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Sync Playbook categories and crm field values
Commit Message
Commit Message History
Git
Author:
Author:
Amend commit
Sign-off commit
Create extra commit with file movements
Commit Checks
Update copyright
Reformat code
Rearrange code
Optimize imports
Cleanup
Choose profile
Check malicious dependencies
Run external formatter
Configure
Perform SonarQube for IDE analysis
Find unused view files
Run Git hooks
Advanced Commit Checks
Analyze code
Choose profile
Check TODO
Configure
After Commit
Upload files to:
Upload files to:
<None>...
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4 files, folder partially checked
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Sync Playbook categories and crm field values
Commit Message
Commit Message History
Git
Author:
Author:
Amend commit
Sign-off commit
Create extra commit with file movements
Commit Checks
Update copyright
Reformat code
Rearrange code
Optimize imports
Cleanup
Choose profile
Check malicious dependencies
Run external formatter
Configure
Perform SonarQube for IDE analysis
Find unused view files
Run Git hooks
Advanced Commit Checks
Analyze code
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Check TODO
Configure
After Commit
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<None>...
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NULL
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70638
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2026-05-22T10:26:35.257045+00:00
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PhpStorm
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monitor_2
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4 files, folder partially checked
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1 modified
Sync Playbook categories and crm field values
Commit Message
Commit Message History
Git
Author:
Author:
Amend commit
Sign-off commit
Create extra commit with file movements
Commit Checks...
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Sync Playbook categories and crm field values
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SlackFile EditViewGoHistoryWindowHelpAPP (DOCKERDEV (-zsh)О 882APP (-zsh)tests/Unit/Services/Mail/0ffice/EmailApiClientTest.phptests/Unit/Services/Mail/TextRelayServiceTest.phptests/Unit/Services/RecallAI/RecallAIServiceTest.php79 files changed, 4254 insertions(+), 2020 deletions(-)create mode 100644•github/claude-reviewer/no-ticket-warning.txtcreate mode.github/claude-reviewer/scripts/fetch-jira-context.mjsdelete mode100644 app/Component/ES/Processor/BatchStatusInterface.phpcreate mode100644 app/Component/ES/Processor/RedisEntityExtractor.phpdelete mode100644 app/Component/ES/Processor/Traits/WorkerIdTrait.php100644 app/Component/ES/QueuePriorityEnum.phpcreate mode100644 front-end/src/components/DealInsights/Modals/__tests__/AskAnythingModacreatemode 100644 front-end/src/components/shared/AskAnything/__tests__/__snapshots__/Asdeletemode100644 front-end/src/components/shared/AskAnything/__tests__/__snapshots_/Ascreatemode100644 tests/Unit/Component/ES/Processor/RedisEntityExtractorTest.phpdelete mode100644 tests/Unit/Component/ES/Processor/Traits/WorkerIdTraitTest.phpcreate mode100644 tests/Unit/Component/ES/QueuePriorityEnumTest.phpcreate mode100644 tests/Unit/Notifications/Activities/SmsReceivedTest.phpcreate mode100644 tests/Unit/Services/Mail/TextRelayServiceTest.phplukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $ co -b JY-20963-fix-imporSwitched to a new branch 'JY-20963-fix-import-on-deleted-entity'lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/Jiminny/app (JY-20963-fix-import-on-deleted-ent|docker exec -it docker_lamp_1 ./vendor/bin/php-cs-fixer fix--config=.php-cs-fixer.dist.phWhat's next:Try Docker Debug forseamless, persistent debugging tools in any container or image →Learn moreat [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-ent)docker exec -it docker_lamp_1 ./vendor/bin/php-cs-fixer fix --config=.php-cs-fixer.dist.phPHP CS Fixer 3.87.1 Alexander by Fabien Potencier, Dariusz Ruminski15 umconafi amp cont-fbteo-di5t. phPHP runtime: 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.Loaded config default from".php-cs-fixer.dist.php".5691/5691 [8100%Fixed 0 of 5691 files in 96.077 seconds, 67.00 MB memory usedWhat's next:Try Docker Debug for seamless, persistent debugging tools in anycontainer or imageLearn moreat [URL_WITH_CREDENTIALS] review requested by @VasilVasilev#12120 Jy 20842 add deleteevents for es by @Vasil Vasilev9 commits • 14 files changedJIRA: JY-20842Changes:• Introduce events and eventlisteners that allow sending"document deleted" events for ESconsumption - both Hard and Softdeleted documents will beremoved.• Loa...Show morejiminny/appAdded by Toast for GitHubMessage Toast+Aa..•...
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1aee7aad
<?php
namespace Jiminny\Services\Crm\Salesforce;
use Carbon\Carbon;
use Exception;
use Illuminate\Database\Eloquent\Relations\HasMany;
use Illuminate\Events\Dispatcher;
use Illuminate\Support\Facades\Cache;
use Illuminate\Support\Facades\Log;
use Illuminate\Support\Str;
use Jiminny\Component\Country\CountriesMap;
use Jiminny\Contracts\Acl\PermissionEnum;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\ImportsBusinessProcessesInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceBatchSyncInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\RemoteNoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SearchTaskInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SupportsObjectTypeParseInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmProfileRecordTypesInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Enums\CrmObject;
use Jiminny\Events\Activities\Crm\LeadConverted;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpBadRequestException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\NoResultsException;
use Jiminny\Exceptions\ServiceUnavailableException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Calendar\CalendarEvent;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\ContactRole;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Crm\RecordType;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\TeamSettings;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\Crm\RecordTypeFieldValuesRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Helpers\ArrayIterator;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Services\Crm\Salesforce\Fields\FieldHelper;
use Jiminny\Services\Crm\Salesforce\Fields\FieldTypeConverter;
use Jiminny\Services\Crm\Salesforce\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\FollowupActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\LogActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\RecordManipulationsTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\SyncFieldsTrait;
use Jiminny\Utils\CurrencyFormatter;
use Jiminny\Utils\StringUtil;
use Ramsey\Uuid\Uuid;
use Sentry\Laravel\Facade as Sentry;
class Service extends BaseService implements
SalesforceInterface,
SalesforceBatchSyncInterface,
SyncCrmEntitiesInterface,
SyncCrmProfileRecordTypesInterface,
ImportsBusinessProcessesInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SearchTaskInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
SupportsObjectTypeParseInterface,
RemoteNoteEntityManipulationInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncFieldsTrait;
use DeleteObjectsTrait;
use RecordManipulationsTrait;
use ServiceTraits\BatchSyncTrait;
use FollowupActivityTrait;
use LogActivityTrait;
/**
* Note Body Limit for the Old Note-Taking Tool
*
* @var int
*/
private const int CLASSIC_NOTE_MAX_LENGTH = 32000;
/**
* Note Content Limit for the New Notes
*
* @var int
*/
private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;
private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';
private const int CACHE_TTL = 600;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400
/**
* @var Client
*/
protected $client;
protected PayloadBuilder $payloadBuilder;
protected QueryHandler $queryHandler;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(
Client $client,
PayloadBuilder $payloadBuilder,
protected Dispatcher $eventDispatcher,
private readonly CountriesMap $countriesMap,
private readonly ProspectPhotoPathService $prospectPhotoPathService,
) {
parent::__construct();
$this->client = $client;
$this->payloadBuilder = $payloadBuilder;
$this->queryHandler = app(QueryHandler::class, [
'client' => $this->client,
'logger' => $this->logger,
]);
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Salesforce';
}
public function getJobDelay(): int
{
return 1;
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);
}
public function verifyTaskExists(Activity $activity): bool
{
$crmProviderId = $activity->getCrmProviderId();
$cacheKey = "crm_task_exists:{$this->config->getId()}:$crmProviderId";
return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {
$playbook = $this->getPlaybookFromActivity($activity);
if ($playbook === null) {
$this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [
'activity' => $activity->getId(),
'crm_provider_id' => $crmProviderId,
]);
return false;
}
$objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';
try {
$record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);
return ! empty($record) && ($record['IsDeleted'] ?? false) === false;
} catch (HttpNotFoundException|HttpBadRequestException) {
$this->logger->info('[Salesforce] Activity record not found during verification', [
'activity' => $activity->getId(),
'object_type' => $objectType,
'crm_provider_id' => $crmProviderId,
'config_id' => $this->config->getId(),
]);
return false;
}
});
}
public function query(string $queryToRun, array $parameters = []): QueryIterator
{
// Due to poorly designed external calls, this method cannot be entirely removed
return $this->queryHandler->query($queryToRun, $parameters);
}
/*=========== Organization Information ===============*/
/**
* Get a list of all the API Versions for the instance.
*
* @throws CrmException
*
* @return mixed
*
*/
public function getApiVersions()
{
$url = $this->config->crm_base_url . '/services/data';
$response = $this->client->get($url);
return json_decode($response->getBody(), true);
}
/**
* Gets the valid recordTypes for a given Salesforce Object via the describe API.
*/
private function getRecordTypes(string $crmObject): array
{
$url = $this->client->getObjectsUrl() . $crmObject . '/describe';
$response = $this->client->get($url);
$jsonResponse = json_decode($response->getBody(), true);
$fields = [];
foreach ($jsonResponse['recordTypeInfos'] as $row) {
$fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];
}
return $fields;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
$defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::defaultTaskFields()
: FieldDefinitions::defaultEventFields();
// 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
{
// Setup the activity field as the default Type.
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'Type',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::taskFollowupFieldsFilter()
: FieldDefinitions::eventFollowupFieldsFilter();
foreach ($fieldFilter as $eachFilter) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
/**
* This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually
* Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType
* Needs to be replaced later on
*/
public function syncField(Field $field): void
{
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)
? 'activity'
: $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$metadata = $sfField['Metadata'];
$field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);
$field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());
$field->is_mandatory = ($metadata['required'] === true);
$field->length = $metadata['length'];
$field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '"'), 0, 191);
$field->save();
} else {
$query = '
SELECT
Id, DataType, DeveloperName, Label, Length, Description
FROM
FieldDefinition
WHERE
DurableId = :entityName';
$entityName = $field->getEntityName();
$sfFields = $this->queryHandler->metadata($query, [
'entityName' => $entityName,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$convertedType = $this->convertFieldType($sfField['DataType'], $entityName);
$label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);
if ($field->isBusinessType()) {
$label = 'Opportunity Type';
}
$field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);
$field->label = $label;
$field->type = $convertedType;
$field->length = $sfField['Length'];
$field->save();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
private function convertFieldType(string $from, ?string $entityName = null): string
{
$converter = new FieldTypeConverter();
return $converter->convert($from, $entityName);
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?
'activity' : $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$valueSet = $sfField['Metadata']['valueSet'];
if ($valueSet['valueSetName'] === null) {
// Local picklist values can be obtained easily.
$picklistValues = $valueSet['valueSetDefinition']['value'];
} else {
// But for some fields, we just get the Global Value Picklist pointer so need to do more work.
$picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);
}
// Import all active values.
foreach ($picklistValues as $i => $sfFieldValue) {
// Setup default value.
if ($sfFieldValue['default']) {
$field->update(['default_value' => $sfFieldValue['valueName']]);
}
// This comes through as null if active (lol).
if ($sfFieldValue['isActive'] !== false) {
$values[] = [
'value' => $sfFieldValue['valueName'],
'label' => $sfFieldValue['valueName'],
'sequence' => $i,
'is_default' => $sfFieldValue['default'],
];
}
}
} else {
$objectFields = $this->getObjectFields($field->object_type);
$fieldId = $field->crm_provider_id;
// Only work with our field of interest.
$objectField = array_filter($objectFields, function ($item) use ($fieldId) {
return $item['name'] === $fieldId;
});
$objectField = array_shift($objectField);
if (empty($objectField['picklistValues']) === false) {
foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {
// Skip inactive values.
if ($sfFieldValue['active'] === false) {
continue;
}
// Setup default value.
if ($sfFieldValue['defaultValue']) {
$field->update(['default_value' => $sfFieldValue['value']]);
}
$values[] = [
'value' => $sfFieldValue['value'],
'label' => $sfFieldValue['label'],
'sequence' => $i,
'is_default' => $sfFieldValue['defaultValue'],
];
}
}
}
$fieldsToPurge = $field->values()->get()->pluck('value')->toArray();
foreach ($values as $value) {
$value['value'] = substr($value['value'] ?? '', 0, 255);
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $value['value'],
], $value);
// Remove this value from the ones we are going to purge.
if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
// Get IDs of the values to be deleted
$valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);
$valuesToDeleteIds = $valuesToDelete->pluck('id');
if (! $valuesToDeleteIds->isEmpty()) {
$recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);
$recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());
// Now safely delete from crm_field_values
$valuesToDelete->delete();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
return $fieldValues;
}
/**
* Gets values from Global Value Picklists.
*/
private function importGlobalValuePicklistValues(string $picklistName): array
{
$query = '
SELECT
Metadata
FROM
GlobalValueSet
WHERE
DeveloperName = :picklistName
LIMIT 1';
try {
$sfValues = $this->queryHandler->metadata($query, [
'picklistName' => $picklistName,
]);
// There is always 1 result at this point.
$sfValue = $sfValues->current();
return $sfValue['Metadata']['customValue'];
} catch (NoResultsException $noResultsException) {
// Nothing returned.
return [];
}
}
/**
* @inheritdoc
*/
public function syncProfileRecordTypes(): void
{
$objectTypes = [
'lead',
'account',
'contact',
'opportunity',
'task',
'event',
];
foreach ($objectTypes as $objectType) {
try {
$crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));
foreach ($crmRecordTypes as $crmRecordType) {
// If the record type is default and not the Master type, set this.
if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {
$recordType = $this->config->recordTypes()
->where('crm_provider_id', $crmRecordType['recordTypeId'])
->first();
if ($recordType) {
$this->profile->{$objectType . '_record_type_id'} = $recordType->id;
}
}
}
} catch (HttpNotFoundException $exception) {
Log::error('No access to ' . $objectType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
if ($this->profile->isDirty()) {
$this->profile->save();
}
}
/**
* Gets business processes.
*/
public function importBusinessProcesses(): void
{
$query = '
SELECT
Id, IsActive, Name, TableEnumOrId
FROM
BusinessProcess
WHERE
TableEnumOrId IN (\'Lead\',\'Opportunity\')';
try {
$sfProcesses = $this->queryHandler->query($query);
// Upsert all processes for the team.
foreach ($sfProcesses as $sfProcess) {
/** @var BusinessProcess $businessProcess */
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $sfProcess['Id'],
], [
'team_id' => $this->team->id,
'name' => $sfProcess['Name'],
'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',
'is_selectable' => $sfProcess['IsActive'],
]);
$this->importBusinessProcessStages($businessProcess);
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets business process stages.
*/
private function importBusinessProcessStages(BusinessProcess $businessProcess): void
{
$query = '
SELECT
Metadata
FROM
BusinessProcess
WHERE
Id = :processId';
try {
$stages = [];
$sfProcessStages = $this->queryHandler->metadata($query, [
'processId' => $businessProcess->crm_provider_id,
]);
// There is always 1 result at this point.
$sfProcessStage = $sfProcessStages->current();
// Upsert all processes for the team.
foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {
$sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: "%2C" becomes "," etc.
$stage = $businessProcess->crm->stages()
// This MUST match on label because this API doesn't use API Name.
->where('label', $sanitizedName)
->where('type', $businessProcess->type)
->where('is_selectable', 1)
->first();
if ($stage) {
$stages[] = $stage->id;
}
}
$businessProcess->stages()->sync($stages);
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets record types.
*/
public function importRecordTypes(): void
{
$query = '
SELECT
Id, IsActive, Name, BusinessProcessId, SobjectType
FROM
RecordType';
try {
$sfRecordTypes = $this->queryHandler->query($query);
// Upsert all record types for the process.
foreach ($sfRecordTypes as $sfRecordType) {
$businessProcess = null;
if ($sfRecordType['BusinessProcessId']) {
$businessProcess = $this->config->businessProcesses()
->where('crm_provider_id', $sfRecordType['BusinessProcessId'])
->first();
}
/** @var RecordType $recordType */
$recordType = $this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $sfRecordType['Id'],
], [
'team_id' => $this->team->id,
'type' => mb_strtolower($sfRecordType['SobjectType']),
'name' => $sfRecordType['Name'],
'is_selectable' => $sfRecordType['IsActive'],
'business_process_id' => $businessProcess->id ?? null,
]);
$this->importRecordTypeFieldValues($recordType);
}
} catch (NoResultsException $noResultsException) {
// Do nothing.
}
}
/**
* Import record type - field value mappings. This only works for standard fields.
*/
private function importRecordTypeFieldValues(RecordType $recordType): void
{
try {
$query = '
SELECT
Metadata
FROM
RecordType
WHERE
Id = :recordTypeId';
$sfFields = $this->queryHandler->metadata($query, [
'recordTypeId' => $recordType->crm_provider_id,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$picklists = $sfField['Metadata']['picklistValues'];
foreach ($picklists as $picklist) {
$field = $this->config->fields()->where([
'type' => Field::TYPE_PICKLIST,
'object_type' => $recordType->type,
'crm_provider_id' => $picklist['picklist'],
])->first();
if ($field) {
$fieldValues = [];
foreach ($picklist['values'] as $value) {
// Must decode: "%2C" becomes "," etc.
$fieldValue = $field->values()
->where('value', urldecode($value['valueName']))
->first();
if ($fieldValue) {
$fieldValues[] = $fieldValue->id;
}
}
$recordType->fieldValues()->sync($fieldValues);
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$params = [];
$missingStage = null;
if ($types === null) {
$types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];
}
foreach ($types as $type) {
if ($type === Stage::TYPE_LEAD) {
$query = '
SELECT
Id, ApiName, MasterLabel, SortOrder
FROM
LeadStatus';
} else {
$query = '
SELECT
Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability
FROM
OpportunityStage';
}
if ($missingStageName) {
$escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);
$query .= ' WHERE ApiName = :stageName';
$params = [
'stageName' => $escapedStageName,
];
}
try {
$sfStages = $this->queryHandler->query($query, $params);
} catch (NoResultsException $exception) {
$sfStages = [];
}
$missingStage = null;
// Upsert all stages for the team.
foreach ($sfStages as $sfStage) {
$selectable = true;
if (array_key_exists('IsActive', $sfStage)) {
$selectable = $sfStage['IsActive'];
}
$this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);
$stage = $this->config->stages()->updateOrCreate([
'crm_provider_id' => $sfStage['Id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),
'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),
'type' => $type,
'sequence' => $sfStage['SortOrder'] ?? 0,
'is_selectable' => $selectable,
'probability' => $sfStage['DefaultProbability'] ?? null,
]);
if ($missingStageName && $missingStageName === $sfStage['ApiName']) {
$missingStage = $stage;
}
}
if ($missingStageName && $missingStage === null) {
// If they requested a stage that still doesn't exist, it must be inactive so lazy create it.
$missingStage = $this->config->stages()->create([
'crm_provider_id' => Uuid::uuid4(),
'team_id' => $this->team->id,
'name' => mb_strimwidth($missingStageName, 0, 50),
'label' => mb_strimwidth($missingStageName, 0, 191),
'type' => $type,
'sequence' => 0,
'is_selectable' => 0,
]);
}
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('lead');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Lead
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfLeads = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfLeads as $sfLead) {
// Only sync if previously imported.
if ($this->hasLead($sfLead['Id'])) {
$this->importLead($sfLead);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
$fields = $this->getAllFieldsAsArray('lead');
$sfLead = $this->getRecord('Lead', $crmId, $fields);
return $this->importLead($sfLead);
}
private function importLead($crmData): ?Lead
{
/** @var ?Stage $stage */
$stage = null;
if (isset($crmData['Status'])) {
// Get the current stage.
