId);\n }\n\n return $opportunity ?? null;\n }\n\n private function getOpportunityFromDatabase(\n Configuration $configuration,\n Account $account,\n int $contactId,\n ?int $userId = null\n ): ?Opportunity {\n $opportunity = null;\n\n if ($userId) {\n $this->logger->info('ProspectCache - Searching DB for opportunity by owner', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'owner_id' => $userId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(\n $configuration,\n $account,\n $userId,\n $contactId\n );\n }\n\n if (! $opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Fallback DB opportunity search', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(\n $configuration,\n $account,\n $contactId\n );\n }\n\n $this->logger->info('ProspectCache - Opportunity DB search results', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'opportunity_id' => $opportunity?->getId(),\n ]);\n\n return $opportunity;\n }\n\n private function generateProspectTag(Configuration $configuration, string $identifier): string\n {\n return 'prospect:' . $configuration->getId() . ':' . $identifier;\n }\n\n private function getTags(Configuration $configuration, string $identifier): array\n {\n return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":true,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm;
use ChaseConey\LaravelDatadogHelper\Datadog;
use Illuminate\Contracts\Cache\Repository;
use Illuminate\Support\Facades\App;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Events\Crm\ProspectUpdated;
use Jiminny\Models\Account;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Stage;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\OpportunityRepository;
use Jiminny\Services\Crm\CrmObjects\Validators\StaleRecordValidator;
use Jiminny\Services\Crm\Salesforce\OpportunityMatcher\MatchBusinessAccount;
use Psr\Log\LoggerInterface;
class ProspectCache
{
public const string PROSPECT_TYPE_EMAIL = 'email';
public const string PROSPECT_TYPE_PHONE = 'phone';
public const string PROSPECT_TYPE_DOMAIN = 'domain';
private const int TTL_SECONDS = 900;
private const int TTL_SECONDS_DEV = 30;
private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';
private const string LOOKUP_RESULT_INTERNAL = 'internal';
private const string LOOKUP_RESULT_CACHE = 'cache';
private const string LOOKUP_RESULT_DB = 'db';
private const string LOOKUP_RESULT_MISS = 'miss';
public function __construct(
private readonly FindsProspectInterface $dbCache,
private readonly Repository $cache,
private readonly OpportunityRepository $opportunityRepository,
private readonly EmailHelper $emailHelper,
private readonly LoggerInterface $logger,
private readonly StaleRecordValidator $staleRecordValidator,
) {
}
/**
* @return null|array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* }
*/
public function findByProspectIdentifier(
Configuration $configuration,
?Profile $profile,
string $identifierType,
string $identifierValue,
?int $userId = null,
?SyncCrmEntitiesInterface $crmService = null
): ?array {
$cachedValue = $this->get($configuration, $identifierValue, $userId);
if ($cachedValue !== null) {
$this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());
return $cachedValue;
}
if ($identifierType == self::PROSPECT_TYPE_EMAIL
&& $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)
) {
// Set the cache to avoid querying the database for internal participants
$prospectData = [null, null, null, null, null, null];
$this->set($configuration, $identifierValue, $prospectData, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());
return $prospectData;
}
$dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);
if (empty(array_filter($dbCache))) {
$this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());
return null;
}
$dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);
$dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);
if ($dbCache['contact'] instanceof Contact) {
$account = $dbCache['contact']->getAccount();
$dbCache['account'] = $account;
$opportunity = $this->findOpportunityInContactRoles(
$configuration,
$profile,
$dbCache['contact']->getId()
);
$opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);
if ($opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Found opportunities by contact roles', [
'opportunity_id' => $opportunity->getId(),
]);
$dbCache['account'] = $opportunity->getAccount();
} elseif ($account instanceof Account) {
$opportunity = $this->getOpportunityFromDatabase(
configuration: $configuration,
account: $account,
contactId: $dbCache['contact']->getId(),
userId: $userId
);
}
$dbCache['opportunity'] = $opportunity;
$dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);
$dbCache['stage'] = $dbCache['opportunity']?->getStage();
}
/**
* @IMPORTANT The keys must always be in this exact order
*
* @var array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* } $result
*/
$result = [
$dbCache['lead'] ?? null,
$dbCache['account'] ?? null,
$dbCache['opportunity'] ?? null,
$dbCache['contact'] ?? null,
$dbCache['stage'] ?? null,
null,
];
$this->set($configuration, $identifierValue, $result, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());
return $result;
}
public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
$cachedValue = $this->get(
configuration: $configuration,
identifier: $identifier,
userId: $userId
);
if ($cachedValue !== null) {
$this->sendDatadogStats(
self::LOOKUP_RESULT_CACHE,
$configuration->getProviderName()
);
return $cachedValue;
}
// Log cache miss
$this->logger->info('[Prospect match] Cache miss', [
'identifier_type' => self::PROSPECT_TYPE_DOMAIN,
'identifier' => $identifier,
'crm' => $configuration->getProviderName(),
]);
// not in the cache
return null;
}
public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void
{
$this->cache->tags($this->getTags($configuration, $identifier))->put(
$this->generateKey($configuration, $identifier, $userId),
$prospectData,
$this->getCacheTtl()
);
}
public function handleProspectUpdated(ProspectUpdated $event): void
{
$prospect = $event->getProspect();
$configuration = $prospect->getCrmConfiguration();
if ($configuration === null) {
return;
}
if ($prospect->getEmail() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();
}
if ($prospect->getPhone() !== null) {
$normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());
$this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();
}
if ($prospect->getName() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();
}
}
public function normalizePhoneNumber(string $phone): string
{
// Remove all non-digit characters first
$digitsOnly = preg_replace('/[^\d]/', '', $phone);
// Remove a single leading zero if present
$digitsOnly = ltrim($digitsOnly, '0');
// Add E.164 prefix
return '+' . $digitsOnly;
}
private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
return $this->cache->tags($this->getTags($configuration, $identifier))
->get($this->generateKey($configuration, $identifier, $userId));
}
private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string
{
$keySuffix = $userId === null ? '' : ':user:' . $userId;
return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);
}
private function sendDatadogStats(string $result, string $crm): void
{
Datadog::increment(self::DATADOG_STAT_NAME, 1, [
'result' => $result,
'crm' => $crm,
]);
}
private function getCacheTtl(): int
{
if (! App::environment('production', 'production-eu')) {
return self::TTL_SECONDS_DEV;
}
return self::TTL_SECONDS;
}
private function findOpportunityInContactRoles(
Configuration $configuration,
?Profile $profile,
int $contactId
): ?Opportunity {
$contactRoleRepository = app(ContactRoleRepository::class);
$contactRoles = $contactRoleRepository->getByCrmContactId(
$configuration,
$contactId,
);
if (! $contactRoles->isEmpty()) {
$opportunityId = app(MatchBusinessAccount::class)->resolve(
$contactRoles,
$profile?->getCrmProviderId(),
);
$opportunity = $this->opportunityRepository->find($opportunityId);
}
return $opportunity ?? null;
}
private function getOpportunityFromDatabase(
Configuration $configuration,
Account $account,
int $contactId,
?int $userId = null
): ?Opportunity {
$opportunity = null;
if ($userId) {
$this->logger->info('ProspectCache - Searching DB for opportunity by owner', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'owner_id' => $userId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(
$configuration,
$account,
$userId,
$contactId
);
}
if (! $opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Fallback DB opportunity search', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(
$configuration,
$account,
$contactId
);
}
$this->logger->info('ProspectCache - Opportunity DB search results', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'opportunity_id' => $opportunity?->getId(),
]);
return $opportunity;
}
private function generateProspectTag(Configuration $configuration, string $identifier): string
{
return 'prospect:' . $configuration->getId() . ':' . $identifier;
}
private function getTags(Configuration $configuration, string $identifier): array
{
return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];
}
}
Project
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9160
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9160
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412
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8
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2026-05-08T12:12:43.074495+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242363074_m2.jpg...
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PhpStorm
|
faVsco.js – ProspectCache.php
|
1
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NULL
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monitor_2
|
NULL
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NULL
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NULL
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NULL
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
More Actions
JetBrains AI
Search Everywhere
IDE and Project Settings
Sync Changes
Hide This Notification
Code changed:
Hide
19
Previous Highlighted Error
Next Highlighted Error
[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}...
|
[{"role":"AXButton","text" [{"role":"AXButton","text":"Project: faVsco.js, menu","depth":5,"bounds":{"left":0.025930852,"top":0.019952115,"width":0.03856383,"height":0.025538707},"on_screen":true,"help_text":"~/jiminny/app","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"master, menu","depth":5,"bounds":{"left":0.064494684,"top":0.019952115,"width":0.040226065,"height":0.025538707},"on_screen":true,"help_text":"Git Branch: master<br/>Some incoming commits are not fetched<br/>","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Start Listening for PHP Debug Connections","depth":5,"bounds":{"left":0.8081782,"top":0.019952115,"width":0.011303191,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"AskJiminnyReportActivityServiceTest","depth":6,"bounds":{"left":0.8234708,"top":0.019952115,"width":0.09208777,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Run 'AskJiminnyReportActivityServiceTest'","depth":6,"bounds":{"left":0.9155585,"top":0.019952115,"width":0.011303191,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Debug 'AskJiminnyReportActivityServiceTest'","depth":6,"bounds":{"left":0.9268617,"top":0.019952115,"width":0.011303191,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"More Actions","depth":6,"bounds":{"left":0.9381649,"top":0.019952115,"width":0.011303191,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"JetBrains AI","depth":5,"bounds":{"left":0.96609044,"top":0.019952115,"width":0.011303191,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Search Everywhere","depth":5,"bounds":{"left":0.9773936,"top":0.019952115,"width":0.011303191,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"IDE and Project Settings","depth":5,"bounds":{"left":0.9886968,"top":0.019952115,"width":0.011303186,"height":0.025538707},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.042220745,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"19","depth":4,"bounds":{"left":0.6615692,"top":0.10055866,"width":0.009640957,"height":0.015163607},"on_screen":true,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"bounds":{"left":0.67287236,"top":0.09896249,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.68018615,"top":0.09896249,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {\n\"headers\":{\n\"Date\":[\"Thu,07 May 2026 14:21:15 GMT\"],\n \"Content-Type\":[\"application/json;charset=utf-8\"],\n \"Transfer-Encoding\":[\"chunked\"],\n \"Connection\":[\"keep-alive\"],\n \"CF-Ray\":[\"9f80deb8db60dc3a-SOF\"],\n \"CF-Cache-Status\":[\"DYNAMIC\"],\n \"Strict-Transport-Security\":[\"max-age=31536000; includeSubDomains; preload\"],\n \"Vary\":[\"origin,\n accept-encoding\"],\n \"access-control-allow-credentials\":[\"false\"],\n \"server-timing\":[\"hcid;desc=\\\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\\\",\n cfr;desc=\\\"9f80deb8e7c6dc3a-IAD\\\"\"],\n \"x-content-type-options\":[\"nosniff\"],\n \"x-hubspot-correlation-id\":[\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\"],\n \"Set-Cookie\":[\"__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-1.0.1.1-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,\n 07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None\"],\n \"Report-To\":[\"{\n\\\"endpoints\\\":[{\n\\\"url\\\":\\\"https:\\\\/\\\\/a.nel.cloudflare.com\\\\/report\\\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\\\"}],\n\\\"group\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"NEL\":[\"{\n\\\"success_fraction\\\":0.01,\n\\\"report_to\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"Server\":[\"cloudflare\"]}} {\n\"correlation_id\":\"95236535-ec98-4541-b92a-adfa73b69eab\",\n\"trace_id\":\"c7ab8365-903f-46d4-9403-0e5b551e3545\"}","depth":4,"bounds":{"left":0.4275266,"top":0.09736632,"width":0.5724734,"height":0.8818835},"on_screen":true,"lines":[{"char_start":207,"char_count":30,"bounds":{"left":0.4275266,"top":0.0,"width":0.07513298,"height":0.014365523}},{"char_start":237,"char_count":36,"bounds":{"left":0.4275266,"top":0.0,"width":0.09075798,"height":0.014365523}},{"char_start":273,"char_count":32,"bounds":{"left":0.4275266,"top":0.0,"width":0.080119684,"height":0.014365523}},{"char_start":305,"char_count":79,"bounds":{"left":0.4275266,"top":0.0,"width":0.20212767,"height":0.014365523}},{"char_start":384,"char_count":18,"bounds":{"left":0.4275266,"top":0.0,"width":0.043882977,"height":0.014365523}},{"char_start":402,"char_count":21,"bounds":{"left":0.4275266,"top":0.0,"width":0.051861703,"height":0.014365523}},{"char_start":423,"char_count":48,"bounds":{"left":0.4275266,"top":0.008778931,"width":0.12167553,"height":0.014365523}},{"char_start":471,"char_count":72,"bounds":{"left":0.4275266,"top":0.026336791,"width":0.18384309,"height":0.014365523}},{"char_start":543,"char_count":40,"bounds":{"left":0.4275266,"top":0.043894652,"width":0.10106383,"height":0.014365523}},{"char_start":583,"char_count":41,"bounds":{"left":0.4275266,"top":0.061452515,"width":0.10372341,"height":0.014365523}},{"char_start":624,"char_count":72,"bounds":{"left":0.4275266,"top":0.079010375,"width":0.18384309,"height":0.014365523}},{"char_start":696,"char_count":219,"bounds":{"left":0.4275266,"top":0.096568234,"width":0.56515956,"height":0.014365523}},{"char_start":915,"char_count":83,"bounds":{"left":0.4275266,"top":0.11412609,"width":0.21243352,"height":0.014365523}},{"char_start":998,"char_count":20,"bounds":{"left":0.4275266,"top":0.13168396,"width":0.04920213,"height":0.014365523}},{"char_start":1018,"char_count":17,"bounds":{"left":0.4275266,"top":0.14924182,"width":0.041223403,"height":0.014365523}},{"char_start":1035,"char_count":203,"bounds":{"left":0.4275266,"top":0.16679968,"width":0.52360374,"height":0.014365523}},{"char_start":1238,"char_count":22,"bounds":{"left":0.4275266,"top":0.18435754,"width":0.05418883,"height":0.014365523}},{"char_start":1260,"char_count":23,"bounds":{"left":0.4275266,"top":0.2019154,"width":0.056848403,"height":0.014365523}},{"char_start":1283,"char_count":10,"bounds":{"left":0.4275266,"top":0.21947326,"width":0.023271276,"height":0.014365523}},{"char_start":1293,"char_count":27,"bounds":{"left":0.4275266,"top":0.23703113,"width":0.06715426,"height":0.014365523}},{"char_start":1320,"char_count":26,"bounds":{"left":0.4275266,"top":0.254589,"width":0.06482713,"height":0.014365523}},{"char_start":1346,"char_count":23,"bounds":{"left":0.4275266,"top":0.27214685,"width":0.056848403,"height":0.014365523}},{"char_start":1369,"char_count":28,"bounds":{"left":0.4275266,"top":0.2897047,"width":0.06981383,"height":0.014365523}},{"char_start":1397,"char_count":57,"bounds":{"left":0.4275266,"top":0.30726257,"width":0.14494681,"height":0.014365523}}],"value":"[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {\n\"headers\":{\n\"Date\":[\"Thu,07 May 2026 14:21:15 GMT\"],\n \"Content-Type\":[\"application/json;charset=utf-8\"],\n \"Transfer-Encoding\":[\"chunked\"],\n \"Connection\":[\"keep-alive\"],\n \"CF-Ray\":[\"9f80deb8db60dc3a-SOF\"],\n \"CF-Cache-Status\":[\"DYNAMIC\"],\n \"Strict-Transport-Security\":[\"max-age=31536000; includeSubDomains; preload\"],\n \"Vary\":[\"origin,\n accept-encoding\"],\n \"access-control-allow-credentials\":[\"false\"],\n \"server-timing\":[\"hcid;desc=\\\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\\\",\n cfr;desc=\\\"9f80deb8e7c6dc3a-IAD\\\"\"],\n \"x-content-type-options\":[\"nosniff\"],\n \"x-hubspot-correlation-id\":[\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\"],\n \"Set-Cookie\":[\"__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-1.0.1.1-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,\n 07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None\"],\n \"Report-To\":[\"{\n\\\"endpoints\\\":[{\n\\\"url\\\":\\\"https:\\\\/\\\\/a.nel.cloudflare.com\\\\/report\\\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\\\"}],\n\\\"group\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"NEL\":[\"{\n\\\"success_fraction\\\":0.01,\n\\\"report_to\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"Server\":[\"cloudflare\"]}} {\n\"correlation_id\":\"95236535-ec98-4541-b92a-adfa73b69eab\",\n\"trace_id\":\"c7ab8365-903f-46d4-9403-0e5b551e3545\"}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
|
4964913726732674038
|
-3048922505555752502
|
click
|
accessibility
|
NULL
|
Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
More Actions
JetBrains AI
Search Everywhere
IDE and Project Settings
Sync Changes
Hide This Notification
Code changed:
Hide
19
Previous Highlighted Error
Next Highlighted Error
[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}...
|
NULL
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NULL
|
NULL
|
NULL
|
|
9159
|
412
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7
|
2026-05-08T12:12:37.873782+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242357873_m2.jpg...