$stage = $this->config
->stages()
->where('name', $crmData['Status'])
->where('type', Stage::TYPE_LEAD)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);
}
}
// If we have no way of importing this, just return null :(
if ($stage === null) {
return null;
}
$countryCode = $crmData['CountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country name.
if ($countryCode === null && empty($crmData['Country']) !== false) {
$countryCode = $this->convertCountryNameToCode($crmData['Country']);
}
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
$mobilePhone = null;
if (empty($crmData['MobilePhone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['MobilePhone'], 0, 25);
$mobilePhone = phone_e164($countryCode, $number);
}
$convertedDate = null;
$convertedAccount = null;
$convertedOpportunity = null;
$convertedContact = null;
if ($crmData['IsConverted'] == 'true') {
$convertedDate = $crmData['ConvertedDate'];
if (empty($crmData['ConvertedAccountId']) === false) {
$convertedAccount = $this->config
->accounts()
->where('crm_provider_id', $crmData['ConvertedAccountId'])
->first();
if ($convertedAccount === null) {
try {
$convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedOpportunityId']) === false) {
$convertedOpportunity = $this->config
->opportunities()
->where('crm_provider_id', $crmData['ConvertedOpportunityId'])
->first();
if ($convertedOpportunity === null) {
try {
$convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedContactId']) === false) {
$convertedContact = $this->team
->crm
->contacts()
->where('crm_provider_id', $crmData['ConvertedContactId'])
->first();
if ($convertedContact === null) {
try {
$convertedContact = $this->syncContact($crmData['ConvertedContactId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
}
if (empty($crmData['Company'])) {
$company = 'Unknown';
} else {
$company = mb_strimwidth($crmData['Company'], 0, 191);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'] ?? '',
'company' => $company,
'domain' => $domain,
'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',
'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,
'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,
'phone' => $parsedNumber['phone'],
'ext' => $parsedNumber['ext'] ?? null,
'mobile_phone' => $mobilePhone,
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Lead::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'stage_id' => $stage->id,
'record_type_id' => null,
'converted_at' => $convertedDate,
'converted_account_id' => $convertedAccount->id ?? null,
'converted_opportunity_id' => $convertedOpportunity->id ?? null,
'converted_contact_id' => $convertedContact->id ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);
/** @var Lead $lead */
$lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {
$this->eventDispatcher->dispatch(new LeadConverted($lead));
}
$this->handleObjectDeletion($lead, $crmData);
return $lead;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('account');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Account
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfAccounts = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfAccounts as $sfAccount) {
// Only sync if previously imported.
if ($this->hasAccount($sfAccount['Id'])) {
$this->importAccount($sfAccount);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
$fields = $this->getAllFieldsAsArray('account');
if (! in_array('Id', $fields, true)) {
$this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [
'crmId' => $crmId,
'userId' => $this->profile->getUserId(),
]);
return null;
}
$sfAccount = $this->getRecord('Account', $crmId, $fields);
return $this->importAccount($sfAccount);
}
private function importAccount($crmData): Account
{
$countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country names.
if ($countryCode === null && empty($crmData['BillingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);
}
if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);
}
if (empty($crmData['Phone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'], 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
$industry = null;
if (empty($crmData['Industry']) === false) {
$industry = mb_strimwidth($crmData['Industry'], 0, 40);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'],
'name' => mb_strimwidth($crmData['Name'], 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Account::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'industry' => $industry,
'domain' => $domain,
'phone' => $parsedNumber['phone'] ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);
/** @var Account $account */
$account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
$this->handleObjectDeletion($account, $crmData);
return $account;
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
$logParams = $parameters;
$parameters['profile'] = $this->profile;
$logParams['user'] = $this->profile->getUserId();
if (count($strategies) > 1) {
$this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [
'teamId' => $this->team->getUuid(),
'params' => $logParams,
'strategies_count' => count($strategies),
]);
}
foreach ($strategies as $syncStrategy) {
$name = $syncStrategy->getStrategyName();
try {
$sfOpportunities = $syncStrategy->fetchOpportunities($parameters);
$totalRecords = $sfOpportunities->count();
foreach ($sfOpportunities as $sfOpportunity) {
$this->importOpportunity($sfOpportunity);
$syncCount++;
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $noResultsException->getMessage(),
]);
} catch (CrmException $crmException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $crmException->getMessage(),
]);
}
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);
// debug to see how if count of opportunities reaches 1000
if ($syncCount >= 1000) {
$this->logger->info(
'[' . $this->getDisplayName() . '] Sync Opportunities - count warning',
[
'team_id' => $this->team->getId(),
'params' => $logParams,
'count' => $syncCount,
'strategies_count' => count($strategies),
'total_records' => $totalRecords ?? null,
]
);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY
);
$parameters = [
'profile' => $this->profile,
'crm_id' => $crmId,
];
try {
$sfOpportunity = $strategy->fetchOpportunities($parameters);
} catch (HttpNotFoundException $e) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
]);
return null;
} catch (CrmException $crmException) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
'exception' => $crmException->getMessage(),
]);
return null;
}
if ($sfOpportunity instanceof ArrayIterator) {
return $this->importOpportunity($sfOpportunity->getItems());
}
return $this->importOpportunity($sfOpportunity);
}
/**
* @throws HttpNotFoundException
*/
private function importOpportunity($crmData): ?Opportunity
{
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$account = null;
if (empty($crmData['AccountId']) === false) {
/** @var ?Account $account */
$account = $this->config->accounts()
->where('crm_provider_id', (string) $crmData['AccountId'])
->first();
if ($account === null) {
$account = $this->syncAccount($crmData['AccountId']);
}
}
$userId = $profile?->getUserId() ?? $account?->getUserId();
if ($userId...
|
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Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ImportsBusinessProcessesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceBatchSyncInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteNoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SearchTaskInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmProfileRecordTypesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Enums\\CrmObject;\nuse Jiminny\\Events\\Activities\\Crm\\LeadConverted;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpBadRequestException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\NoResultsException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Calendar\\CalendarEvent;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\ContactRole;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Crm\\RecordType;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\TeamSettings;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\Crm\\RecordTypeFieldValuesRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Helpers\\ArrayIterator;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldHelper;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldTypeConverter;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\FollowupActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\LogActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\RecordManipulationsTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Jiminny\\Utils\\StringUtil;\nuse Ramsey\\Uuid\\Uuid;\nuse Sentry\\Laravel\\Facade as Sentry;\n\nclass Service extends BaseService implements\n SalesforceInterface,\n SalesforceBatchSyncInterface,\n SyncCrmEntitiesInterface,\n SyncCrmProfileRecordTypesInterface,\n ImportsBusinessProcessesInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SearchTaskInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n RemoteNoteEntityManipulationInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncFieldsTrait;\n use DeleteObjectsTrait;\n use RecordManipulationsTrait;\n use ServiceTraits\\BatchSyncTrait;\n use FollowupActivityTrait;\n use LogActivityTrait;\n\n /**\n * Note Body Limit for the Old Note-Taking Tool\n *\n * @var int\n */\n private const int CLASSIC_NOTE_MAX_LENGTH = 32000;\n\n /**\n * Note Content Limit for the New Notes\n *\n * @var int\n */\n private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;\n\n private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';\n\n private const int CACHE_TTL = 600;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400\n\n /**\n * @var Client\n */\n protected $client;\n\n protected PayloadBuilder $payloadBuilder;\n protected QueryHandler $queryHandler;\n\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(\n Client $client,\n PayloadBuilder $payloadBuilder,\n protected Dispatcher $eventDispatcher,\n private readonly CountriesMap $countriesMap,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->payloadBuilder = $payloadBuilder;\n $this->queryHandler = app(QueryHandler::class, [\n 'client' => $this->client,\n 'logger' => $this->logger,\n ]);\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Salesforce';\n }\n\n public function getJobDelay(): int\n {\n return 1;\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);\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 ($activity, $crmProviderId) {\n $playbook = $this->getPlaybookFromActivity($activity);\n\n if ($playbook === null) {\n $this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [\n 'activity' => $activity->getId(),\n 'crm_provider_id' => $crmProviderId,\n ]);\n\n return false;\n }\n\n $objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';\n\n try {\n $record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);\n\n return ! empty($record) && ($record['IsDeleted'] ?? false) === false;\n } catch (HttpNotFoundException|HttpBadRequestException) {\n $this->logger->info('[Salesforce] Activity record not found during verification', [\n 'activity' => $activity->getId(),\n 'object_type' => $objectType,\n 'crm_provider_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n });\n }\n\n public function query(string $queryToRun, array $parameters = []): QueryIterator\n {\n // Due to poorly designed external calls, this method cannot be entirely removed\n return $this->queryHandler->query($queryToRun, $parameters);\n }\n\n /*=========== Organization Information ===============*/\n\n /**\n * Get a list of all the API Versions for the instance.\n *\n * @throws CrmException\n *\n * @return mixed\n *\n */\n public function getApiVersions()\n {\n $url = $this->config->crm_base_url . '/services/data';\n\n $response = $this->client->get($url);\n\n return json_decode($response->getBody(), true);\n }\n\n /**\n * Gets the valid recordTypes for a given Salesforce Object via the describe API.\n */\n private function getRecordTypes(string $crmObject): array\n {\n $url = $this->client->getObjectsUrl() . $crmObject . '/describe';\n\n $response = $this->client->get($url);\n $jsonResponse = json_decode($response->getBody(), true);\n\n $fields = [];\n foreach ($jsonResponse['recordTypeInfos'] as $row) {\n $fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];\n }\n\n return $fields;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n $defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::defaultTaskFields()\n : FieldDefinitions::defaultEventFields();\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 return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'Type',\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, Playbook::ACTIVITY_TYPE_EVENT];\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::taskFollowupFieldsFilter()\n : FieldDefinitions::eventFollowupFieldsFilter();\n\n foreach ($fieldFilter as $eachFilter) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n /**\n * This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually\n * Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType\n * Needs to be replaced later on\n */\n public function syncField(Field $field): void\n {\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)\n ? 'activity'\n : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $metadata = $sfField['Metadata'];\n\n $field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);\n $field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());\n $field->is_mandatory = ($metadata['required'] === true);\n $field->length = $metadata['length'];\n $field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '\"'), 0, 191);\n $field->save();\n } else {\n $query = '\n SELECT\n Id, DataType, DeveloperName, Label, Length, Description\n FROM\n FieldDefinition\n WHERE\n DurableId = :entityName';\n\n $entityName = $field->getEntityName();\n $sfFields = $this->queryHandler->metadata($query, [\n 'entityName' => $entityName,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $convertedType = $this->convertFieldType($sfField['DataType'], $entityName);\n $label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);\n\n if ($field->isBusinessType()) {\n $label = 'Opportunity Type';\n }\n\n $field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);\n $field->label = $label;\n $field->type = $convertedType;\n $field->length = $sfField['Length'];\n $field->save();\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n private function convertFieldType(string $from, ?string $entityName = null): string\n {\n $converter = new FieldTypeConverter();\n\n return $converter->convert($from, $entityName);\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?\n 'activity' : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $valueSet = $sfField['Metadata']['valueSet'];\n\n if ($valueSet['valueSetName'] === null) {\n // Local picklist values can be obtained easily.\n $picklistValues = $valueSet['valueSetDefinition']['value'];\n } else {\n // But for some fields, we just get the Global Value Picklist pointer so need to do more work.\n $picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);\n }\n\n // Import all active values.\n foreach ($picklistValues as $i => $sfFieldValue) {\n // Setup default value.\n if ($sfFieldValue['default']) {\n $field->update(['default_value' => $sfFieldValue['valueName']]);\n }\n\n // This comes through as null if active (lol).\n if ($sfFieldValue['isActive'] !== false) {\n $values[] = [\n 'value' => $sfFieldValue['valueName'],\n 'label' => $sfFieldValue['valueName'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['default'],\n ];\n }\n }\n } else {\n $objectFields = $this->getObjectFields($field->object_type);\n $fieldId = $field->crm_provider_id;\n\n // Only work with our field of interest.\n $objectField = array_filter($objectFields, function ($item) use ($fieldId) {\n return $item['name'] === $fieldId;\n });\n\n $objectField = array_shift($objectField);\n if (empty($objectField['picklistValues']) === false) {\n foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {\n // Skip inactive values.\n if ($sfFieldValue['active'] === false) {\n continue;\n }\n\n // Setup default value.\n if ($sfFieldValue['defaultValue']) {\n $field->update(['default_value' => $sfFieldValue['value']]);\n }\n\n $values[] = [\n 'value' => $sfFieldValue['value'],\n 'label' => $sfFieldValue['label'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['defaultValue'],\n ];\n }\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'], $fieldsToPurge, true)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n // Get IDs of the values to be deleted\n $valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);\n $valuesToDeleteIds = $valuesToDelete->pluck('id');\n if (! $valuesToDeleteIds->isEmpty()) {\n $recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);\n $recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());\n\n // Now safely delete from crm_field_values\n $valuesToDelete->delete();\n }\n\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n return $fieldValues;\n }\n\n /**\n * Gets values from Global Value Picklists.\n */\n private function importGlobalValuePicklistValues(string $picklistName): array\n {\n $query = '\n SELECT\n Metadata\n FROM\n GlobalValueSet\n WHERE\n DeveloperName = :picklistName\n LIMIT 1';\n\n try {\n $sfValues = $this->queryHandler->metadata($query, [\n 'picklistName' => $picklistName,\n ]);\n\n // There is always 1 result at this point.\n $sfValue = $sfValues->current();\n\n return $sfValue['Metadata']['customValue'];\n } catch (NoResultsException $noResultsException) {\n // Nothing returned.\n\n return [];\n }\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileRecordTypes(): void\n {\n $objectTypes = [\n 'lead',\n 'account',\n 'contact',\n 'opportunity',\n 'task',\n 'event',\n ];\n\n foreach ($objectTypes as $objectType) {\n try {\n $crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));\n\n foreach ($crmRecordTypes as $crmRecordType) {\n // If the record type is default and not the Master type, set this.\n if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmRecordType['recordTypeId'])\n ->first();\n\n if ($recordType) {\n $this->profile->{$objectType . '_record_type_id'} = $recordType->id;\n }\n }\n }\n } catch (HttpNotFoundException $exception) {\n Log::error('No access to ' . $objectType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n if ($this->profile->isDirty()) {\n $this->profile->save();\n }\n }\n\n /**\n * Gets business processes.\n */\n public function importBusinessProcesses(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, TableEnumOrId\n FROM\n BusinessProcess\n WHERE\n TableEnumOrId IN (\\'Lead\\',\\'Opportunity\\')';\n\n try {\n $sfProcesses = $this->queryHandler->query($query);\n\n // Upsert all processes for the team.\n foreach ($sfProcesses as $sfProcess) {\n /** @var BusinessProcess $businessProcess */\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $sfProcess['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => $sfProcess['Name'],\n 'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',\n 'is_selectable' => $sfProcess['IsActive'],\n ]);\n\n $this->importBusinessProcessStages($businessProcess);\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets business process stages.\n */\n private function importBusinessProcessStages(BusinessProcess $businessProcess): void\n {\n $query = '\n SELECT\n Metadata\n FROM\n BusinessProcess\n WHERE\n Id = :processId';\n\n try {\n $stages = [];\n $sfProcessStages = $this->queryHandler->metadata($query, [\n 'processId' => $businessProcess->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfProcessStage = $sfProcessStages->current();\n\n // Upsert all processes for the team.\n foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {\n $sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: \"%2C\" becomes \",\" etc.\n\n $stage = $businessProcess->crm->stages()\n // This MUST match on label because this API doesn't use API Name.\n ->where('label', $sanitizedName)\n ->where('type', $businessProcess->type)\n ->where('is_selectable', 1)\n ->first();\n\n if ($stage) {\n $stages[] = $stage->id;\n }\n }\n\n $businessProcess->stages()->sync($stages);\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets record types.\n */\n public function importRecordTypes(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, BusinessProcessId, SobjectType\n FROM\n RecordType';\n\n try {\n $sfRecordTypes = $this->queryHandler->query($query);\n\n // Upsert all record types for the process.\n foreach ($sfRecordTypes as $sfRecordType) {\n $businessProcess = null;\n if ($sfRecordType['BusinessProcessId']) {\n $businessProcess = $this->config->businessProcesses()\n ->where('crm_provider_id', $sfRecordType['BusinessProcessId'])\n ->first();\n }\n\n /** @var RecordType $recordType */\n $recordType = $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $sfRecordType['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'type' => mb_strtolower($sfRecordType['SobjectType']),\n 'name' => $sfRecordType['Name'],\n 'is_selectable' => $sfRecordType['IsActive'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n $this->importRecordTypeFieldValues($recordType);\n }\n } catch (NoResultsException $noResultsException) {\n // Do nothing.\n }\n }\n\n /**\n * Import record type - field value mappings. This only works for standard fields.\n */\n private function importRecordTypeFieldValues(RecordType $recordType): void\n {\n try {\n $query = '\n SELECT\n Metadata\n FROM\n RecordType\n WHERE\n Id = :recordTypeId';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'recordTypeId' => $recordType->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $picklists = $sfField['Metadata']['picklistValues'];\n\n foreach ($picklists as $picklist) {\n $field = $this->config->fields()->where([\n 'type' => Field::TYPE_PICKLIST,\n 'object_type' => $recordType->type,\n 'crm_provider_id' => $picklist['picklist'],\n ])->first();\n\n if ($field) {\n $fieldValues = [];\n\n foreach ($picklist['values'] as $value) {\n // Must decode: \"%2C\" becomes \",\" etc.\n $fieldValue = $field->values()\n ->where('value', urldecode($value['valueName']))\n ->first();\n\n if ($fieldValue) {\n $fieldValues[] = $fieldValue->id;\n }\n }\n\n $recordType->fieldValues()->sync($fieldValues);\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $params = [];\n $missingStage = null;\n if ($types === null) {\n $types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];\n }\n\n foreach ($types as $type) {\n if ($type === Stage::TYPE_LEAD) {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, SortOrder\n FROM\n LeadStatus';\n } else {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability\n FROM\n OpportunityStage';\n }\n\n if ($missingStageName) {\n $escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);\n\n $query .= ' WHERE ApiName = :stageName';\n\n $params = [\n 'stageName' => $escapedStageName,\n ];\n }\n\n try {\n $sfStages = $this->queryHandler->query($query, $params);\n } catch (NoResultsException $exception) {\n $sfStages = [];\n }\n\n $missingStage = null;\n\n // Upsert all stages for the team.\n foreach ($sfStages as $sfStage) {\n $selectable = true;\n if (array_key_exists('IsActive', $sfStage)) {\n $selectable = $sfStage['IsActive'];\n }\n\n $this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);\n\n $stage = $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $sfStage['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),\n 'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),\n 'type' => $type,\n 'sequence' => $sfStage['SortOrder'] ?? 0,\n 'is_selectable' => $selectable,\n 'probability' => $sfStage['DefaultProbability'] ?? null,\n ]);\n\n if ($missingStageName && $missingStageName === $sfStage['ApiName']) {\n $missingStage = $stage;\n }\n }\n\n if ($missingStageName && $missingStage === null) {\n // If they requested a stage that still doesn't exist, it must be inactive so lazy create it.\n $missingStage = $this->config->stages()->create([\n 'crm_provider_id' => Uuid::uuid4(),\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($missingStageName, 0, 50),\n 'label' => mb_strimwidth($missingStageName, 0, 191),\n 'type' => $type,\n 'sequence' => 0,\n 'is_selectable' => 0,\n ]);\n }\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('lead');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Lead\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfLeads = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfLeads as $sfLead) {\n // Only sync if previously imported.\n if ($this->hasLead($sfLead['Id'])) {\n $this->importLead($sfLead);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n $fields = $this->getAllFieldsAsArray('lead');\n\n $sfLead = $this->getRecord('Lead', $crmId, $fields);\n\n return $this->importLead($sfLead);\n }\n\n private function importLead($crmData): ?Lead\n {\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['Status'])) {\n // Get the current stage.\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['Status'])\n ->where('type', Stage::TYPE_LEAD)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);\n }\n }\n\n // If we have no way of importing this, just return null :(\n if ($stage === null) {\n return null;\n }\n\n $countryCode = $crmData['CountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['Country']) !== false) {\n $countryCode = $this->convertCountryNameToCode($crmData['Country']);\n }\n\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n $mobilePhone = null;\n if (empty($crmData['MobilePhone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['MobilePhone'], 0, 25);\n $mobilePhone = phone_e164($countryCode, $number);\n }\n\n $convertedDate = null;\n $convertedAccount = null;\n $convertedOpportunity = null;\n $convertedContact = null;\n\n if ($crmData['IsConverted'] == 'true') {\n $convertedDate = $crmData['ConvertedDate'];\n\n if (empty($crmData['ConvertedAccountId']) === false) {\n $convertedAccount = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmData['ConvertedAccountId'])\n ->first();\n\n if ($convertedAccount === null) {\n try {\n $convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedOpportunityId']) === false) {\n $convertedOpportunity = $this->config\n ->opportunities()\n ->where('crm_provider_id', $crmData['ConvertedOpportunityId'])\n ->first();\n\n if ($convertedOpportunity === null) {\n try {\n $convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedContactId']) === false) {\n $convertedContact = $this->team\n ->crm\n ->contacts()\n ->where('crm_provider_id', $crmData['ConvertedContactId'])\n ->first();\n\n if ($convertedContact === null) {\n try {\n $convertedContact = $this->syncContact($crmData['ConvertedContactId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n }\n\n if (empty($crmData['Company'])) {\n $company = 'Unknown';\n } else {\n $company = mb_strimwidth($crmData['Company'], 0, 191);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? '',\n 'company' => $company,\n 'domain' => $domain,\n 'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',\n 'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,\n 'phone' => $parsedNumber['phone'],\n 'ext' => $parsedNumber['ext'] ?? null,\n 'mobile_phone' => $mobilePhone,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Lead::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'stage_id' => $stage->id,\n 'record_type_id' => null,\n 'converted_at' => $convertedDate,\n 'converted_account_id' => $convertedAccount->id ?? null,\n 'converted_opportunity_id' => $convertedOpportunity->id ?? null,\n 'converted_contact_id' => $convertedContact->id ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);\n\n /** @var Lead $lead */\n $lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {\n $this->eventDispatcher->dispatch(new LeadConverted($lead));\n }\n\n $this->handleObjectDeletion($lead, $crmData);\n\n return $lead;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('account');\n\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Account\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfAccounts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfAccounts as $sfAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($sfAccount['Id'])) {\n $this->importAccount($sfAccount);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n $fields = $this->getAllFieldsAsArray('account');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfAccount = $this->getRecord('Account', $crmId, $fields);\n\n return $this->importAccount($sfAccount);\n }\n\n private function importAccount($crmData): Account\n {\n $countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country names.\n if ($countryCode === null && empty($crmData['BillingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);\n }\n\n if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);\n }\n\n if (empty($crmData['Phone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'], 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n $industry = null;\n if (empty($crmData['Industry']) === false) {\n $industry = mb_strimwidth($crmData['Industry'], 0, 40);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'],\n 'name' => mb_strimwidth($crmData['Name'], 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Account::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'industry' => $industry,\n 'domain' => $domain,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);\n\n /** @var Account $account */\n $account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($account, $crmData);\n\n return $account;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n $logParams = $parameters;\n $parameters['profile'] = $this->profile;\n $logParams['user'] = $this->profile->getUserId();\n\n if (count($strategies) > 1) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [\n 'teamId' => $this->team->getUuid(),\n 'params' => $logParams,\n 'strategies_count' => count($strategies),\n ]);\n }\n\n foreach ($strategies as $syncStrategy) {\n $name = $syncStrategy->getStrategyName();\n\n try {\n $sfOpportunities = $syncStrategy->fetchOpportunities($parameters);\n $totalRecords = $sfOpportunities->count();\n\n foreach ($sfOpportunities as $sfOpportunity) {\n $this->importOpportunity($sfOpportunity);\n $syncCount++;\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $noResultsException->getMessage(),\n ]);\n } catch (CrmException $crmException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $crmException->getMessage(),\n ]);\n }\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);\n\n // debug to see how if count of opportunities reaches 1000\n if ($syncCount >= 1000) {\n $this->logger->info(\n '[' . $this->getDisplayName() . '] Sync Opportunities - count warning',\n [\n 'team_id' => $this->team->getId(),\n 'params' => $logParams,\n 'count' => $syncCount,\n 'strategies_count' => count($strategies),\n 'total_records' => $totalRecords ?? null,\n ]\n );\n }\n\n return $syncCount;\n }\n\n\n /**\n * @inheritdoc\n */\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategy = $this->opportunitySyncStrategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY\n );\n\n $parameters = [\n 'profile' => $this->profile,\n 'crm_id' => $crmId,\n ];\n\n try {\n $sfOpportunity = $strategy->fetchOpportunities($parameters);\n } catch (HttpNotFoundException $e) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n ]);\n\n return null;\n } catch (CrmException $crmException) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n 'exception' => $crmException->getMessage(),\n ]);\n\n return null;\n }\n\n if ($sfOpportunity instanceof ArrayIterator) {\n return $this->importOpportunity($sfOpportunity->getItems());\n }\n\n return $this->importOpportunity($sfOpportunity);\n }\n\n /**\n * @throws HttpNotFoundException\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $account = null;\n if (empty($crmData['AccountId']) === false) {\n /** @var ?Account $account */\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $userId = $profile?->getUserId() ?? $account?->getUserId();\n if ($userId === null) {\n $this->logger->error('[Salesforce] | Skip import, no user_id found', [\n 'id' => $crmData['Id'],\n ]);\n\n return null;\n }\n\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['StageName'])) {\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['StageName'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->orderBy('is_selectable', 'DESC')\n ->orderBy('id')\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData['StageName']);\n }\n }\n\n $recordType = null;\n if (empty($crmData['RecordTypeId']) === false) {\n /** @var ?RecordType $recordType */\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmData['RecordTypeId'])\n ->first();\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $closeDate = null;\n if (empty($crmData['CloseDate']) === false) {\n $closeDate = Carbon::parse($crmData['CloseDate'])->format('Y-m-d');\n }\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $userId,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => mb_strimwidth($crmData['Name'] ?? '', 0, 128),\n 'value' => $crmData[$valueFieldName],\n 'currency_code' => CurrencyFormatter::formatCode($crmData['CurrencyIsoCode'] ?? null),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData['IsClosed'],\n 'is_won' => $crmData['IsWon'],\n 'stage_id' => $stage?->id ?? null,\n 'record_type_id' => $recordType->id ?? null,\n 'remotely_created_at' => $createdDate,\n 'probability' => $crmData['Probability'] ?? null,\n 'forecast_category' => $crmData['ForecastCategoryName'] ?? null,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->opportunities(), $crmData['Id']);\n\n // Do not allow locked DB tables & other errors\n // to interrupt the process of reverting the trashed opportunities\n try {\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()\n ->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n\n $this->importOpportunityCrmFieldData($crmData, $crmFields, $opportunity->id);\n\n $this->handleObjectDeletion($opportunity, $crmData);\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n } catch (Exception $exception) {\n Sentry::captureException($exception);\n\n $this->logger->error('[Salesforce] importOpportunity failure.', [\n 'crm_provider_id' => $crmData['Id'],\n 'team_id' => $this->team->id,\n 'exception' => $exception->getMessage(),\n ]);\n\n $this->handleEntityDeletionByProviderId($this->config->opportunities(), $crmData);\n }\n\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('contact');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Contact\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfContacts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfContacts as $sfContact) {\n // Only sync if previously imported.\n if ($this->hasContact($sfContact['Id'])) {\n $this->importContact($sfContact);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::CONTACT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n $fields = $this->getAllFieldsAsArray('contact');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync contact cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfContact = $this->getRecord('Contact', $crmId, $fields);\n\n return $this->importContact($sfContact);\n }\n\n private function importContact($crmData): Contact\n {\n $account = null;\n // Contacts may not have accounts...\n if (isset($crmData['AccountId'])) {\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $countryCode = $crmData['MailingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['MailingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['MailingCountry']);\n\n if ($countryCode === null && $account) {\n $countryCode = $account->country_code;\n }\n }\n\n $ext = null;\n $parsedNumber = [];\n if (empty($crmData['Phone']) === false) {\n $number = Str::limit($crmData['Phone'], 25, '');\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n if (empty($parsedNumber['ext']) === false) {\n $ext = Str::limit($parsedNumber['ext'], 10, '');\n }\n }\n\n $mobileNumber = null;\n if (empty($crmData['MobilePhone']) === false) {\n $mobileNumber = Str::limit(phone_e164($countryCode, $crmData['MobilePhone']), 25, '');\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => ($crmData['Name'] ?? null) !== null ? mb_strimwidth($crmData['Name'], 0, 100) : '',\n 'title' => ($crmData['Title'] ?? null) !== null ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => ($crmData['Email'] ?? null) !== null ? mb_strimwidth($crmData['Email'], 0, 191) : null,\n 'country_code' => $countryCode,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $ext,\n 'mobile_phone' => $mobileNumber,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Contact::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->contacts(), $crmData['Id']);\n\n /** @var Contact $contact */\n $contact = $this->config->contacts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($contact, $crmData);\n\n return $contact;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n $fields = [\n 'InstanceName',\n 'OrganizationType',\n 'IsSandbox',\n ];\n\n $orgValues = $this->getRecord('Organization', $this->config->crm_provider_id, $fields);\n\n $edition = null;\n switch ($orgValues['OrganizationType']) {\n case 'Developer Edition':\n $edition = Configuration::EDITION_DEVELOPER;\n\n break;\n\n case 'Professional Edition':\n $edition = Configuration::EDITION_PROFESSIONAL;\n\n break;\n\n case 'Enterprise Edition':\n $edition = Configuration::EDITION_ENTERPRISE;\n\n break;\n }\n\n $this->config->edition = $edition;\n $this->config->instance = $orgValues['InstanceName'];\n\n // XXX: How can this state be possible?\n if ($this->config->version === null) {\n $this->config->version = Client::MIN_API_VERSION;\n }\n\n $installedVersion = $this->getInstalledAppVersion();\n if ($installedVersion !== null) {\n $installedVersion = (string) $this->getInstalledAppVersion();\n }\n\n $this->config->installed_app_version = $installedVersion;\n\n $this->config->save();\n }\n\n public function getInstalledAppVersion(): ?string\n {\n try {\n $query = '\n SELECT\n SubscriberPackageVersion.MajorVersion,\n SubscriberPackageVersion.MinorVersion,\n SubscriberPackageVersion.PatchVersion,\n SubscriberPackageVersion.BuildNumber\n FROM\n InstalledSubscriberPackage\n WHERE\n SubscriberPackageId = :packageId\n ';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'packageId' => self::INSTALLED_PACKAGE_ID,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Grab version number.\n $version = $sfField['SubscriberPackageVersion']['MajorVersion'] .\n $sfField['SubscriberPackageVersion']['MinorVersion'] .\n $sfField['SubscriberPackageVersion']['PatchVersion'] .\n $sfField['SubscriberPackageVersion']['BuildNumber'];\n } catch (\\Exception) {\n $version = null;\n }\n\n return $version;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws \\Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For SF we also check if Log Notes is enabled.\n if ($this->profile->log_notes === Profile::LOG_NOTE_NONE) {\n return;\n }\n\n if ($activity->opportunity_id && $activity->prospect === null) {\n return;\n }\n\n try {\n $transcriptionData = $this->generateTranscription($activity);\n\n $noteMaxLength = $this->profile->log_notes === Profile::LOG_NOTE_ENHANCED\n ? self::ENHANCED_NOTE_MAX_LENGTH\n : self::CLASSIC_NOTE_MAX_LENGTH;\n\n $title = 'Transcript for ';\n $title .= $activity->title ?? $activity->activity_title;\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($transcriptionData, 0, $noteMaxLength);\n\n if ($activity->opportunity_id) {\n $objectId = $activity->opportunity->crm_provider_id;\n } else {\n $objectId = $activity->prospect->crm_provider_id;\n }\n\n $noteId = $this->saveNote($title, $body, $objectId);\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 public function saveNote(string $title, string $body, string $objectId, ?NoteObject $noteObject = null): ?string\n {\n $noteId = null;\n\n try {\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $noteId = $this->buildEnhancedNote($title, $body, $objectId);\n } else {\n $noteId = $this->buildClassicNote($title, $body, $objectId);\n }\n } catch (HttpNotFoundException $exception) {\n // The profile not having access to create Enhanced Notes. Set their preference to Classic.\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $this->profile->update([\n 'log_notes' => Profile::LOG_NOTE_CLASSIC,\n ]);\n }\n }\n\n return $noteId;\n }\n\n /**\n * This is using the \"Enhanced\" Notes feature, NOT the \"Notes & Attachments\" feature being deprecated.\n *\n * @url https://salesforce.stackexchange.com/questions/104408/how-can-i-create-an-account-note-or-contact-note-via-api-that-is-visible-in-sale\n */\n private function buildEnhancedNote(string $title, string $body, string $objectId): string\n {\n // Decode stored entities, escape HTML (without quoting), then convert line breaks for Salesforce formatting\n $decodedBody = html_entity_decode($body, ENT_QUOTES | ENT_HTML5);\n $sanitizedBody = htmlspecialchars($decodedBody, ENT_NOQUOTES, 'UTF-8', false);\n $content = nl2br($sanitizedBody, false);\n $note = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'Title' => $title,\n 'Content' => base64_encode($content),\n ];\n\n $noteId = $this->createRecord('ContentNote', $note);\n\n $link = [\n 'ContentDocumentId' => $noteId,\n 'LinkedEntityId' => $objectId,\n 'ShareType' => 'I',\n ];\n\n $this->createRecord('ContentDocumentLink', $link);\n\n return $noteId;\n }\n\n private function buildClassicNote(string $title, string $body, string $objectId): string\n {\n if (in_array($this->parseObjectType($objectId), [Field::OBJECT_TASK, Field::OBJECT_EVENT])) {\n $this->logger->info('[Salesforce] Summary not sent', [\n 'profile_id' => $this->profile->id,\n 'objectId' => $objectId,\n 'reason' => 'Classical Note does not support Task/Event relation',\n ]);\n\n return '';\n }\n\n $titleTrimmed = null;\n\n if (mb_strlen($title) > 80) {\n $titleTrimmed = substr($title, 0, 77) . '...';\n }\n $payload = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'IsPrivate' => false,\n 'Title' => $titleTrimmed ?? $title,\n 'Body' => $titleTrimmed ? $title . PHP_EOL . $body : $body,\n 'ParentId' => $objectId,\n ];\n\n return $this->createRecord('Note', $payload);\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n if ($this->profile === null) {\n return [];\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $limitValues = ['limit' => $this->limit, 'offset' => $this->offset];\n $sosl = $queryBuilder->buildFindQuery($name, $scopes, $limitValues);\n\n $this->logger->info('[Salesforce] Find prospects', [\n 'profile_id' => $this->profile->id,\n 'sosl_query' => $sosl,\n 'search_string' => $name,\n 'scopes' => $scopes,\n ]);\n\n $data = Cache::remember($this->profile->id . $sosl, self::CACHE_TTL, function () use ($sosl) {\n $data = [];\n\n try {\n // Hit remote API.\n $objects = $this->queryHandler->search($sosl);\n\n // Build mapped list.\n foreach ($objects as $object) {\n $type = strtolower($object['attributes']['type']);\n\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n 'crmUrl' => $this->generateProviderUrl($object['Id'], $type),\n ];\n\n switch ($type) {\n case 'lead':\n if (empty($object['Company']) === false) {\n $record['organization'] = $object['Company'];\n }\n\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_LEAD)\n ->where('name', $object['Status'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_LEAD], $object['Status']);\n }\n\n if ($stage) {\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n }\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n break;\n\n case 'account':\n if (empty($object['Industry']) === false) {\n $record['industry'] = $object['Industry'];\n $record['detailsLine'] = $object['Industry'];\n }\n if (! empty($object['PersonEmail'])) {\n $record['detailsLine'] = $object['PersonEmail'];\n }\n\n break;\n\n case 'contact':\n // For contacts, we should try and fetch their account name too.\n if ($object['AccountId']) {\n // Cheaper to get this locally.\n $account = $this->config->accounts()\n ->where('crm_provider_id', $object['AccountId'])\n ->first(['name']);\n\n if ($account) {\n $record['organization'] = $account->name;\n }\n }\n\n if (! empty($object['IsPersonAccount']) && $object['Email']) {\n $record['detailsLine'] = $object['Email'];\n } else {\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n }\n\n break;\n }\n\n // Add phone numbers to record.\n if (empty($object['Phone']) === false && $object['Phone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['Phone'],\n 'nationalFormat' => phone_national($this->profile->user->country_code, $object['Phone']),\n 'type' => 'phone',\n ];\n }\n\n if (empty($object['MobilePhone']) === false && $object['MobilePhone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['MobilePhone'],\n 'nationalFormat' => phone_national(\n $this->profile->user->country_code,\n $object['MobilePhone']\n ),\n 'type' => 'mobile',\n ];\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n $data = [];\n }\n\n return $data;\n });\n\n return $data;\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 ? $profile->getCrmProviderId() : null;\n }\n\n try {\n // Perhaps their profile has no opportunity permissions.\n if ($this->profile === null || $this->profile->opportunity_fields === null) {\n return $data;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildFindOpportunitiesQuery();\n\n $objects = $this->queryHandler->query($query, ['accountId' => $crmAccountId]);\n\n foreach ($objects as $object) {\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'won' => $object['IsWon'],\n 'closed' => $object['IsClosed'],\n ];\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n if (empty($object[$valueFieldName]) === false) {\n $currency = $object['CurrencyIsoCode'] ?? $this->config->default_currency;\n $value = formatCurrency($object[$valueFieldName], $currency);\n\n $record += [\n 'value' => $value,\n ];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->where('name', $object['StageName'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $object['StageName']);\n }\n\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n if ($ownerId && isset($object['OwnerId']) && $object['OwnerId'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n return $data;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n public function getContactRolesFromCrm(?Carbon $since = null): array\n {\n $roles = [];\n\n if ($this->profile === null) {\n return $roles;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n\n $query = $queryBuilder->buildGetContactRolesQuery($since);\n\n try {\n $objects = $this->queryHandler->query($query);\n\n foreach ($objects as $object) {\n $roles[] = [\n 'id' => $object['Id'],\n 'contactId' => $object['ContactId'],\n 'opportunityId' => $object['OpportunityId'],\n 'ownerId' => $object['Opportunity']['OwnerId'] ?? null,\n 'isPrimary' => $object['IsPrimary'],\n 'role' => $object['Role'],\n ];\n }\n } catch (NoResultsException) {\n // Just return an empty array.\n $this->logger->info('[Salesforce] No contact roles found', [\n 'since' => $since?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n }\n\n return $roles;\n }\n\n public function syncContactRoles(Carbon $since): int\n {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $crmContactRoles = $this->getContactRolesFromCrm(since: $since);\n $syncCount = 0;\n $contactRoles = [];\n\n foreach ($crmContactRoles as $crmContactRole) {\n $contactRoles[] = $this->importContactRole($crmContactRole);\n $syncCount++;\n }\n\n $contactRoleRepository->saveContactRoles($contactRoles);\n\n $this->syncRemotelyDeletedContactRoles();\n\n return $syncCount;\n }\n\n private function importContactRole(array $contactRole): array\n {\n $contact = $this->config->contacts()\n ->where('crm_provider_id', $contactRole['contactId'])\n ->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($contactRole['contactId']);\n }\n\n $opportunity = $this->config->opportunities()\n ->where('crm_provider_id', $contactRole['opportunityId'])\n ->first();\n\n if ($opportunity === null) {\n $opportunity = $this->syncOpportunity($contactRole['opportunityId']);\n }\n\n $role = null;\n if (! empty($contactRole['role'])) {\n $role = mb_strimwidth($contactRole['role'], 0, 191);\n }\n\n return [\n 'crm_configuration_id' => $this->config->getId(),\n 'contact_id' => $contact->getId(),\n 'crm_provider_id' => $contactRole['id'],\n 'subject_type' => ContactRole::SUBJECT_TYPE_OPPORTUNITY,\n 'subject_id' => $opportunity->getId(),\n 'is_primary' => $contactRole['isPrimary'],\n 'role' => $role,\n ];\n }\n\n protected function syncRemotelyDeletedContactRoles(): bool\n {\n try {\n $deletedRemotely = $this->queryHandler->queryDeleted('OpportunityContactRole');\n } catch (NoResultsException $e) {\n return false;\n }\n\n $deletedOpportunities = $deletedRemotely->getResults();\n $deletedIds = array_column($deletedOpportunities, 'id');\n\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n foreach (array_chunk($deletedIds, self::HARD_DELETE_CHUNK) as $chunk) {\n $contactRoleRepository->deleteContactRoles($chunk);\n\n $this->logger->info('[' . $this->getDisplayName() . '] Remotely deleted opportunities synced', [\n 'teamId' => $this->team->id_string,\n 'remotelyDeletedOpportunities' => $chunk,\n 'count' => count($chunk),\n ]);\n }\n\n return true;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($this->profile->user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_TASK),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any open call for that user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Task\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsDeleted = false\n AND IsClosed = false\n AND (';\n\n if ($objectType === 'account') {\n // This covers tasks tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getEvents(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n $user = $this->profile?->user;\n if ($this->profile === null || $user === null) {\n return $data;\n }\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_EVENT),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any event starting in the last week and ending up until today owned by the user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Event\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= LAST_N_DAYS:7\n AND EndDateTime <= TODAY\n AND (';\n\n if ($objectType === 'account') {\n // This covers events tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['StartDateTime'] ? Carbon::parse($object['StartDateTime'])->toIso8601String() : null;\n\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\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 $userId = null): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($email, Field::TYPE_EMAIL);\n if ($sosl === null) {\n return null;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $email,\n QueryHandler::PRIORITISE_EMAIL\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException $e) {\n // Try the account next.\n if ($this->profile->account_fields === null) {\n return null;\n }\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n // SF improved search - strip the domain extension, min domain name length 4\n return $this->getCompanyNameFromEmail(email: $email, minNameLength: 4);\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 = $domain;\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByDomainQuery($companyName);\n\n try {\n $objects = $this->queryHandler->search($sosl);\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException) {\n return null;\n }\n }\n\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Don't bother looking up numbers that are masked.