|
PhpStorm
|
faVsco.js – ProspectCache.php
|
1
|
NULL
|
monitor_2
|
NULL
|
NULL
|
NULL
|
NULL
|
Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
More Actions
JetBrains AI
Search Everywhere
IDE and Project Settings
Sync Changes
Hide This Notification
Code changed:
Hide
19
Previous Highlighted Error
Next Highlighted Error
[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
Sync Changes
Hide This Notification
Code changed:
Hide
2
Previous Highlighted Error
Next Highlighted Error
<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm;
use ChaseConey\LaravelDatadogHelper\Datadog;
use Illuminate\Contracts\Cache\Repository;
use Illuminate\Support\Facades\App;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Events\Crm\ProspectUpdated;
use Jiminny\Models\Account;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Stage;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\OpportunityRepository;
use Jiminny\Services\Crm\CrmObjects\Validators\StaleRecordValidator;
use Jiminny\Services\Crm\Salesforce\OpportunityMatcher\MatchBusinessAccount;
use Psr\Log\LoggerInterface;
class ProspectCache
{
public const string PROSPECT_TYPE_EMAIL = 'email';
public const string PROSPECT_TYPE_PHONE = 'phone';
public const string PROSPECT_TYPE_DOMAIN = 'domain';
private const int TTL_SECONDS = 900;
private const int TTL_SECONDS_DEV = 30;
private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';
private const string LOOKUP_RESULT_INTERNAL = 'internal';
private const string LOOKUP_RESULT_CACHE = 'cache';
private const string LOOKUP_RESULT_DB = 'db';
private const string LOOKUP_RESULT_MISS = 'miss';
public function __construct(
private readonly FindsProspectInterface $dbCache,
private readonly Repository $cache,
private readonly OpportunityRepository $opportunityRepository,
private readonly EmailHelper $emailHelper,
private readonly LoggerInterface $logger,
private readonly StaleRecordValidator $staleRecordValidator,
) {
}
/**
* @return null|array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* }
*/
public function findByProspectIdentifier(
Configuration $configuration,
?Profile $profile,
string $identifierType,
string $identifierValue,
?int $userId = null,
?SyncCrmEntitiesInterface $crmService = null
): ?array {
$cachedValue = $this->get($configuration, $identifierValue, $userId);
if ($cachedValue !== null) {
$this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());
return $cachedValue;
}
if ($identifierType == self::PROSPECT_TYPE_EMAIL
&& $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)
) {
// Set the cache to avoid querying the database for internal participants
$prospectData = [null, null, null, null, null, null];
$this->set($configuration, $identifierValue, $prospectData, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());
return $prospectData;
}
$dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);
if (empty(array_filter($dbCache))) {
$this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());
return null;
}
$dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);
$dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);
if ($dbCache['contact'] instanceof Contact) {
$account = $dbCache['contact']->getAccount();
$dbCache['account'] = $account;
$opportunity = $this->findOpportunityInContactRoles(
$configuration,
$profile,
$dbCache['contact']->getId()
);
$opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);
if ($opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Found opportunities by contact roles', [
'opportunity_id' => $opportunity->getId(),
]);
$dbCache['account'] = $opportunity->getAccount();
} elseif ($account instanceof Account) {
$opportunity = $this->getOpportunityFromDatabase(
configuration: $configuration,
account: $account,
contactId: $dbCache['contact']->getId(),
userId: $userId
);
}
$dbCache['opportunity'] = $opportunity;
$dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);
$dbCache['stage'] = $dbCache['opportunity']?->getStage();
}
/**
* @IMPORTANT The keys must always be in this exact order
*
* @var array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* } $result
*/
$result = [
$dbCache['lead'] ?? null,
$dbCache['account'] ?? null,
$dbCache['opportunity'] ?? null,
$dbCache['contact'] ?? null,
$dbCache['stage'] ?? null,
null,
];
$this->set($configuration, $identifierValue, $result, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());
return $result;
}
public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
$cachedValue = $this->get(
configuration: $configuration,
identifier: $identifier,
userId: $userId
);
if ($cachedValue !== null) {
$this->sendDatadogStats(
self::LOOKUP_RESULT_CACHE,
$configuration->getProviderName()
);
return $cachedValue;
}
// Log cache miss
$this->logger->info('[Prospect match] Cache miss', [
'identifier_type' => self::PROSPECT_TYPE_DOMAIN,
'identifier' => $identifier,
'crm' => $configuration->getProviderName(),
]);
// not in the cache
return null;
}
public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void
{
$this->cache->tags($this->getTags($configuration, $identifier))->put(
$this->generateKey($configuration, $identifier, $userId),
$prospectData,
$this->getCacheTtl()
);
}
public function handleProspectUpdated(ProspectUpdated $event): void
{
$prospect = $event->getProspect();
$configuration = $prospect->getCrmConfiguration();
if ($configuration === null) {
return;
}
if ($prospect->getEmail() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();
}
if ($prospect->getPhone() !== null) {
$normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());
$this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();
}
if ($prospect->getName() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();
}
}
public function normalizePhoneNumber(string $phone): string
{
// Remove all non-digit characters first
$digitsOnly = preg_replace('/[^\d]/', '', $phone);
// Remove a single leading zero if present
$digitsOnly = ltrim($digitsOnly, '0');
// Add E.164 prefix
return '+' . $digitsOnly;
}
private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
return $this->cache->tags($this->getTags($configuration, $identifier))
->get($this->generateKey($configuration, $identifier, $userId));
}
private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string
{
$keySuffix = $userId === null ? '' : ':user:' . $userId;
return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);
}
private function sendDatadogStats(string $result, string $crm): void
{
Datadog::increment(self::DATADOG_STAT_NAME, 1, [
'result' => $result,
'crm' => $crm,
]);
}
private function getCacheTtl(): int
{
if (! App::environment('production', 'production-eu')) {
return self::TTL_SECONDS_DEV;
}
return self::TTL_SECONDS;
}
private function findOpportunityInContactRoles(
Configuration $configuration,
?Profile $profile,
int $contactId
): ?Opportunity {
$contactRoleRepository = app(ContactRoleRepository::class);
$contactRoles = $contactRoleRepository->getByCrmContactId(
$configuration,
$contactId,
);
if (! $contactRoles->isEmpty()) {
$opportunityId = app(MatchBusinessAccount::class)->resolve(
$contactRoles,
$profile?->getCrmProviderId(),
);
$opportunity = $this->opportunityRepository->find($opportunityId);
}
return $opportunity ?? null;
}
private function getOpportunityFromDatabase(
Configuration $configuration,
Account $account,
int $contactId,
?int $userId = null
): ?Opportunity {
$opportunity = null;
if ($userId) {
$this->logger->info('ProspectCache - Searching DB for opportunity by owner', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'owner_id' => $userId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(
$configuration,
$account,
$userId,
$contactId
);
}
if (! $opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Fallback DB opportunity search', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(
$configuration,
$account,
$contactId
);
}
$this->logger->info('ProspectCache - Opportunity DB search results', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'opportunity_id' => $opportunity?->getId(),
]);
return $opportunity;
}
private function generateProspectTag(Configuration $configuration, string $identifier): string
{
return 'prospect:' . $configuration->getId() . ':' . $identifier;
}
private function getTags(Configuration $configuration, string $identifier): array
{
return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];
}
}
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Error","depth":4,"bounds":{"left":0.4012633,"top":0.14844373,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm;\n\nuse ChaseConey\\LaravelDatadogHelper\\Datadog;\nuse Illuminate\\Contracts\\Cache\\Repository;\nuse Illuminate\\Support\\Facades\\App;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Events\\Crm\\ProspectUpdated;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\OpportunityRepository;\nuse Jiminny\\Services\\Crm\\CrmObjects\\Validators\\StaleRecordValidator;\nuse Jiminny\\Services\\Crm\\Salesforce\\OpportunityMatcher\\MatchBusinessAccount;\nuse Psr\\Log\\LoggerInterface;\n\nclass ProspectCache\n{\n public const string PROSPECT_TYPE_EMAIL = 'email';\n public const string PROSPECT_TYPE_PHONE = 'phone';\n\n public const string PROSPECT_TYPE_DOMAIN = 'domain';\n private const int TTL_SECONDS = 900;\n private const int TTL_SECONDS_DEV = 30;\n private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';\n private const string LOOKUP_RESULT_INTERNAL = 'internal';\n private const string LOOKUP_RESULT_CACHE = 'cache';\n private const string LOOKUP_RESULT_DB = 'db';\n private const string LOOKUP_RESULT_MISS = 'miss';\n\n public function __construct(\n private readonly FindsProspectInterface $dbCache,\n private readonly Repository $cache,\n private readonly OpportunityRepository $opportunityRepository,\n private readonly EmailHelper $emailHelper,\n private readonly LoggerInterface $logger,\n private readonly StaleRecordValidator $staleRecordValidator,\n ) {\n }\n\n /**\n * @return null|array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * }\n */\n public function findByProspectIdentifier(\n Configuration $configuration,\n ?Profile $profile,\n string $identifierType,\n string $identifierValue,\n ?int $userId = null,\n ?SyncCrmEntitiesInterface $crmService = null\n ): ?array {\n $cachedValue = $this->get($configuration, $identifierValue, $userId);\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());\n\n return $cachedValue;\n }\n\n if ($identifierType == self::PROSPECT_TYPE_EMAIL\n && $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)\n ) {\n // Set the cache to avoid querying the database for internal participants\n $prospectData = [null, null, null, null, null, null];\n $this->set($configuration, $identifierValue, $prospectData, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());\n\n return $prospectData;\n }\n\n $dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);\n\n if (empty(array_filter($dbCache))) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());\n\n return null;\n }\n\n $dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);\n $dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);\n\n if ($dbCache['contact'] instanceof Contact) {\n $account = $dbCache['contact']->getAccount();\n $dbCache['account'] = $account;\n\n $opportunity = $this->findOpportunityInContactRoles(\n $configuration,\n $profile,\n $dbCache['contact']->getId()\n );\n\n $opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);\n\n if ($opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Found opportunities by contact roles', [\n 'opportunity_id' => $opportunity->getId(),\n ]);\n $dbCache['account'] = $opportunity->getAccount();\n } elseif ($account instanceof Account) {\n $opportunity = $this->getOpportunityFromDatabase(\n configuration: $configuration,\n account: $account,\n contactId: $dbCache['contact']->getId(),\n userId: $userId\n );\n }\n\n $dbCache['opportunity'] = $opportunity;\n $dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);\n\n $dbCache['stage'] = $dbCache['opportunity']?->getStage();\n }\n\n /**\n * @IMPORTANT The keys must always be in this exact order\n *\n * @var array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * } $result\n */\n $result = [\n $dbCache['lead'] ?? null,\n $dbCache['account'] ?? null,\n $dbCache['opportunity'] ?? null,\n $dbCache['contact'] ?? null,\n $dbCache['stage'] ?? null,\n null,\n ];\n\n $this->set($configuration, $identifierValue, $result, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());\n\n return $result;\n }\n\n public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n $cachedValue = $this->get(\n configuration: $configuration,\n identifier: $identifier,\n userId: $userId\n );\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(\n self::LOOKUP_RESULT_CACHE,\n $configuration->getProviderName()\n );\n\n return $cachedValue;\n }\n\n // Log cache miss\n $this->logger->info('[Prospect match] Cache miss', [\n 'identifier_type' => self::PROSPECT_TYPE_DOMAIN,\n 'identifier' => $identifier,\n 'crm' => $configuration->getProviderName(),\n ]);\n\n // not in the cache\n return null;\n }\n\n public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void\n {\n $this->cache->tags($this->getTags($configuration, $identifier))->put(\n $this->generateKey($configuration, $identifier, $userId),\n $prospectData,\n $this->getCacheTtl()\n );\n }\n\n public function handleProspectUpdated(ProspectUpdated $event): void\n {\n $prospect = $event->getProspect();\n $configuration = $prospect->getCrmConfiguration();\n\n if ($configuration === null) {\n return;\n }\n\n if ($prospect->getEmail() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();\n }\n\n if ($prospect->getPhone() !== null) {\n $normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());\n $this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();\n }\n\n if ($prospect->getName() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();\n }\n }\n\n public function normalizePhoneNumber(string $phone): string\n {\n // Remove all non-digit characters first\n $digitsOnly = preg_replace('/[^\\d]/', '', $phone);\n\n // Remove a single leading zero if present\n $digitsOnly = ltrim($digitsOnly, '0');\n\n // Add E.164 prefix\n return '+' . $digitsOnly;\n }\n\n private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n return $this->cache->tags($this->getTags($configuration, $identifier))\n ->get($this->generateKey($configuration, $identifier, $userId));\n }\n\n private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string\n {\n $keySuffix = $userId === null ? '' : ':user:' . $userId;\n\n return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);\n }\n\n private function sendDatadogStats(string $result, string $crm): void\n {\n Datadog::increment(self::DATADOG_STAT_NAME, 1, [\n 'result' => $result,\n 'crm' => $crm,\n ]);\n }\n\n private function getCacheTtl(): int\n {\n if (! App::environment('production', 'production-eu')) {\n return self::TTL_SECONDS_DEV;\n }\n\n return self::TTL_SECONDS;\n }\n\n private function findOpportunityInContactRoles(\n Configuration $configuration,\n ?Profile $profile,\n int $contactId\n ): ?Opportunity {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $contactRoles = $contactRoleRepository->getByCrmContactId(\n $configuration,\n $contactId,\n );\n\n if (! $contactRoles->isEmpty()) {\n $opportunityId = app(MatchBusinessAccount::class)->resolve(\n $contactRoles,\n $profile?->getCrmProviderId(),\n );\n\n $opportunity = $this->opportunityRepository->find($opportunityId);\n }\n\n return $opportunity ?? null;\n }\n\n private function getOpportunityFromDatabase(\n Configuration $configuration,\n Account $account,\n int $contactId,\n ?int $userId = null\n ): ?Opportunity {\n $opportunity = null;\n\n if ($userId) {\n $this->logger->info('ProspectCache - Searching DB for opportunity by owner', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'owner_id' => $userId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(\n $configuration,\n $account,\n $userId,\n $contactId\n );\n }\n\n if (! $opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Fallback DB opportunity search', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(\n $configuration,\n $account,\n $contactId\n );\n }\n\n $this->logger->info('ProspectCache - Opportunity DB search results', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'opportunity_id' => $opportunity?->getId(),\n ]);\n\n return $opportunity;\n }\n\n private function generateProspectTag(Configuration $configuration, string $identifier): string\n {\n return 'prospect:' . $configuration->getId() . ':' . $identifier;\n }\n\n private function getTags(Configuration $configuration, string $identifier): array\n {\n return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm;\n\nuse ChaseConey\\LaravelDatadogHelper\\Datadog;\nuse Illuminate\\Contracts\\Cache\\Repository;\nuse Illuminate\\Support\\Facades\\App;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Events\\Crm\\ProspectUpdated;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\OpportunityRepository;\nuse Jiminny\\Services\\Crm\\CrmObjects\\Validators\\StaleRecordValidator;\nuse Jiminny\\Services\\Crm\\Salesforce\\OpportunityMatcher\\MatchBusinessAccount;\nuse Psr\\Log\\LoggerInterface;\n\nclass ProspectCache\n{\n public const string PROSPECT_TYPE_EMAIL = 'email';\n public const string PROSPECT_TYPE_PHONE = 'phone';\n\n public const string PROSPECT_TYPE_DOMAIN = 'domain';\n private const int TTL_SECONDS = 900;\n private const int TTL_SECONDS_DEV = 30;\n private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';\n private const string LOOKUP_RESULT_INTERNAL = 'internal';\n private const string LOOKUP_RESULT_CACHE = 'cache';\n private const string LOOKUP_RESULT_DB = 'db';\n private const string LOOKUP_RESULT_MISS = 'miss';\n\n public function __construct(\n private readonly FindsProspectInterface $dbCache,\n private readonly Repository $cache,\n private readonly OpportunityRepository $opportunityRepository,\n private readonly EmailHelper $emailHelper,\n private readonly LoggerInterface $logger,\n private readonly StaleRecordValidator $staleRecordValidator,\n ) {\n }\n\n /**\n * @return null|array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * }\n */\n public function findByProspectIdentifier(\n Configuration $configuration,\n ?Profile $profile,\n string $identifierType,\n string $identifierValue,\n ?int $userId = null,\n ?SyncCrmEntitiesInterface $crmService = null\n ): ?array {\n $cachedValue = $this->get($configuration, $identifierValue, $userId);\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());\n\n return $cachedValue;\n }\n\n if ($identifierType == self::PROSPECT_TYPE_EMAIL\n && $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)\n ) {\n // Set the cache to avoid querying the database for internal participants\n $prospectData = [null, null, null, null, null, null];\n $this->set($configuration, $identifierValue, $prospectData, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());\n\n return $prospectData;\n }\n\n $dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);\n\n if (empty(array_filter($dbCache))) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());\n\n return null;\n }\n\n $dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);\n $dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);\n\n if ($dbCache['contact'] instanceof Contact) {\n $account = $dbCache['contact']->getAccount();\n $dbCache['account'] = $account;\n\n $opportunity = $this->findOpportunityInContactRoles(\n $configuration,\n $profile,\n $dbCache['contact']->getId()\n );\n\n $opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);\n\n if ($opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Found opportunities by contact roles', [\n 'opportunity_id' => $opportunity->getId(),\n ]);\n $dbCache['account'] = $opportunity->getAccount();\n } elseif ($account instanceof Account) {\n $opportunity = $this->getOpportunityFromDatabase(\n configuration: $configuration,\n account: $account,\n contactId: $dbCache['contact']->getId(),\n userId: $userId\n );\n }\n\n $dbCache['opportunity'] = $opportunity;\n $dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);\n\n $dbCache['stage'] = $dbCache['opportunity']?->getStage();\n }\n\n /**\n * @IMPORTANT The keys must always be in this exact order\n *\n * @var array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * } $result\n */\n $result = [\n $dbCache['lead'] ?? null,\n $dbCache['account'] ?? null,\n $dbCache['opportunity'] ?? null,\n $dbCache['contact'] ?? null,\n $dbCache['stage'] ?? null,\n null,\n ];\n\n $this->set($configuration, $identifierValue, $result, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());\n\n return $result;\n }\n\n public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n $cachedValue = $this->get(\n configuration: $configuration,\n identifier: $identifier,\n userId: $userId\n );\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(\n self::LOOKUP_RESULT_CACHE,\n $configuration->getProviderName()\n );\n\n return $cachedValue;\n }\n\n // Log cache miss\n $this->logger->info('[Prospect match] Cache miss', [\n 'identifier_type' => self::PROSPECT_TYPE_DOMAIN,\n 'identifier' => $identifier,\n 'crm' => $configuration->getProviderName(),\n ]);\n\n // not in the cache\n return null;\n }\n\n public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void\n {\n $this->cache->tags($this->getTags($configuration, $identifier))->put(\n $this->generateKey($configuration, $identifier, $userId),\n $prospectData,\n $this->getCacheTtl()\n );\n }\n\n public function handleProspectUpdated(ProspectUpdated $event): void\n {\n $prospect = $event->getProspect();\n $configuration = $prospect->getCrmConfiguration();\n\n if ($configuration === null) {\n return;\n }\n\n if ($prospect->getEmail() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();\n }\n\n if ($prospect->getPhone() !== null) {\n $normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());\n $this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();\n }\n\n if ($prospect->getName() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();\n }\n }\n\n public function normalizePhoneNumber(string $phone): string\n {\n // Remove all non-digit characters first\n $digitsOnly = preg_replace('/[^\\d]/', '', $phone);\n\n // Remove a single leading zero if present\n $digitsOnly = ltrim($digitsOnly, '0');\n\n // Add E.164 prefix\n return '+' . $digitsOnly;\n }\n\n private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n return $this->cache->tags($this->getTags($configuration, $identifier))\n ->get($this->generateKey($configuration, $identifier, $userId));\n }\n\n private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string\n {\n $keySuffix = $userId === null ? '' : ':user:' . $userId;\n\n return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);\n }\n\n private function sendDatadogStats(string $result, string $crm): void\n {\n Datadog::increment(self::DATADOG_STAT_NAME, 1, [\n 'result' => $result,\n 'crm' => $crm,\n ]);\n }\n\n private function getCacheTtl(): int\n {\n if (! App::environment('production', 'production-eu')) {\n return self::TTL_SECONDS_DEV;\n }\n\n return self::TTL_SECONDS;\n }\n\n private function findOpportunityInContactRoles(\n Configuration $configuration,\n ?Profile $profile,\n int $contactId\n ): ?Opportunity {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $contactRoles = $contactRoleRepository->getByCrmContactId(\n $configuration,\n $contactId,\n );\n\n if (! $contactRoles->isEmpty()) {\n $opportunityId = app(MatchBusinessAccount::class)->resolve(\n $contactRoles,\n $profile?->getCrmProviderId(),\n );\n\n $opportunity = $this->opportunityRepository->find($opportunityId);\n }\n\n return $opportunity ?? null;\n }\n\n private function getOpportunityFromDatabase(\n Configuration $configuration,\n Account $account,\n int $contactId,\n ?int $userId = null\n ): ?Opportunity {\n $opportunity = null;\n\n if ($userId) {\n $this->logger->info('ProspectCache - Searching DB for opportunity by owner', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'owner_id' => $userId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(\n $configuration,\n $account,\n $userId,\n $contactId\n );\n }\n\n if (! $opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Fallback DB opportunity search', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(\n $configuration,\n $account,\n $contactId\n );\n }\n\n $this->logger->info('ProspectCache - Opportunity DB search results', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'opportunity_id' => $opportunity?->getId(),\n ]);\n\n return $opportunity;\n }\n\n private function generateProspectTag(Configuration $configuration, string $identifier): string\n {\n return 'prospect:' . $configuration->getId() . ':' . $identifier;\n }\n\n private function getTags(Configuration $configuration, string $identifier): array\n {\n return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":true,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm;
use ChaseConey\LaravelDatadogHelper\Datadog;
use Illuminate\Contracts\Cache\Repository;
use Illuminate\Support\Facades\App;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Events\Crm\ProspectUpdated;
use Jiminny\Models\Account;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Stage;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\OpportunityRepository;
use Jiminny\Services\Crm\CrmObjects\Validators\StaleRecordValidator;
use Jiminny\Services\Crm\Salesforce\OpportunityMatcher\MatchBusinessAccount;
use Psr\Log\LoggerInterface;
class ProspectCache
{
public const string PROSPECT_TYPE_EMAIL = 'email';
public const string PROSPECT_TYPE_PHONE = 'phone';
public const string PROSPECT_TYPE_DOMAIN = 'domain';
private const int TTL_SECONDS = 900;
private const int TTL_SECONDS_DEV = 30;
private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';
private const string LOOKUP_RESULT_INTERNAL = 'internal';
private const string LOOKUP_RESULT_CACHE = 'cache';
private const string LOOKUP_RESULT_DB = 'db';
private const string LOOKUP_RESULT_MISS = 'miss';
public function __construct(
private readonly FindsProspectInterface $dbCache,
private readonly Repository $cache,
private readonly OpportunityRepository $opportunityRepository,
private readonly EmailHelper $emailHelper,
private readonly LoggerInterface $logger,
private readonly StaleRecordValidator $staleRecordValidator,
) {
}
/**
* @return null|array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* }
*/
public function findByProspectIdentifier(
Configuration $configuration,
?Profile $profile,
string $identifierType,
string $identifierValue,
?int $userId = null,
?SyncCrmEntitiesInterface $crmService = null
): ?array {
$cachedValue = $this->get($configuration, $identifierValue, $userId);
if ($cachedValue !== null) {
$this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());
return $cachedValue;
}
if ($identifierType == self::PROSPECT_TYPE_EMAIL
&& $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)
) {
// Set the cache to avoid querying the database for internal participants
$prospectData = [null, null, null, null, null, null];
$this->set($configuration, $identifierValue, $prospectData, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());
return $prospectData;
}
$dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);
if (empty(array_filter($dbCache))) {
$this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());
return null;
}
$dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);
$dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);
if ($dbCache['contact'] instanceof Contact) {
$account = $dbCache['contact']->getAccount();
$dbCache['account'] = $account;
$opportunity = $this->findOpportunityInContactRoles(
$configuration,
$profile,
$dbCache['contact']->getId()
);
$opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);
if ($opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Found opportunities by contact roles', [
'opportunity_id' => $opportunity->getId(),
]);
$dbCache['account'] = $opportunity->getAccount();
} elseif ($account instanceof Account) {
$opportunity = $this->getOpportunityFromDatabase(
configuration: $configuration,
account: $account,
contactId: $dbCache['contact']->getId(),
userId: $userId
);
}
$dbCache['opportunity'] = $opportunity;
$dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);
$dbCache['stage'] = $dbCache['opportunity']?->getStage();
}
/**
* @IMPORTANT The keys must always be in this exact order
*
* @var array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* } $result
*/
$result = [
$dbCache['lead'] ?? null,
$dbCache['account'] ?? null,
$dbCache['opportunity'] ?? null,
$dbCache['contact'] ?? null,
$dbCache['stage'] ?? null,
null,
];
$this->set($configuration, $identifierValue, $result, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());
return $result;
}
public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
$cachedValue = $this->get(
configuration: $configuration,
identifier: $identifier,
userId: $userId
);
if ($cachedValue !== null) {
$this->sendDatadogStats(
self::LOOKUP_RESULT_CACHE,
$configuration->getProviderName()
);
return $cachedValue;
}
// Log cache miss
$this->logger->info('[Prospect match] Cache miss', [
'identifier_type' => self::PROSPECT_TYPE_DOMAIN,
'identifier' => $identifier,
'crm' => $configuration->getProviderName(),
]);
// not in the cache
return null;
}
public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void
{
$this->cache->tags($this->getTags($configuration, $identifier))->put(
$this->generateKey($configuration, $identifier, $userId),
$prospectData,
$this->getCacheTtl()
);
}
public function handleProspectUpdated(ProspectUpdated $event): void
{
$prospect = $event->getProspect();
$configuration = $prospect->getCrmConfiguration();
if ($configuration === null) {
return;
}
if ($prospect->getEmail() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();
}
if ($prospect->getPhone() !== null) {
$normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());
$this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();
}
if ($prospect->getName() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();
}
}
public function normalizePhoneNumber(string $phone): string
{
// Remove all non-digit characters first
$digitsOnly = preg_replace('/[^\d]/', '', $phone);
// Remove a single leading zero if present
$digitsOnly = ltrim($digitsOnly, '0');
// Add E.164 prefix
return '+' . $digitsOnly;
}
private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
return $this->cache->tags($this->getTags($configuration, $identifier))
->get($this->generateKey($configuration, $identifier, $userId));
}
private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string
{
$keySuffix = $userId === null ? '' : ':user:' . $userId;
return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);
}
private function sendDatadogStats(string $result, string $crm): void
{
Datadog::increment(self::DATADOG_STAT_NAME, 1, [
'result' => $result,
'crm' => $crm,
]);
}
private function getCacheTtl(): int
{
if (! App::environment('production', 'production-eu')) {
return self::TTL_SECONDS_DEV;
}
return self::TTL_SECONDS;
}
private function findOpportunityInContactRoles(
Configuration $configuration,
?Profile $profile,
int $contactId
): ?Opportunity {
$contactRoleRepository = app(ContactRoleRepository::class);
$contactRoles = $contactRoleRepository->getByCrmContactId(
$configuration,
$contactId,
);
if (! $contactRoles->isEmpty()) {
$opportunityId = app(MatchBusinessAccount::class)->resolve(
$contactRoles,
$profile?->getCrmProviderId(),
);
$opportunity = $this->opportunityRepository->find($opportunityId);
}
return $opportunity ?? null;
}
private function getOpportunityFromDatabase(
Configuration $configuration,
Account $account,
int $contactId,
?int $userId = null
): ?Opportunity {
$opportunity = null;
if ($userId) {
$this->logger->info('ProspectCache - Searching DB for opportunity by owner', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'owner_id' => $userId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(
$configuration,
$account,
$userId,
$contactId
);
}
if (! $opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Fallback DB opportunity search', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(
$configuration,
$account,
$contactId
);
}
$this->logger->info('ProspectCache - Opportunity DB search results', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'opportunity_id' => $opportunity?->getId(),
]);
return $opportunity;
}
private function generateProspectTag(Configuration $configuration, string $identifier): string
{
return 'prospect:' . $configuration->getId() . ':' . $identifier;
}
private function getTags(Configuration $configuration, string $identifier): array
{
return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];
}
}
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9157
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2026-05-08T12:12:37.873775+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242357873_m1.jpg...