\n if (str_contains($phone, '**')) {\n return null;\n }\n\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $phoneNational = phone_national(null, $phone) ?? '';\n $possiblePhoneFormats = collect([\n preg_replace('/\\D/', '', ltrim($phone, '0+')),\n preg_replace('/\\D/', '', $phoneNational),\n formatDashPhoneNumber($phone),\n $phoneNational,\n ])\n ->filter() // Removes null and empty strings\n ->unique()\n ->values();\n\n foreach ($possiblePhoneFormats as $phone) {\n $sosl = $queryBuilder->buildMatchByQuery($phone, Field::TYPE_PHONE);\n if ($sosl === null) {\n continue;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $phone,\n QueryHandler::PRIORITISE_PHONE\n );\n\n return $this->convertCrmData($objects, $userId);\n } catch (NoResultsException) {\n continue;\n }\n }\n\n return null;\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 protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->profile->id . $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 /** Determine the CRM Objects which represent the call activity. */\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 if ($this->profile === null) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($name, 'name');\n if ($sosl === null) {\n return false;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n } catch (NoResultsException $e) {\n return false;\n }\n\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $name,\n QueryHandler::PRIORITISE_NAME\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return (! empty(array_filter($data))) ? $data : false;\n });\n\n return is_array($result) ? $result : 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(QueryIterator $objects, ?int $userId = null): array\n {\n $lead = null;\n $contact = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n if ($objects->count() > 0) {\n $object = $objects->current();\n\n if ($object['attributes']['type'] === 'Lead') {\n $lead = $this->importLead($object);\n\n // Lead might not be imported if the Stage is null for example.\n if ($lead) {\n $countryCode = $lead->country_code;\n $stage = $lead->stage;\n }\n } else {\n if ($object['attributes']['type'] === 'Contact') {\n $contact = $this->importContact($object);\n $account = $contact->account;\n } else {\n $account = $this->importAccount($object);\n }\n\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $sfOpportunities = $this->findOpportunities(\n $account?->getCrmProviderId(),\n $contact?->getCrmProviderId(),\n $userId\n );\n\n // Take the first opportunity, which will be ordered as priority based on their settings.\n if (! empty($sfOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($sfOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($stage->type === Stage::TYPE_LEAD) {\n $objectType = 'Lead';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'Status';\n } else {\n $objectType = 'Opportunity';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'StageName';\n }\n\n $headers = [];\n if ($this->config->trigger_assignment_rules === false) {\n // @see: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/headers_autoassign.htm\n $headers = [\n 'Sforce-Auto-Assign' => 'false',\n ];\n }\n\n $this->updateRecord($objectType, $objectId, [$objectStageType => $stage->name], $headers);\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, '001')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, '003')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, '00Q')) {\n return 'lead';\n }\n\n if (Str::startsWith($objectId, '006')) {\n return 'opportunity';\n }\n\n if (Str::startsWith($objectId, '00U')) {\n return 'event';\n }\n\n if (Str::startsWith($objectId, '00T')) {\n return 'task';\n }\n\n throw new \\InvalidArgumentException('Unsupported Object Type');\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n $query = $queryBuilder->buildGetUsersQuery($userToSearch);\n\n try {\n $salesforceUsers = $this->queryHandler->query($query, [\n 'active' => true,\n ]);\n } catch (NoResultsException $e) {\n $this->logger->info('[Salesforce] Sync Profiles. No users found', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n $teamRepository = app(TeamRepository::class);\n $customRules = $this->getCustomProfileRules($teamRepository);\n\n foreach ($salesforceUsers as $crmUser) {\n if ($crmUser['Email'] === null) {\n continue;\n }\n\n if (! $this->customProfileValidation($crmUser, $customRules)) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $crmUser['Email']);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $edition = $crmUser['UserPreferencesLightningExperiencePreferred']\n ? Profile::EDITION_LIGHTNING\n : Profile::EDITION_CLASSIC;\n\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->updateOrCreateProfile(\n $user,\n [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $crmUser['Id'],\n ],\n [\n 'user_id' => $user->getId(),\n 'edition' => $edition,\n 'has_external_cti' => ! empty($crmUser['CallCenterId']),\n 'crm_profile_id' => $crmUser['ProfileId'],\n ]\n );\n\n if ($userToSearch instanceof User && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n // Clean up inactive profiles\n try {\n $this->archiveInactiveProfiles();\n } catch (\\Exception $e) {\n $this->logger->warning('[Salesforce] Profile archiving failed', [\n 'teamId' => $this->team->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n // For Salesforce it's easy, we just point every object to the apex domain and they handle it.\n switch ($objectType) {\n case 'lead':\n case 'account':\n case 'contact':\n case 'opportunity':\n case 'task':\n case 'event':\n case 'activity':\n\n $url = $this->config->crm_base_url . '/' . $providerId;\n\n break;\n }\n\n return $url;\n }\n\n public function buildTaskSearchFields(): array\n {\n return ['Id', 'WhoId', 'WhatId', 'AccountId'];\n }\n\n public function getTaskByFilterConditions(\n array $fields,\n array $filters,\n bool $bulkSearch = false,\n bool $strictFilters = true\n ): ?array {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildSearchTaskQuery($fields, $filters, $bulkSearch, $strictFilters);\n\n try {\n if (! $bulkSearch) {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n }\n\n if ($bulkSearch) {\n $objects = $this->queryHandler->query($query);\n $records = [];\n foreach ($objects as $record) {\n $key = $record[end($fields)];\n $records[$key] = $record;\n }\n\n return $records;\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function mapCrmObjects(array $task): array\n {\n $activityData = [];\n\n if (! empty($task['WhoId'])) {\n $type = $this->parseObjectType($task['WhoId']);\n $activityData[$type] = $task['WhoId'];\n }\n if (! empty($task['AccountId'])) {\n $activityData['account'] = $task['AccountId'];\n }\n if (! empty($task['WhatId'])) {\n $activityData['opportunity'] = $task['WhatId'];\n }\n\n return $activityData;\n }\n\n /**\n * Get SF task by Outreach call id.\n */\n public function getTaskByFilter(\n string $activityFieldType,\n array $filters,\n string $operator = '=',\n array $additionalFields = []\n ): ?array {\n $data = [];\n\n try {\n // Default (base) fields.\n $fields = ['Id', 'Subject', 'Description', 'ActivityDate', 'WhoId', 'WhatId', $activityFieldType];\n\n foreach ($additionalFields as $additionalField) {\n $fields[] = $additionalField->crm_provider_id;\n }\n\n $fields = array_unique($fields);\n\n // Find task with the same Outreach id as the call id.\n $query = 'SELECT ' . implode(',', $fields) . '\n FROM Task\n WHERE IsArchived = false AND IsDeleted = false';\n\n foreach ($filters as $key => $value) {\n $key = preg_quote($key, '/');\n $key = str_replace(['\\'', '\"'], '', $key);\n // Prepare the substitution.\n $strKey = \":$key\";\n\n $query .= \" AND $key $operator $strKey\";\n }\n\n $query .= ' ORDER BY LastModifiedDate DESC LIMIT 1';\n\n $objects = $this->queryHandler->query($query, $filters);\n\n // There should be only one task related to this call if any.\n if ($objects->count() === 1) {\n $object = $objects->current();\n\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n\n $data = array_merge($object, [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'summary' => $object['Description'],\n 'due' => $dueDate,\n 'Type' => $object[$activityFieldType],\n ]);\n }\n } catch (NoResultsException $e) {\n // Filters don't match any records.\n } catch (ServiceUnavailableException $serviceUnavailableException) {\n // Service cannot be queried. We should probably log this.\n }\n\n return $data;\n }\n\n /**\n * Get Salesforce fields including datetime fields\n *\n * @param $objectType\n */\n private function getAllFieldsAsArray($objectType): array\n {\n $basicFields = [];\n // Not all users have access to all object fields.\n if ($this->profile->{$objectType . '_fields'}) {\n $basicFields = explode(',', $this->profile->{$objectType . '_fields'});\n }\n\n $extraFields = [\n 'CreatedDate',\n 'LastModifiedDate',\n 'IsDeleted',\n ];\n\n if ($objectType === self::OBJECT_OPPORTUNITY\n && $this->config->opportunity_value_field_id\n && ! in_array($this->config->opportunityValueField->crm_provider_id, $basicFields)\n ) {\n $extraFields[] = $this->config->opportunityValueField->crm_provider_id;\n }\n\n return array_unique(array_merge($basicFields, $extraFields));\n }\n\n /**\n * Generate transcription for activity description.\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 return $this->transcriptionService\n ->findTranscriptionByActivity($activity)\n ->map(static function (array $transcriptionSegment): string {\n return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];\n })\n ->implode(PHP_EOL);\n }\n\n /**\n * Find related Salesforce event based on activity data\n *\n * @return array<string>\n */\n public function fetchRelatedActivity(Activity $activity): array\n {\n $this->logger->info('[Salesforce] Searching for related activity', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n ]);\n\n $sfEvent = $this->fetchRelatedEvent($activity);\n if (empty($sfEvent)) {\n $this->logger->info('[Salesforce] No related activity found', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n 'account' => $activity->hasAccount()\n ? $activity->getAccount()->getCrmProviderId()\n : null,\n ]);\n\n return [];\n }\n\n return $sfEvent;\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n if ($activity->isTypeConference() === false) {\n return null;\n }\n\n if ($activity->hasActualStartTime() === false && $activity->hasScheduledStartTime() === false) {\n return null;\n }\n\n if (! $activity->hasProspect()) {\n $this->logger->info('[Salesforce] Skip look up, Activity not linked to Lead, Contact or Account', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n if ($playbook !== null && $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_TASK) {\n $this->logger->info('[Salesforce] Skip auto-sync for task-based playbook', [\n 'activityUuid' => $activity->getUuid(),\n 'playbookId' => $playbook->getId(),\n 'playbookType' => $playbook->getActivityType(),\n ]);\n\n return null;\n }\n\n try {\n $sfEvent = $this->fetchRelatedActivity($activity);\n if (empty($sfEvent)) {\n return null;\n }\n\n [$activityField, $activityType] = $this->resolveActivityTypeFromEvent($activity, $sfEvent);\n\n $this->logger->info('[Salesforce] Found related activity', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'activityFieldName' => $activityField,\n 'crmActivityType' => ($activityField !== null && isset($sfEvent[$activityField]))\n ? $sfEvent[$activityField]\n : null,\n 'activityType' => $activityType,\n ]);\n\n $userId = $this->findRelatedActivityUserId($activity, $sfEvent);\n\n if ($activity->getUserId() !== $userId) {\n $this->logger->info('[Salesforce] Updating meeting owner', [\n 'activityId' => $activity->getUuid(),\n 'oldUserId' => $activity->getUserId(),\n 'newUserId' => $userId,\n ]);\n }\n\n $this->updateSfEventDescription($activity, $sfEvent);\n\n $activity->update([\n 'user_id' => $userId,\n 'crm_provider_id' => $sfEvent['Id'],\n 'playbook_category_id' => $activityType->id ?? $activity->getCategory()?->getId(),\n ]);\n\n $this->logger->info('[Salesforce] Activity updated', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return $activity;\n } catch (\\Exception $exception) {\n \\Sentry::captureException($exception);\n\n throw $exception;\n }\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n *\n * @return array{0: string|null, 1: mixed}\n */\n private function resolveActivityTypeFromEvent(Activity $activity, array $sfEvent): array\n {\n $activityField = $this->getActivityFieldName($activity);\n $activityType = null;\n\n if ($activityField !== null && ! empty($sfEvent[$activityField])) {\n $playbook = $this->getPlaybook($activity->getUser());\n $activityType = $this->getPlaybookCategory($playbook, strval($sfEvent[$activityField]));\n }\n\n return [$activityField, $activityType];\n }\n\n /**\n * @param array<string> $sfEvent\n */\n private function findRelatedActivityUserId(Activity $activity, array $sfEvent): int\n {\n $userId = $activity->getUserId();\n\n if (empty($sfEvent['OwnerId']) === false) {\n $profile = $this\n ->config\n ->profiles()\n ->where('crm_provider_id', $sfEvent['OwnerId'])\n ->get()\n ->filter(static function (Profile $profile) use ($activity): bool {\n if (! $activity->isTypeConference()) {\n return ! empty($profile->user) ? $profile->user->isStatusActive() : false;\n }\n\n $participants = $activity->getParticipants();\n\n return ! empty($profile->user)\n ? $profile->user->isStatusActive()\n && $profile->user->hasPermission(PermissionEnum::RECORD_MEETING)\n && $participants->contains('user_id', $profile->user_id)\n : false;\n })\n ->first();\n\n if ($profile) {\n $userId = $profile->user_id;\n }\n }\n\n return $userId;\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n */\n private function updateSfEventDescription(Activity $activity, array $sfEvent): void\n {\n try {\n if (str_contains($sfEvent['Description'], $activity->id_string)) {\n return;\n }\n\n $payload = [\n 'Description' => $sfEvent['Description']\n . PHP_EOL\n . PHP_EOL\n . (new DecorateActivity())->generateDescription($activity),\n ];\n\n $this->logger->info('[Salesforce] Update record', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'payload' => $payload,\n ]);\n\n $payload = array_merge(\n $payload,\n $this->payloadBuilder->fetchCustomFieldData($activity, Field::OBJECT_EVENT)\n );\n\n $this->updateRecord('Event', $sfEvent['Id'], $payload);\n } catch (\\Exception) {\n $this->logger->error('[Salesforce] Failed to update record', [\n 'activityUuid' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n ]);\n }\n }\n\n /**\n * Returns the most recently modified Event within time range (if any).\n *\n * @return array|null An Event record from Salesforce.\n */\n private function fetchRelatedEvent(Activity $activity): ?array\n {\n $ownerId = $this->profile?->crm_provider_id;\n if ($ownerId === null) {\n return [];\n }\n\n /** @var ?Carbon $from */\n /** @var ?Carbon $to */\n [$from, $to] = $this->getFromToDates($activity);\n\n try {\n $whoId = null;\n $hasWho = $activity->lead_id || $activity->contact_id;\n if ($hasWho) {\n $whoId = $activity->hasLead()\n ? $activity->getLead()->crm_provider_id\n : $activity->getContact()->crm_provider_id;\n }\n\n if ($hasWho === false && $activity->account_id === null) {\n return null;\n }\n\n $query = $this->buildFetchRelatedEventQuery($activity);\n\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $ownerId,\n 'whoId' => $whoId,\n 'whatId' => $activity->hasOpportunity() ? $activity->getOpportunity()->crm_provider_id : null,\n 'accountId' => $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null,\n 'from' => $from?->format('Y-m-d\\TH:i:s\\Z'),\n 'to' => $to?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($objects as $object) {\n return $object;\n }\n } catch (NoResultsException $e) {\n return [];\n }\n\n return [];\n }\n\n private function getFromToDates(Activity $activity): array\n {\n $from = null;\n $to = null;\n\n /** @var ?CalendarEvent $calendarEvent */\n $calendarEvent = $activity->calendarEvent()->first();\n if ($calendarEvent !== null) {\n $from = $calendarEvent->getStartTime();\n $to = $calendarEvent->getEndTime();\n }\n\n // For non-calendar imported activities\n // Also double check if calendar event dates could be null?\n // If null use what we've got so far\n if ($from === null || $to === null) {\n $from = $activity->hasScheduledStartTime()\n ? $activity->getScheduledStartTime()\n : $activity->getActualStartTime();\n $to = $activity->hasScheduledEndTime()\n ? $activity->getScheduledEndTime()->addMinutes(15)\n : $activity->getActualEndTime();\n }\n\n return [$from, $to];\n }\n\n /**\n * Determines the appropriate activity field name for querying Salesforce events.\n *\n * This method follows a hierarchy to determine the field name:\n * 1. Uses the playbook's activity field if it exists and is in the profile's accessible fields\n * 2. Falls back to the default activity field if the profile has no event fields configured\n * 3. Returns null if no suitable field is found\n *\n * @param Activity $activity The activity to determine the field for\n *\n * @return string|null The field name to use in queries, or null if none is available\n */\n private function getActivityFieldName(Activity $activity): ?string\n {\n if ($this->profile === null) {\n $this->logger->warning('[Salesforce] Cannot determine activity field - profile not found', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $profileEventFields = $this->profile->getFieldsAsArray('event');\n\n if (empty($profileEventFields)) {\n $defaultActivityField = $this->getDefaultActivityField(Field::OBJECT_EVENT);\n $defaultFieldName = $defaultActivityField?->getAttribute('crm_provider_id');\n // Profile not yet synced — fall back to the default activity field.\n // There is a small chance that the profile won't have Default Activity Type field access\n // in which case the query will fail.\n // This is however an edge case and should be reviewed for profile sync issues.\n Sentry::withScope(function (\\Sentry\\State\\Scope $scope) use ($defaultFieldName): void {\n $scope->setContext('details', [\n 'profileId' => $this->profile->id,\n 'defaultField' => $defaultFieldName,\n ]);\n Sentry::captureMessage(\n '[Salesforce] Profile event fields empty, falling back to default activity field.',\n \\Sentry\\Severity::warning()\n );\n });\n\n return $defaultFieldName;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n\n if (! is_null($playbook) && ! is_null($playbook->getActivityField())) {\n $playbookFieldName = $playbook->getActivityField()->getAttribute('crm_provider_id');\n\n if (in_array($playbookFieldName, $profileEventFields, true)) {\n return $playbookFieldName;\n }\n\n $this->logger->warning('[Salesforce] Playbook activity field not found in profile fields', [\n 'activityId' => $activity->getUuid(),\n 'playbookField' => $playbookFieldName,\n 'profileId' => $this->profile->id,\n ]);\n }\n\n return null;\n }\n\n private function buildFetchRelatedEventQuery(Activity $activity): string\n {\n $hasWho = $activity->lead_id || $activity->contact_id;\n\n $activityFieldName = $this->getActivityFieldName($activity);\n $fields = array_filter(['Id', 'Description', 'OwnerId', $activityFieldName]);\n\n $ownerCondition = '(OwnerId = :ownerId OR CreatedById = :ownerId)';\n\n $query = '\n SELECT ' . implode(',', $fields) . '\n FROM Event\n WHERE ' . $ownerCondition . '\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= :from\n AND EndDateTime <= :to\n AND (';\n\n $operator = '';\n if ($activity->account_id) {\n // This covers events tied to a related contact or opportunity too.\n $query .= 'AccountId = :accountId';\n\n $operator = ' OR ';\n }\n\n if ($hasWho) {\n $query .= $operator . 'WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($activity->opportunity_id) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ') ORDER BY LastModifiedDate DESC';\n\n return $query;\n }\n\n public function fetchProspect(array $task): array\n {\n $lead = $account = $opportunity = $contact = $stage = $countryCode = null;\n $externalId = $task['WhoId'] ?? null;\n\n // Lead or Contact\n if ($externalId) {\n try {\n [$lead, $account, $opportunity, $contact, $stage, $countryCode] = $this->parseRecords($externalId);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n // If we happen to know the opportunity or account from the Task, figure that out.\n if (empty($task['WhatId']) === false) {\n // WhatId could be either Account ID or Opportunity ID.\n // If WhatId is Opportunity ID, get the opportunity and stage from the CRM.\n try {\n [, $account, $opportunity, , $stage, ] = $this->parseRecords($task['WhatId']);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n return [$lead, $account, $opportunity, $contact, $stage, $countryCode];\n }\n\n /**\n * Save activity transcription summary as note\n */\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n return $this->saveNote($title, $body, (string) $objectId);\n }\n\n public function getObjectByFilterConditions(string $objectType, array $fields, array $filters): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildObjectSearchQuery($objectType, $fields, $filters);\n\n try {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n private function getCustomProfileRules(TeamRepository $teamRepository): array\n {\n $teamSettings = $teamRepository->getTeamSetting($this->team, 'custom_profile_validation');\n\n if ($teamSettings instanceof TeamSettings && $teamSettings->getValueType() === 'array') {\n $customRules = json_decode($teamSettings->getValue(), true);\n if (is_array($customRules)) {\n return $customRules;\n }\n }\n\n return [];\n }\n\n private function customProfileValidation(array $crmUser, array $customRules): bool\n {\n foreach ($customRules as $customRule) {\n if ($crmUser[$customRule['field']] !== $customRule['value']) {\n return false;\n }\n }\n\n return true;\n }\n\n /**\n * When syncing Contact / Lead / Account / Opportunity / Stage crm entities,\n * validate and restore locally trashed objects,\n * before updating them. Objects are identified by CrmProviderId\n */\n private function restoreAnyTrashedEntity(HasMany $targetEntity, string $crmProviderId): void\n {\n $recordExists = $targetEntity->withTrashed()->where(['crm_provider_id' => $crmProviderId])->first();\n if ($recordExists && $recordExists->trashed()) {\n $recordExists->restore();\n }\n }\n\n #[\\Override] public function supportsNotes(): bool\n {\n return true;\n }\n\n private function getOwnerProfile(?string $ownerId): ?Profile\n {\n if ($ownerId === null) {\n return null;\n }\n\n return $this->config->profiles()\n ->where('crm_provider_id', $ownerId)\n ->first();\n }\n}","depth":2,"bounds":{"left":0.25531915,"top":0.42697525,"width":0.29089096,"height":0.57302475},"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Salesforce;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Illuminate\\Database\\Eloquent\\Relations\\HasMany;\nuse Illuminate\\Events\\Dispatcher;\nuse Illuminate\\Support\\Facades\\Cache;\nuse Illuminate\\Support\\Facades\\Log;\nuse Illuminate\\Support\\Str;\nuse Jiminny\\Component\\Country\\CountriesMap;\nuse Jiminny\\Contracts\\Acl\\PermissionEnum;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ImportsBusinessProcessesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceBatchSyncInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteNoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SearchTaskInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmProfileRecordTypesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Enums\\CrmObject;\nuse Jiminny\\Events\\Activities\\Crm\\LeadConverted;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpBadRequestException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\NoResultsException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Calendar\\CalendarEvent;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\ContactRole;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Crm\\RecordType;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\TeamSettings;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\Crm\\RecordTypeFieldValuesRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Helpers\\ArrayIterator;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldHelper;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldTypeConverter;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\FollowupActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\LogActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\RecordManipulationsTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Jiminny\\Utils\\StringUtil;\nuse Ramsey\\Uuid\\Uuid;\nuse Sentry\\Laravel\\Facade as Sentry;\n\nclass Service extends BaseService implements\n SalesforceInterface,\n SalesforceBatchSyncInterface,\n SyncCrmEntitiesInterface,\n SyncCrmProfileRecordTypesInterface,\n ImportsBusinessProcessesInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SearchTaskInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n RemoteNoteEntityManipulationInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncFieldsTrait;\n use DeleteObjectsTrait;\n use RecordManipulationsTrait;\n use ServiceTraits\\BatchSyncTrait;\n use FollowupActivityTrait;\n use LogActivityTrait;\n\n /**\n * Note Body Limit for the Old Note-Taking Tool\n *\n * @var int\n */\n private const int CLASSIC_NOTE_MAX_LENGTH = 32000;\n\n /**\n * Note Content Limit for the New Notes\n *\n * @var int\n */\n private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;\n\n private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';\n\n private const int CACHE_TTL = 600;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400\n\n /**\n * @var Client\n */\n protected $client;\n\n protected PayloadBuilder $payloadBuilder;\n protected QueryHandler $queryHandler;\n\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(\n Client $client,\n PayloadBuilder $payloadBuilder,\n protected Dispatcher $eventDispatcher,\n private readonly CountriesMap $countriesMap,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->payloadBuilder = $payloadBuilder;\n $this->queryHandler = app(QueryHandler::class, [\n 'client' => $this->client,\n 'logger' => $this->logger,\n ]);\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Salesforce';\n }\n\n public function getJobDelay(): int\n {\n return 1;\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);\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 ($activity, $crmProviderId) {\n $playbook = $this->getPlaybookFromActivity($activity);\n\n if ($playbook === null) {\n $this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [\n 'activity' => $activity->getId(),\n 'crm_provider_id' => $crmProviderId,\n ]);\n\n return false;\n }\n\n $objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';\n\n try {\n $record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);\n\n return ! empty($record) && ($record['IsDeleted'] ?? false) === false;\n } catch (HttpNotFoundException|HttpBadRequestException) {\n $this->logger->info('[Salesforce] Activity record not found during verification', [\n 'activity' => $activity->getId(),\n 'object_type' => $objectType,\n 'crm_provider_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n });\n }\n\n public function query(string $queryToRun, array $parameters = []): QueryIterator\n {\n // Due to poorly designed external calls, this method cannot be entirely removed\n return $this->queryHandler->query($queryToRun, $parameters);\n }\n\n /*=========== Organization Information ===============*/\n\n /**\n * Get a list of all the API Versions for the instance.\n *\n * @throws CrmException\n *\n * @return mixed\n *\n */\n public function getApiVersions()\n {\n $url = $this->config->crm_base_url . '/services/data';\n\n $response = $this->client->get($url);\n\n return json_decode($response->getBody(), true);\n }\n\n /**\n * Gets the valid recordTypes for a given Salesforce Object via the describe API.\n */\n private function getRecordTypes(string $crmObject): array\n {\n $url = $this->client->getObjectsUrl() . $crmObject . '/describe';\n\n $response = $this->client->get($url);\n $jsonResponse = json_decode($response->getBody(), true);\n\n $fields = [];\n foreach ($jsonResponse['recordTypeInfos'] as $row) {\n $fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];\n }\n\n return $fields;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n $defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::defaultTaskFields()\n : FieldDefinitions::defaultEventFields();\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 return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'Type',\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, Playbook::ACTIVITY_TYPE_EVENT];\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::taskFollowupFieldsFilter()\n : FieldDefinitions::eventFollowupFieldsFilter();\n\n foreach ($fieldFilter as $eachFilter) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n /**\n * This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually\n * Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType\n * Needs to be replaced later on\n */\n public function syncField(Field $field): void\n {\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)\n ? 'activity'\n : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $metadata = $sfField['Metadata'];\n\n $field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);\n $field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());\n $field->is_mandatory = ($metadata['required'] === true);\n $field->length = $metadata['length'];\n $field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '\"'), 0, 191);\n $field->save();\n } else {\n $query = '\n SELECT\n Id, DataType, DeveloperName, Label, Length, Description\n FROM\n FieldDefinition\n WHERE\n DurableId = :entityName';\n\n $entityName = $field->getEntityName();\n $sfFields = $this->queryHandler->metadata($query, [\n 'entityName' => $entityName,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $convertedType = $this->convertFieldType($sfField['DataType'], $entityName);\n $label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);\n\n if ($field->isBusinessType()) {\n $label = 'Opportunity Type';\n }\n\n $field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);\n $field->label = $label;\n $field->type = $convertedType;\n $field->length = $sfField['Length'];\n $field->save();\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n private function convertFieldType(string $from, ?string $entityName = null): string\n {\n $converter = new FieldTypeConverter();\n\n return $converter->convert($from, $entityName);\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?\n 'activity' : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $valueSet = $sfField['Metadata']['valueSet'];\n\n if ($valueSet['valueSetName'] === null) {\n // Local picklist values can be obtained easily.\n $picklistValues = $valueSet['valueSetDefinition']['value'];\n } else {\n // But for some fields, we just get the Global Value Picklist pointer so need to do more work.\n $picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);\n }\n\n // Import all active values.\n foreach ($picklistValues as $i => $sfFieldValue) {\n // Setup default value.\n if ($sfFieldValue['default']) {\n $field->update(['default_value' => $sfFieldValue['valueName']]);\n }\n\n // This comes through as null if active (lol).\n if ($sfFieldValue['isActive'] !== false) {\n $values[] = [\n 'value' => $sfFieldValue['valueName'],\n 'label' => $sfFieldValue['valueName'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['default'],\n ];\n }\n }\n } else {\n $objectFields = $this->getObjectFields($field->object_type);\n $fieldId = $field->crm_provider_id;\n\n // Only work with our field of interest.\n $objectField = array_filter($objectFields, function ($item) use ($fieldId) {\n return $item['name'] === $fieldId;\n });\n\n $objectField = array_shift($objectField);\n if (empty($objectField['picklistValues']) === false) {\n foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {\n // Skip inactive values.\n if ($sfFieldValue['active'] === false) {\n continue;\n }\n\n // Setup default value.\n if ($sfFieldValue['defaultValue']) {\n $field->update(['default_value' => $sfFieldValue['value']]);\n }\n\n $values[] = [\n 'value' => $sfFieldValue['value'],\n 'label' => $sfFieldValue['label'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['defaultValue'],\n ];\n }\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'], $fieldsToPurge, true)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n // Get IDs of the values to be deleted\n $valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);\n $valuesToDeleteIds = $valuesToDelete->pluck('id');\n if (! $valuesToDeleteIds->isEmpty()) {\n $recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);\n $recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());\n\n // Now safely delete from crm_field_values\n $valuesToDelete->delete();\n }\n\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n return $fieldValues;\n }\n\n /**\n * Gets values from Global Value Picklists.\n */\n private function importGlobalValuePicklistValues(string $picklistName): array\n {\n $query = '\n SELECT\n Metadata\n FROM\n GlobalValueSet\n WHERE\n DeveloperName = :picklistName\n LIMIT 1';\n\n try {\n $sfValues = $this->queryHandler->metadata($query, [\n 'picklistName' => $picklistName,\n ]);\n\n // There is always 1 result at this point.\n $sfValue = $sfValues->current();\n\n return $sfValue['Metadata']['customValue'];\n } catch (NoResultsException $noResultsException) {\n // Nothing returned.\n\n return [];\n }\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileRecordTypes(): void\n {\n $objectTypes = [\n 'lead',\n 'account',\n 'contact',\n 'opportunity',\n 'task',\n 'event',\n ];\n\n foreach ($objectTypes as $objectType) {\n try {\n $crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));\n\n foreach ($crmRecordTypes as $crmRecordType) {\n // If the record type is default and not the Master type, set this.\n if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmRecordType['recordTypeId'])\n ->first();\n\n if ($recordType) {\n $this->profile->{$objectType . '_record_type_id'} = $recordType->id;\n }\n }\n }\n } catch (HttpNotFoundException $exception) {\n Log::error('No access to ' . $objectType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n if ($this->profile->isDirty()) {\n $this->profile->save();\n }\n }\n\n /**\n * Gets business processes.\n */\n public function importBusinessProcesses(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, TableEnumOrId\n FROM\n BusinessProcess\n WHERE\n TableEnumOrId IN (\\'Lead\\',\\'Opportunity\\')';\n\n try {\n $sfProcesses = $this->queryHandler->query($query);\n\n // Upsert all processes for the team.\n foreach ($sfProcesses as $sfProcess) {\n /** @var BusinessProcess $businessProcess */\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $sfProcess['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => $sfProcess['Name'],\n 'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',\n 'is_selectable' => $sfProcess['IsActive'],\n ]);\n\n $this->importBusinessProcessStages($businessProcess);\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets business process stages.\n */\n private function importBusinessProcessStages(BusinessProcess $businessProcess): void\n {\n $query = '\n SELECT\n Metadata\n FROM\n BusinessProcess\n WHERE\n Id = :processId';\n\n try {\n $stages = [];\n $sfProcessStages = $this->queryHandler->metadata($query, [\n 'processId' => $businessProcess->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfProcessStage = $sfProcessStages->current();\n\n // Upsert all processes for the team.\n foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {\n $sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: \"%2C\" becomes \",\" etc.\n\n $stage = $businessProcess->crm->stages()\n // This MUST match on label because this API doesn't use API Name.\n ->where('label', $sanitizedName)\n ->where('type', $businessProcess->type)\n ->where('is_selectable', 1)\n ->first();\n\n if ($stage) {\n $stages[] = $stage->id;\n }\n }\n\n $businessProcess->stages()->sync($stages);\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets record types.\n */\n public function importRecordTypes(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, BusinessProcessId, SobjectType\n FROM\n RecordType';\n\n try {\n $sfRecordTypes = $this->queryHandler->query($query);\n\n // Upsert all record types for the process.\n foreach ($sfRecordTypes as $sfRecordType) {\n $businessProcess = null;\n if ($sfRecordType['BusinessProcessId']) {\n $businessProcess = $this->config->businessProcesses()\n ->where('crm_provider_id', $sfRecordType['BusinessProcessId'])\n ->first();\n }\n\n /** @var RecordType $recordType */\n $recordType = $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $sfRecordType['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'type' => mb_strtolower($sfRecordType['SobjectType']),\n 'name' => $sfRecordType['Name'],\n 'is_selectable' => $sfRecordType['IsActive'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n $this->importRecordTypeFieldValues($recordType);\n }\n } catch (NoResultsException $noResultsException) {\n // Do nothing.\n }\n }\n\n /**\n * Import record type - field value mappings. This only works for standard fields.\n */\n private function importRecordTypeFieldValues(RecordType $recordType): void\n {\n try {\n $query = '\n SELECT\n Metadata\n FROM\n RecordType\n WHERE\n Id = :recordTypeId';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'recordTypeId' => $recordType->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $picklists = $sfField['Metadata']['picklistValues'];\n\n foreach ($picklists as $picklist) {\n $field = $this->config->fields()->where([\n 'type' => Field::TYPE_PICKLIST,\n 'object_type' => $recordType->type,\n 'crm_provider_id' => $picklist['picklist'],\n ])->first();\n\n if ($field) {\n $fieldValues = [];\n\n foreach ($picklist['values'] as $value) {\n // Must decode: \"%2C\" becomes \",\" etc.\n $fieldValue = $field->values()\n ->where('value', urldecode($value['valueName']))\n ->first();\n\n if ($fieldValue) {\n $fieldValues[] = $fieldValue->id;\n }\n }\n\n $recordType->fieldValues()->sync($fieldValues);\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $params = [];\n $missingStage = null;\n if ($types === null) {\n $types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];\n }\n\n foreach ($types as $type) {\n if ($type === Stage::TYPE_LEAD) {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, SortOrder\n FROM\n LeadStatus';\n } else {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability\n FROM\n OpportunityStage';\n }\n\n if ($missingStageName) {\n $escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);\n\n $query .= ' WHERE ApiName = :stageName';\n\n $params = [\n 'stageName' => $escapedStageName,\n ];\n }\n\n try {\n $sfStages = $this->queryHandler->query($query, $params);\n } catch (NoResultsException $exception) {\n $sfStages = [];\n }\n\n $missingStage = null;\n\n // Upsert all stages for the team.\n foreach ($sfStages as $sfStage) {\n $selectable = true;\n if (array_key_exists('IsActive', $sfStage)) {\n $selectable = $sfStage['IsActive'];\n }\n\n $this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);\n\n $stage = $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $sfStage['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),\n 'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),\n 'type' => $type,\n 'sequence' => $sfStage['SortOrder'] ?? 0,\n 'is_selectable' => $selectable,\n 'probability' => $sfStage['DefaultProbability'] ?? null,\n ]);\n\n if ($missingStageName && $missingStageName === $sfStage['ApiName']) {\n $missingStage = $stage;\n }\n }\n\n if ($missingStageName && $missingStage === null) {\n // If they requested a stage that still doesn't exist, it must be inactive so lazy create it.\n $missingStage = $this->config->stages()->create([\n 'crm_provider_id' => Uuid::uuid4(),\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($missingStageName, 0, 50),\n 'label' => mb_strimwidth($missingStageName, 0, 191),\n 'type' => $type,\n 'sequence' => 0,\n 'is_selectable' => 0,\n ]);\n }\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('lead');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Lead\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfLeads = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfLeads as $sfLead) {\n // Only sync if previously imported.\n if ($this->hasLead($sfLead['Id'])) {\n $this->importLead($sfLead);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n $fields = $this->getAllFieldsAsArray('lead');\n\n $sfLead = $this->getRecord('Lead', $crmId, $fields);\n\n return $this->importLead($sfLead);\n }\n\n private function importLead($crmData): ?Lead\n {\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['Status'])) {\n // Get the current stage.\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['Status'])\n ->where('type', Stage::TYPE_LEAD)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);\n }\n }\n\n // If we have no way of importing this, just return null :(\n if ($stage === null) {\n return null;\n }\n\n $countryCode = $crmData['CountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['Country']) !== false) {\n $countryCode = $this->convertCountryNameToCode($crmData['Country']);\n }\n\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n $mobilePhone = null;\n if (empty($crmData['MobilePhone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['MobilePhone'], 0, 25);\n $mobilePhone = phone_e164($countryCode, $number);\n }\n\n $convertedDate = null;\n $convertedAccount = null;\n $convertedOpportunity = null;\n $convertedContact = null;\n\n if ($crmData['IsConverted'] == 'true') {\n $convertedDate = $crmData['ConvertedDate'];\n\n if (empty($crmData['ConvertedAccountId']) === false) {\n $convertedAccount = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmData['ConvertedAccountId'])\n ->first();\n\n if ($convertedAccount === null) {\n try {\n $convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedOpportunityId']) === false) {\n $convertedOpportunity = $this->config\n ->opportunities()\n ->where('crm_provider_id', $crmData['ConvertedOpportunityId'])\n ->first();\n\n if ($convertedOpportunity === null) {\n try {\n $convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedContactId']) === false) {\n $convertedContact = $this->team\n ->crm\n ->contacts()\n ->where('crm_provider_id', $crmData['ConvertedContactId'])\n ->first();\n\n if ($convertedContact === null) {\n try {\n $convertedContact = $this->syncContact($crmData['ConvertedContactId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n }\n\n if (empty($crmData['Company'])) {\n $company = 'Unknown';\n } else {\n $company = mb_strimwidth($crmData['Company'], 0, 191);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? '',\n 'company' => $company,\n 'domain' => $domain,\n 'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',\n 'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,\n 'phone' => $parsedNumber['phone'],\n 'ext' => $parsedNumber['ext'] ?? null,\n 'mobile_phone' => $mobilePhone,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Lead::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'stage_id' => $stage->id,\n 'record_type_id' => null,\n 'converted_at' => $convertedDate,\n 'converted_account_id' => $convertedAccount->id ?? null,\n 'converted_opportunity_id' => $convertedOpportunity->id ?? null,\n 'converted_contact_id' => $convertedContact->id ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);\n\n /** @var Lead $lead */\n $lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {\n $this->eventDispatcher->dispatch(new LeadConverted($lead));\n }\n\n $this->handleObjectDeletion($lead, $crmData);\n\n return $lead;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('account');\n\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Account\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfAccounts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfAccounts as $sfAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($sfAccount['Id'])) {\n $this->importAccount($sfAccount);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n $fields = $this->getAllFieldsAsArray('account');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfAccount = $this->getRecord('Account', $crmId, $fields);\n\n return $this->importAccount($sfAccount);\n }\n\n private function importAccount($crmData): Account\n {\n $countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country names.\n if ($countryCode === null && empty($crmData['BillingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);\n }\n\n if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);\n }\n\n if (empty($crmData['Phone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'], 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n $industry = null;\n if (empty($crmData['Industry']) === false) {\n $industry = mb_strimwidth($crmData['Industry'], 0, 40);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'],\n 'name' => mb_strimwidth($crmData['Name'], 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Account::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'industry' => $industry,\n 'domain' => $domain,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);\n\n /** @var Account $account */\n $account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($account, $crmData);\n\n return $account;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n $logParams = $parameters;\n $parameters['profile'] = $this->profile;\n $logParams['user'] = $this->profile->getUserId();\n\n if (count($strategies) > 1) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [\n 'teamId' => $this->team->getUuid(),\n 'params' => $logParams,\n 'strategies_count' => count($strategies),\n ]);\n }\n\n foreach ($strategies as $syncStrategy) {\n $name = $syncStrategy->getStrategyName();\n\n try {\n $sfOpportunities = $syncStrategy->fetchOpportunities($parameters);\n $totalRecords = $sfOpportunities->count();\n\n foreach ($sfOpportunities as $sfOpportunity) {\n $this->importOpportunity($sfOpportunity);\n $syncCount++;\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $noResultsException->getMessage(),\n ]);\n } catch (CrmException $crmException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $crmException->getMessage(),\n ]);\n }\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);\n\n // debug to see how if count of opportunities reaches 1000\n if ($syncCount >= 1000) {\n $this->logger->info(\n '[' . $this->getDisplayName() . '] Sync Opportunities - count warning',\n [\n 'team_id' => $this->team->getId(),\n 'params' => $logParams,\n 'count' => $syncCount,\n 'strategies_count' => count($strategies),\n 'total_records' => $totalRecords ?? null,\n ]\n );\n }\n\n return $syncCount;\n }\n\n\n /**\n * @inheritdoc\n */\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategy = $this->opportunitySyncStrategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY\n );\n\n $parameters = [\n 'profile' => $this->profile,\n 'crm_id' => $crmId,\n ];\n\n try {\n $sfOpportunity = $strategy->fetchOpportunities($parameters);\n } catch (HttpNotFoundException $e) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n ]);\n\n return null;\n } catch (CrmException $crmException) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n 'exception' => $crmException->getMessage(),\n ]);\n\n return null;\n }\n\n if ($sfOpportunity instanceof ArrayIterator) {\n return $this->importOpportunity($sfOpportunity->getItems());\n }\n\n return $this->importOpportunity($sfOpportunity);\n }\n\n /**\n * @throws HttpNotFoundException\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $account = null;\n if (empty($crmData['AccountId']) === false) {\n /** @var ?Account $account */\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $userId = $profile?->getUserId() ?? $account?->getUserId();\n if ($userId === null) {\n $this->logger->error('[Salesforce] | Skip import, no user_id found', [\n 'id' => $crmData['Id'],\n ]);\n\n return null;\n }\n\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['StageName'])) {\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['StageName'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->orderBy('is_selectable', 'DESC')\n ->orderBy('id')\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData['StageName']);\n }\n }\n\n $recordType = null;\n if (empty($crmData['RecordTypeId']) === false) {\n /** @var ?RecordType $recordType */\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmData['RecordTypeId'])\n ->first();\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $closeDate = null;\n if (empty($crmData['CloseDate']) === false) {\n $closeDate = Carbon::parse($crmData['CloseDate'])->format('Y-m-d');\n }\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $userId,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => mb_strimwidth($crmData['Name'] ?? '', 0, 128),\n 'value' => $crmData[$valueFieldName],\n 'currency_code' => CurrencyFormatter::formatCode($crmData['CurrencyIsoCode'] ?? null),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData['IsClosed'],\n 'is_won' => $crmData['IsWon'],\n 'stage_id' => $stage?->id ?? null,\n 'record_type_id' => $recordType->id ?? null,\n 'remotely_created_at' => $createdDate,\n 'probability' => $crmData['Probability'] ?? null,\n 'forecast_category' => $crmData['ForecastCategoryName'] ?? null,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->opportunities(), $crmData['Id']);\n\n // Do not allow locked DB tables & other errors\n // to interrupt the process of reverting the trashed opportunities\n try {\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()\n ->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n\n $this->importOpportunityCrmFieldData($crmData, $crmFields, $opportunity->id);\n\n $this->handleObjectDeletion($opportunity, $crmData);\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n } catch (Exception $exception) {\n Sentry::captureException($exception);\n\n $this->logger->error('[Salesforce] importOpportunity failure.', [\n 'crm_provider_id' => $crmData['Id'],\n 'team_id' => $this->team->id,\n 'exception' => $exception->getMessage(),\n ]);\n\n $this->handleEntityDeletionByProviderId($this->config->opportunities(), $crmData);\n }\n\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('contact');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Contact\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfContacts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfContacts as $sfContact) {\n // Only sync if previously imported.\n if ($this->hasContact($sfContact['Id'])) {\n $this->importContact($sfContact);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::CONTACT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n $fields = $this->getAllFieldsAsArray('contact');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync contact cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfContact = $this->getRecord('Contact', $crmId, $fields);\n\n return $this->importContact($sfContact);\n }\n\n private function importContact($crmData): Contact\n {\n $account = null;\n // Contacts may not have accounts...\n if (isset($crmData['AccountId'])) {\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $countryCode = $crmData['MailingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['MailingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['MailingCountry']);\n\n if ($countryCode === null && $account) {\n $countryCode = $account->country_code;\n }\n }\n\n $ext = null;\n $parsedNumber = [];\n if (empty($crmData['Phone']) === false) {\n $number = Str::limit($crmData['Phone'], 25, '');\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n if (empty($parsedNumber['ext']) === false) {\n $ext = Str::limit($parsedNumber['ext'], 10, '');\n }\n }\n\n $mobileNumber = null;\n if (empty($crmData['MobilePhone']) === false) {\n $mobileNumber = Str::limit(phone_e164($countryCode, $crmData['MobilePhone']), 25, '');\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => ($crmData['Name'] ?? null) !== null ? mb_strimwidth($crmData['Name'], 0, 100) : '',\n 'title' => ($crmData['Title'] ?? null) !== null ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => ($crmData['Email'] ?? null) !== null ? mb_strimwidth($crmData['Email'], 0, 191) : null,\n 'country_code' => $countryCode,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $ext,\n 'mobile_phone' => $mobileNumber,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Contact::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->contacts(), $crmData['Id']);\n\n /** @var Contact $contact */\n $contact = $this->config->contacts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($contact, $crmData);\n\n return $contact;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n $fields = [\n 'InstanceName',\n 'OrganizationType',\n 'IsSandbox',\n ];\n\n $orgValues = $this->getRecord('Organization', $this->config->crm_provider_id, $fields);\n\n $edition = null;\n switch ($orgValues['OrganizationType']) {\n case 'Developer Edition':\n $edition = Configuration::EDITION_DEVELOPER;\n\n break;\n\n case 'Professional Edition':\n $edition = Configuration::EDITION_PROFESSIONAL;\n\n break;\n\n case 'Enterprise Edition':\n $edition = Configuration::EDITION_ENTERPRISE;\n\n break;\n }\n\n $this->config->edition = $edition;\n $this->config->instance = $orgValues['InstanceName'];\n\n // XXX: How can this state be possible?