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faVsco.js – ProspectCache.php
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm;
use ChaseConey\LaravelDatadogHelper\Datadog;
use Illuminate\Contracts\Cache\Repository;
use Illuminate\Support\Facades\App;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Events\Crm\ProspectUpdated;
use Jiminny\Models\Account;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Stage;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\OpportunityRepository;
use Jiminny\Services\Crm\CrmObjects\Validators\StaleRecordValidator;
use Jiminny\Services\Crm\Salesforce\OpportunityMatcher\MatchBusinessAccount;
use Psr\Log\LoggerInterface;
class ProspectCache
{
public const string PROSPECT_TYPE_EMAIL = 'email';
public const string PROSPECT_TYPE_PHONE = 'phone';
public const string PROSPECT_TYPE_DOMAIN = 'domain';
private const int TTL_SECONDS = 900;
private const int TTL_SECONDS_DEV = 30;
private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';
private const string LOOKUP_RESULT_INTERNAL = 'internal';
private const string LOOKUP_RESULT_CACHE = 'cache';
private const string LOOKUP_RESULT_DB = 'db';
private const string LOOKUP_RESULT_MISS = 'miss';
public function __construct(
private readonly FindsProspectInterface $dbCache,
private readonly Repository $cache,
private readonly OpportunityRepository $opportunityRepository,
private readonly EmailHelper $emailHelper,
private readonly LoggerInterface $logger,
private readonly StaleRecordValidator $staleRecordValidator,
) {
}
/**
* @return null|array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* }
*/
public function findByProspectIdentifier(
Configuration $configuration,
?Profile $profile,
string $identifierType,
string $identifierValue,
?int $userId = null,
?SyncCrmEntitiesInterface $crmService = null
): ?array {
$cachedValue = $this->get($configuration, $identifierValue, $userId);
if ($cachedValue !== null) {
$this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());
return $cachedValue;
}
if ($identifierType == self::PROSPECT_TYPE_EMAIL
&& $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)
) {
// Set the cache to avoid querying the database for internal participants
$prospectData = [null, null, null, null, null, null];
$this->set($configuration, $identifierValue, $prospectData, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());
return $prospectData;
}
$dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);
if (empty(array_filter($dbCache))) {
$this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());
return null;
}
$dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);
$dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);
if ($dbCache['contact'] instanceof Contact) {
$account = $dbCache['contact']->getAccount();
$dbCache['account'] = $account;
$opportunity = $this->findOpportunityInContactRoles(
$configuration,
$profile,
$dbCache['contact']->getId()
);
$opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);
if ($opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Found opportunities by contact roles', [
'opportunity_id' => $opportunity->getId(),
]);
$dbCache['account'] = $opportunity->getAccount();
} elseif ($account instanceof Account) {
$opportunity = $this->getOpportunityFromDatabase(
configuration: $configuration,
account: $account,
contactId: $dbCache['contact']->getId(),
userId: $userId
);
}
$dbCache['opportunity'] = $opportunity;
$dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);
$dbCache['stage'] = $dbCache['opportunity']?->getStage();
}
/**
* @IMPORTANT The keys must always be in this exact order
*
* @var array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* } $result
*/
$result = [
$dbCache['lead'] ?? null,
$dbCache['account'] ?? null,
$dbCache['opportunity'] ?? null,
$dbCache['contact'] ?? null,
$dbCache['stage'] ?? null,
null,
];
$this->set($configuration, $identifierValue, $result, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());
return $result;
}
public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
$cachedValue = $this->get(
configuration: $configuration,
identifier: $identifier,
userId: $userId
);
if ($cachedValue !== null) {
$this->sendDatadogStats(
self::LOOKUP_RESULT_CACHE,
$configuration->getProviderName()
);
return $cachedValue;
}
// Log cache miss
$this->logger->info('[Prospect match] Cache miss', [
'identifier_type' => self::PROSPECT_TYPE_DOMAIN,
'identifier' => $identifier,
'crm' => $configuration->getProviderName(),
]);
// not in the cache
return null;
}
public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void
{
$this->cache->tags($this->getTags($configuration, $identifier))->put(
$this->generateKey($configuration, $identifier, $userId),
$prospectData,
$this->getCacheTtl()
);
}
public function handleProspectUpdated(ProspectUpdated $event): void
{
$prospect = $event->getProspect();
$configuration = $prospect->getCrmConfiguration();
if ($configuration === null) {
return;
}
if ($prospect->getEmail() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();
}
if ($prospect->getPhone() !== null) {
$normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());
$this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();
}
if ($prospect->getName() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();
}
}
public function normalizePhoneNumber(string $phone): string
{
// Remove all non-digit characters first
$digitsOnly = preg_replace('/[^\d]/', '', $phone);
// Remove a single leading zero if present
$digitsOnly = ltrim($digitsOnly, '0');
// Add E.164 prefix
return '+' . $digitsOnly;
}
private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
return $this->cache->tags($this->getTags($configuration, $identifier))
->get($this->generateKey($configuration, $identifier, $userId));
}
private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string
{
$keySuffix = $userId === null ? '' : ':user:' . $userId;
return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);
}
private function sendDatadogStats(string $result, string $crm): void
{
Datadog::increment(self::DATADOG_STAT_NAME, 1, [
'result' => $result,
'crm' => $crm,
]);
}
private function getCacheTtl(): int
{
if (! App::environment('production', 'production-eu')) {
return self::TTL_SECONDS_DEV;
}
return self::TTL_SECONDS;
}
private function findOpportunityInContactRoles(
Configuration $configuration,
?Profile $profile,
int $contactId
): ?Opportunity {
$contactRoleRepository = app(ContactRoleRepository::class);
$contactRoles = $contactRoleRepository->getByCrmContactId(
$configuration,
$contactId,
);
if (! $contactRoles->isEmpty()) {
$opportunityId = app(MatchBusinessAccount::class)->resolve(
$contactRoles,
$profile?->getCrmProviderId(),
);
$opportunity = $this->opportunityRepository->find($opportunityId);
}
return $opportunity ?? null;
}
private function getOpportunityFromDatabase(
Configuration $configuration,
Account $account,
int $contactId,
?int $userId = null
): ?Opportunity {
$opportunity = null;
if ($userId) {
$this->logger->info('ProspectCache - Searching DB for opportunity by owner', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'owner_id' => $userId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(
$configuration,
$account,
$userId,
$contactId
);
}
if (! $opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Fallback DB opportunity search', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(
$configuration,
$account,
$contactId
);
}
$this->logger->info('ProspectCache - Opportunity DB search results', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'opportunity_id' => $opportunity?->getId(),
]);
return $opportunity;
}
private function generateProspectTag(Configuration $configuration, string $identifier): string
{
return 'prospect:' . $configuration->getId() . ':' . $identifier;
}
private function getTags(Configuration $configuration, string $identifier): array
{
return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];
}
}
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changed:","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.088194445,"height":0.027777778},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"19","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {\n\"headers\":{\n\"Date\":[\"Thu,07 May 2026 14:21:15 GMT\"],\n \"Content-Type\":[\"application/json;charset=utf-8\"],\n \"Transfer-Encoding\":[\"chunked\"],\n \"Connection\":[\"keep-alive\"],\n \"CF-Ray\":[\"9f80deb8db60dc3a-SOF\"],\n \"CF-Cache-Status\":[\"DYNAMIC\"],\n \"Strict-Transport-Security\":[\"max-age=31536000; includeSubDomains; preload\"],\n \"Vary\":[\"origin,\n accept-encoding\"],\n \"access-control-allow-credentials\":[\"false\"],\n \"server-timing\":[\"hcid;desc=\\\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\\\",\n cfr;desc=\\\"9f80deb8e7c6dc3a-IAD\\\"\"],\n \"x-content-type-options\":[\"nosniff\"],\n \"x-hubspot-correlation-id\":[\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\"],\n \"Set-Cookie\":[\"__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-1.0.1.1-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,\n 07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None\"],\n \"Report-To\":[\"{\n\\\"endpoints\\\":[{\n\\\"url\\\":\\\"https:\\\\/\\\\/a.nel.cloudflare.com\\\\/report\\\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\\\"}],\n\\\"group\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"NEL\":[\"{\n\\\"success_fraction\\\":0.01,\n\\\"report_to\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"Server\":[\"cloudflare\"]}} {\n\"correlation_id\":\"95236535-ec98-4541-b92a-adfa73b69eab\",\n\"trace_id\":\"c7ab8365-903f-46d4-9403-0e5b551e3545\"}","depth":4,"on_screen":true,"value":"[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {\n\"headers\":{\n\"Date\":[\"Thu,07 May 2026 14:21:15 GMT\"],\n \"Content-Type\":[\"application/json;charset=utf-8\"],\n \"Transfer-Encoding\":[\"chunked\"],\n \"Connection\":[\"keep-alive\"],\n \"CF-Ray\":[\"9f80deb8db60dc3a-SOF\"],\n \"CF-Cache-Status\":[\"DYNAMIC\"],\n \"Strict-Transport-Security\":[\"max-age=31536000; includeSubDomains; preload\"],\n \"Vary\":[\"origin,\n accept-encoding\"],\n \"access-control-allow-credentials\":[\"false\"],\n \"server-timing\":[\"hcid;desc=\\\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\\\",\n cfr;desc=\\\"9f80deb8e7c6dc3a-IAD\\\"\"],\n \"x-content-type-options\":[\"nosniff\"],\n \"x-hubspot-correlation-id\":[\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\"],\n \"Set-Cookie\":[\"__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-1.0.1.1-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,\n 07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None\"],\n \"Report-To\":[\"{\n\\\"endpoints\\\":[{\n\\\"url\\\":\\\"https:\\\\/\\\\/a.nel.cloudflare.com\\\\/report\\\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\\\"}],\n\\\"group\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"NEL\":[\"{\n\\\"success_fraction\\\":0.01,\n\\\"report_to\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"Server\":[\"cloudflare\"]}} {\n\"correlation_id\":\"95236535-ec98-4541-b92a-adfa73b69eab\",\n\"trace_id\":\"c7ab8365-903f-46d4-9403-0e5b551e3545\"}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.088194445,"height":0.027777778},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"2","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm;\n\nuse ChaseConey\\LaravelDatadogHelper\\Datadog;\nuse Illuminate\\Contracts\\Cache\\Repository;\nuse Illuminate\\Support\\Facades\\App;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Events\\Crm\\ProspectUpdated;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\OpportunityRepository;\nuse Jiminny\\Services\\Crm\\CrmObjects\\Validators\\StaleRecordValidator;\nuse Jiminny\\Services\\Crm\\Salesforce\\OpportunityMatcher\\MatchBusinessAccount;\nuse Psr\\Log\\LoggerInterface;\n\nclass ProspectCache\n{\n public const string PROSPECT_TYPE_EMAIL = 'email';\n public const string PROSPECT_TYPE_PHONE = 'phone';\n\n public const string PROSPECT_TYPE_DOMAIN = 'domain';\n private const int TTL_SECONDS = 900;\n private const int TTL_SECONDS_DEV = 30;\n private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';\n private const string LOOKUP_RESULT_INTERNAL = 'internal';\n private const string LOOKUP_RESULT_CACHE = 'cache';\n private const string LOOKUP_RESULT_DB = 'db';\n private const string LOOKUP_RESULT_MISS = 'miss';\n\n public function __construct(\n private readonly FindsProspectInterface $dbCache,\n private readonly Repository $cache,\n private readonly OpportunityRepository $opportunityRepository,\n private readonly EmailHelper $emailHelper,\n private readonly LoggerInterface $logger,\n private readonly StaleRecordValidator $staleRecordValidator,\n ) {\n }\n\n /**\n * @return null|array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * }\n */\n public function findByProspectIdentifier(\n Configuration $configuration,\n ?Profile $profile,\n string $identifierType,\n string $identifierValue,\n ?int $userId = null,\n ?SyncCrmEntitiesInterface $crmService = null\n ): ?array {\n $cachedValue = $this->get($configuration, $identifierValue, $userId);\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());\n\n return $cachedValue;\n }\n\n if ($identifierType == self::PROSPECT_TYPE_EMAIL\n && $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)\n ) {\n // Set the cache to avoid querying the database for internal participants\n $prospectData = [null, null, null, null, null, null];\n $this->set($configuration, $identifierValue, $prospectData, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());\n\n return $prospectData;\n }\n\n $dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);\n\n if (empty(array_filter($dbCache))) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());\n\n return null;\n }\n\n $dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);\n $dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);\n\n if ($dbCache['contact'] instanceof Contact) {\n $account = $dbCache['contact']->getAccount();\n $dbCache['account'] = $account;\n\n $opportunity = $this->findOpportunityInContactRoles(\n $configuration,\n $profile,\n $dbCache['contact']->getId()\n );\n\n $opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);\n\n if ($opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Found opportunities by contact roles', [\n 'opportunity_id' => $opportunity->getId(),\n ]);\n $dbCache['account'] = $opportunity->getAccount();\n } elseif ($account instanceof Account) {\n $opportunity = $this->getOpportunityFromDatabase(\n configuration: $configuration,\n account: $account,\n contactId: $dbCache['contact']->getId(),\n userId: $userId\n );\n }\n\n $dbCache['opportunity'] = $opportunity;\n $dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);\n\n $dbCache['stage'] = $dbCache['opportunity']?->getStage();\n }\n\n /**\n * @IMPORTANT The keys must always be in this exact order\n *\n * @var array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * } $result\n */\n $result = [\n $dbCache['lead'] ?? null,\n $dbCache['account'] ?? null,\n $dbCache['opportunity'] ?? null,\n $dbCache['contact'] ?? null,\n $dbCache['stage'] ?? null,\n null,\n ];\n\n $this->set($configuration, $identifierValue, $result, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());\n\n return $result;\n }\n\n public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n $cachedValue = $this->get(\n configuration: $configuration,\n identifier: $identifier,\n userId: $userId\n );\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(\n self::LOOKUP_RESULT_CACHE,\n $configuration->getProviderName()\n );\n\n return $cachedValue;\n }\n\n // Log cache miss\n $this->logger->info('[Prospect match] Cache miss', [\n 'identifier_type' => self::PROSPECT_TYPE_DOMAIN,\n 'identifier' => $identifier,\n 'crm' => $configuration->getProviderName(),\n ]);\n\n // not in the cache\n return null;\n }\n\n public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void\n {\n $this->cache->tags($this->getTags($configuration, $identifier))->put(\n $this->generateKey($configuration, $identifier, $userId),\n $prospectData,\n $this->getCacheTtl()\n );\n }\n\n public function handleProspectUpdated(ProspectUpdated $event): void\n {\n $prospect = $event->getProspect();\n $configuration = $prospect->getCrmConfiguration();\n\n if ($configuration === null) {\n return;\n }\n\n if ($prospect->getEmail() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();\n }\n\n if ($prospect->getPhone() !== null) {\n $normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());\n $this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();\n }\n\n if ($prospect->getName() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();\n }\n }\n\n public function normalizePhoneNumber(string $phone): string\n {\n // Remove all non-digit characters first\n $digitsOnly = preg_replace('/[^\\d]/', '', $phone);\n\n // Remove a single leading zero if present\n $digitsOnly = ltrim($digitsOnly, '0');\n\n // Add E.164 prefix\n return '+' . $digitsOnly;\n }\n\n private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n return $this->cache->tags($this->getTags($configuration, $identifier))\n ->get($this->generateKey($configuration, $identifier, $userId));\n }\n\n private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string\n {\n $keySuffix = $userId === null ? '' : ':user:' . $userId;\n\n return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);\n }\n\n private function sendDatadogStats(string $result, string $crm): void\n {\n Datadog::increment(self::DATADOG_STAT_NAME, 1, [\n 'result' => $result,\n 'crm' => $crm,\n ]);\n }\n\n private function getCacheTtl(): int\n {\n if (! App::environment('production', 'production-eu')) {\n return self::TTL_SECONDS_DEV;\n }\n\n return self::TTL_SECONDS;\n }\n\n private function findOpportunityInContactRoles(\n Configuration $configuration,\n ?Profile $profile,\n int $contactId\n ): ?Opportunity {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $contactRoles = $contactRoleRepository->getByCrmContactId(\n $configuration,\n $contactId,\n );\n\n if (! $contactRoles->isEmpty()) {\n $opportunityId = app(MatchBusinessAccount::class)->resolve(\n $contactRoles,\n $profile?->getCrmProviderId(),\n );\n\n $opportunity = $this->opportunityRepository->find($opportunityId);\n }\n\n return $opportunity ?? null;\n }\n\n private function getOpportunityFromDatabase(\n Configuration $configuration,\n Account $account,\n int $contactId,\n ?int $userId = null\n ): ?Opportunity {\n $opportunity = null;\n\n if ($userId) {\n $this->logger->info('ProspectCache - Searching DB for opportunity by owner', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'owner_id' => $userId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(\n $configuration,\n $account,\n $userId,\n $contactId\n );\n }\n\n if (! $opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Fallback DB opportunity search', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(\n $configuration,\n $account,\n $contactId\n );\n }\n\n $this->logger->info('ProspectCache - Opportunity DB search results', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'opportunity_id' => $opportunity?->getId(),\n ]);\n\n return $opportunity;\n }\n\n private function generateProspectTag(Configuration $configuration, string $identifier): string\n {\n return 'prospect:' . $configuration->getId() . ':' . $identifier;\n }\n\n private function getTags(Configuration $configuration, string $identifier): array\n {\n return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm;\n\nuse ChaseConey\\LaravelDatadogHelper\\Datadog;\nuse Illuminate\\Contracts\\Cache\\Repository;\nuse Illuminate\\Support\\Facades\\App;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Events\\Crm\\ProspectUpdated;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\OpportunityRepository;\nuse Jiminny\\Services\\Crm\\CrmObjects\\Validators\\StaleRecordValidator;\nuse Jiminny\\Services\\Crm\\Salesforce\\OpportunityMatcher\\MatchBusinessAccount;\nuse Psr\\Log\\LoggerInterface;\n\nclass ProspectCache\n{\n public const string PROSPECT_TYPE_EMAIL = 'email';\n public const string PROSPECT_TYPE_PHONE = 'phone';\n\n public const string PROSPECT_TYPE_DOMAIN = 'domain';\n private const int TTL_SECONDS = 900;\n private const int TTL_SECONDS_DEV = 30;\n private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';\n private const string LOOKUP_RESULT_INTERNAL = 'internal';\n private const string LOOKUP_RESULT_CACHE = 'cache';\n private const string LOOKUP_RESULT_DB = 'db';\n private const string LOOKUP_RESULT_MISS = 'miss';\n\n public function __construct(\n private readonly FindsProspectInterface $dbCache,\n private readonly Repository $cache,\n private readonly OpportunityRepository $opportunityRepository,\n private readonly EmailHelper $emailHelper,\n private readonly LoggerInterface $logger,\n private readonly StaleRecordValidator $staleRecordValidator,\n ) {\n }\n\n /**\n * @return null|array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * }\n */\n public function findByProspectIdentifier(\n Configuration $configuration,\n ?Profile $profile,\n string $identifierType,\n string $identifierValue,\n ?int $userId = null,\n ?SyncCrmEntitiesInterface $crmService = null\n ): ?array {\n $cachedValue = $this->get($configuration, $identifierValue, $userId);\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());\n\n return $cachedValue;\n }\n\n if ($identifierType == self::PROSPECT_TYPE_EMAIL\n && $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)\n ) {\n // Set the cache to avoid querying the database for internal participants\n $prospectData = [null, null, null, null, null, null];\n $this->set($configuration, $identifierValue, $prospectData, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());\n\n return $prospectData;\n }\n\n $dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);\n\n if (empty(array_filter($dbCache))) {\n $this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());\n\n return null;\n }\n\n $dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);\n $dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);\n\n if ($dbCache['contact'] instanceof Contact) {\n $account = $dbCache['contact']->getAccount();\n $dbCache['account'] = $account;\n\n $opportunity = $this->findOpportunityInContactRoles(\n $configuration,\n $profile,\n $dbCache['contact']->getId()\n );\n\n $opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);\n\n if ($opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Found opportunities by contact roles', [\n 'opportunity_id' => $opportunity->getId(),\n ]);\n $dbCache['account'] = $opportunity->getAccount();\n } elseif ($account instanceof Account) {\n $opportunity = $this->getOpportunityFromDatabase(\n configuration: $configuration,\n account: $account,\n contactId: $dbCache['contact']->getId(),\n userId: $userId\n );\n }\n\n $dbCache['opportunity'] = $opportunity;\n $dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);\n\n $dbCache['stage'] = $dbCache['opportunity']?