\n if ($this->config->version === null) {\n $this->config->version = Client::MIN_API_VERSION;\n }\n\n $installedVersion = $this->getInstalledAppVersion();\n if ($installedVersion !== null) {\n $installedVersion = (string) $this->getInstalledAppVersion();\n }\n\n $this->config->installed_app_version = $installedVersion;\n\n $this->config->save();\n }\n\n public function getInstalledAppVersion(): ?string\n {\n try {\n $query = '\n SELECT\n SubscriberPackageVersion.MajorVersion,\n SubscriberPackageVersion.MinorVersion,\n SubscriberPackageVersion.PatchVersion,\n SubscriberPackageVersion.BuildNumber\n FROM\n InstalledSubscriberPackage\n WHERE\n SubscriberPackageId = :packageId\n ';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'packageId' => self::INSTALLED_PACKAGE_ID,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Grab version number.\n $version = $sfField['SubscriberPackageVersion']['MajorVersion'] .\n $sfField['SubscriberPackageVersion']['MinorVersion'] .\n $sfField['SubscriberPackageVersion']['PatchVersion'] .\n $sfField['SubscriberPackageVersion']['BuildNumber'];\n } catch (\\Exception) {\n $version = null;\n }\n\n return $version;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws \\Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For SF we also check if Log Notes is enabled.\n if ($this->profile->log_notes === Profile::LOG_NOTE_NONE) {\n return;\n }\n\n if ($activity->opportunity_id && $activity->prospect === null) {\n return;\n }\n\n try {\n $transcriptionData = $this->generateTranscription($activity);\n\n $noteMaxLength = $this->profile->log_notes === Profile::LOG_NOTE_ENHANCED\n ? self::ENHANCED_NOTE_MAX_LENGTH\n : self::CLASSIC_NOTE_MAX_LENGTH;\n\n $title = 'Transcript for ';\n $title .= $activity->title ?? $activity->activity_title;\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($transcriptionData, 0, $noteMaxLength);\n\n if ($activity->opportunity_id) {\n $objectId = $activity->opportunity->crm_provider_id;\n } else {\n $objectId = $activity->prospect->crm_provider_id;\n }\n\n $noteId = $this->saveNote($title, $body, $objectId);\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 public function saveNote(string $title, string $body, string $objectId, ?NoteObject $noteObject = null): ?string\n {\n $noteId = null;\n\n try {\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $noteId = $this->buildEnhancedNote($title, $body, $objectId);\n } else {\n $noteId = $this->buildClassicNote($title, $body, $objectId);\n }\n } catch (HttpNotFoundException $exception) {\n // The profile not having access to create Enhanced Notes. Set their preference to Classic.\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $this->profile->update([\n 'log_notes' => Profile::LOG_NOTE_CLASSIC,\n ]);\n }\n }\n\n return $noteId;\n }\n\n /**\n * This is using the \"Enhanced\" Notes feature, NOT the \"Notes & Attachments\" feature being deprecated.\n *\n * @url https://salesforce.stackexchange.com/questions/104408/how-can-i-create-an-account-note-or-contact-note-via-api-that-is-visible-in-sale\n */\n private function buildEnhancedNote(string $title, string $body, string $objectId): string\n {\n // Decode stored entities, escape HTML (without quoting), then convert line breaks for Salesforce formatting\n $decodedBody = html_entity_decode($body, ENT_QUOTES | ENT_HTML5);\n $sanitizedBody = htmlspecialchars($decodedBody, ENT_NOQUOTES, 'UTF-8', false);\n $content = nl2br($sanitizedBody, false);\n $note = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'Title' => $title,\n 'Content' => base64_encode($content),\n ];\n\n $noteId = $this->createRecord('ContentNote', $note);\n\n $link = [\n 'ContentDocumentId' => $noteId,\n 'LinkedEntityId' => $objectId,\n 'ShareType' => 'I',\n ];\n\n $this->createRecord('ContentDocumentLink', $link);\n\n return $noteId;\n }\n\n private function buildClassicNote(string $title, string $body, string $objectId): string\n {\n if (in_array($this->parseObjectType($objectId), [Field::OBJECT_TASK, Field::OBJECT_EVENT])) {\n $this->logger->info('[Salesforce] Summary not sent', [\n 'profile_id' => $this->profile->id,\n 'objectId' => $objectId,\n 'reason' => 'Classical Note does not support Task/Event relation',\n ]);\n\n return '';\n }\n\n $titleTrimmed = null;\n\n if (mb_strlen($title) > 80) {\n $titleTrimmed = substr($title, 0, 77) . '...';\n }\n $payload = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'IsPrivate' => false,\n 'Title' => $titleTrimmed ?? $title,\n 'Body' => $titleTrimmed ? $title . PHP_EOL . $body : $body,\n 'ParentId' => $objectId,\n ];\n\n return $this->createRecord('Note', $payload);\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n if ($this->profile === null) {\n return [];\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $limitValues = ['limit' => $this->limit, 'offset' => $this->offset];\n $sosl = $queryBuilder->buildFindQuery($name, $scopes, $limitValues);\n\n $this->logger->info('[Salesforce] Find prospects', [\n 'profile_id' => $this->profile->id,\n 'sosl_query' => $sosl,\n 'search_string' => $name,\n 'scopes' => $scopes,\n ]);\n\n $data = Cache::remember($this->profile->id . $sosl, self::CACHE_TTL, function () use ($sosl) {\n $data = [];\n\n try {\n // Hit remote API.\n $objects = $this->queryHandler->search($sosl);\n\n // Build mapped list.\n foreach ($objects as $object) {\n $type = strtolower($object['attributes']['type']);\n\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n 'crmUrl' => $this->generateProviderUrl($object['Id'], $type),\n ];\n\n switch ($type) {\n case 'lead':\n if (empty($object['Company']) === false) {\n $record['organization'] = $object['Company'];\n }\n\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_LEAD)\n ->where('name', $object['Status'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_LEAD], $object['Status']);\n }\n\n if ($stage) {\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n }\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n break;\n\n case 'account':\n if (empty($object['Industry']) === false) {\n $record['industry'] = $object['Industry'];\n $record['detailsLine'] = $object['Industry'];\n }\n if (! empty($object['PersonEmail'])) {\n $record['detailsLine'] = $object['PersonEmail'];\n }\n\n break;\n\n case 'contact':\n // For contacts, we should try and fetch their account name too.\n if ($object['AccountId']) {\n // Cheaper to get this locally.\n $account = $this->config->accounts()\n ->where('crm_provider_id', $object['AccountId'])\n ->first(['name']);\n\n if ($account) {\n $record['organization'] = $account->name;\n }\n }\n\n if (! empty($object['IsPersonAccount']) && $object['Email']) {\n $record['detailsLine'] = $object['Email'];\n } else {\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n }\n\n break;\n }\n\n // Add phone numbers to record.\n if (empty($object['Phone']) === false && $object['Phone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['Phone'],\n 'nationalFormat' => phone_national($this->profile->user->country_code, $object['Phone']),\n 'type' => 'phone',\n ];\n }\n\n if (empty($object['MobilePhone']) === false && $object['MobilePhone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['MobilePhone'],\n 'nationalFormat' => phone_national(\n $this->profile->user->country_code,\n $object['MobilePhone']\n ),\n 'type' => 'mobile',\n ];\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n $data = [];\n }\n\n return $data;\n });\n\n return $data;\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 ? $profile->getCrmProviderId() : null;\n }\n\n try {\n // Perhaps their profile has no opportunity permissions.\n if ($this->profile === null || $this->profile->opportunity_fields === null) {\n return $data;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildFindOpportunitiesQuery();\n\n $objects = $this->queryHandler->query($query, ['accountId' => $crmAccountId]);\n\n foreach ($objects as $object) {\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'won' => $object['IsWon'],\n 'closed' => $object['IsClosed'],\n ];\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n if (empty($object[$valueFieldName]) === false) {\n $currency = $object['CurrencyIsoCode'] ?? $this->config->default_currency;\n $value = formatCurrency($object[$valueFieldName], $currency);\n\n $record += [\n 'value' => $value,\n ];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->where('name', $object['StageName'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $object['StageName']);\n }\n\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n if ($ownerId && isset($object['OwnerId']) && $object['OwnerId'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n return $data;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n public function getContactRolesFromCrm(?Carbon $since = null): array\n {\n $roles = [];\n\n if ($this->profile === null) {\n return $roles;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n\n $query = $queryBuilder->buildGetContactRolesQuery($since);\n\n try {\n $objects = $this->queryHandler->query($query);\n\n foreach ($objects as $object) {\n $roles[] = [\n 'id' => $object['Id'],\n 'contactId' => $object['ContactId'],\n 'opportunityId' => $object['OpportunityId'],\n 'ownerId' => $object['Opportunity']['OwnerId'] ?? null,\n 'isPrimary' => $object['IsPrimary'],\n 'role' => $object['Role'],\n ];\n }\n } catch (NoResultsException) {\n // Just return an empty array.\n $this->logger->info('[Salesforce] No contact roles found', [\n 'since' => $since?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n }\n\n return $roles;\n }\n\n public function syncContactRoles(Carbon $since): int\n {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $crmContactRoles = $this->getContactRolesFromCrm(since: $since);\n $syncCount = 0;\n $contactRoles = [];\n\n foreach ($crmContactRoles as $crmContactRole) {\n $contactRoles[] = $this->importContactRole($crmContactRole);\n $syncCount++;\n }\n\n $contactRoleRepository->saveContactRoles($contactRoles);\n\n $this->syncRemotelyDeletedContactRoles();\n\n return $syncCount;\n }\n\n private function importContactRole(array $contactRole): array\n {\n $contact = $this->config->contacts()\n ->where('crm_provider_id', $contactRole['contactId'])\n ->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($contactRole['contactId']);\n }\n\n $opportunity = $this->config->opportunities()\n ->where('crm_provider_id', $contactRole['opportunityId'])\n ->first();\n\n if ($opportunity === null) {\n $opportunity = $this->syncOpportunity($contactRole['opportunityId']);\n }\n\n $role = null;\n if (! empty($contactRole['role'])) {\n $role = mb_strimwidth($contactRole['role'], 0, 191);\n }\n\n return [\n 'crm_configuration_id' => $this->config->getId(),\n 'contact_id' => $contact->getId(),\n 'crm_provider_id' => $contactRole['id'],\n 'subject_type' => ContactRole::SUBJECT_TYPE_OPPORTUNITY,\n 'subject_id' => $opportunity->getId(),\n 'is_primary' => $contactRole['isPrimary'],\n 'role' => $role,\n ];\n }\n\n protected function syncRemotelyDeletedContactRoles(): bool\n {\n try {\n $deletedRemotely = $this->queryHandler->queryDeleted('OpportunityContactRole');\n } catch (NoResultsException $e) {\n return false;\n }\n\n $deletedOpportunities = $deletedRemotely->getResults();\n $deletedIds = array_column($deletedOpportunities, 'id');\n\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n foreach (array_chunk($deletedIds, self::HARD_DELETE_CHUNK) as $chunk) {\n $contactRoleRepository->deleteContactRoles($chunk);\n\n $this->logger->info('[' . $this->getDisplayName() . '] Remotely deleted opportunities synced', [\n 'teamId' => $this->team->id_string,\n 'remotelyDeletedOpportunities' => $chunk,\n 'count' => count($chunk),\n ]);\n }\n\n return true;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($this->profile->user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_TASK),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any open call for that user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Task\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsDeleted = false\n AND IsClosed = false\n AND (';\n\n if ($objectType === 'account') {\n // This covers tasks tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getEvents(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n $user = $this->profile?->user;\n if ($this->profile === null || $user === null) {\n return $data;\n }\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_EVENT),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any event starting in the last week and ending up until today owned by the user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Event\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= LAST_N_DAYS:7\n AND EndDateTime <= TODAY\n AND (';\n\n if ($objectType === 'account') {\n // This covers events tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['StartDateTime'] ? Carbon::parse($object['StartDateTime'])->toIso8601String() : null;\n\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\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 $userId = null): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($email, Field::TYPE_EMAIL);\n if ($sosl === null) {\n return null;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $email,\n QueryHandler::PRIORITISE_EMAIL\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException $e) {\n // Try the account next.\n if ($this->profile->account_fields === null) {\n return null;\n }\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n // SF improved search - strip the domain extension, min domain name length 4\n return $this->getCompanyNameFromEmail(email: $email, minNameLength: 4);\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 = $domain;\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByDomainQuery($companyName);\n\n try {\n $objects = $this->queryHandler->search($sosl);\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException) {\n return null;\n }\n }\n\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Don't bother looking up numbers that are masked.\n if (str_contains($phone, '**')) {\n return null;\n }\n\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $phoneNational = phone_national(null, $phone) ?? '';\n $possiblePhoneFormats = collect([\n preg_replace('/\\D/', '', ltrim($phone, '0+')),\n preg_replace('/\\D/', '', $phoneNational),\n formatDashPhoneNumber($phone),\n $phoneNational,\n ])\n ->filter() // Removes null and empty strings\n ->unique()\n ->values();\n\n foreach ($possiblePhoneFormats as $phone) {\n $sosl = $queryBuilder->buildMatchByQuery($phone, Field::TYPE_PHONE);\n if ($sosl === null) {\n continue;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $phone,\n QueryHandler::PRIORITISE_PHONE\n );\n\n return $this->convertCrmData($objects, $userId);\n } catch (NoResultsException) {\n continue;\n }\n }\n\n return null;\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 protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->profile->id . $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 /** Determine the CRM Objects which represent the call activity. */\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 if ($this->profile === null) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($name, 'name');\n if ($sosl === null) {\n return false;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n } catch (NoResultsException $e) {\n return false;\n }\n\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $name,\n QueryHandler::PRIORITISE_NAME\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return (! empty(array_filter($data))) ? $data : false;\n });\n\n return is_array($result) ? $result : 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(QueryIterator $objects, ?int $userId = null): array\n {\n $lead = null;\n $contact = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n if ($objects->count() > 0) {\n $object = $objects->current();\n\n if ($object['attributes']['type'] === 'Lead') {\n $lead = $this->importLead($object);\n\n // Lead might not be imported if the Stage is null for example.\n if ($lead) {\n $countryCode = $lead->country_code;\n $stage = $lead->stage;\n }\n } else {\n if ($object['attributes']['type'] === 'Contact') {\n $contact = $this->importContact($object);\n $account = $contact->account;\n } else {\n $account = $this->importAccount($object);\n }\n\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $sfOpportunities = $this->findOpportunities(\n $account?->getCrmProviderId(),\n $contact?->getCrmProviderId(),\n $userId\n );\n\n // Take the first opportunity, which will be ordered as priority based on their settings.\n if (! empty($sfOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($sfOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($stage->type === Stage::TYPE_LEAD) {\n $objectType = 'Lead';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'Status';\n } else {\n $objectType = 'Opportunity';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'StageName';\n }\n\n $headers = [];\n if ($this->config->trigger_assignment_rules === false) {\n // @see: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/headers_autoassign.htm\n $headers = [\n 'Sforce-Auto-Assign' => 'false',\n ];\n }\n\n $this->updateRecord($objectType, $objectId, [$objectStageType => $stage->name], $headers);\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, '001')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, '003')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, '00Q')) {\n return 'lead';\n }\n\n if (Str::startsWith($objectId, '006')) {\n return 'opportunity';\n }\n\n if (Str::startsWith($objectId, '00U')) {\n return 'event';\n }\n\n if (Str::startsWith($objectId, '00T')) {\n return 'task';\n }\n\n throw new \\InvalidArgumentException('Unsupported Object Type');\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n $query = $queryBuilder->buildGetUsersQuery($userToSearch);\n\n try {\n $salesforceUsers = $this->queryHandler->query($query, [\n 'active' => true,\n ]);\n } catch (NoResultsException $e) {\n $this->logger->info('[Salesforce] Sync Profiles. No users found', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n $teamRepository = app(TeamRepository::class);\n $customRules = $this->getCustomProfileRules($teamRepository);\n\n foreach ($salesforceUsers as $crmUser) {\n if ($crmUser['Email'] === null) {\n continue;\n }\n\n if (! $this->customProfileValidation($crmUser, $customRules)) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $crmUser['Email']);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $edition = $crmUser['UserPreferencesLightningExperiencePreferred']\n ? Profile::EDITION_LIGHTNING\n : Profile::EDITION_CLASSIC;\n\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->updateOrCreateProfile(\n $user,\n [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $crmUser['Id'],\n ],\n [\n 'user_id' => $user->getId(),\n 'edition' => $edition,\n 'has_external_cti' => ! empty($crmUser['CallCenterId']),\n 'crm_profile_id' => $crmUser['ProfileId'],\n ]\n );\n\n if ($userToSearch instanceof User && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n // Clean up inactive profiles\n try {\n $this->archiveInactiveProfiles();\n } catch (\\Exception $e) {\n $this->logger->warning('[Salesforce] Profile archiving failed', [\n 'teamId' => $this->team->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n // For Salesforce it's easy, we just point every object to the apex domain and they handle it.\n switch ($objectType) {\n case 'lead':\n case 'account':\n case 'contact':\n case 'opportunity':\n case 'task':\n case 'event':\n case 'activity':\n\n $url = $this->config->crm_base_url . '/' . $providerId;\n\n break;\n }\n\n return $url;\n }\n\n public function buildTaskSearchFields(): array\n {\n return ['Id', 'WhoId', 'WhatId', 'AccountId'];\n }\n\n public function getTaskByFilterConditions(\n array $fields,\n array $filters,\n bool $bulkSearch = false,\n bool $strictFilters = true\n ): ?array {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildSearchTaskQuery($fields, $filters, $bulkSearch, $strictFilters);\n\n try {\n if (! $bulkSearch) {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n }\n\n if ($bulkSearch) {\n $objects = $this->queryHandler->query($query);\n $records = [];\n foreach ($objects as $record) {\n $key = $record[end($fields)];\n $records[$key] = $record;\n }\n\n return $records;\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function mapCrmObjects(array $task): array\n {\n $activityData = [];\n\n if (! empty($task['WhoId'])) {\n $type = $this->parseObjectType($task['WhoId']);\n $activityData[$type] = $task['WhoId'];\n }\n if (! empty($task['AccountId'])) {\n $activityData['account'] = $task['AccountId'];\n }\n if (! empty($task['WhatId'])) {\n $activityData['opportunity'] = $task['WhatId'];\n }\n\n return $activityData;\n }\n\n /**\n * Get SF task by Outreach call id.\n */\n public function getTaskByFilter(\n string $activityFieldType,\n array $filters,\n string $operator = '=',\n array $additionalFields = []\n ): ?array {\n $data = [];\n\n try {\n // Default (base) fields.\n $fields = ['Id', 'Subject', 'Description', 'ActivityDate', 'WhoId', 'WhatId', $activityFieldType];\n\n foreach ($additionalFields as $additionalField) {\n $fields[] = $additionalField->crm_provider_id;\n }\n\n $fields = array_unique($fields);\n\n // Find task with the same Outreach id as the call id.\n $query = 'SELECT ' . implode(',', $fields) . '\n FROM Task\n WHERE IsArchived = false AND IsDeleted = false';\n\n foreach ($filters as $key => $value) {\n $key = preg_quote($key, '/');\n $key = str_replace(['\\'', '\"'], '', $key);\n // Prepare the substitution.\n $strKey = \":$key\";\n\n $query .= \" AND $key $operator $strKey\";\n }\n\n $query .= ' ORDER BY LastModifiedDate DESC LIMIT 1';\n\n $objects = $this->queryHandler->query($query, $filters);\n\n // There should be only one task related to this call if any.\n if ($objects->count() === 1) {\n $object = $objects->current();\n\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n\n $data = array_merge($object, [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'summary' => $object['Description'],\n 'due' => $dueDate,\n 'Type' => $object[$activityFieldType],\n ]);\n }\n } catch (NoResultsException $e) {\n // Filters don't match any records.\n } catch (ServiceUnavailableException $serviceUnavailableException) {\n // Service cannot be queried. We should probably log this.\n }\n\n return $data;\n }\n\n /**\n * Get Salesforce fields including datetime fields\n *\n * @param $objectType\n */\n private function getAllFieldsAsArray($objectType): array\n {\n $basicFields = [];\n // Not all users have access to all object fields.\n if ($this->profile->{$objectType . '_fields'}) {\n $basicFields = explode(',', $this->profile->{$objectType . '_fields'});\n }\n\n $extraFields = [\n 'CreatedDate',\n 'LastModifiedDate',\n 'IsDeleted',\n ];\n\n if ($objectType === self::OBJECT_OPPORTUNITY\n && $this->config->opportunity_value_field_id\n && ! in_array($this->config->opportunityValueField->crm_provider_id, $basicFields)\n ) {\n $extraFields[] = $this->config->opportunityValueField->crm_provider_id;\n }\n\n return array_unique(array_merge($basicFields, $extraFields));\n }\n\n /**\n * Generate transcription for activity description.\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 return $this->transcriptionService\n ->findTranscriptionByActivity($activity)\n ->map(static function (array $transcriptionSegment): string {\n return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];\n })\n ->implode(PHP_EOL);\n }\n\n /**\n * Find related Salesforce event based on activity data\n *\n * @return array<string>\n */\n public function fetchRelatedActivity(Activity $activity): array\n {\n $this->logger->info('[Salesforce] Searching for related activity', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n ]);\n\n $sfEvent = $this->fetchRelatedEvent($activity);\n if (empty($sfEvent)) {\n $this->logger->info('[Salesforce] No related activity found', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n 'account' => $activity->hasAccount()\n ? $activity->getAccount()->getCrmProviderId()\n : null,\n ]);\n\n return [];\n }\n\n return $sfEvent;\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n if ($activity->isTypeConference() === false) {\n return null;\n }\n\n if ($activity->hasActualStartTime() === false && $activity->hasScheduledStartTime() === false) {\n return null;\n }\n\n if (! $activity->hasProspect()) {\n $this->logger->info('[Salesforce] Skip look up, Activity not linked to Lead, Contact or Account', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n if ($playbook !== null && $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_TASK) {\n $this->logger->info('[Salesforce] Skip auto-sync for task-based playbook', [\n 'activityUuid' => $activity->getUuid(),\n 'playbookId' => $playbook->getId(),\n 'playbookType' => $playbook->getActivityType(),\n ]);\n\n return null;\n }\n\n try {\n $sfEvent = $this->fetchRelatedActivity($activity);\n if (empty($sfEvent)) {\n return null;\n }\n\n [$activityField, $activityType] = $this->resolveActivityTypeFromEvent($activity, $sfEvent);\n\n $this->logger->info('[Salesforce] Found related activity', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'activityFieldName' => $activityField,\n 'crmActivityType' => ($activityField !== null && isset($sfEvent[$activityField]))\n ? $sfEvent[$activityField]\n : null,\n 'activityType' => $activityType,\n ]);\n\n $userId = $this->findRelatedActivityUserId($activity, $sfEvent);\n\n if ($activity->getUserId() !== $userId) {\n $this->logger->info('[Salesforce] Updating meeting owner', [\n 'activityId' => $activity->getUuid(),\n 'oldUserId' => $activity->getUserId(),\n 'newUserId' => $userId,\n ]);\n }\n\n $this->updateSfEventDescription($activity, $sfEvent);\n\n $activity->update([\n 'user_id' => $userId,\n 'crm_provider_id' => $sfEvent['Id'],\n 'playbook_category_id' => $activityType->id ?? $activity->getCategory()?