->getStage();\n }\n\n /**\n * @IMPORTANT The keys must always be in this exact order\n *\n * @var array{\n * ?Lead,\n * ?Account,\n * ?Opportunity,\n * ?Contact,\n * ?Stage,\n * string|null\n * } $result\n */\n $result = [\n $dbCache['lead'] ?? null,\n $dbCache['account'] ?? null,\n $dbCache['opportunity'] ?? null,\n $dbCache['contact'] ?? null,\n $dbCache['stage'] ?? null,\n null,\n ];\n\n $this->set($configuration, $identifierValue, $result, $userId);\n $this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());\n\n return $result;\n }\n\n public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n $cachedValue = $this->get(\n configuration: $configuration,\n identifier: $identifier,\n userId: $userId\n );\n\n if ($cachedValue !== null) {\n $this->sendDatadogStats(\n self::LOOKUP_RESULT_CACHE,\n $configuration->getProviderName()\n );\n\n return $cachedValue;\n }\n\n // Log cache miss\n $this->logger->info('[Prospect match] Cache miss', [\n 'identifier_type' => self::PROSPECT_TYPE_DOMAIN,\n 'identifier' => $identifier,\n 'crm' => $configuration->getProviderName(),\n ]);\n\n // not in the cache\n return null;\n }\n\n public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void\n {\n $this->cache->tags($this->getTags($configuration, $identifier))->put(\n $this->generateKey($configuration, $identifier, $userId),\n $prospectData,\n $this->getCacheTtl()\n );\n }\n\n public function handleProspectUpdated(ProspectUpdated $event): void\n {\n $prospect = $event->getProspect();\n $configuration = $prospect->getCrmConfiguration();\n\n if ($configuration === null) {\n return;\n }\n\n if ($prospect->getEmail() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();\n }\n\n if ($prospect->getPhone() !== null) {\n $normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());\n $this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();\n }\n\n if ($prospect->getName() !== null) {\n $this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();\n }\n }\n\n public function normalizePhoneNumber(string $phone): string\n {\n // Remove all non-digit characters first\n $digitsOnly = preg_replace('/[^\\d]/', '', $phone);\n\n // Remove a single leading zero if present\n $digitsOnly = ltrim($digitsOnly, '0');\n\n // Add E.164 prefix\n return '+' . $digitsOnly;\n }\n\n private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array\n {\n return $this->cache->tags($this->getTags($configuration, $identifier))\n ->get($this->generateKey($configuration, $identifier, $userId));\n }\n\n private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string\n {\n $keySuffix = $userId === null ? '' : ':user:' . $userId;\n\n return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);\n }\n\n private function sendDatadogStats(string $result, string $crm): void\n {\n Datadog::increment(self::DATADOG_STAT_NAME, 1, [\n 'result' => $result,\n 'crm' => $crm,\n ]);\n }\n\n private function getCacheTtl(): int\n {\n if (! App::environment('production', 'production-eu')) {\n return self::TTL_SECONDS_DEV;\n }\n\n return self::TTL_SECONDS;\n }\n\n private function findOpportunityInContactRoles(\n Configuration $configuration,\n ?Profile $profile,\n int $contactId\n ): ?Opportunity {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $contactRoles = $contactRoleRepository->getByCrmContactId(\n $configuration,\n $contactId,\n );\n\n if (! $contactRoles->isEmpty()) {\n $opportunityId = app(MatchBusinessAccount::class)->resolve(\n $contactRoles,\n $profile?->getCrmProviderId(),\n );\n\n $opportunity = $this->opportunityRepository->find($opportunityId);\n }\n\n return $opportunity ?? null;\n }\n\n private function getOpportunityFromDatabase(\n Configuration $configuration,\n Account $account,\n int $contactId,\n ?int $userId = null\n ): ?Opportunity {\n $opportunity = null;\n\n if ($userId) {\n $this->logger->info('ProspectCache - Searching DB for opportunity by owner', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'owner_id' => $userId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(\n $configuration,\n $account,\n $userId,\n $contactId\n );\n }\n\n if (! $opportunity instanceof Opportunity) {\n $this->logger->info('ProspectCache - Fallback DB opportunity search', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n ]);\n $opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(\n $configuration,\n $account,\n $contactId\n );\n }\n\n $this->logger->info('ProspectCache - Opportunity DB search results', [\n 'account_id' => $account->getId(),\n 'contact_id' => $contactId,\n 'opportunity_id' => $opportunity?->getId(),\n ]);\n\n return $opportunity;\n }\n\n private function generateProspectTag(Configuration $configuration, string $identifier): string\n {\n return 'prospect:' . $configuration->getId() . ':' . $identifier;\n }\n\n private function getTags(Configuration $configuration, string $identifier): array\n {\n return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":true,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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920666202760937713
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338922648065674223
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click
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accessibility
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NULL
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm;
use ChaseConey\LaravelDatadogHelper\Datadog;
use Illuminate\Contracts\Cache\Repository;
use Illuminate\Support\Facades\App;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Events\Crm\ProspectUpdated;
use Jiminny\Models\Account;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Stage;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\OpportunityRepository;
use Jiminny\Services\Crm\CrmObjects\Validators\StaleRecordValidator;
use Jiminny\Services\Crm\Salesforce\OpportunityMatcher\MatchBusinessAccount;
use Psr\Log\LoggerInterface;
class ProspectCache
{
public const string PROSPECT_TYPE_EMAIL = 'email';
public const string PROSPECT_TYPE_PHONE = 'phone';
public const string PROSPECT_TYPE_DOMAIN = 'domain';
private const int TTL_SECONDS = 900;
private const int TTL_SECONDS_DEV = 30;
private const string DATADOG_STAT_NAME = 'jiminny.crm.prospect_cache_lookup';
private const string LOOKUP_RESULT_INTERNAL = 'internal';
private const string LOOKUP_RESULT_CACHE = 'cache';
private const string LOOKUP_RESULT_DB = 'db';
private const string LOOKUP_RESULT_MISS = 'miss';
public function __construct(
private readonly FindsProspectInterface $dbCache,
private readonly Repository $cache,
private readonly OpportunityRepository $opportunityRepository,
private readonly EmailHelper $emailHelper,
private readonly LoggerInterface $logger,
private readonly StaleRecordValidator $staleRecordValidator,
) {
}
/**
* @return null|array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* }
*/
public function findByProspectIdentifier(
Configuration $configuration,
?Profile $profile,
string $identifierType,
string $identifierValue,
?int $userId = null,
?SyncCrmEntitiesInterface $crmService = null
): ?array {
$cachedValue = $this->get($configuration, $identifierValue, $userId);
if ($cachedValue !== null) {
$this->sendDatadogStats(self::LOOKUP_RESULT_CACHE, $configuration->getProviderName());
return $cachedValue;
}
if ($identifierType == self::PROSPECT_TYPE_EMAIL
&& $this->emailHelper->isCompanyEmail($configuration->getTeam(), $identifierValue)
) {
// Set the cache to avoid querying the database for internal participants
$prospectData = [null, null, null, null, null, null];
$this->set($configuration, $identifierValue, $prospectData, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_INTERNAL, $configuration->getProviderName());
return $prospectData;
}
$dbCache = $this->dbCache->findProspect($configuration, [$identifierType => $identifierValue]);
if (empty(array_filter($dbCache))) {
$this->sendDatadogStats(self::LOOKUP_RESULT_MISS, $configuration->getProviderName());
return null;
}
$dbCache['contact'] = $this->staleRecordValidator->filterStale($dbCache['contact'], $crmService);
$dbCache['lead'] = $this->staleRecordValidator->filterStale($dbCache['lead'], $crmService);
if ($dbCache['contact'] instanceof Contact) {
$account = $dbCache['contact']->getAccount();
$dbCache['account'] = $account;
$opportunity = $this->findOpportunityInContactRoles(
$configuration,
$profile,
$dbCache['contact']->getId()
);
$opportunity = $this->staleRecordValidator->filterStale($opportunity, $crmService);
if ($opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Found opportunities by contact roles', [
'opportunity_id' => $opportunity->getId(),
]);
$dbCache['account'] = $opportunity->getAccount();
} elseif ($account instanceof Account) {
$opportunity = $this->getOpportunityFromDatabase(
configuration: $configuration,
account: $account,
contactId: $dbCache['contact']->getId(),
userId: $userId
);
}
$dbCache['opportunity'] = $opportunity;
$dbCache['account'] = $this->staleRecordValidator->filterStale($dbCache['account'], $crmService);
$dbCache['stage'] = $dbCache['opportunity']?->getStage();
}
/**
* @IMPORTANT The keys must always be in this exact order
*
* @var array{
* ?Lead,
* ?Account,
* ?Opportunity,
* ?Contact,
* ?Stage,
* string|null
* } $result
*/
$result = [
$dbCache['lead'] ?? null,
$dbCache['account'] ?? null,
$dbCache['opportunity'] ?? null,
$dbCache['contact'] ?? null,
$dbCache['stage'] ?? null,
null,
];
$this->set($configuration, $identifierValue, $result, $userId);
$this->sendDatadogStats(self::LOOKUP_RESULT_DB, $configuration->getProviderName());
return $result;
}
public function findDomainMatch(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
$cachedValue = $this->get(
configuration: $configuration,
identifier: $identifier,
userId: $userId
);
if ($cachedValue !== null) {
$this->sendDatadogStats(
self::LOOKUP_RESULT_CACHE,
$configuration->getProviderName()
);
return $cachedValue;
}
// Log cache miss
$this->logger->info('[Prospect match] Cache miss', [
'identifier_type' => self::PROSPECT_TYPE_DOMAIN,
'identifier' => $identifier,
'crm' => $configuration->getProviderName(),
]);
// not in the cache
return null;
}
public function set(Configuration $configuration, string $identifier, array $prospectData, ?int $userId = null): void
{
$this->cache->tags($this->getTags($configuration, $identifier))->put(
$this->generateKey($configuration, $identifier, $userId),
$prospectData,
$this->getCacheTtl()
);
}
public function handleProspectUpdated(ProspectUpdated $event): void
{
$prospect = $event->getProspect();
$configuration = $prospect->getCrmConfiguration();
if ($configuration === null) {
return;
}
if ($prospect->getEmail() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getEmail())])->flush();
}
if ($prospect->getPhone() !== null) {
$normalizedPhone = $this->normalizePhoneNumber($prospect->getPhone());
$this->cache->tags([$this->generateProspectTag($configuration, $normalizedPhone)])->flush();
}
if ($prospect->getName() !== null) {
$this->cache->tags([$this->generateProspectTag($configuration, $prospect->getName())])->flush();
}
}
public function normalizePhoneNumber(string $phone): string
{
// Remove all non-digit characters first
$digitsOnly = preg_replace('/[^\d]/', '', $phone);
// Remove a single leading zero if present
$digitsOnly = ltrim($digitsOnly, '0');
// Add E.164 prefix
return '+' . $digitsOnly;
}
private function get(Configuration $configuration, string $identifier, ?int $userId = null): ?array
{
return $this->cache->tags($this->getTags($configuration, $identifier))
->get($this->generateKey($configuration, $identifier, $userId));
}
private function generateKey(Configuration $configuration, string $identifier, ?int $userId = null): string
{
$keySuffix = $userId === null ? '' : ':user:' . $userId;
return hash('sha256', 'crm:' . $configuration->getId() . ':prospect:' . $identifier . $keySuffix);
}
private function sendDatadogStats(string $result, string $crm): void
{
Datadog::increment(self::DATADOG_STAT_NAME, 1, [
'result' => $result,
'crm' => $crm,
]);
}
private function getCacheTtl(): int
{
if (! App::environment('production', 'production-eu')) {
return self::TTL_SECONDS_DEV;
}
return self::TTL_SECONDS;
}
private function findOpportunityInContactRoles(
Configuration $configuration,
?Profile $profile,
int $contactId
): ?Opportunity {
$contactRoleRepository = app(ContactRoleRepository::class);
$contactRoles = $contactRoleRepository->getByCrmContactId(
$configuration,
$contactId,
);
if (! $contactRoles->isEmpty()) {
$opportunityId = app(MatchBusinessAccount::class)->resolve(
$contactRoles,
$profile?->getCrmProviderId(),
);
$opportunity = $this->opportunityRepository->find($opportunityId);
}
return $opportunity ?? null;
}
private function getOpportunityFromDatabase(
Configuration $configuration,
Account $account,
int $contactId,
?int $userId = null
): ?Opportunity {
$opportunity = null;
if ($userId) {
$this->logger->info('ProspectCache - Searching DB for opportunity by owner', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'owner_id' => $userId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityOwner(
$configuration,
$account,
$userId,
$contactId
);
}
if (! $opportunity instanceof Opportunity) {
$this->logger->info('ProspectCache - Fallback DB opportunity search', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
]);
$opportunity = $this->opportunityRepository->findOneByAccountAndOpportunityAssignmentRule(
$configuration,
$account,
$contactId
);
}
$this->logger->info('ProspectCache - Opportunity DB search results', [
'account_id' => $account->getId(),
'contact_id' => $contactId,
'opportunity_id' => $opportunity?->getId(),
]);
return $opportunity;
}
private function generateProspectTag(Configuration $configuration, string $identifier): string
{
return 'prospect:' . $configuration->getId() . ':' . $identifier;
}
private function getTags(Configuration $configuration, string $identifier): array
{
return ['prospect_cache', $this->generateProspectTag($configuration, $identifier)];
}
}
Project
Project
New File or Directory…
Expand Selected
Collapse All
Options
Hide...
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/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242346924_m2.jpg...
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faVsco.js – CachedCrmServiceDecorator.php
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
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Run 'AskJiminnyReportActivityServiceTest'
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Code changed:
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Previous Highlighted Error
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm;
use Jiminny\Contracts\Services\Crm\ConnectionStateInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesWithCacheInterface;
use Jiminny\Contracts\Services\Crm\ServiceInterface;
use Jiminny\Exceptions\ApplicationException;
use Jiminny\Models\Account;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Stage;
use Psr\Log\LoggerInterface;
class CachedCrmServiceDecorator implements MatchCrmEntitiesWithCacheInterface
{
private ?ServiceInterface $crmService = null;
private ProspectCache $prospectCache;
private LoggerInterface $logger;
private ?Configuration $configuration;
public function __construct(
ProspectCache $prospectCache,
LoggerInterface $logger
) {
$this->prospectCache = $prospectCache;
$this->logger = $logger;
$this->configuration = null;
}
public function setCrmService(?ServiceInterface $crmService = null): void
{
$this->crmService = $crmService;
}
public function setConfiguration(Configuration $configuration): void
{
$this->configuration = $configuration;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
if (! filter_var($email, FILTER_VALIDATE_EMAIL)) {
$this->logger->warning('[Prospect match] Invalid email address', [
'identifier_type' => ProspectCache::PROSPECT_TYPE_EMAIL,
'identifier' => $email,
]);
// The email address of the prospect is invalid.
// Return null, so we can try to match by phone or name.
return null;
}
return $this->matchByProspectIdentifier(
identifierType: ProspectCache::PROSPECT_TYPE_EMAIL,
identifierValue: $email,
userId: $userId
);
}
public function matchByDomain(string $email, ?int $userId = null): ?array
{
if (! $this->crmService instanceof MatchDomainByEmailInterface) {
$this->logger->info('[Prospect match] Service does not support matching by domain', [
'identifier_type' => ProspectCache::PROSPECT_TYPE_DOMAIN,
'crm' => $this->crmService?->getDisplayName() ?? 'Not set',
'email' => $email,
]);
return null;
}
$domain = $this->crmService->getDomain($email);
if (empty($domain)) {
$this->logger->info('[Prospect match] Empty domain name', [
'identifier_type' => ProspectCache::PROSPECT_TYPE_DOMAIN,
'email' => $email,
]);
return null;
}
$this->logger->info('[Prospect match] Resolved company domain from email', [
'email' => $email,
'domain' => $domain,
]);
$configuration = $this->getConfiguration();
// try the cache
$cachedValue = $this->prospectCache->findDomainMatch(
configuration: $configuration,
identifier: $domain,
userId: $userId
);
if ($cachedValue !== null) {
return $cachedValue;
}
$this->logger->info('[Prospect match] Cache miss, calling the API', [
'identifier_type' => ProspectCache::PROSPECT_TYPE_DOMAIN,
'identifier' => $domain,
]);
$apiResult = $this->crmService->matchByDomain(domain: $domain, userId: $userId);
if (empty($apiResult)) {
$this->logger->info(
'[Prospect match] API returned empty result, caching the miss with empty prospect data',
[
'identifier_type' => ProspectCache::PROSPECT_TYPE_DOMAIN,
'identifier' => $domain,
]
);
// cache the miss with empty prospect data
$apiResult = [null, null, null, null, null, null];
}
$this->prospectCache->set(
configuration: $configuration,
identifier: $domain,
prospectData: $apiResult,
userId: $userId
);
return $apiResult;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
if (! $this->isConnected()) {
$this->logger->info('[Prospect match] Service is not connected, remote search is currently not available', [
'identifier_type' => 'name',
'identifier' => $name,
]);
return null;
}
return $this->crmService->matchByName(
name: $name,
userId: $userId
);
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
return $this->matchByProspectIdentifier(
identifierType: ProspectCache::PROSPECT_TYPE_PHONE,
identifierValue: $phone,
identifierSecondaryValue: $rawPhoneNumber,
userId: $userId
);
}
/**
* @throws ApplicationException
*/
private function matchByProspectIdentifier(
string $identifierType,
string $identifierValue,
?string $identifierSecondaryValue = null,
?int $userId = null,
): ?array {
$configuration = $this->getConfiguration();
$profile = $this->crmService->profile ?? null;
// Normalize phone number BEFORE cache lookup
if ($identifierType === ProspectCache::PROSPECT_TYPE_PHONE) {
$identifierValue = $this->prospectCache->normalizePhoneNumber($identifierValue);
}
$prospectData = $this->prospectCache->findByProspectIdentifier(
configuration: $configuration,
profile: $profile,
identifierType: $identifierType,
identifierValue: $identifierValue,
userId: $userId,
crmService: $this->crmService
);
if ($prospectData !== null) {
$this->logger->info('[Prospect match] Cache / local search hit', [
'identifier_type' => $identifierType,
'identifier' => $identifierValue,
]);
if (empty(array_filter($prospectData))) {
$this->logger->info('[Prospect match] cached empty result - no API calls, try next matching method', [
'identifier_type' => $identifierType,
'identifier' => $identifierValue,
]);
/**
* @IMPORTANT This is a cached empty result, i.e. there's no prospect with this email.
* We cache the empty result, so we don't keep querying the database and the API
* for non-existing prospects.
* However, we need to return null from this method
* in order to trigger the next matching method (e.g. matchByPhone or matchByName).
* This is because an array with null values is not considered empty.
*/
return null;
}
return $prospectData;
}
$this->logger->info('[Prospect match] Cache miss, calling the API', [
'identifier_type' => $identifierType,
'identifier' => $identifierValue,
]);
if (! $this->isConnected()) {
$this->logger->info('[Prospect match] Service is not connected, remote search is currently not available', [
'identifier_type' => $identifierType,
'identifier' => $identifierValue,
]);
return null;
}
/** @var 'email'|'phone' $identifierType */
$apiResult = match($identifierType) {
ProspectCache::PROSPECT_TYPE_EMAIL => $this->crmService->matchExactlyByEmail(
email: $identifierValue,
userId: $userId
),
ProspectCache::PROSPECT_TYPE_PHONE => $this->crmService->matchByPhone(
phone: $identifierValue,
rawPhoneNumber: $identifierSecondaryValue,
userId: $userId
),
};
$cachedResult = $apiResult;
if (empty($apiResult)) {
// In case the result is null or an empty array,
// cache the missing prospect, so we don't keep calling the API
$this->logger->info(
'[Prospect match] API returned empty result, caching the miss with empty prospect data',
[
'identifier_type' => $identifierType,
'identifier' => $identifierValue,
]
);
$cachedResult = [null, null, null, null, null, null];
}
// Set the cache even if the result is empty,
// so we don't keep querying the database and the API
$this->prospectCache->set($configuration, $identifierValue, $cachedResult, $userId);
return $apiResult;
}
private function isConnected(): bool
{
if ($this->crmService instanceof ConnectionStateInterface) {
return $this->crmService->isConnected();
}
return $this->crmService !== null;
}
/**
* @throws ApplicationException
*/
private function getConfiguration(): Configuration
{
if ($this->configuration) {
return $this->configuration;
}
if ($this->crmService?->getConfiguration()) {
return $this->crmService->getConfiguration();
}
throw new ApplicationException('Missing team configuration. Cannot set team prospect cache');
}
}
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changed:","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.042220745,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"8","depth":4,"bounds":{"left":0.38430852,"top":0.15003991,"width":0.007978723,"height":0.015163607},"on_screen":true,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"bounds":{"left":0.39394948,"top":0.14844373,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.4012633,"top":0.14844373,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm;\n\nuse Jiminny\\Contracts\\Services\\Crm\\ConnectionStateInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesWithCacheInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ServiceInterface;\nuse Jiminny\\Exceptions\\ApplicationException;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Stage;\nuse Psr\\Log\\LoggerInterface;\n\nclass CachedCrmServiceDecorator implements MatchCrmEntitiesWithCacheInterface\n{\n private ?ServiceInterface $crmService = null;\n private ProspectCache $prospectCache;\n private LoggerInterface $logger;\n\n private ?Configuration $configuration;\n\n public function __construct(\n ProspectCache $prospectCache,\n LoggerInterface $logger\n ) {\n $this->prospectCache = $prospectCache;\n $this->logger = $logger;\n $this->configuration = null;\n }\n\n public function setCrmService(?ServiceInterface $crmService = null): void\n {\n $this->crmService = $crmService;\n }\n\n public function setConfiguration(Configuration $configuration): void\n {\n $this->configuration = $configuration;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n if (! filter_var($email, FILTER_VALIDATE_EMAIL)) {\n $this->logger->warning('[Prospect match] Invalid email address', [\n 'identifier_type' => ProspectCache::PROSPECT_TYPE_EMAIL,\n 'identifier' => $email,\n ]);\n\n // The email address of the prospect is invalid.\n // Return null, so we can try to match by phone or name.\n return null;\n }\n\n return $this->matchByProspectIdentifier(\n identifierType: ProspectCache::PROSPECT_TYPE_EMAIL,\n identifierValue: $email,\n userId: $userId\n );\n }\n\n public function matchByDomain(string $email, ?int $userId = null): ?array\n {\n if (! $this->crmService instanceof MatchDomainByEmailInterface) {\n $this->logger->info('[Prospect match] Service does not support matching by domain', [\n 'identifier_type' => ProspectCache::PROSPECT_TYPE_DOMAIN,\n 'crm' => $this->crmService?->getDisplayName() ?? 'Not set',\n 'email' => $email,\n ]);\n\n return null;\n }\n\n $domain = $this->crmService->getDomain($email);\n\n if (empty($domain)) {\n $this->logger->info('[Prospect match] Empty domain name', [\n 'identifier_type' => ProspectCache::PROSPECT_TYPE_DOMAIN,\n 'email' => $email,\n ]);\n\n return null;\n }\n\n $this->logger->info('[Prospect match] Resolved company domain from email', [\n 'email' => $email,\n 'domain' => $domain,\n ]);\n\n $configuration = $this->getConfiguration();\n\n // try the cache\n $cachedValue = $this->prospectCache->findDomainMatch(\n configuration: $configuration,\n identifier: $domain,\n userId: $userId\n );\n\n if ($cachedValue !== null) {\n return $cachedValue;\n }\n\n $this->logger->info('[Prospect match] Cache miss, calling the API', [\n 'identifier_type' => ProspectCache::PROSPECT_TYPE_DOMAIN,\n 'identifier' => $domain,\n ]);\n\n $apiResult = $this->crmService->matchByDomain(domain: $domain, userId: $userId);\n\n if (empty($apiResult)) {\n $this->logger->info(\n '[Prospect match] API returned empty result, caching the miss with empty prospect data',\n [\n 'identifier_type' => ProspectCache::PROSPECT_TYPE_DOMAIN,\n 'identifier' => $domain,\n ]\n );\n // cache the miss with empty prospect data\n $apiResult = [null, null, null, null, null, null];\n }\n\n $this->prospectCache->set(\n configuration: $configuration,\n identifier: $domain,\n prospectData: $apiResult,\n userId: $userId\n );\n\n return $apiResult;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n if (! $this->isConnected()) {\n $this->logger->info('[Prospect match] Service is not connected, remote search is currently not available', [\n 'identifier_type' => 'name',\n 'identifier' => $name,\n ]);\n\n return null;\n }\n\n return $this->crmService->matchByName(\n name: $name,\n userId: $userId\n );\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n return $this->matchByProspectIdentifier(\n identifierType: ProspectCache::PROSPECT_TYPE_PHONE,\n identifierValue: $phone,\n identifierSecondaryValue: $rawPhoneNumber,\n userId: $userId\n );\n }\n\n /**\n * @throws ApplicationException\n */\n private function matchByProspectIdentifier(\n string $identifierType,\n string $identifierValue,\n ?string $identifierSecondaryValue = null,\n ?int $userId = null,\n ): ?array {\n $configuration = $this->getConfiguration();\n $profile = $this->crmService->profile ?? null;\n\n // Normalize phone number BEFORE cache lookup\n if ($identifierType === ProspectCache::PROSPECT_TYPE_PHONE) {\n $identifierValue = $this->prospectCache->normalizePhoneNumber($identifierValue);\n }\n\n $prospectData = $this->prospectCache->findByProspectIdentifier(\n configuration: $configuration,\n profile: $profile,\n identifierType: $identifierType,\n identifierValue: $identifierValue,\n userId: $userId,\n crmService: $this->crmService\n );\n\n if ($prospectData !== null) {\n $this->logger->info('[Prospect match] Cache / local search hit', [\n 'identifier_type' => $identifierType,\n 'identifier' => $identifierValue,\n ]);\n\n if (empty(array_filter($prospectData))) {\n $this->logger->info('[Prospect match] cached empty result - no API calls, try next matching method', [\n 'identifier_type' => $identifierType,\n 'identifier' => $identifierValue,\n ]);\n\n /**\n * @IMPORTANT This is a cached empty result, i.e. there's no prospect with this email.\n * We cache the empty result, so we don't keep querying the database and the API\n * for non-existing prospects.\n * However, we need to return null from this method\n * in order to trigger the next matching method (e.g. matchByPhone or matchByName).\n * This is because an array with null values is not considered empty.\n */\n return null;\n }\n\n return $prospectData;\n }\n\n $this->logger->info('[Prospect match] Cache miss, calling the API', [\n 'identifier_type' => $identifierType,\n 'identifier' => $identifierValue,\n ]);\n\n if (! $this->isConnected()) {\n $this->logger->info('[Prospect match] Service is not connected, remote search is currently not available', [\n 'identifier_type' => $identifierType,\n 'identifier' => $identifierValue,\n ]);\n\n return null;\n }\n\n /** @var 'email'|'phone' $identifierType */\n $apiResult = match($identifierType) {\n ProspectCache::PROSPECT_TYPE_EMAIL => $this->crmService->matchExactlyByEmail(\n email: $identifierValue,\n userId: $userId\n ),\n ProspectCache::PROSPECT_TYPE_PHONE => $this->crmService->matchByPhone(\n phone: $identifierValue,\n rawPhoneNumber: $identifierSecondaryValue,\n userId: $userId\n ),\n };\n\n $cachedResult = $apiResult;\n\n if (empty($apiResult)) {\n // In case the result is null or an empty array,\n // cache the missing prospect, so we don't keep calling the API\n $this->logger->info(\n '[Prospect match] API returned empty result, caching the miss with empty prospect data',\n [\n 'identifier_type' => $identifierType,\n 'identifier' => $identifierValue,\n ]\n );\n $cachedResult = [null, null, null, null, null, null];\n }\n\n // Set the cache even if the result is empty,\n // so we don't keep querying the database and the API\n $this->prospectCache->set($configuration, $identifierValue, $cachedResult, $userId);\n\n return $apiResult;\n }\n\n private function isConnected(): bool\n {\n if ($this->crmService instanceof ConnectionStateInterface) {\n return $this->crmService->isConnected();\n }\n\n return $this->crmService !== null;\n }\n\n /**\n * @throws ApplicationException\n */\n private function getConfiguration(): Configuration\n {\n if ($this->configuration) {\n return $this->configuration;\n }\n if ($this->crmService?->getConfiguration()) {\n return $this->crmService->getConfiguration();\n }\n\n throw new ApplicationException('Missing team configuration. Cannot set team prospect cache');\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm;\n\nuse Jiminny\\Contracts\\Services\\Crm\\ConnectionStateInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesWithCacheInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ServiceInterface;\nuse Jiminny\\Exceptions\\ApplicationException;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Stage;\nuse Psr\\Log\\LoggerInterface;\n\nclass CachedCrmServiceDecorator implements MatchCrmEntitiesWithCacheInterface\n{\n private ?ServiceInterface $crmService = null;\n private ProspectCache $prospectCache;\n private LoggerInterface $logger;\n\n private ?Configuration $configuration;\n\n public function __construct(\n ProspectCache $prospectCache,\n LoggerInterface $logger\n ) {\n $this->prospectCache = $prospectCache;\n $this->logger = $logger;\n $this->configuration = null;\n }\n\n public function setCrmService(?ServiceInterface $crmService = null): void\n {\n $this->crmService = $crmService;\n }\n\n public function setConfiguration(Configuration $configuration): void\n {\n $this->configuration = $configuration;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n if (! filter_var($email, FILTER_VALIDATE_EMAIL)) {\n $this->logger->warning('[Prospect match] Invalid email address', [\n 'identifier_type' => ProspectCache::PROSPECT_TYPE_EMAIL,\n 'identifier' => $email,\n ]);\n\n // The email address of the prospect is invalid.\n // Return null, so we can try to match by phone or name.\n return null;\n }\n\n return $this->matchByProspectIdentifier(\n identifierType: ProspectCache::PROSPECT_TYPE_EMAIL,\n identifierValue: $email,\n userId: $userId\n );\n }\n\n public function matchByDomain(string $email, ?int $userId = null): ?array\n {\n if (! $this->crmService instanceof MatchDomainByEmailInterface) {\n $this->logger->info('[Prospect match] Service does not support matching by domain', [\n 'identifier_type' => ProspectCache::PROSPECT_TYPE_DOMAIN,\n 'crm' => $this->crmService?->getDisplayName() ?? 'Not set',\n 'email' => $email,\n ]);\n\n return null;\n }\n\n $domain = $this->crmService->getDomain($email);\n\n if (empty($domain)) {\n $this->logger->info('[Prospect match] Empty domain name', [\n 'identifier_type' => ProspectCache::PROSPECT_TYPE_DOMAIN,\n 'email' => $email,\n ]);\n\n return null;\n }\n\n $this->logger->info('[Prospect match] Resolved company domain from email', [\n 'email' => $email,\n 'domain' => $domain,\n ]);\n\n $configuration = $this->getConfiguration();\n\n // try the cache\n $cachedValue = $this->prospectCache->findDomainMatch(\n configuration: $configuration,\n identifier: $domain,\n userId: $userId\n );\n\n if ($cachedValue !== null) {\n return $cachedValue;\n }\n\n $this->logger->info('[Prospect match] Cache miss, calling the API', [\n 'identifier_type' => ProspectCache::PROSPECT_TYPE_DOMAIN,\n 'identifier' => $domain,\n ]);\n\n $apiResult = $this->crmService->matchByDomain(domain: $domain, userId: $userId);\n\n if (empty($apiResult)) {\n $this->logger->info(\n '[Prospect match] API returned empty result, caching the miss with empty prospect data',\n [\n 'identifier_type' => ProspectCache::PROSPECT_TYPE_DOMAIN,\n 'identifier' => $domain,\n ]\n );\n // cache the miss with empty prospect data\n $apiResult = [null, null, null, null, null, null];\n }\n\n $this->prospectCache->set(\n configuration: $configuration,\n identifier: $domain,\n prospectData: $apiResult,\n userId: $userId\n );\n\n return $apiResult;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n if (! $this->isConnected()) {\n $this->logger->info('[Prospect match] Service is not connected, remote search is currently not available', [\n 'identifier_type' => 'name',\n 'identifier' => $name,\n ]);\n\n return null;\n }\n\n return $this->crmService->matchByName(\n name: $name,\n userId: $userId\n );\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n return $this->matchByProspectIdentifier(\n identifierType: ProspectCache::PROSPECT_TYPE_PHONE,\n identifierValue: $phone,\n identifierSecondaryValue: $rawPhoneNumber,\n userId: $userId\n );\n }\n\n /**\n * @throws ApplicationException\n */\n private function matchByProspectIdentifier(\n string $identifierType,\n string $identifierValue,\n ?string $identifierSecondaryValue = null,\n ?int $userId = null,\n ): ?array {\n $configuration = $this->getConfiguration();\n $profile = $this->crmService->profile ?? null;\n\n // Normalize phone number BEFORE cache lookup\n if ($identifierType === ProspectCache::PROSPECT_TYPE_PHONE) {\n $identifierValue = $this->prospectCache->normalizePhoneNumber($identifierValue);\n }\n\n $prospectData = $this->prospectCache->findByProspectIdentifier(\n configuration: $configuration,\n profile: $profile,\n identifierType: $identifierType,\n identifierValue: $identifierValue,\n userId: $userId,\n crmService: $this->crmService\n );\n\n if ($prospectData !== null) {\n $this->logger->info('[Prospect match] Cache / local search hit', [\n 'identifier_type' => $identifierType,\n 'identifier' => $identifierValue,\n ]);\n\n if (empty(array_filter($prospectData))) {\n $this->logger->info('[Prospect match] cached empty result - no API calls, try next matching method', [\n 'identifier_type' => $identifierType,\n 'identifier' => $identifierValue,\n ]);\n\n /**\n * @IMPORTANT This is a cached empty result, i.e. there's no prospect with this email.\n * We cache the empty result, so we don't keep querying the database and the API\n * for non-existing prospects.\n * However, we need to return null from this method\n * in order to trigger the next matching method (e.g. matchByPhone or matchByName).\n * This is because an array with null values is not considered empty.\n */\n return null;\n }\n\n return $prospectData;\n }\n\n $this->logger->info('[Prospect match] Cache miss, calling the API', [\n 'identifier_type' => $identifierType,\n 'identifier' => $identifierValue,\n ]);\n\n if (! $this->isConnected()) {\n $this->logger->info('[Prospect match] Service is not connected, remote search is currently not available', [\n 'identifier_type' => $identifierType,\n 'identifier' => $identifierValue,\n ]);\n\n return null;\n }\n\n /** @var 'email'|'phone' $identifierType */\n $apiResult = match($identifierType) {\n ProspectCache::PROSPECT_TYPE_EMAIL => $this->crmService->matchExactlyByEmail(\n email: $identifierValue,\n userId: $userId\n ),\n ProspectCache::PROSPECT_TYPE_PHONE => $this->crmService->matchByPhone(\n phone: $identifierValue,\n rawPhoneNumber: $identifierSecondaryValue,\n userId: $userId\n ),\n };\n\n $cachedResult = $apiResult;\n\n if (empty($apiResult)) {\n // In case the result is null or an empty array,\n // cache the missing prospect, so we don't keep calling the API\n $this->logger->info(\n '[Prospect match] API returned empty result, caching the miss with empty prospect data',\n [\n 'identifier_type' => $identifierType,\n 'identifier' => $identifierValue,\n ]\n );\n $cachedResult = [null, null, null, null, null, null];\n }\n\n // Set the cache even if the result is empty,\n // so we don't keep querying the database and the API\n $this->prospectCache->set($configuration, $identifierValue, $cachedResult, $userId);\n\n return $apiResult;\n }\n\n private function isConnected(): bool\n {\n if ($this->crmService instanceof ConnectionStateInterface) {\n return $this->crmService->isConnected();\n }\n\n return $this->crmService !== null;\n }\n\n /**\n * @throws ApplicationException\n */\n private function getConfiguration(): Configuration\n {\n if ($this->configuration) {\n return $this->configuration;\n }\n if ($this->crmService?->getConfiguration()) {\n return $this->crmService->getConfiguration();\n }\n\n throw new ApplicationException('Missing team configuration. Cannot set team prospect cache');\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":true,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.011968086,"top":0.047885075,"width":0.024268618,"height":0.024740623},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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AskJiminnyReportActivityServiceTest
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm;
use Jiminny\Contracts\Services\Crm\ConnectionStateInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesWithCacheInterface;
use Jiminny\Contracts\Services\Crm\ServiceInterface;
use Jiminny\Exceptions\ApplicationException;
use Jiminny\Models\Account;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Stage;
use Psr\Log\LoggerInterface;
class CachedCrmServiceDecorator implements MatchCrmEntitiesWithCacheInterface
{
private ?ServiceInterface $crmService = null;
private ProspectCache $prospectCache;
private LoggerInterface $logger;
private ?Configuration $configuration;
public function __construct(
ProspectCache $prospectCache,
LoggerInterface $logger
) {
$this->prospectCache = $prospectCache;
$this->logger = $logger;
$this->configuration = null;
}
public function setCrmService(?ServiceInterface $crmService = null): void
{
$this->crmService = $crmService;
}
public function setConfiguration(Configuration $configuration): void
{
$this->configuration = $configuration;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
if (! filter_var($email, FILTER_VALIDATE_EMAIL)) {
$this->logger->warning('[Prospect match] Invalid email address', [
'identifier_type' => ProspectCache::PROSPECT_TYPE_EMAIL,
'identifier' => $email,
]);
// The email address of the prospect is invalid.
// Return null, so we can try to match by phone or name.
return null;
}
return $this->matchByProspectIdentifier(
identifierType: ProspectCache::PROSPECT_TYPE_EMAIL,
identifierValue: $email,
userId: $userId
);
}
public function matchByDomain(string $email, ?int $userId = null): ?array
{
if (! $this->crmService instanceof MatchDomainByEmailInterface) {
$this->logger->info('[Prospect match] Service does not support matching by domain', [
'identifier_type' => ProspectCache::PROSPECT_TYPE_DOMAIN,
'crm' => $this->crmService?->getDisplayName() ?? 'Not set',
'email' => $email,
]);
return null;
}
$domain = $this->crmService->getDomain($email);
if (empty($domain)) {
$this->logger->info('[Prospect match] Empty domain name', [
'identifier_type' => ProspectCache::PROSPECT_TYPE_DOMAIN,
'email' => $email,
]);
return null;
}
$this->logger->info('[Prospect match] Resolved company domain from email', [
'email' => $email,
'domain' => $domain,
]);
$configuration = $this->getConfiguration();
// try the cache
$cachedValue = $this->prospectCache->findDomainMatch(
configuration: $configuration,
identifier: $domain,
userId: $userId
);
if ($cachedValue !== null) {
return $cachedValue;
}
$this->logger->info('[Prospect match] Cache miss, calling the API', [
'identifier_type' => ProspectCache::PROSPECT_TYPE_DOMAIN,
'identifier' => $domain,
]);
$apiResult = $this->crmService->matchByDomain(domain: $domain, userId: $userId);
if (empty($apiResult)) {
$this->logger->info(
'[Prospect match] API returned empty result, caching the miss with empty prospect data',
[
'identifier_type' => ProspectCache::PROSPECT_TYPE_DOMAIN,
'identifier' => $domain,
]
);
// cache the miss with empty prospect data
$apiResult = [null, null, null, null, null, null];
}
$this->prospectCache->set(
configuration: $configuration,
identifier: $domain,
prospectData: $apiResult,
userId: $userId
);
return $apiResult;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
if (! $this->isConnected()) {
$this->logger->info('[Prospect match] Service is not connected, remote search is currently not available', [
'identifier_type' => 'name',
'identifier' => $name,
]);
return null;
}
return $this->crmService->matchByName(
name: $name,
userId: $userId
);
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
return $this->matchByProspectIdentifier(
identifierType: ProspectCache::PROSPECT_TYPE_PHONE,
identifierValue: $phone,
identifierSecondaryValue: $rawPhoneNumber,
userId: $userId
);
}
/**
* @throws ApplicationException
*/
private function matchByProspectIdentifier(
string $identifierType,
string $identifierValue,
?string $identifierSecondaryValue = null,
?int $userId = null,
): ?array {
$configuration = $this->getConfiguration();
$profile = $this->crmService->profile ?? null;
// Normalize phone number BEFORE cache lookup
if ($identifierType === ProspectCache::PROSPECT_TYPE_PHONE) {
$identifierValue = $this->prospectCache->normalizePhoneNumber($identifierValue);
}
$prospectData = $this->prospectCache->findByProspectIdentifier(
configuration: $configuration,
profile: $profile,
identifierType: $identifierType,
identifierValue: $identifierValue,
userId: $userId,
crmService: $this->crmService
);
if ($prospectData !== null) {
$this->logger->info('[Prospect match] Cache / local search hit', [
'identifier_type' => $identifierType,
'identifier' => $identifierValue,
]);
if (empty(array_filter($prospectData))) {
$this->logger->info('[Prospect match] cached empty result - no API calls, try next matching method', [
'identifier_type' => $identifierType,
'identifier' => $identifierValue,
]);
/**
* @IMPORTANT This is a cached empty result, i.e. there's no prospect with this email.