->getId(),\n ]);\n\n $this->logger->info('[Salesforce] Activity updated', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return $activity;\n } catch (\\Exception $exception) {\n \\Sentry::captureException($exception);\n\n throw $exception;\n }\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n *\n * @return array{0: string|null, 1: mixed}\n */\n private function resolveActivityTypeFromEvent(Activity $activity, array $sfEvent): array\n {\n $activityField = $this->getActivityFieldName($activity);\n $activityType = null;\n\n if ($activityField !== null && ! empty($sfEvent[$activityField])) {\n $playbook = $this->getPlaybook($activity->getUser());\n $activityType = $this->getPlaybookCategory($playbook, strval($sfEvent[$activityField]));\n }\n\n return [$activityField, $activityType];\n }\n\n /**\n * @param array<string> $sfEvent\n */\n private function findRelatedActivityUserId(Activity $activity, array $sfEvent): int\n {\n $userId = $activity->getUserId();\n\n if (empty($sfEvent['OwnerId']) === false) {\n $profile = $this\n ->config\n ->profiles()\n ->where('crm_provider_id', $sfEvent['OwnerId'])\n ->get()\n ->filter(static function (Profile $profile) use ($activity): bool {\n if (! $activity->isTypeConference()) {\n return ! empty($profile->user) ? $profile->user->isStatusActive() : false;\n }\n\n $participants = $activity->getParticipants();\n\n return ! empty($profile->user)\n ? $profile->user->isStatusActive()\n && $profile->user->hasPermission(PermissionEnum::RECORD_MEETING)\n && $participants->contains('user_id', $profile->user_id)\n : false;\n })\n ->first();\n\n if ($profile) {\n $userId = $profile->user_id;\n }\n }\n\n return $userId;\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n */\n private function updateSfEventDescription(Activity $activity, array $sfEvent): void\n {\n try {\n if (str_contains($sfEvent['Description'], $activity->id_string)) {\n return;\n }\n\n $payload = [\n 'Description' => $sfEvent['Description']\n . PHP_EOL\n . PHP_EOL\n . (new DecorateActivity())->generateDescription($activity),\n ];\n\n $this->logger->info('[Salesforce] Update record', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'payload' => $payload,\n ]);\n\n $payload = array_merge(\n $payload,\n $this->payloadBuilder->fetchCustomFieldData($activity, Field::OBJECT_EVENT)\n );\n\n $this->updateRecord('Event', $sfEvent['Id'], $payload);\n } catch (\\Exception) {\n $this->logger->error('[Salesforce] Failed to update record', [\n 'activityUuid' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n ]);\n }\n }\n\n /**\n * Returns the most recently modified Event within time range (if any).\n *\n * @return array|null An Event record from Salesforce.\n */\n private function fetchRelatedEvent(Activity $activity): ?array\n {\n $ownerId = $this->profile?->crm_provider_id;\n if ($ownerId === null) {\n return [];\n }\n\n /** @var ?Carbon $from */\n /** @var ?Carbon $to */\n [$from, $to] = $this->getFromToDates($activity);\n\n try {\n $whoId = null;\n $hasWho = $activity->lead_id || $activity->contact_id;\n if ($hasWho) {\n $whoId = $activity->hasLead()\n ? $activity->getLead()->crm_provider_id\n : $activity->getContact()->crm_provider_id;\n }\n\n if ($hasWho === false && $activity->account_id === null) {\n return null;\n }\n\n $query = $this->buildFetchRelatedEventQuery($activity);\n\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $ownerId,\n 'whoId' => $whoId,\n 'whatId' => $activity->hasOpportunity() ? $activity->getOpportunity()->crm_provider_id : null,\n 'accountId' => $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null,\n 'from' => $from?->format('Y-m-d\\TH:i:s\\Z'),\n 'to' => $to?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($objects as $object) {\n return $object;\n }\n } catch (NoResultsException $e) {\n return [];\n }\n\n return [];\n }\n\n private function getFromToDates(Activity $activity): array\n {\n $from = null;\n $to = null;\n\n /** @var ?CalendarEvent $calendarEvent */\n $calendarEvent = $activity->calendarEvent()->first();\n if ($calendarEvent !== null) {\n $from = $calendarEvent->getStartTime();\n $to = $calendarEvent->getEndTime();\n }\n\n // For non-calendar imported activities\n // Also double check if calendar event dates could be null?\n // If null use what we've got so far\n if ($from === null || $to === null) {\n $from = $activity->hasScheduledStartTime()\n ? $activity->getScheduledStartTime()\n : $activity->getActualStartTime();\n $to = $activity->hasScheduledEndTime()\n ? $activity->getScheduledEndTime()->addMinutes(15)\n : $activity->getActualEndTime();\n }\n\n return [$from, $to];\n }\n\n /**\n * Determines the appropriate activity field name for querying Salesforce events.\n *\n * This method follows a hierarchy to determine the field name:\n * 1. Uses the playbook's activity field if it exists and is in the profile's accessible fields\n * 2. Falls back to the default activity field if the profile has no event fields configured\n * 3. Returns null if no suitable field is found\n *\n * @param Activity $activity The activity to determine the field for\n *\n * @return string|null The field name to use in queries, or null if none is available\n */\n private function getActivityFieldName(Activity $activity): ?string\n {\n if ($this->profile === null) {\n $this->logger->warning('[Salesforce] Cannot determine activity field - profile not found', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $profileEventFields = $this->profile->getFieldsAsArray('event');\n\n if (empty($profileEventFields)) {\n $defaultActivityField = $this->getDefaultActivityField(Field::OBJECT_EVENT);\n $defaultFieldName = $defaultActivityField?->getAttribute('crm_provider_id');\n // Profile not yet synced — fall back to the default activity field.\n // There is a small chance that the profile won't have Default Activity Type field access\n // in which case the query will fail.\n // This is however an edge case and should be reviewed for profile sync issues.\n Sentry::withScope(function (\\Sentry\\State\\Scope $scope) use ($defaultFieldName): void {\n $scope->setContext('details', [\n 'profileId' => $this->profile->id,\n 'defaultField' => $defaultFieldName,\n ]);\n Sentry::captureMessage(\n '[Salesforce] Profile event fields empty, falling back to default activity field.',\n \\Sentry\\Severity::warning()\n );\n });\n\n return $defaultFieldName;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n\n if (! is_null($playbook) && ! is_null($playbook->getActivityField())) {\n $playbookFieldName = $playbook->getActivityField()->getAttribute('crm_provider_id');\n\n if (in_array($playbookFieldName, $profileEventFields, true)) {\n return $playbookFieldName;\n }\n\n $this->logger->warning('[Salesforce] Playbook activity field not found in profile fields', [\n 'activityId' => $activity->getUuid(),\n 'playbookField' => $playbookFieldName,\n 'profileId' => $this->profile->id,\n ]);\n }\n\n return null;\n }\n\n private function buildFetchRelatedEventQuery(Activity $activity): string\n {\n $hasWho = $activity->lead_id || $activity->contact_id;\n\n $activityFieldName = $this->getActivityFieldName($activity);\n $fields = array_filter(['Id', 'Description', 'OwnerId', $activityFieldName]);\n\n $ownerCondition = '(OwnerId = :ownerId OR CreatedById = :ownerId)';\n\n $query = '\n SELECT ' . implode(',', $fields) . '\n FROM Event\n WHERE ' . $ownerCondition . '\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= :from\n AND EndDateTime <= :to\n AND (';\n\n $operator = '';\n if ($activity->account_id) {\n // This covers events tied to a related contact or opportunity too.\n $query .= 'AccountId = :accountId';\n\n $operator = ' OR ';\n }\n\n if ($hasWho) {\n $query .= $operator . 'WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($activity->opportunity_id) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ') ORDER BY LastModifiedDate DESC';\n\n return $query;\n }\n\n public function fetchProspect(array $task): array\n {\n $lead = $account = $opportunity = $contact = $stage = $countryCode = null;\n $externalId = $task['WhoId'] ?? null;\n\n // Lead or Contact\n if ($externalId) {\n try {\n [$lead, $account, $opportunity, $contact, $stage, $countryCode] = $this->parseRecords($externalId);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n // If we happen to know the opportunity or account from the Task, figure that out.\n if (empty($task['WhatId']) === false) {\n // WhatId could be either Account ID or Opportunity ID.\n // If WhatId is Opportunity ID, get the opportunity and stage from the CRM.\n try {\n [, $account, $opportunity, , $stage, ] = $this->parseRecords($task['WhatId']);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n return [$lead, $account, $opportunity, $contact, $stage, $countryCode];\n }\n\n /**\n * Save activity transcription summary as note\n */\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n return $this->saveNote($title, $body, (string) $objectId);\n }\n\n public function getObjectByFilterConditions(string $objectType, array $fields, array $filters): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildObjectSearchQuery($objectType, $fields, $filters);\n\n try {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n private function getCustomProfileRules(TeamRepository $teamRepository): array\n {\n $teamSettings = $teamRepository->getTeamSetting($this->team, 'custom_profile_validation');\n\n if ($teamSettings instanceof TeamSettings && $teamSettings->getValueType() === 'array') {\n $customRules = json_decode($teamSettings->getValue(), true);\n if (is_array($customRules)) {\n return $customRules;\n }\n }\n\n return [];\n }\n\n private function customProfileValidation(array $crmUser, array $customRules): bool\n {\n foreach ($customRules as $customRule) {\n if ($crmUser[$customRule['field']] !== $customRule['value']) {\n return false;\n }\n }\n\n return true;\n }\n\n /**\n * When syncing Contact / Lead / Account / Opportunity / Stage crm entities,\n * validate and restore locally trashed objects,\n * before updating them. Objects are identified by CrmProviderId\n */\n private function restoreAnyTrashedEntity(HasMany $targetEntity, string $crmProviderId): void\n {\n $recordExists = $targetEntity->withTrashed()->where(['crm_provider_id' => $crmProviderId])->first();\n if ($recordExists && $recordExists->trashed()) {\n $recordExists->restore();\n }\n }\n\n #[\\Override] public function supportsNotes(): bool\n {\n return true;\n }\n\n private function getOwnerProfile(?string $ownerId): ?Profile\n {\n if ($ownerId === null) {\n return null;\n }\n\n return $this->config->profiles()\n ->where('crm_provider_id', $ownerId)\n ->first();\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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1aee7aad
<?php
namespace Jiminny\Services\Crm\Salesforce;
use Carbon\Carbon;
use Exception;
use Illuminate\Database\Eloquent\Relations\HasMany;
use Illuminate\Events\Dispatcher;
use Illuminate\Support\Facades\Cache;
use Illuminate\Support\Facades\Log;
use Illuminate\Support\Str;
use Jiminny\Component\Country\CountriesMap;
use Jiminny\Contracts\Acl\PermissionEnum;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\ImportsBusinessProcessesInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceBatchSyncInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\RemoteNoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SearchTaskInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SupportsObjectTypeParseInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmProfileRecordTypesInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Enums\CrmObject;
use Jiminny\Events\Activities\Crm\LeadConverted;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpBadRequestException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\NoResultsException;
use Jiminny\Exceptions\ServiceUnavailableException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Calendar\CalendarEvent;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\ContactRole;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Crm\RecordType;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\TeamSettings;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\Crm\RecordTypeFieldValuesRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Helpers\ArrayIterator;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Services\Crm\Salesforce\Fields\FieldHelper;
use Jiminny\Services\Crm\Salesforce\Fields\FieldTypeConverter;
use Jiminny\Services\Crm\Salesforce\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\FollowupActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\LogActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\RecordManipulationsTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\SyncFieldsTrait;
use Jiminny\Utils\CurrencyFormatter;
use Jiminny\Utils\StringUtil;
use Ramsey\Uuid\Uuid;
use Sentry\Laravel\Facade as Sentry;
class Service extends BaseService implements
SalesforceInterface,
SalesforceBatchSyncInterface,
SyncCrmEntitiesInterface,
SyncCrmProfileRecordTypesInterface,
ImportsBusinessProcessesInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SearchTaskInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
SupportsObjectTypeParseInterface,
RemoteNoteEntityManipulationInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncFieldsTrait;
use DeleteObjectsTrait;
use RecordManipulationsTrait;
use ServiceTraits\BatchSyncTrait;
use FollowupActivityTrait;
use LogActivityTrait;
/**
* Note Body Limit for the Old Note-Taking Tool
*
* @var int
*/
private const int CLASSIC_NOTE_MAX_LENGTH = 32000;
/**
* Note Content Limit for the New Notes
*
* @var int
*/
private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;
private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';
private const int CACHE_TTL = 600;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400
/**
* @var Client
*/
protected $client;
protected PayloadBuilder $payloadBuilder;
protected QueryHandler $queryHandler;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(
Client $client,
PayloadBuilder $payloadBuilder,
protected Dispatcher $eventDispatcher,
private readonly CountriesMap $countriesMap,
private readonly ProspectPhotoPathService $prospectPhotoPathService,
) {
parent::__construct();
$this->client = $client;
$this->payloadBuilder = $payloadBuilder;
$this->queryHandler = app(QueryHandler::class, [
'client' => $this->client,
'logger' => $this->logger,
]);
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Salesforce';
}
public function getJobDelay(): int
{
return 1;
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);
}
public function verifyTaskExists(Activity $activity): bool
{
$crmProviderId = $activity->getCrmProviderId();
$cacheKey = "crm_task_exists:{$this->config->getId()}:$crmProviderId";
return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {
$playbook = $this->getPlaybookFromActivity($activity);
if ($playbook === null) {
$this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [
'activity' => $activity->getId(),
'crm_provider_id' => $crmProviderId,
]);
return false;
}
$objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';
try {
$record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);
return ! empty($record) && ($record['IsDeleted'] ?? false) === false;
} catch (HttpNotFoundException|HttpBadRequestException) {
$this->logger->info('[Salesforce] Activity record not found during verification', [
'activity' => $activity->getId(),
'object_type' => $objectType,
'crm_provider_id' => $crmProviderId,
'config_id' => $this->config->getId(),
]);
return false;
}
});
}
public function query(string $queryToRun, array $parameters = []): QueryIterator
{
// Due to poorly designed external calls, this method cannot be entirely removed
return $this->queryHandler->query($queryToRun, $parameters);
}
/*=========== Organization Information ===============*/
/**
* Get a list of all the API Versions for the instance.
*
* @throws CrmException
*
* @return mixed
*
*/
public function getApiVersions()
{
$url = $this->config->crm_base_url . '/services/data';
$response = $this->client->get($url);
return json_decode($response->getBody(), true);
}
/**
* Gets the valid recordTypes for a given Salesforce Object via the describe API.
*/
private function getRecordTypes(string $crmObject): array
{
$url = $this->client->getObjectsUrl() . $crmObject . '/describe';
$response = $this->client->get($url);
$jsonResponse = json_decode($response->getBody(), true);
$fields = [];
foreach ($jsonResponse['recordTypeInfos'] as $row) {
$fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];
}
return $fields;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
$defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::defaultTaskFields()
: FieldDefinitions::defaultEventFields();
// 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
{
// Setup the activity field as the default Type.
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'Type',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::taskFollowupFieldsFilter()
: FieldDefinitions::eventFollowupFieldsFilter();
foreach ($fieldFilter as $eachFilter) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
/**
* This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually
* Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType
* Needs to be replaced later on
*/
public function syncField(Field $field): void
{
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)
? 'activity'
: $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$metadata = $sfField['Metadata'];
$field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);
$field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());
$field->is_mandatory = ($metadata['required'] === true);
$field->length = $metadata['length'];
$field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '"'), 0, 191);
$field->save();
} else {
$query = '
SELECT
Id, DataType, DeveloperName, Label, Length, Description
FROM
FieldDefinition
WHERE
DurableId = :entityName';
$entityName = $field->getEntityName();
$sfFields = $this->queryHandler->metadata($query, [
'entityName' => $entityName,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$convertedType = $this->convertFieldType($sfField['DataType'], $entityName);
$label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);
if ($field->isBusinessType()) {
$label = 'Opportunity Type';
}
$field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);
$field->label = $label;
$field->type = $convertedType;
$field->length = $sfField['Length'];
$field->save();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
private function convertFieldType(string $from, ?string $entityName = null): string
{
$converter = new FieldTypeConverter();
return $converter->convert($from, $entityName);
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?
'activity' : $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$valueSet = $sfField['Metadata']['valueSet'];
if ($valueSet['valueSetName'] === null) {
// Local picklist values can be obtained easily.
$picklistValues = $valueSet['valueSetDefinition']['value'];
} else {
// But for some fields, we just get the Global Value Picklist pointer so need to do more work.
$picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);
}
// Import all active values.
foreach ($picklistValues as $i => $sfFieldValue) {
// Setup default value.
if ($sfFieldValue['default']) {
$field->update(['default_value' => $sfFieldValue['valueName']]);
}
// This comes through as null if active (lol).
if ($sfFieldValue['isActive'] !== false) {
$values[] = [
'value' => $sfFieldValue['valueName'],
'label' => $sfFieldValue['valueName'],
'sequence' => $i,
'is_default' => $sfFieldValue['default'],
];
}
}
} else {
$objectFields = $this->getObjectFields($field->object_type);
$fieldId = $field->crm_provider_id;
// Only work with our field of interest.
$objectField = array_filter($objectFields, function ($item) use ($fieldId) {
return $item['name'] === $fieldId;
});
$objectField = array_shift($objectField);
if (empty($objectField['picklistValues']) === false) {
foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {
// Skip inactive values.
if ($sfFieldValue['active'] === false) {
continue;
}
// Setup default value.
if ($sfFieldValue['defaultValue']) {
$field->update(['default_value' => $sfFieldValue['value']]);
}
$values[] = [
'value' => $sfFieldValue['value'],
'label' => $sfFieldValue['label'],
'sequence' => $i,
'is_default' => $sfFieldValue['defaultValue'],
];
}
}
}
$fieldsToPurge = $field->values()->get()->pluck('value')->toArray();
foreach ($values as $value) {
$value['value'] = substr($value['value'] ?? '', 0, 255);
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $value['value'],
], $value);
// Remove this value from the ones we are going to purge.
if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
// Get IDs of the values to be deleted
$valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);
$valuesToDeleteIds = $valuesToDelete->pluck('id');
if (! $valuesToDeleteIds->isEmpty()) {
$recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);
$recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());
// Now safely delete from crm_field_values
$valuesToDelete->delete();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
return $fieldValues;
}
/**
* Gets values from Global Value Picklists.
*/
private function importGlobalValuePicklistValues(string $picklistName): array
{
$query = '
SELECT
Metadata
FROM
GlobalValueSet
WHERE
DeveloperName = :picklistName
LIMIT 1';
try {
$sfValues = $this->queryHandler->metadata($query, [
'picklistName' => $picklistName,
]);
// There is always 1 result at this point.
$sfValue = $sfValues->current();
return $sfValue['Metadata']['customValue'];
} catch (NoResultsException $noResultsException) {
// Nothing returned.
return [];
}
}
/**
* @inheritdoc
*/
public function syncProfileRecordTypes(): void
{
$objectTypes = [
'lead',
'account',
'contact',
'opportunity',
'task',
'event',
];
foreach ($objectTypes as $objectType) {
try {
$crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));
foreach ($crmRecordTypes as $crmRecordType) {
// If the record type is default and not the Master type, set this.
if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {
$recordType = $this->config->recordTypes()
->where('crm_provider_id', $crmRecordType['recordTypeId'])
->first();
if ($recordType) {
$this->profile->{$objectType . '_record_type_id'} = $recordType->id;
}
}
}
} catch (HttpNotFoundException $exception) {
Log::error('No access to ' . $objectType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
if ($this->profile->isDirty()) {
$this->profile->save();
}
}
/**
* Gets business processes.
*/
public function importBusinessProcesses(): void
{
$query = '
SELECT
Id, IsActive, Name, TableEnumOrId
FROM
BusinessProcess
WHERE
TableEnumOrId IN (\'Lead\',\'Opportunity\')';
try {
$sfProcesses = $this->queryHandler->query($query);
// Upsert all processes for the team.
foreach ($sfProcesses as $sfProcess) {
/** @var BusinessProcess $businessProcess */
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $sfProcess['Id'],
], [
'team_id' => $this->team->id,
'name' => $sfProcess['Name'],
'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',
'is_selectable' => $sfProcess['IsActive'],
]);
$this->importBusinessProcessStages($businessProcess);
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets business process stages.
*/
private function importBusinessProcessStages(BusinessProcess $businessProcess): void
{
$query = '
SELECT
Metadata
FROM
BusinessProcess
WHERE
Id = :processId';
try {
$stages = [];
$sfProcessStages = $this->queryHandler->metadata($query, [
'processId' => $businessProcess->crm_provider_id,
]);
// There is always 1 result at this point.
$sfProcessStage = $sfProcessStages->current();
// Upsert all processes for the team.
foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {
$sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: "%2C" becomes "," etc.
$stage = $businessProcess->crm->stages()
// This MUST match on label because this API doesn't use API Name.
->where('label', $sanitizedName)
->where('type', $businessProcess->type)
->where('is_selectable', 1)
->first();
if ($stage) {
$stages[] = $stage->id;
}
}
$businessProcess->stages()->sync($stages);
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets record types.
*/
public function importRecordTypes(): void
{
$query = '
SELECT
Id, IsActive, Name, BusinessProcessId, SobjectType
FROM
RecordType';
try {
$sfRecordTypes = $this->queryHandler->query($query);
// Upsert all record types for the process.
foreach ($sfRecordTypes as $sfRecordType) {
$businessProcess = null;
if ($sfRecordType['BusinessProcessId']) {
$businessProcess = $this->config->businessProcesses()
->where('crm_provider_id', $sfRecordType['BusinessProcessId'])
->first();
}
/** @var RecordType $recordType */
$recordType = $this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $sfRecordType['Id'],
], [
'team_id' => $this->team->id,
'type' => mb_strtolower($sfRecordType['SobjectType']),
'name' => $sfRecordType['Name'],
'is_selectable' => $sfRecordType['IsActive'],
'business_process_id' => $businessProcess->id ?? null,
]);
$this->importRecordTypeFieldValues($recordType);
}
} catch (NoResultsException $noResultsException) {
// Do nothing.
}
}
/**
* Import record type - field value mappings. This only works for standard fields.
*/
private function importRecordTypeFieldValues(RecordType $recordType): void
{
try {
$query = '
SELECT
Metadata
FROM
RecordType
WHERE
Id = :recordTypeId';
$sfFields = $this->queryHandler->metadata($query, [
'recordTypeId' => $recordType->crm_provider_id,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$picklists = $sfField['Metadata']['picklistValues'];
foreach ($picklists as $picklist) {
$field = $this->config->fields()->where([
'type' => Field::TYPE_PICKLIST,
'object_type' => $recordType->type,
'crm_provider_id' => $picklist['picklist'],
])->first();
if ($field) {
$fieldValues = [];
foreach ($picklist['values'] as $value) {
// Must decode: "%2C" becomes "," etc.