* We cache the empty result, so we don't keep querying the database and the API
* for non-existing prospects.
* However, we need to return null from this method
* in order to trigger the next matching method (e.g. matchByPhone or matchByName).
* This is because an array with null values is not considered empty.
*/
return null;
}
return $prospectData;
}
$this->logger->info('[Prospect match] Cache miss, calling the API', [
'identifier_type' => $identifierType,
'identifier' => $identifierValue,
]);
if (! $this->isConnected()) {
$this->logger->info('[Prospect match] Service is not connected, remote search is currently not available', [
'identifier_type' => $identifierType,
'identifier' => $identifierValue,
]);
return null;
}
/** @var 'email'|'phone' $identifierType */
$apiResult = match($identifierType) {
ProspectCache::PROSPECT_TYPE_EMAIL => $this->crmService->matchExactlyByEmail(
email: $identifierValue,
userId: $userId
),
ProspectCache::PROSPECT_TYPE_PHONE => $this->crmService->matchByPhone(
phone: $identifierValue,
rawPhoneNumber: $identifierSecondaryValue,
userId: $userId
),
};
$cachedResult = $apiResult;
if (empty($apiResult)) {
// In case the result is null or an empty array,
// cache the missing prospect, so we don't keep calling the API
$this->logger->info(
'[Prospect match] API returned empty result, caching the miss with empty prospect data',
[
'identifier_type' => $identifierType,
'identifier' => $identifierValue,
]
);
$cachedResult = [null, null, null, null, null, null];
}
// Set the cache even if the result is empty,
// so we don't keep querying the database and the API
$this->prospectCache->set($configuration, $identifierValue, $cachedResult, $userId);
return $apiResult;
}
private function isConnected(): bool
{
if ($this->crmService instanceof ConnectionStateInterface) {
return $this->crmService->isConnected();
}
return $this->crmService !== null;
}
/**
* @throws ApplicationException
*/
private function getConfiguration(): Configuration
{
if ($this->configuration) {
return $this->configuration;
}
if ($this->crmService?->getConfiguration()) {
return $this->crmService->getConfiguration();
}
throw new ApplicationException('Missing team configuration. Cannot set team prospect cache');
}
}
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NULL
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3
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2026-05-08T12:12:24.209740+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242344209_m1.jpg...
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faVsco.js – CachedCrmServiceDecorator.php
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm;
use Jiminny\Contracts\Services\Crm\ConnectionStateInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesWithCacheInterface;
use Jiminny\Contracts\Services\Crm\ServiceInterface;
use Jiminny\Exceptions\ApplicationException;
use Jiminny\Models\Account;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Stage;
use Psr\Log\LoggerInterface;
class CachedCrmServiceDecorator implements MatchCrmEntitiesWithCacheInterface
{
private ?ServiceInterface $crmService = null;
private ProspectCache $prospectCache;
private LoggerInterface $logger;
private ?Configuration $configuration;
public function __construct(
ProspectCache $prospectCache,
LoggerInterface $logger
) {
$this->prospectCache = $prospectCache;
$this->logger = $logger;
$this->configuration = null;
}
public function setCrmService(?ServiceInterface $crmService = null): void
{
$this->crmService = $crmService;
}
public function setConfiguration(Configuration $configuration): void
{
$this->configuration = $configuration;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
if (! filter_var($email, FILTER_VALIDATE_EMAIL)) {
$this->logger->warning('[Prospect match] Invalid email address', [
'identifier_type' => ProspectCache::PROSPECT_TYPE_EMAIL,
'identifier' => $email,
]);
// The email address of the prospect is invalid.
// Return null, so we can try to match by phone or name.
return null;
}
return $this->matchByProspectIdentifier(
identifierType: ProspectCache::PROSPECT_TYPE_EMAIL,
identifierValue: $email,
userId: $userId
);
}
public function matchByDomain(string $email, ?int $userId = null): ?array
{
if (! $this->crmService instanceof MatchDomainByEmailInterface) {
$this->logger->info('[Prospect match] Service does not support matching by domain', [
'identifier_type' => ProspectCache::PROSPECT_TYPE_DOMAIN,
'crm' => $this->crmService?->getDisplayName() ?? 'Not set',
'email' => $email,
]);
return null;
}
$domain = $this->crmService->getDomain($email);
if (empty($domain)) {
$this->logger->info('[Prospect match] Empty domain name', [
'identifier_type' => ProspectCache::PROSPECT_TYPE_DOMAIN,
'email' => $email,
]);
return null;
}
$this->logger->info('[Prospect match] Resolved company domain from email', [
'email' => $email,
'domain' => $domain,
]);
$configuration = $this->getConfiguration();
// try the cache
$cachedValue = $this->prospectCache->findDomainMatch(
configuration: $configuration,
identifier: $domain,
userId: $userId
);
if ($cachedValue !== null) {
return $cachedValue;
}
$this->logger->info('[Prospect match] Cache miss, calling the API', [
'identifier_type' => ProspectCache::PROSPECT_TYPE_DOMAIN,
'identifier' => $domain,
]);
$apiResult = $this->crmService->matchByDomain(domain: $domain, userId: $userId);
if (empty($apiResult)) {
$this->logger->info(
'[Prospect match] API returned empty result, caching the miss with empty prospect data',
[
'identifier_type' => ProspectCache::PROSPECT_TYPE_DOMAIN,
'identifier' => $domain,
]
);
// cache the miss with empty prospect data
$apiResult = [null, null, null, null, null, null];
}
$this->prospectCache->set(
configuration: $configuration,
identifier: $domain,
prospectData: $apiResult,
userId: $userId
);
return $apiResult;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
if (! $this->isConnected()) {
$this->logger->info('[Prospect match] Service is not connected, remote search is currently not available', [
'identifier_type' => 'name',
'identifier' => $name,
]);
return null;
}
return $this->crmService->matchByName(
name: $name,
userId: $userId
);
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
return $this->matchByProspectIdentifier(
identifierType: ProspectCache::PROSPECT_TYPE_PHONE,
identifierValue: $phone,
identifierSecondaryValue: $rawPhoneNumber,
userId: $userId
);
}
/**
* @throws ApplicationException
*/
private function matchByProspectIdentifier(
string $identifierType,
string $identifierValue,
?string $identifierSecondaryValue = null,
?int $userId = null,
): ?array {
$configuration = $this->getConfiguration();
$profile = $this->crmService->profile ?? null;
// Normalize phone number BEFORE cache lookup
if ($identifierType === ProspectCache::PROSPECT_TYPE_PHONE) {
$identifierValue = $this->prospectCache->normalizePhoneNumber($identifierValue);
}
$prospectData = $this->prospectCache->findByProspectIdentifier(
configuration: $configuration,
profile: $profile,
identifierType: $identifierType,
identifierValue: $identifierValue,
userId: $userId,
crmService: $this->crmService
);
if ($prospectData !== null) {
$this->logger->info('[Prospect match] Cache / local search hit', [
'identifier_type' => $identifierType,
'identifier' => $identifierValue,
]);
if (empty(array_filter($prospectData))) {
$this->logger->info('[Prospect match] cached empty result - no API calls, try next matching method', [
'identifier_type' => $identifierType,
'identifier' => $identifierValue,
]);
/**
* @IMPORTANT This is a cached empty result, i.e. there's no prospect with this email.
* We cache the empty result, so we don't keep querying the database and the API
* for non-existing prospects.
* However, we need to return null from this method
* in order to trigger the next matching method (e.g. matchByPhone or matchByName).
* This is because an array with null values is not considered empty.
*/
return null;
}
return $prospectData;
}
$this->logger->info('[Prospect match] Cache miss, calling the API', [
'identifier_type' => $identifierType,
'identifier' => $identifierValue,
]);
if (! $this->isConnected()) {
$this->logger->info('[Prospect match] Service is not connected, remote search is currently not available', [
'identifier_type' => $identifierType,
'identifier' => $identifierValue,
]);
return null;
}
/** @var 'email'|'phone' $identifierType */
$apiResult = match($identifierType) {
ProspectCache::PROSPECT_TYPE_EMAIL => $this->crmService->matchExactlyByEmail(
email: $identifierValue,
userId: $userId
),
ProspectCache::PROSPECT_TYPE_PHONE => $this->crmService->matchByPhone(
phone: $identifierValue,
rawPhoneNumber: $identifierSecondaryValue,
userId: $userId
),
};
$cachedResult = $apiResult;
if (empty($apiResult)) {
// In case the result is null or an empty array,
// cache the missing prospect, so we don't keep calling the API
$this->logger->info(
'[Prospect match] API returned empty result, caching the miss with empty prospect data',
[
'identifier_type' => $identifierType,
'identifier' => $identifierValue,
]
);
$cachedResult = [null, null, null, null, null, null];
}
// Set the cache even if the result is empty,
// so we don't keep querying the database and the API
$this->prospectCache->set($configuration, $identifierValue, $cachedResult, $userId);
return $apiResult;
}
private function isConnected(): bool
{
if ($this->crmService instanceof ConnectionStateInterface) {
return $this->crmService->isConnected();
}
return $this->crmService !== null;
}
/**
* @throws ApplicationException
*/
private function getConfiguration(): Configuration
{
if ($this->configuration) {
return $this->configuration;
}
if ($this->crmService?->getConfiguration()) {
return $this->crmService->getConfiguration();
}
throw new ApplicationException('Missing team configuration. Cannot set team prospect cache');
}
}
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Getting headers {\n\"headers\":{\n\"Date\":[\"Thu,07 May 2026 14:21:15 GMT\"],\n \"Content-Type\":[\"application/json;charset=utf-8\"],\n \"Transfer-Encoding\":[\"chunked\"],\n \"Connection\":[\"keep-alive\"],\n \"CF-Ray\":[\"9f80deb8db60dc3a-SOF\"],\n \"CF-Cache-Status\":[\"DYNAMIC\"],\n \"Strict-Transport-Security\":[\"max-age=31536000; includeSubDomains; preload\"],\n \"Vary\":[\"origin,\n accept-encoding\"],\n \"access-control-allow-credentials\":[\"false\"],\n \"server-timing\":[\"hcid;desc=\\\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\\\",\n cfr;desc=\\\"9f80deb8e7c6dc3a-IAD\\\"\"],\n \"x-content-type-options\":[\"nosniff\"],\n \"x-hubspot-correlation-id\":[\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\"],\n \"Set-Cookie\":[\"__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-1.0.1.1-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,\n 07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; 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\"Strict-Transport-Security\":[\"max-age=31536000; includeSubDomains; preload\"],\n \"Vary\":[\"origin,\n accept-encoding\"],\n \"access-control-allow-credentials\":[\"false\"],\n \"server-timing\":[\"hcid;desc=\\\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\\\",\n cfr;desc=\\\"9f80deb8e7c6dc3a-IAD\\\"\"],\n \"x-content-type-options\":[\"nosniff\"],\n \"x-hubspot-correlation-id\":[\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\"],\n \"Set-Cookie\":[\"__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-1.0.1.1-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,\n 07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None\"],\n \"Report-To\":[\"{\n\\\"endpoints\\\":[{\n\\\"url\\\":\\\"https:\\\\/\\\\/a.nel.cloudflare.com\\\\/report\\\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\\\"}],\n\\\"group\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"NEL\":[\"{\n\\\"success_fraction\\\":0.01,\n\\\"report_to\\\":\\\"cf-nel\\\",\n\\\"max_age\\\":604800}\"],\n\"Server\":[\"cloudflare\"]}} {\n\"correlation_id\":\"95236535-ec98-4541-b92a-adfa73b69eab\",\n\"trace_id\":\"c7ab8365-903f-46d4-9403-0e5b551e3545\"}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.088194445,"height":0.027777778},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"8","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm;\n\nuse Jiminny\\Contracts\\Services\\Crm\\ConnectionStateInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesWithCacheInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ServiceInterface;\nuse Jiminny\\Exceptions\\ApplicationException;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Stage;\nuse Psr\\Log\\LoggerInterface;\n\nclass CachedCrmServiceDecorator implements MatchCrmEntitiesWithCacheInterface\n{\n private ?ServiceInterface $crmService = null;\n private ProspectCache $prospectCache;\n private LoggerInterface $logger;\n\n private ?Configuration $configuration;\n\n public function __construct(\n ProspectCache $prospectCache,\n LoggerInterface $logger\n ) {\n $this->prospectCache = $prospectCache;\n $this->logger = $logger;\n $this->configuration = null;\n }\n\n public function setCrmService(?ServiceInterface $crmService = null): void\n {\n $this->crmService = $crmService;\n }\n\n public function setConfiguration(Configuration $configuration): void\n {\n $this->configuration = $configuration;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n if (! filter_var($email, FILTER_VALIDATE_EMAIL)) {\n $this->logger->warning('[Prospect match] Invalid email address', [\n 'identifier_type' => ProspectCache::PROSPECT_TYPE_EMAIL,\n 'identifier' => $email,\n ]);\n\n // The email address of the prospect is invalid.\n // Return null, so we can try to match by phone or name.\n return null;\n }\n\n return $this->matchByProspectIdentifier(\n identifierType: ProspectCache::PROSPECT_TYPE_EMAIL,\n identifierValue: $email,\n userId: $userId\n );\n }\n\n public function matchByDomain(string $email, ?int $userId = null): ?array\n {\n if (! $this->crmService instanceof MatchDomainByEmailInterface) {\n $this->logger->info('[Prospect match] Service does not support matching by domain', [\n 'identifier_type' => ProspectCache::PROSPECT_TYPE_DOMAIN,\n 'crm' => $this->crmService?->getDisplayName() ?? 'Not set',\n 'email' => $email,\n ]);\n\n return null;\n }\n\n $domain = $this->crmService->getDomain($email);\n\n if (empty($domain)) {\n $this->logger->info('[Prospect match] Empty domain name', [\n 'identifier_type' => ProspectCache::PROSPECT_TYPE_DOMAIN,\n 'email' => $email,\n ]);\n\n return null;\n }\n\n $this->logger->info('[Prospect match] Resolved company domain from email', [\n 'email' => $email,\n 'domain' => $domain,\n ]);\n\n $configuration = $this->getConfiguration();\n\n // try the cache\n $cachedValue = $this->prospectCache->findDomainMatch(\n configuration: $configuration,\n identifier: $domain,\n userId: $userId\n );\n\n if ($cachedValue !== null) {\n return $cachedValue;\n }\n\n $this->logger->info('[Prospect match] Cache miss, calling the API', [\n 'identifier_type' => ProspectCache::PROSPECT_TYPE_DOMAIN,\n 'identifier' => $domain,\n ]);\n\n $apiResult = $this->crmService->matchByDomain(domain: $domain, userId: $userId);\n\n if (empty($apiResult)) {\n $this->logger->info(\n '[Prospect match] API returned empty result, caching the miss with empty prospect data',\n [\n 'identifier_type' => ProspectCache::PROSPECT_TYPE_DOMAIN,\n 'identifier' => $domain,\n ]\n );\n // cache the miss with empty prospect data\n $apiResult = [null, null, null, null, null, null];\n }\n\n $this->prospectCache->set(\n configuration: $configuration,\n identifier: $domain,\n prospectData: $apiResult,\n userId: $userId\n );\n\n return $apiResult;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n if (! $this->isConnected()) {\n $this->logger->info('[Prospect match] Service is not connected, remote search is currently not available', [\n 'identifier_type' => 'name',\n 'identifier' => $name,\n ]);\n\n return null;\n }\n\n return $this->crmService->matchByName(\n name: $name,\n userId: $userId\n );\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n return $this->matchByProspectIdentifier(\n identifierType: ProspectCache::PROSPECT_TYPE_PHONE,\n identifierValue: $phone,\n identifierSecondaryValue: $rawPhoneNumber,\n userId: $userId\n );\n }\n\n /**\n * @throws ApplicationException\n */\n private function matchByProspectIdentifier(\n string $identifierType,\n string $identifierValue,\n ?string $identifierSecondaryValue = null,\n ?int $userId = null,\n ): ?array {\n $configuration = $this->getConfiguration();\n $profile = $this->crmService->profile ?? null;\n\n // Normalize phone number BEFORE cache lookup\n if ($identifierType === ProspectCache::PROSPECT_TYPE_PHONE) {\n $identifierValue = $this->prospectCache->normalizePhoneNumber($identifierValue);\n }\n\n $prospectData = $this->prospectCache->findByProspectIdentifier(\n configuration: $configuration,\n profile: $profile,\n identifierType: $identifierType,\n identifierValue: $identifierValue,\n userId: $userId,\n crmService: $this->crmService\n );\n\n if ($prospectData !== null) {\n $this->logger->info('[Prospect match] Cache / local search hit', [\n 'identifier_type' => $identifierType,\n 'identifier' => $identifierValue,\n ]);\n\n if (empty(array_filter($prospectData))) {\n $this->logger->info('[Prospect match] cached empty result - no API calls, try next matching method', [\n 'identifier_type' => $identifierType,\n 'identifier' => $identifierValue,\n ]);\n\n /**\n * @IMPORTANT This is a cached empty result, i.e. there's no prospect with this email.\n * We cache the empty result, so we don't keep querying the database and the API\n * for non-existing prospects.\n * However, we need to return null from this method\n * in order to trigger the next matching method (e.g. matchByPhone or matchByName).\n * This is because an array with null values is not considered empty.\n */\n return null;\n }\n\n return $prospectData;\n }\n\n $this->logger->info('[Prospect match] Cache miss, calling the API', [\n 'identifier_type' => $identifierType,\n 'identifier' => $identifierValue,\n ]);\n\n if (! $this->isConnected()) {\n $this->logger->info('[Prospect match] Service is not connected, remote search is currently not available', [\n 'identifier_type' => $identifierType,\n 'identifier' => $identifierValue,\n ]);\n\n return null;\n }\n\n /** @var 'email'|'phone' $identifierType */\n $apiResult = match($identifierType) {\n ProspectCache::PROSPECT_TYPE_EMAIL => $this->crmService->matchExactlyByEmail(\n email: $identifierValue,\n userId: $userId\n ),\n ProspectCache::PROSPECT_TYPE_PHONE => $this->crmService->matchByPhone(\n phone: $identifierValue,\n rawPhoneNumber: $identifierSecondaryValue,\n userId: $userId\n ),\n };\n\n $cachedResult = $apiResult;\n\n if (empty($apiResult)) {\n // In case the result is null or an empty array,\n // cache the missing prospect, so we don't keep calling the API\n $this->logger->info(\n '[Prospect match] API returned empty result, caching the miss with empty prospect data',\n [\n 'identifier_type' => $identifierType,\n 'identifier' => $identifierValue,\n ]\n );\n $cachedResult = [null, null, null, null, null, null];\n }\n\n // Set the cache even if the result is empty,\n // so we don't keep querying the database and the API\n $this->prospectCache->set($configuration, $identifierValue, $cachedResult, $userId);\n\n return $apiResult;\n }\n\n private function isConnected(): bool\n {\n if ($this->crmService instanceof ConnectionStateInterface) {\n return $this->crmService->isConnected();\n }\n\n return $this->crmService !== null;\n }\n\n /**\n * @throws ApplicationException\n */\n private function getConfiguration(): Configuration\n {\n if ($this->configuration) {\n return $this->configuration;\n }\n if ($this->crmService?->getConfiguration()) {\n return $this->crmService->getConfiguration();\n }\n\n throw new ApplicationException('Missing team configuration. Cannot set team prospect cache');\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm;\n\nuse Jiminny\\Contracts\\Services\\Crm\\ConnectionStateInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesWithCacheInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ServiceInterface;\nuse Jiminny\\Exceptions\\ApplicationException;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Stage;\nuse Psr\\Log\\LoggerInterface;\n\nclass CachedCrmServiceDecorator implements MatchCrmEntitiesWithCacheInterface\n{\n private ?ServiceInterface $crmService = null;\n private ProspectCache $prospectCache;\n private LoggerInterface $logger;\n\n private ?Configuration $configuration;\n\n public function __construct(\n ProspectCache $prospectCache,\n LoggerInterface $logger\n ) {\n $this->prospectCache = $prospectCache;\n $this->logger = $logger;\n $this->configuration = null;\n }\n\n public function setCrmService(?ServiceInterface $crmService = null): void\n {\n $this->crmService = $crmService;\n }\n\n public function setConfiguration(Configuration $configuration): void\n {\n $this->configuration = $configuration;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchExactlyByEmail(string $email, ?int $userId = null): ?array\n {\n if (! filter_var($email, FILTER_VALIDATE_EMAIL)) {\n $this->logger->warning('[Prospect match] Invalid email address', [\n 'identifier_type' => ProspectCache::PROSPECT_TYPE_EMAIL,\n 'identifier' => $email,\n ]);\n\n // The email address of the prospect is invalid.\n // Return null, so we can try to match by phone or name.\n return null;\n }\n\n return $this->matchByProspectIdentifier(\n identifierType: ProspectCache::PROSPECT_TYPE_EMAIL,\n identifierValue: $email,\n userId: $userId\n );\n }\n\n public function matchByDomain(string $email, ?int $userId = null): ?array\n {\n if (! $this->crmService instanceof MatchDomainByEmailInterface) {\n $this->logger->info('[Prospect match] Service does not support matching by domain', [\n 'identifier_type' => ProspectCache::PROSPECT_TYPE_DOMAIN,\n 'crm' => $this->crmService?->getDisplayName() ?? 'Not set',\n 'email' => $email,\n ]);\n\n return null;\n }\n\n $domain = $this->crmService->getDomain($email);\n\n if (empty($domain)) {\n $this->logger->info('[Prospect match] Empty domain name', [\n 'identifier_type' => ProspectCache::PROSPECT_TYPE_DOMAIN,\n 'email' => $email,\n ]);\n\n return null;\n }\n\n $this->logger->info('[Prospect match] Resolved company domain from email', [\n 'email' => $email,\n 'domain' => $domain,\n ]);\n\n $configuration = $this->getConfiguration();\n\n // try the cache\n $cachedValue = $this->prospectCache->findDomainMatch(\n configuration: $configuration,\n identifier: $domain,\n userId: $userId\n );\n\n if ($cachedValue !== null) {\n return $cachedValue;\n }\n\n $this->logger->info('[Prospect match] Cache miss, calling the API', [\n 'identifier_type' => ProspectCache::PROSPECT_TYPE_DOMAIN,\n 'identifier' => $domain,\n ]);\n\n $apiResult = $this->crmService->matchByDomain(domain: $domain, userId: $userId);\n\n if (empty($apiResult)) {\n $this->logger->info(\n '[Prospect match] API returned empty result, caching the miss with empty prospect data',\n [\n 'identifier_type' => ProspectCache::PROSPECT_TYPE_DOMAIN,\n 'identifier' => $domain,\n ]\n );\n // cache the miss with empty prospect data\n $apiResult = [null, null, null, null, null, null];\n }\n\n $this->prospectCache->set(\n configuration: $configuration,\n identifier: $domain,\n prospectData: $apiResult,\n userId: $userId\n );\n\n return $apiResult;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n if (! $this->isConnected()) {\n $this->logger->info('[Prospect match] Service is not connected, remote search is currently not available', [\n 'identifier_type' => 'name',\n 'identifier' => $name,\n ]);\n\n return null;\n }\n\n return $this->crmService->matchByName(\n name: $name,\n userId: $userId\n );\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n return $this->matchByProspectIdentifier(\n identifierType: ProspectCache::PROSPECT_TYPE_PHONE,\n identifierValue: $phone,\n identifierSecondaryValue: $rawPhoneNumber,\n userId: $userId\n );\n }\n\n /**\n * @throws ApplicationException\n */\n private function matchByProspectIdentifier(\n string $identifierType,\n string $identifierValue,\n ?string $identifierSecondaryValue = null,\n ?int $userId = null,\n ): ?array {\n $configuration = $this->getConfiguration();\n $profile = $this->crmService->profile ?? null;\n\n // Normalize phone number BEFORE cache lookup\n if ($identifierType === ProspectCache::PROSPECT_TYPE_PHONE) {\n $identifierValue = $this->prospectCache->normalizePhoneNumber($identifierValue);\n }\n\n $prospectData = $this->prospectCache->findByProspectIdentifier(\n configuration: $configuration,\n profile: $profile,\n identifierType: $identifierType,\n identifierValue: $identifierValue,\n userId: $userId,\n crmService: $this->crmService\n );\n\n if ($prospectData !== null) {\n $this->logger->info('[Prospect match] Cache / local search hit', [\n 'identifier_type' => $identifierType,\n 'identifier' => $identifierValue,\n ]);\n\n if (empty(array_filter($prospectData))) {\n $this->logger->info('[Prospect match] cached empty result - no API calls, try next matching method', [\n 'identifier_type' => $identifierType,\n 'identifier' => $identifierValue,\n ]);\n\n /**\n * @IMPORTANT This is a cached empty result, i.e. there's no prospect with this email.\n * We cache the empty result, so we don't keep querying the database and the API\n * for non-existing prospects.\n * However, we need to return null from this method\n * in order to trigger the next matching method (e.g. matchByPhone or matchByName).\n * This is because an array with null values is not considered empty.\n */\n return null;\n }\n\n return $prospectData;\n }\n\n $this->logger->info('[Prospect match] Cache miss, calling the API', [\n 'identifier_type' => $identifierType,\n 'identifier' => $identifierValue,\n ]);\n\n if (! $this->isConnected()) {\n $this->logger->info('[Prospect match] Service is not connected, remote search is currently not available', [\n 'identifier_type' => $identifierType,\n 'identifier' => $identifierValue,\n ]);\n\n return null;\n }\n\n /** @var 'email'|'phone' $identifierType */\n $apiResult = match($identifierType) {\n ProspectCache::PROSPECT_TYPE_EMAIL => $this->crmService->matchExactlyByEmail(\n email: $identifierValue,\n userId: $userId\n ),\n ProspectCache::PROSPECT_TYPE_PHONE => $this->crmService->matchByPhone(\n phone: $identifierValue,\n rawPhoneNumber: $identifierSecondaryValue,\n userId: $userId\n ),\n };\n\n $cachedResult = $apiResult;\n\n if (empty($apiResult)) {\n // In case the result is null or an empty array,\n // cache the missing prospect, so we don't keep calling the API\n $this->logger->info(\n '[Prospect match] API returned empty result, caching the miss with empty prospect data',\n [\n 'identifier_type' => $identifierType,\n 'identifier' => $identifierValue,\n ]\n );\n $cachedResult = [null, null, null, null, null, null];\n }\n\n // Set the cache even if the result is empty,\n // so we don't keep querying the database and the API\n $this->prospectCache->set($configuration, $identifierValue, $cachedResult, $userId);\n\n return $apiResult;\n }\n\n private function isConnected(): bool\n {\n if ($this->crmService instanceof ConnectionStateInterface) {\n return $this->crmService->isConnected();\n }\n\n return $this->crmService !== null;\n }\n\n /**\n * @throws ApplicationException\n */\n private function getConfiguration(): Configuration\n {\n if ($this->configuration) {\n return $this->configuration;\n }\n if ($this->crmService?->getConfiguration()) {\n return $this->crmService->getConfiguration();\n }\n\n throw new ApplicationException('Missing team configuration. Cannot set team prospect cache');\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":true,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm;
use Jiminny\Contracts\Services\Crm\ConnectionStateInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesWithCacheInterface;
use Jiminny\Contracts\Services\Crm\ServiceInterface;
use Jiminny\Exceptions\ApplicationException;
use Jiminny\Models\Account;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Stage;
use Psr\Log\LoggerInterface;
class CachedCrmServiceDecorator implements MatchCrmEntitiesWithCacheInterface
{
private ?ServiceInterface $crmService = null;
private ProspectCache $prospectCache;
private LoggerInterface $logger;
private ?Configuration $configuration;
public function __construct(
ProspectCache $prospectCache,
LoggerInterface $logger
) {
$this->prospectCache = $prospectCache;
$this->logger = $logger;
$this->configuration = null;
}
public function setCrmService(?ServiceInterface $crmService = null): void
{
$this->crmService = $crmService;
}
public function setConfiguration(Configuration $configuration): void
{
$this->configuration = $configuration;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
if (! filter_var($email, FILTER_VALIDATE_EMAIL)) {
$this->logger->warning('[Prospect match] Invalid email address', [
'identifier_type' => ProspectCache::PROSPECT_TYPE_EMAIL,
'identifier' => $email,
]);
// The email address of the prospect is invalid.
// Return null, so we can try to match by phone or name.
return null;
}
return $this->matchByProspectIdentifier(
identifierType: ProspectCache::PROSPECT_TYPE_EMAIL,
identifierValue: $email,
userId: $userId
);
}
public function matchByDomain(string $email, ?int $userId = null): ?array
{
if (! $this->crmService instanceof MatchDomainByEmailInterface) {
$this->logger->info('[Prospect match] Service does not support matching by domain', [
'identifier_type' => ProspectCache::PROSPECT_TYPE_DOMAIN,
'crm' => $this->crmService?->getDisplayName() ?? 'Not set',
'email' => $email,
]);
return null;
}
$domain = $this->crmService->getDomain($email);
if (empty($domain)) {
$this->logger->info('[Prospect match] Empty domain name', [
'identifier_type' => ProspectCache::PROSPECT_TYPE_DOMAIN,
'email' => $email,
]);
return null;
}
$this->logger->info('[Prospect match] Resolved company domain from email', [
'email' => $email,
'domain' => $domain,
]);
$configuration = $this->getConfiguration();
// try the cache
$cachedValue = $this->prospectCache->findDomainMatch(
configuration: $configuration,
identifier: $domain,
userId: $userId
);
if ($cachedValue !== null) {
return $cachedValue;
}
$this->logger->info('[Prospect match] Cache miss, calling the API', [
'identifier_type' => ProspectCache::PROSPECT_TYPE_DOMAIN,
'identifier' => $domain,
]);
$apiResult = $this->crmService->matchByDomain(domain: $domain, userId: $userId);
if (empty($apiResult)) {
$this->logger->info(
'[Prospect match] API returned empty result, caching the miss with empty prospect data',
[
'identifier_type' => ProspectCache::PROSPECT_TYPE_DOMAIN,
'identifier' => $domain,
]
);
// cache the miss with empty prospect data
$apiResult = [null, null, null, null, null, null];
}
$this->prospectCache->set(
configuration: $configuration,
identifier: $domain,
prospectData: $apiResult,
userId: $userId
);
return $apiResult;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
if (! $this->isConnected()) {
$this->logger->info('[Prospect match] Service is not connected, remote search is currently not available', [
'identifier_type' => 'name',
'identifier' => $name,
]);
return null;
}
return $this->crmService->matchByName(
name: $name,
userId: $userId
);
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
return $this->matchByProspectIdentifier(
identifierType: ProspectCache::PROSPECT_TYPE_PHONE,
identifierValue: $phone,
identifierSecondaryValue: $rawPhoneNumber,
userId: $userId
);
}
/**
* @throws ApplicationException
*/
private function matchByProspectIdentifier(
string $identifierType,
string $identifierValue,
?string $identifierSecondaryValue = null,
?int $userId = null,
): ?array {
$configuration = $this->getConfiguration();
$profile = $this->crmService->profile ?? null;
// Normalize phone number BEFORE cache lookup
if ($identifierType === ProspectCache::PROSPECT_TYPE_PHONE) {
$identifierValue = $this->prospectCache->normalizePhoneNumber($identifierValue);
}
$prospectData = $this->prospectCache->findByProspectIdentifier(
configuration: $configuration,
profile: $profile,
identifierType: $identifierType,
identifierValue: $identifierValue,
userId: $userId,
crmService: $this->crmService
);
if ($prospectData !== null) {
$this->logger->info('[Prospect match] Cache / local search hit', [
'identifier_type' => $identifierType,
'identifier' => $identifierValue,
]);
if (empty(array_filter($prospectData))) {
$this->logger->info('[Prospect match] cached empty result - no API calls, try next matching method', [
'identifier_type' => $identifierType,
'identifier' => $identifierValue,
]);
/**
* @IMPORTANT This is a cached empty result, i.e. there's no prospect with this email.
* We cache the empty result, so we don't keep querying the database and the API
* for non-existing prospects.
* However, we need to return null from this method
* in order to trigger the next matching method (e.g. matchByPhone or matchByName).
* This is because an array with null values is not considered empty.
*/
return null;
}
return $prospectData;
}
$this->logger->info('[Prospect match] Cache miss, calling the API', [
'identifier_type' => $identifierType,
'identifier' => $identifierValue,
]);
if (! $this->isConnected()) {
$this->logger->info('[Prospect match] Service is not connected, remote search is currently not available', [
'identifier_type' => $identifierType,
'identifier' => $identifierValue,
]);
return null;
}
/** @var 'email'|'phone' $identifierType */
$apiResult = match($identifierType) {
ProspectCache::PROSPECT_TYPE_EMAIL => $this->crmService->matchExactlyByEmail(
email: $identifierValue,
userId: $userId
),
ProspectCache::PROSPECT_TYPE_PHONE => $this->crmService->matchByPhone(
phone: $identifierValue,
rawPhoneNumber: $identifierSecondaryValue,
userId: $userId
),
};
$cachedResult = $apiResult;
if (empty($apiResult)) {
// In case the result is null or an empty array,
// cache the missing prospect, so we don't keep calling the API
$this->logger->info(
'[Prospect match] API returned empty result, caching the miss with empty prospect data',
[
'identifier_type' => $identifierType,
'identifier' => $identifierValue,
]
);
$cachedResult = [null, null, null, null, null, null];
}
// Set the cache even if the result is empty,
// so we don't keep querying the database and the API
$this->prospectCache->set($configuration, $identifierValue, $cachedResult, $userId);
return $apiResult;
}
private function isConnected(): bool
{
if ($this->crmService instanceof ConnectionStateInterface) {
return $this->crmService->isConnected();
}
return $this->crmService !== null;
}
/**
* @throws ApplicationException
*/
private function getConfiguration(): Configuration
{
if ($this->configuration) {
return $this->configuration;
}
if ($this->crmService?->getConfiguration()) {
return $this->crmService->getConfiguration();
}
throw new ApplicationException('Missing team configuration. Cannot set team prospect cache');
}
}
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
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accept-encoding"],
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07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
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\"group\":\"cf-nel\",
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"NEL":["{
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\"report_to\":\"cf-nel\",
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"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
Sync Changes
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Code changed:...
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click
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accessibility
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
Sync Changes
Hide This Notification
Code changed:...
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9154
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NULL
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9154
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412
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4
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2026-05-08T12:11:49.029906+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242309029_m2.jpg...
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PhpStorm
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faVsco.js – CrmActivityService.php
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1
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NULL
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monitor_2
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NULL
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NULL
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NULL
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
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IDE and Project Settings
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Hide This Notification
Code changed:
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
Sync Changes
Hide This Notification
Code changed:
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1
5
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm;
use Illuminate\Support\Collection;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ServiceInterface;
use Jiminny\Exceptions\InvalidArgumentException;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Stage;
use Jiminny\Models\Team;
use Jiminny\Models\User;
use Jiminny\Services\ResolveTeamCrmConnection;
use Psr\Container\ContainerExceptionInterface;
use Psr\Container\NotFoundExceptionInterface;
use Psr\Log\LoggerInterface;
use Exception;
use Throwable;
class CrmActivityService
{
public function __construct(
private readonly TeamRepository $teamRepository,
private readonly CachedCrmServiceDecorator $decorator,
private readonly EmailHelper $emailHelper,
private readonly ResolveTeamCrmConnection $teamCrmResolver,
private readonly LoggerInterface $logger,
) {
}
/**
* Updates CRM data for an activity and its participants.
*
* NOTE: This method performs multiple database writes and should be called
* within a transaction by the caller to ensure atomicity.
*
* @param Activity $activity
* @param bool $remoteSearch
*
* @throws ContainerExceptionInterface
* @throws NotFoundExceptionInterface
* @throws Exception
*/
public function updateCrmData(
Activity $activity,
bool $remoteSearch = false,
): void {
$crmService = null;
$participants = $activity->getParticipants();
$team = $activity->getTeam();
$prospectSearchStrategy = ProspectSearchStrategyFactory::match($team);
if ($prospectSearchStrategy->ignoreCrmMatchData()) {
$this->logger->info('[CrmActivityService] Ignoring crm data because of prospect strategy', [
'activity_id' => $activity->getId(),
'strategy' => get_class($prospectSearchStrategy),
]);
return;
}
if ($remoteSearch) {
try {
$crmService = $this->teamCrmResolver->resolveForTeam($team);
} catch (SocialAccountTokenInvalidException) {
$this->logger->warning('[CrmActivityService] CRM token expired, falling back to local search', [
'activity_id' => $activity->getId(),
'team_id' => $team->getId(),
]);
}
}
$records = $this->updateParticipantsCrmData(
team: $team,
activity: $activity,
participants: $participants,
crmService: $crmService,
);
if (! empty($records)) {
$activity->updateActivityCrmData($records);
}
$activity->refresh();
}
/**
* @param Collection<Participant> $participants
*
* @throws Exception
*
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}|array{}
*/
private function updateParticipantsCrmData(
Team $team,
Activity $activity,
Collection $participants,
?ServiceInterface $crmService = null,
): array {
$matchedRecords = [];
$matchedDomainRecords = [];
$this->validateCrmConfiguration($activity);
$this->decorator->setConfiguration($activity->getCrm());
$this->decorator->setCrmService($crmService);
foreach ($participants as $participant) {
if ($this->shouldSkipParticipant($participant)) {
continue;
}
if (! $this->shouldPerformLookup($participant, $team)) {
$this->logger->info('[CrmActivityService] Email domain belongs to the team, skipping crm lookup', [
'activity_id' => $activity->getId(),
'team_id' => $team->getId(),
'email' => $participant->getEmailAddress(),
]);
$this->attachUserIfExists($participant, $team);
continue;
}
$records = $this->findCrmRecords($participant, $activity);
if (! empty($records)) {
$matchedRecords[] = $records;
} else {
$records = $this->findCrmDomainRecords(
crmService: $crmService,
participant: $participant,
activity: $activity,
);
if (! empty($records)) {
$matchedDomainRecords[] = $records;
}
}
if (empty($records)) {
continue;
}
try {
$activity->updateParticipantCrmData($records, $participant);
} catch (Throwable $ex) {
$this->logger->error('[CrmActivityService] Failed to update participant CRM data', [
'activity_id' => $activity->getId(),
'participant_id' => $participant->getId(),
'exception' => $ex->getMessage(),
]);
continue;
}
}
$bestMatch = $this->getBestMatch(
matchedRecords : $matchedRecords,
matchedDomainRecords: $matchedDomainRecords,
);
$this->logger->info('[CrmActivityService] CRM matching completed', [
'activity_id' => $activity->getId(),
'participants_processed' => $participants->count(),
'exact_matches' => count($matchedRecords),
'domain_matches' => count($matchedDomainRecords),
'best_match_found' => ! empty($bestMatch),
]);
return $bestMatch;
}
private function shouldPerformLookup(Participant $participant, Team $team): bool
{
if ($participant->hasEmailAddress()) {
return $this->emailHelper->shouldPerformLookup($team, $participant->getEmailAddress());
}
return true;
}
private function validateCrmConfiguration(Activity $activity): void
{
if ($activity->getCrm() === null) {
throw new InvalidArgumentException('Cannot find CRM configuration');
}
}
private function getBestMatch(?array $matchedRecords, ?array $matchedDomainRecords): array
{
return RecordSelector::pickBestFromLists($matchedRecords, $matchedDomainRecords);
}
private function findCrmRecords(Participant $participant, Activity $activity): ?array
{
$records = null;
if ($participant->hasEmailAddress()) {
$records = $this->decorator->matchExactlyByEmail(
email: $participant->getEmailAddress(),
userId: $activity->getUser()->getId()
);
}
if (empty($records) && $participant->getPhoneNumber() !== null) {
$records = $this->decorator->matchByPhone(
phone: $participant->getPhoneNumber(),
userId: $activity->getUser()->getId(),
);
}
if (empty($records) && $participant->getName() !== null) {
$records = $this->decorator->matchByName(
name: $participant->getName(),
userId: $activity->getUser()->getId(),
);
}
return $records;
}
private function shouldSkipParticipant(Participant $participant): bool
{
return $participant->hasUser();
}
private function attachUserIfExists(Participant $participant, Team $team): void
{
if ($participant->hasEmailAddress() === false) {
return;
}
$user = $this->teamRepository->findActiveTeamMemberByEmail($team, $participant->getEmailAddress());
if ($user instanceof User) {
$participant->user_id = $user->getId();
$participant->save();
}
}
private function findCrmDomainRecords(
?ServiceInterface $crmService,
Participant $participant,
Activity $activity,
): array {
if ($participant->hasEmailAddress()) {
$this->decorator->setConfiguration($activity->getCrm());
$this->decorator->setCrmService($crmService);
$records = $this->decorator->matchByDomain(
email: $participant->getEmailAddress(),
userId: $activity->getUser()->getId()
);
if (! empty($records)) {
return $records;
}
}
return [];
}
}
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Error","depth":4,"bounds":{"left":0.39394948,"top":0.14844373,"width":0.00731383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.4012633,"top":0.14844373,"width":0.006981383,"height":0.018355945},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm;\n\nuse Illuminate\\Support\\Collection;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ServiceInterface;\nuse Jiminny\\Exceptions\\InvalidArgumentException;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\Team;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Services\\ResolveTeamCrmConnection;\nuse Psr\\Container\\ContainerExceptionInterface;\nuse Psr\\Container\\NotFoundExceptionInterface;\nuse Psr\\Log\\LoggerInterface;\nuse Exception;\nuse Throwable;\n\nclass CrmActivityService\n{\n public function __construct(\n private readonly TeamRepository $teamRepository,\n private readonly CachedCrmServiceDecorator $decorator,\n private readonly EmailHelper $emailHelper,\n private readonly ResolveTeamCrmConnection $teamCrmResolver,\n private readonly LoggerInterface $logger,\n ) {\n }\n\n /**\n * Updates CRM data for an activity and its participants.\n *\n * NOTE: This method performs multiple database writes and should be called\n * within a transaction by the caller to ensure atomicity.\n *\n * @param Activity $activity\n * @param bool $remoteSearch\n *\n * @throws ContainerExceptionInterface\n * @throws NotFoundExceptionInterface\n * @throws Exception\n */\n public function updateCrmData(\n Activity $activity,\n bool $remoteSearch = false,\n ): void {\n $crmService = null;\n $participants = $activity->getParticipants();\n $team = $activity->getTeam();\n\n $prospectSearchStrategy = ProspectSearchStrategyFactory::match($team);\n if ($prospectSearchStrategy->ignoreCrmMatchData()) {\n $this->logger->info('[CrmActivityService] Ignoring crm data because of prospect strategy', [\n 'activity_id' => $activity->getId(),\n 'strategy' => get_class($prospectSearchStrategy),\n ]);\n\n return;\n }\n\n if ($remoteSearch) {\n try {\n $crmService = $this->teamCrmResolver->resolveForTeam($team);\n } catch (SocialAccountTokenInvalidException) {\n $this->logger->warning('[CrmActivityService] CRM token expired, falling back to local search', [\n 'activity_id' => $activity->getId(),\n 'team_id' => $team->getId(),\n ]);\n }\n }\n\n $records = $this->updateParticipantsCrmData(\n team: $team,\n activity: $activity,\n participants: $participants,\n crmService: $crmService,\n );\n\n if (! empty($records)) {\n $activity->updateActivityCrmData($records);\n }\n\n $activity->refresh();\n }\n\n /**\n * @param Collection<Participant> $participants\n *\n * @throws Exception\n *\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}|array{}\n */\n private function updateParticipantsCrmData(\n Team $team,\n Activity $activity,\n Collection $participants,\n ?ServiceInterface $crmService = null,\n ): array {\n $matchedRecords = [];\n $matchedDomainRecords = [];\n\n $this->validateCrmConfiguration($activity);\n $this->decorator->setConfiguration($activity->getCrm());\n $this->decorator->setCrmService($crmService);\n\n foreach ($participants as $participant) {\n if ($this->shouldSkipParticipant($participant)) {\n continue;\n }\n\n if (! $this->shouldPerformLookup($participant, $team)) {\n $this->logger->info('[CrmActivityService] Email domain belongs to the team, skipping crm lookup', [\n 'activity_id' => $activity->getId(),\n 'team_id' => $team->getId(),\n 'email' => $participant->getEmailAddress(),\n ]);\n\n $this->attachUserIfExists($participant, $team);\n\n continue;\n }\n\n $records = $this->findCrmRecords($participant, $activity);\n\n if (! empty($records)) {\n $matchedRecords[] = $records;\n } else {\n $records = $this->findCrmDomainRecords(\n crmService: $crmService,\n participant: $participant,\n activity: $activity,\n );\n if (! empty($records)) {\n $matchedDomainRecords[] = $records;\n }\n }\n\n if (empty($records)) {\n continue;\n }\n\n try {\n $activity->updateParticipantCrmData($records, $participant);\n } catch (Throwable $ex) {\n $this->logger->error('[CrmActivityService] Failed to update participant CRM data', [\n 'activity_id' => $activity->getId(),\n 'participant_id' => $participant->getId(),\n 'exception' => $ex->getMessage(),\n ]);\n\n continue;\n }\n }\n\n $bestMatch = $this->getBestMatch(\n matchedRecords : $matchedRecords,\n matchedDomainRecords: $matchedDomainRecords,\n );\n\n $this->logger->info('[CrmActivityService] CRM matching completed', [\n 'activity_id' => $activity->getId(),\n 'participants_processed' => $participants->count(),\n 'exact_matches' => count($matchedRecords),\n 'domain_matches' => count($matchedDomainRecords),\n 'best_match_found' => ! empty($bestMatch),\n ]);\n\n return $bestMatch;\n }\n\n private function shouldPerformLookup(Participant $participant, Team $team): bool\n {\n if ($participant->hasEmailAddress()) {\n return $this->emailHelper->shouldPerformLookup($team, $participant->getEmailAddress());\n }\n\n return true;\n }\n\n private function validateCrmConfiguration(Activity $activity): void\n {\n if ($activity->getCrm() === null) {\n throw new InvalidArgumentException('Cannot find CRM configuration');\n }\n }\n\n private function getBestMatch(?array $matchedRecords, ?array $matchedDomainRecords): array\n {\n return RecordSelector::pickBestFromLists($matchedRecords, $matchedDomainRecords);\n }\n\n private function findCrmRecords(Participant $participant, Activity $activity): ?array\n {\n $records = null;\n\n if ($participant->hasEmailAddress()) {\n $records = $this->decorator->matchExactlyByEmail(\n email: $participant->getEmailAddress(),\n userId: $activity->getUser()->getId()\n );\n }\n\n if (empty($records) && $participant->getPhoneNumber() !== null) {\n $records = $this->decorator->matchByPhone(\n phone: $participant->getPhoneNumber(),\n userId: $activity->getUser()->getId(),\n );\n }\n\n if (empty($records) && $participant->getName() !== null) {\n $records = $this->decorator->matchByName(\n name: $participant->getName(),\n userId: $activity->getUser()->getId(),\n );\n }\n\n return $records;\n }\n\n private function shouldSkipParticipant(Participant $participant): bool\n {\n return $participant->hasUser();\n }\n\n private function attachUserIfExists(Participant $participant, Team $team): void\n {\n if ($participant->hasEmailAddress() === false) {\n return;\n }\n\n $user = $this->teamRepository->findActiveTeamMemberByEmail($team, $participant->getEmailAddress());\n\n if ($user instanceof User) {\n $participant->user_id = $user->getId();\n $participant->save();\n }\n }\n\n private function findCrmDomainRecords(\n ?ServiceInterface $crmService,\n Participant $participant,\n Activity $activity,\n ): array {\n if ($participant->hasEmailAddress()) {\n $this->decorator->setConfiguration($activity->getCrm());\n $this->decorator->setCrmService($crmService);\n\n $records = $this->decorator->matchByDomain(\n email: $participant->getEmailAddress(),\n userId: $activity->getUser()->getId()\n );\n if (! empty($records)) {\n return $records;\n }\n }\n\n return [];\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\ndeclare(strict_types=1);\n\nnamespace Jiminny\\Services\\Crm;\n\nuse Illuminate\\Support\\Collection;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\ServiceInterface;\nuse Jiminny\\Exceptions\\InvalidArgumentException;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Participant;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\Team;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Services\\ResolveTeamCrmConnection;\nuse Psr\\Container\\ContainerExceptionInterface;\nuse Psr\\Container\\NotFoundExceptionInterface;\nuse Psr\\Log\\LoggerInterface;\nuse Exception;\nuse Throwable;\n\nclass CrmActivityService\n{\n public function __construct(\n private readonly TeamRepository $teamRepository,\n private readonly CachedCrmServiceDecorator $decorator,\n private readonly EmailHelper $emailHelper,\n private readonly ResolveTeamCrmConnection $teamCrmResolver,\n private readonly LoggerInterface $logger,\n ) {\n }\n\n /**\n * Updates CRM data for an activity and its participants.\n *\n * NOTE: This method performs multiple database writes and should be called\n * within a transaction by the caller to ensure atomicity.\n *\n * @param Activity $activity\n * @param bool $remoteSearch\n *\n * @throws ContainerExceptionInterface\n * @throws NotFoundExceptionInterface\n * @throws Exception\n */\n public function updateCrmData(\n Activity $activity,\n bool $remoteSearch = false,\n ): void {\n $crmService = null;\n $participants = $activity->getParticipants();\n $team = $activity->getTeam();\n\n $prospectSearchStrategy = ProspectSearchStrategyFactory::match($team);\n if ($prospectSearchStrategy->ignoreCrmMatchData()) {\n $this->logger->info('[CrmActivityService] Ignoring crm data because of prospect strategy', [\n 'activity_id' => $activity->getId(),\n 'strategy' => get_class($prospectSearchStrategy),\n ]);\n\n return;\n }\n\n if ($remoteSearch) {\n try {\n $crmService = $this->teamCrmResolver->resolveForTeam($team);\n } catch (SocialAccountTokenInvalidException) {\n $this->logger->warning('[CrmActivityService] CRM token expired, falling back to local search', [\n 'activity_id' => $activity->getId(),\n 'team_id' => $team->getId(),\n ]);\n }\n }\n\n $records = $this->updateParticipantsCrmData(\n team: $team,\n activity: $activity,\n participants: $participants,\n crmService: $crmService,\n );\n\n if (! empty($records)) {\n $activity->updateActivityCrmData($records);\n }\n\n $activity->refresh();\n }\n\n /**\n * @param Collection<Participant> $participants\n *\n * @throws Exception\n *\n * @return array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}|array{}\n */\n private function updateParticipantsCrmData(\n Team $team,\n Activity $activity,\n Collection $participants,\n ?ServiceInterface $crmService = null,\n ): array {\n $matchedRecords = [];\n $matchedDomainRecords = [];\n\n $this->validateCrmConfiguration($activity);\n $this->decorator->setConfiguration($activity->getCrm());\n $this->decorator->setCrmService($crmService);\n\n foreach ($participants as $participant) {\n if ($this->shouldSkipParticipant($participant)) {\n continue;\n }\n\n if (! $this->shouldPerformLookup($participant, $team)) {\n $this->logger->info('[CrmActivityService] Email domain belongs to the team, skipping crm lookup', [\n 'activity_id' => $activity->getId(),\n 'team_id' => $team->getId(),\n 'email' => $participant->getEmailAddress(),\n ]);\n\n $this->attachUserIfExists($participant, $team);\n\n continue;\n }\n\n $records = $this->findCrmRecords($participant, $activity);\n\n if (! empty($records)) {\n $matchedRecords[] = $records;\n } else {\n $records = $this->findCrmDomainRecords(\n crmService: $crmService,\n participant: $participant,\n activity: $activity,\n );\n if (! empty($records)) {\n $matchedDomainRecords[] = $records;\n }\n }\n\n if (empty($records)) {\n continue;\n }\n\n try {\n $activity->updateParticipantCrmData($records, $participant);\n } catch (Throwable $ex) {\n $this->logger->error('[CrmActivityService] Failed to update participant CRM data', [\n 'activity_id' => $activity->getId(),\n 'participant_id' => $participant->getId(),\n 'exception' => $ex->getMessage(),\n ]);\n\n continue;\n }\n }\n\n $bestMatch = $this->getBestMatch(\n matchedRecords : $matchedRecords,\n matchedDomainRecords: $matchedDomainRecords,\n );\n\n $this->logger->info('[CrmActivityService] CRM matching completed', [\n 'activity_id' => $activity->getId(),\n 'participants_processed' => $participants->count(),\n 'exact_matches' => count($matchedRecords),\n 'domain_matches' => count($matchedDomainRecords),\n 'best_match_found' => ! empty($bestMatch),\n ]);\n\n return $bestMatch;\n }\n\n private function shouldPerformLookup(Participant $participant, Team $team): bool\n {\n if ($participant->hasEmailAddress()) {\n 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visual_change
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accessibility
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Project: faVsco.js, menu
master, menu
Start Listen Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
"Set-Cookie":["__cf_bm=SIUrtdQgXVrik50pdqF6hZVYKhzTnQBidvMabeCtm0Y-1778163675-[IP_ADDRESS]-rI.ZggtDKxTge5zr8_2gbBfWMQQ.ufZEXDZyHz2mBUFdzdo2gTHEsOkXMSEShjK0hGYxNhUGM1ZoBpX7BcFZcHEjA7Cs_.SMUhUnd2nYjko; path=/; expires=Thu,
07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
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\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
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"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}
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<?php
declare(strict_types=1);
namespace Jiminny\Services\Crm;
use Illuminate\Support\Collection;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\ServiceInterface;
use Jiminny\Exceptions\InvalidArgumentException;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Participant;
use Jiminny\Models\Stage;
use Jiminny\Models\Team;
use Jiminny\Models\User;
use Jiminny\Services\ResolveTeamCrmConnection;
use Psr\Container\ContainerExceptionInterface;
use Psr\Container\NotFoundExceptionInterface;
use Psr\Log\LoggerInterface;
use Exception;
use Throwable;
class CrmActivityService
{
public function __construct(
private readonly TeamRepository $teamRepository,
private readonly CachedCrmServiceDecorator $decorator,
private readonly EmailHelper $emailHelper,
private readonly ResolveTeamCrmConnection $teamCrmResolver,
private readonly LoggerInterface $logger,
) {
}
/**
* Updates CRM data for an activity and its participants.
*
* NOTE: This method performs multiple database writes and should be called
* within a transaction by the caller to ensure atomicity.
*
* @param Activity $activity
* @param bool $remoteSearch
*
* @throws ContainerExceptionInterface
* @throws NotFoundExceptionInterface
* @throws Exception
*/
public function updateCrmData(
Activity $activity,
bool $remoteSearch = false,
): void {
$crmService = null;
$participants = $activity->getParticipants();
$team = $activity->getTeam();
$prospectSearchStrategy = ProspectSearchStrategyFactory::match($team);
if ($prospectSearchStrategy->ignoreCrmMatchData()) {
$this->logger->info('[CrmActivityService] Ignoring crm data because of prospect strategy', [
'activity_id' => $activity->getId(),
'strategy' => get_class($prospectSearchStrategy),
]);
return;
}
if ($remoteSearch) {
try {
$crmService = $this->teamCrmResolver->resolveForTeam($team);
} catch (SocialAccountTokenInvalidException) {
$this->logger->warning('[CrmActivityService] CRM token expired, falling back to local search', [
'activity_id' => $activity->getId(),
'team_id' => $team->getId(),
]);
}
}
$records = $this->updateParticipantsCrmData(
team: $team,
activity: $activity,
participants: $participants,
crmService: $crmService,
);
if (! empty($records)) {
$activity->updateActivityCrmData($records);
}
$activity->refresh();
}
/**
* @param Collection<Participant> $participants
*
* @throws Exception
*
* @return array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}|array{}
*/
private function updateParticipantsCrmData(
Team $team,
Activity $activity,
Collection $participants,
?ServiceInterface $crmService = null,
): array {
$matchedRecords = [];
$matchedDomainRecords = [];
$this->validateCrmConfiguration($activity);
$this->decorator->setConfiguration($activity->getCrm());
$this->decorator->setCrmService($crmService);
foreach ($participants as $participant) {
if ($this->shouldSkipParticipant($participant)) {
continue;
}
if (! $this->shouldPerformLookup($participant, $team)) {
$this->logger->info('[CrmActivityService] Email domain belongs to the team, skipping crm lookup', [
'activity_id' => $activity->getId(),
'team_id' => $team->getId(),
'email' => $participant->getEmailAddress(),
]);
$this->attachUserIfExists($participant, $team);
continue;
}
$records = $this->findCrmRecords($participant, $activity);
if (! empty($records)) {
$matchedRecords[] = $records;
} else {
$records = $this->findCrmDomainRecords(
crmService: $crmService,
participant: $participant,
activity: $activity,
);
if (! empty($records)) {
$matchedDomainRecords[] = $records;
}
}
if (empty($records)) {
continue;
}
try {
$activity->updateParticipantCrmData($records, $participant);
} catch (Throwable $ex) {
$this->logger->error('[CrmActivityService] Failed to update participant CRM data', [
'activity_id' => $activity->getId(),
'participant_id' => $participant->getId(),
'exception' => $ex->getMessage(),
]);
continue;
}
}
$bestMatch = $this->getBestMatch(
matchedRecords : $matchedRecords,
matchedDomainRecords: $matchedDomainRecords,
);
$this->logger->info('[CrmActivityService] CRM matching completed', [
'activity_id' => $activity->getId(),
'participants_processed' => $participants->count(),
'exact_matches' => count($matchedRecords),
'domain_matches' => count($matchedDomainRecords),
'best_match_found' => ! empty($bestMatch),
]);
return $bestMatch;
}
private function shouldPerformLookup(Participant $participant, Team $team): bool
{
if ($participant->hasEmailAddress()) {
return $this->emailHelper->shouldPerformLookup($team, $participant->getEmailAddress());
}
return true;
}
private function validateCrmConfiguration(Activity $activity): void
{
if ($activity->getCrm() === null) {
throw new InvalidArgumentException('Cannot find CRM configuration');
}
}
private function getBestMatch(?array $matchedRecords, ?array $matchedDomainRecords): array
{
return RecordSelector::pickBestFromLists($matchedRecords, $matchedDomainRecords);
}
private function findCrmRecords(Participant $participant, Activity $activity): ?array
{
$records = null;
if ($participant->hasEmailAddress()) {
$records = $this->decorator->matchExactlyByEmail(
email: $participant->getEmailAddress(),
userId: $activity->getUser()->getId()
);
}
if (empty($records) && $participant->getPhoneNumber() !== null) {
$records = $this->decorator->matchByPhone(
phone: $participant->getPhoneNumber(),
userId: $activity->getUser()->getId(),
);
}
if (empty($records) && $participant->getName() !== null) {
$records = $this->decorator->matchByName(
name: $participant->getName(),
userId: $activity->getUser()->getId(),
);
}
return $records;
}
private function shouldSkipParticipant(Participant $participant): bool
{
return $participant->hasUser();
}
private function attachUserIfExists(Participant $participant, Team $team): void
{
if ($participant->hasEmailAddress() === false) {
return;
}
$user = $this->teamRepository->findActiveTeamMemberByEmail($team, $participant->getEmailAddress());
if ($user instanceof User) {
$participant->user_id = $user->getId();
$participant->save();
}
}
private function findCrmDomainRecords(
?ServiceInterface $crmService,
Participant $participant,
Activity $activity,
): array {
if ($participant->hasEmailAddress()) {
$this->decorator->setConfiguration($activity->getCrm());
$this->decorator->setCrmService($crmService);
$records = $this->decorator->matchByDomain(
email: $participant->getEmailAddress(),
userId: $activity->getUser()->getId()
);
if (! empty($records)) {
return $records;
}
}
return [];
}
}
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9153
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2026-05-08T12:11:47.151447+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-08/1778 /Users/lukas/.screenpipe/data/data/2026-05-08/1778242307151_m2.jpg...
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PhpStorm
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faVsco.js – CrmActivityService.php
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Computing annotation for CrmActivityService.php
Pr Computing annotation for CrmActivityService.php
Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
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Code changed:
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Previous Highlighted Error
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
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"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
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07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
\"success_fraction\":0.01,
\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}...
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Computing annotation for CrmActivityService.php
Pr Computing annotation for CrmActivityService.php
Project: faVsco.js, menu
master, menu
Start Listening for PHP Debug Connections
AskJiminnyReportActivityServiceTest
Run 'AskJiminnyReportActivityServiceTest'
Debug 'AskJiminnyReportActivityServiceTest'
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Code changed:
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Previous Highlighted Error
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[2026-05-07 14:21:15] local.INFO: [Hubspot] DEBUG Getting headers {
"headers":{
"Date":["Thu,07 May 2026 14:21:15 GMT"],
"Content-Type":["application/json;charset=utf-8"],
"Transfer-Encoding":["chunked"],
"Connection":["keep-alive"],
"CF-Ray":["9f80deb8db60dc3a-SOF"],
"CF-Cache-Status":["DYNAMIC"],
"Strict-Transport-Security":["max-age=31536000; includeSubDomains; preload"],
"Vary":["origin,
accept-encoding"],
"access-control-allow-credentials":["false"],
"server-timing":["hcid;desc=\"019e02d0-6fd8-7812-bdba-885b7ccb3ee3\",
cfr;desc=\"9f80deb8e7c6dc3a-IAD\""],
"x-content-type-options":["nosniff"],
"x-hubspot-correlation-id":["019e02d0-6fd8-7812-bdba-885b7ccb3ee3"],
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07-May-26 14:51:15 GMT; domain=.hubapi.com; HttpOnly; Secure; SameSite=None"],
"Report-To":["{
\"endpoints\":[{
\"url\":\"https:\\/\\/a.nel.cloudflare.com\\/report\\/v4?s=NYAlsVTP0fYm32qrSDjxYE4sd2RWRqiSp3wHsmdEgZlzoYdxI%2BIxVpHmsKn3O%2BKVA3mFIJ2m7YRECDGSM%2BW2IYTzo6FM4%2BdUIjURO8srzKSvJgZ%2BQ6R79arKQw3uHLlX\"}],
\"group\":\"cf-nel\",
\"max_age\":604800}"],
"NEL":["{
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\"report_to\":\"cf-nel\",
\"max_age\":604800}"],
"Server":["cloudflare"]}} {
"correlation_id":"95236535-ec98-4541-b92a-adfa73b69eab",
"trace_id":"c7ab8365-903f-46d4-9403-0e5b551e3545"}...
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