$fieldValue = $field->values()
->where('value', urldecode($value['valueName']))
->first();
if ($fieldValue) {
$fieldValues[] = $fieldValue->id;
}
}
$recordType->fieldValues()->sync($fieldValues);
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$params = [];
$missingStage = null;
if ($types === null) {
$types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];
}
foreach ($types as $type) {
if ($type === Stage::TYPE_LEAD) {
$query = '
SELECT
Id, ApiName, MasterLabel, SortOrder
FROM
LeadStatus';
} else {
$query = '
SELECT
Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability
FROM
OpportunityStage';
}
if ($missingStageName) {
$escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);
$query .= ' WHERE ApiName = :stageName';
$params = [
'stageName' => $escapedStageName,
];
}
try {
$sfStages = $this->queryHandler->query($query, $params);
} catch (NoResultsException $exception) {
$sfStages = [];
}
$missingStage = null;
// Upsert all stages for the team.
foreach ($sfStages as $sfStage) {
$selectable = true;
if (array_key_exists('IsActive', $sfStage)) {
$selectable = $sfStage['IsActive'];
}
$this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);
$stage = $this->config->stages()->updateOrCreate([
'crm_provider_id' => $sfStage['Id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),
'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),
'type' => $type,
'sequence' => $sfStage['SortOrder'] ?? 0,
'is_selectable' => $selectable,
'probability' => $sfStage['DefaultProbability'] ?? null,
]);
if ($missingStageName && $missingStageName === $sfStage['ApiName']) {
$missingStage = $stage;
}
}
if ($missingStageName && $missingStage === null) {
// If they requested a stage that still doesn't exist, it must be inactive so lazy create it.
$missingStage = $this->config->stages()->create([
'crm_provider_id' => Uuid::uuid4(),
'team_id' => $this->team->id,
'name' => mb_strimwidth($missingStageName, 0, 50),
'label' => mb_strimwidth($missingStageName, 0, 191),
'type' => $type,
'sequence' => 0,
'is_selectable' => 0,
]);
}
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('lead');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Lead
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfLeads = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfLeads as $sfLead) {
// Only sync if previously imported.
if ($this->hasLead($sfLead['Id'])) {
$this->importLead($sfLead);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
$fields = $this->getAllFieldsAsArray('lead');
$sfLead = $this->getRecord('Lead', $crmId, $fields);
return $this->importLead($sfLead);
}
private function importLead($crmData): ?Lead
{
/** @var ?Stage $stage */
$stage = null;
if (isset($crmData['Status'])) {
// Get the current stage.
$stage = $this->config
->stages()
->where('name', $crmData['Status'])
->where('type', Stage::TYPE_LEAD)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);
}
}
// If we have no way of importing this, just return null :(
if ($stage === null) {
return null;
}
$countryCode = $crmData['CountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country name.
if ($countryCode === null && empty($crmData['Country']) !== false) {
$countryCode = $this->convertCountryNameToCode($crmData['Country']);
}
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
$mobilePhone = null;
if (empty($crmData['MobilePhone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['MobilePhone'], 0, 25);
$mobilePhone = phone_e164($countryCode, $number);
}
$convertedDate = null;
$convertedAccount = null;
$convertedOpportunity = null;
$convertedContact = null;
if ($crmData['IsConverted'] == 'true') {
$convertedDate = $crmData['ConvertedDate'];
if (empty($crmData['ConvertedAccountId']) === false) {
$convertedAccount = $this->config
->accounts()
->where('crm_provider_id', $crmData['ConvertedAccountId'])
->first();
if ($convertedAccount === null) {
try {
$convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedOpportunityId']) === false) {
$convertedOpportunity = $this->config
->opportunities()
->where('crm_provider_id', $crmData['ConvertedOpportunityId'])
->first();
if ($convertedOpportunity === null) {
try {
$convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedContactId']) === false) {
$convertedContact = $this->team
->crm
->contacts()
->where('crm_provider_id', $crmData['ConvertedContactId'])
->first();
if ($convertedContact === null) {
try {
$convertedContact = $this->syncContact($crmData['ConvertedContactId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
}
if (empty($crmData['Company'])) {
$company = 'Unknown';
} else {
$company = mb_strimwidth($crmData['Company'], 0, 191);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'] ?? '',
'company' => $company,
'domain' => $domain,
'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',
'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,
'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,
'phone' => $parsedNumber['phone'],
'ext' => $parsedNumber['ext'] ?? null,
'mobile_phone' => $mobilePhone,
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Lead::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'stage_id' => $stage->id,
'record_type_id' => null,
'converted_at' => $convertedDate,
'converted_account_id' => $convertedAccount->id ?? null,
'converted_opportunity_id' => $convertedOpportunity->id ?? null,
'converted_contact_id' => $convertedContact->id ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);
/** @var Lead $lead */
$lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {
$this->eventDispatcher->dispatch(new LeadConverted($lead));
}
$this->handleObjectDeletion($lead, $crmData);
return $lead;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('account');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Account
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfAccounts = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfAccounts as $sfAccount) {
// Only sync if previously imported.
if ($this->hasAccount($sfAccount['Id'])) {
$this->importAccount($sfAccount);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
$fields = $this->getAllFieldsAsArray('account');
if (! in_array('Id', $fields, true)) {
$this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [
'crmId' => $crmId,
'userId' => $this->profile->getUserId(),
]);
return null;
}
$sfAccount = $this->getRecord('Account', $crmId, $fields);
return $this->importAccount($sfAccount);
}
private function importAccount($crmData): Account
{
$countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country names.
if ($countryCode === null && empty($crmData['BillingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);
}
if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);
}
if (empty($crmData['Phone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'], 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
$industry = null;
if (empty($crmData['Industry']) === false) {
$industry = mb_strimwidth($crmData['Industry'], 0, 40);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'],
'name' => mb_strimwidth($crmData['Name'], 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Account::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'industry' => $industry,
'domain' => $domain,
'phone' => $parsedNumber['phone'] ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);
/** @var Account $account */
$account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
$this->handleObjectDeletion($account, $crmData);
return $account;
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
$logParams = $parameters;
$parameters['profile'] = $this->profile;
$logParams['user'] = $this->profile->getUserId();
if (count($strategies) > 1) {
$this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [
'teamId' => $this->team->getUuid(),
'params' => $logParams,
'strategies_count' => count($strategies),
]);
}
foreach ($strategies as $syncStrategy) {
$name = $syncStrategy->getStrategyName();
try {
$sfOpportunities = $syncStrategy->fetchOpportunities($parameters);
$totalRecords = $sfOpportunities->count();
foreach ($sfOpportunities as $sfOpportunity) {
$this->importOpportunity($sfOpportunity);
$syncCount++;
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $noResultsException->getMessage(),
]);
} catch (CrmException $crmException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $crmException->getMessage(),
]);
}
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);
// debug to see how if count of opportunities reaches 1000
if ($syncCount >= 1000) {
$this->logger->info(
'[' . $this->getDisplayName() . '] Sync Opportunities - count warning',
[
'team_id' => $this->team->getId(),
'params' => $logParams,
'count' => $syncCount,
'strategies_count' => count($strategies),
'total_records' => $totalRecords ?? null,
]
);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY
);
$parameters = [
'profile' => $this->profile,
'crm_id' => $crmId,
];
try {
$sfOpportunity = $strategy->fetchOpportunities($parameters);
} catch (HttpNotFoundException $e) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
]);
return null;
} catch (CrmException $crmException) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
'exception' => $crmException->getMessage(),
]);
return null;
}
if ($sfOpportunity instanceof ArrayIterator) {
return $this->importOpportunity($sfOpportunity->getItems());
}
return $this->importOpportunity($sfOpportunity);
}
/**
* @throws HttpNotFoundException
*/
private function importOpportunity($crmData): ?Opportunity
{
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$account = null;
if (empty($crmData['AccountId']) === false) {
/** @var ?Account $account */
$account = $this->config->accounts()
->where('crm_provider_id', (string) $crmData['AccountId'])
->first();
if ($account === null) {
$account = $this->syncAccount($crmData['AccountId']);
}
}
$userId = $profile?->getUserId() ?? $account?->getUserId();
if ($userId...
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SlackFile EditViewGoHistoryWindowHelpAPP (DOCKERDEV (-zsh)О $82APP (-zsh)tests/Unit/Services/Mail/0ffice/EmailApiClientTest.phptests/Unit/Services/Mail/TextRelayServiceTest.phptests/Unit/Services/RecallAI/RecallAIServiceTest.php79 files changed, 4254 insertions(+), 2020 deletions(-)create mode 100644•github/claude-reviewer/no-ticket-warning.txtcreate mode.github/claude-reviewer/scripts/fetch-jira-context.mjsdelete mode100644 app/Component/ES/Processor/BatchStatusInterface.phpcreate mode100644 app/Component/ES/Processor/RedisEntityExtractor.phpdelete mode100644 app/Component/ES/Processor/Traits/WorkerIdTrait.php100644 app/Component/ES/QueuePriorityEnum.phpcreate mode100644 front-end/src/components/DealInsights/Modals/__tests__/AskAnythingModacreatemode 100644 front-end/src/components/shared/AskAnything/__tests__/__snapshots__/Asdeletemode100644 front-end/src/components/shared/AskAnything/__tests__/__snapshots_/Ascreatemode100644 tests/Unit/Component/ES/Processor/RedisEntityExtractorTest.phpdelete mode100644 tests/Unit/Component/ES/Processor/Traits/WorkerIdTraitTest.phpcreate mode100644 tests/Unit/Component/ES/QueuePriorityEnumTest.phpcreate mode100644 tests/Unit/Notifications/Activities/SmsReceivedTest.phpcreate mode100644 tests/Unit/Services/Mail/TextRelayServiceTest.phplukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $ co -b JY-20963-fix-imporSwitched to a new branch 'JY-20963-fix-import-on-deleted-entity'lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/Jiminny/app (JY-20963-fix-import-on-deleted-ent|docker exec -it docker_lamp_1 ./vendor/bin/php-cs-fixer fix--config=.php-cs-fixer.dist.phWhat's next:Try Docker Debug forseamless, persistent debugging tools in any container or image →Learn moreat [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-ent)docker exec -it docker_lamp_1 ./vendor/bin/php-cs-fixer fix --config=.php-cs-fixer.dist.phPHP CS Fixer 3.87.1 Alexander by Fabien Potencier, Dariusz Ruminski15 umconafi amp cont-fbteo.di5t. phPHP runtime: 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.Loaded config default from".php-cs-fixer.dist.php".5691/5691 [8100%Fixed 0 of 5691 files in 96.077 seconds, 67.00 MB memory usedWhat's next:Try Docker Debug for seamless, persistent debugging tools in anycontainer or imageLearn moreat [URL_WITH_CREDENTIALS] review requested by @VasilVasilev#12120 Jy 20842 add deleteevents for es by @Vasil Vasilev9 commits • 14 files changedJIRA: JY-20842Changes:• Introduce events and eventlisteners that allow sending"document deleted" events for ESconsumption - both Hard and Softdeleted documents will beremoved.• Loa...Show morejiminny/appAdded by Toast for GitHubMessage Toast+Aa..•...
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1aee7aad
<?php
namespace Jiminny\Services\Crm\Salesforce;
use Carbon\Carbon;
use Exception;
use Illuminate\Database\Eloquent\Relations\HasMany;
use Illuminate\Events\Dispatcher;
use Illuminate\Support\Facades\Cache;
use Illuminate\Support\Facades\Log;
use Illuminate\Support\Str;
use Jiminny\Component\Country\CountriesMap;
use Jiminny\Contracts\Acl\PermissionEnum;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\ImportsBusinessProcessesInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceBatchSyncInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\RemoteNoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SearchTaskInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SupportsObjectTypeParseInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmProfileRecordTypesInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Enums\CrmObject;
use Jiminny\Events\Activities\Crm\LeadConverted;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpBadRequestException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\NoResultsException;
use Jiminny\Exceptions\ServiceUnavailableException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Calendar\CalendarEvent;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\ContactRole;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Crm\RecordType;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\TeamSettings;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\Crm\RecordTypeFieldValuesRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Helpers\ArrayIterator;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Services\Crm\Salesforce\Fields\FieldHelper;
use Jiminny\Services\Crm\Salesforce\Fields\FieldTypeConverter;
use Jiminny\Services\Crm\Salesforce\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\FollowupActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\LogActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\RecordManipulationsTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\SyncFieldsTrait;
use Jiminny\Utils\CurrencyFormatter;
use Jiminny\Utils\StringUtil;
use Ramsey\Uuid\Uuid;
use Sentry\Laravel\Facade as Sentry;
class Service extends BaseService implements
SalesforceInterface,
SalesforceBatchSyncInterface,
SyncCrmEntitiesInterface,
SyncCrmProfileRecordTypesInterface,
ImportsBusinessProcessesInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SearchTaskInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
SupportsObjectTypeParseInterface,
RemoteNoteEntityManipulationInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncFieldsTrait;
use DeleteObjectsTrait;
use RecordManipulationsTrait;
use ServiceTraits\BatchSyncTrait;
use FollowupActivityTrait;
use LogActivityTrait;
/**
* Note Body Limit for the Old Note-Taking Tool
*
* @var int
*/
private const int CLASSIC_NOTE_MAX_LENGTH = 32000;
/**
* Note Content Limit for the New Notes
*
* @var int
*/
private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;
private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';
private const int CACHE_TTL = 600;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400
/**
* @var Client
*/
protected $client;
protected PayloadBuilder $payloadBuilder;
protected QueryHandler $queryHandler;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(
Client $client,
PayloadBuilder $payloadBuilder,
protected Dispatcher $eventDispatcher,
private readonly CountriesMap $countriesMap,
private readonly ProspectPhotoPathService $prospectPhotoPathService,
) {
parent::__construct();
$this->client = $client;
$this->payloadBuilder = $payloadBuilder;
$this->queryHandler = app(QueryHandler::class, [
'client' => $this->client,
'logger' => $this->logger,
]);
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Salesforce';
}
public function getJobDelay(): int
{
return 1;
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);
}
public function verifyTaskExists(Activity $activity): bool
{
$crmProviderId = $activity->getCrmProviderId();
$cacheKey = "crm_task_exists:{$this->config->getId()}:$crmProviderId";
return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {
$playbook = $this->getPlaybookFromActivity($activity);
if ($playbook === null) {
$this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [
'activity' => $activity->getId(),
'crm_provider_id' => $crmProviderId,
]);
return false;
}
$objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';
try {
$record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);
return ! empty($record) && ($record['IsDeleted'] ?? false) === false;
} catch (HttpNotFoundException|HttpBadRequestException) {
$this->logger->info('[Salesforce] Activity record not found during verification', [
'activity' => $activity->getId(),
'object_type' => $objectType,
'crm_provider_id' => $crmProviderId,
'config_id' => $this->config->getId(),
]);
return false;
}
});
}
public function query(string $queryToRun, array $parameters = []): QueryIterator
{
// Due to poorly designed external calls, this method cannot be entirely removed
return $this->queryHandler->query($queryToRun, $parameters);
}
/*=========== Organization Information ===============*/
/**
* Get a list of all the API Versions for the instance.
*
* @throws CrmException
*
* @return mixed
*
*/
public function getApiVersions()
{
$url = $this->config->crm_base_url . '/services/data';
$response = $this->client->get($url);
return json_decode($response->getBody(), true);
}
/**
* Gets the valid recordTypes for a given Salesforce Object via the describe API.
*/
private function getRecordTypes(string $crmObject): array
{
$url = $this->client->getObjectsUrl() . $crmObject . '/describe';
$response = $this->client->get($url);
$jsonResponse = json_decode($response->getBody(), true);
$fields = [];
foreach ($jsonResponse['recordTypeInfos'] as $row) {
$fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];
}
return $fields;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
$defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::defaultTaskFields()
: FieldDefinitions::defaultEventFields();
// 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
{
// Setup the activity field as the default Type.
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'Type',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::taskFollowupFieldsFilter()
: FieldDefinitions::eventFollowupFieldsFilter();
foreach ($fieldFilter as $eachFilter) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
/**
* This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually
* Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType
* Needs to be replaced later on
*/
public function syncField(Field $field): void
{
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)
? 'activity'
: $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$metadata = $sfField['Metadata'];
$field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);
$field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());
$field->is_mandatory = ($metadata['required'] === true);
$field->length = $metadata['length'];
$field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '"'), 0, 191);
$field->save();
} else {
$query = '
SELECT
Id, DataType, DeveloperName, Label, Length, Description
FROM
FieldDefinition
WHERE
DurableId = :entityName';
$entityName = $field->getEntityName();
$sfFields = $this->queryHandler->metadata($query, [
'entityName' => $entityName,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$convertedType = $this->convertFieldType($sfField['DataType'], $entityName);
$label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);
if ($field->isBusinessType()) {
$label = 'Opportunity Type';
}
$field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);
$field->label = $label;
$field->type = $convertedType;
$field->length = $sfField['Length'];
$field->save();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
private function convertFieldType(string $from, ?string $entityName = null): string
{
$converter = new FieldTypeConverter();
return $converter->convert($from, $entityName);
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?
'activity' : $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$valueSet = $sfField['Metadata']['valueSet'];
if ($valueSet['valueSetName'] === null) {
// Local picklist values can be obtained easily.
$picklistValues = $valueSet['valueSetDefinition']['value'];
} else {
// But for some fields, we just get the Global Value Picklist pointer so need to do more work.
$picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);
}
// Import all active values.
foreach ($picklistValues as $i => $sfFieldValue) {
// Setup default value.
if ($sfFieldValue['default']) {
$field->update(['default_value' => $sfFieldValue['valueName']]);
}
// This comes through as null if active (lol).
if ($sfFieldValue['isActive'] !== false) {
$values[] = [
'value' => $sfFieldValue['valueName'],
'label' => $sfFieldValue['valueName'],
'sequence' => $i,
'is_default' => $sfFieldValue['default'],
];
}
}
} else {
$objectFields = $this->getObjectFields($field->object_type);
$fieldId = $field->crm_provider_id;
// Only work with our field of interest.
$objectField = array_filter($objectFields, function ($item) use ($fieldId) {
return $item['name'] === $fieldId;
});
$objectField = array_shift($objectField);
if (empty($objectField['picklistValues']) === false) {
foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {
// Skip inactive values.
if ($sfFieldValue['active'] === false) {
continue;
}
// Setup default value.
if ($sfFieldValue['defaultValue']) {
$field->update(['default_value' => $sfFieldValue['value']]);
}
$values[] = [
'value' => $sfFieldValue['value'],
'label' => $sfFieldValue['label'],
'sequence' => $i,
'is_default' => $sfFieldValue['defaultValue'],
];
}
}
}
$fieldsToPurge = $field->values()->get()->pluck('value')->toArray();
foreach ($values as $value) {
$value['value'] = substr($value['value'] ?? '', 0, 255);
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $value['value'],
], $value);
// Remove this value from the ones we are going to purge.
if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
// Get IDs of the values to be deleted
$valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);
$valuesToDeleteIds = $valuesToDelete->pluck('id');
if (! $valuesToDeleteIds->isEmpty()) {
$recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);
$recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());
// Now safely delete from crm_field_values
$valuesToDelete->delete();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
return $fieldValues;
}
/**
* Gets values from Global Value Picklists.
*/
private function importGlobalValuePicklistValues(string $picklistName): array
{
$query = '
SELECT
Metadata
FROM
GlobalValueSet
WHERE
DeveloperName = :picklistName
LIMIT 1';
try {
$sfValues = $this->queryHandler->metadata($query, [
'picklistName' => $picklistName,
]);
// There is always 1 result at this point.
$sfValue = $sfValues->current();
return $sfValue['Metadata']['customValue'];
} catch (NoResultsException $noResultsException) {
// Nothing returned.
return [];
}
}
/**
* @inheritdoc
*/
public function syncProfileRecordTypes(): void
{
$objectTypes = [
'lead',
'account',
'contact',
'opportunity',
'task',
'event',
];
foreach ($objectTypes as $objectType) {
try {
$crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));
foreach ($crmRecordTypes as $crmRecordType) {
// If the record type is default and not the Master type, set this.
if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {
$recordType = $this->config->recordTypes()
->where('crm_provider_id', $crmRecordType['recordTypeId'])
->first();
if ($recordType) {
$this->profile->{$objectType . '_record_type_id'} = $recordType->id;
}
}
}
} catch (HttpNotFoundException $exception) {
Log::error('No access to ' . $objectType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
if ($this->profile->isDirty()) {
$this->profile->save();
}
}
/**
* Gets business processes.
*/
public function importBusinessProcesses(): void
{
$query = '
SELECT
Id, IsActive, Name, TableEnumOrId
FROM
BusinessProcess
WHERE
TableEnumOrId IN (\'Lead\',\'Opportunity\')';
try {
$sfProcesses = $this->queryHandler->query($query);
// Upsert all processes for the team.
foreach ($sfProcesses as $sfProcess) {
/** @var BusinessProcess $businessProcess */
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $sfProcess['Id'],
], [
'team_id' => $this->team->id,
'name' => $sfProcess['Name'],
'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',
'is_selectable' => $sfProcess['IsActive'],
]);
$this->importBusinessProcessStages($businessProcess);
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets business process stages.
*/
private function importBusinessProcessStages(BusinessProcess $businessProcess): void
{
$query = '
SELECT
Metadata
FROM
BusinessProcess
WHERE
Id = :processId';
try {
$stages = [];
$sfProcessStages = $this->queryHandler->metadata($query, [
'processId' => $businessProcess->crm_provider_id,
]);
// There is always 1 result at this point.
$sfProcessStage = $sfProcessStages->current();
// Upsert all processes for the team.
foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {
$sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: "%2C" becomes "," etc.
$stage = $businessProcess->crm->stages()
// This MUST match on label because this API doesn't use API Name.
->where('label', $sanitizedName)
->where('type', $businessProcess->type)
->where('is_selectable', 1)
->first();
if ($stage) {
$stages[] = $stage->id;
}
}
$businessProcess->stages()->sync($stages);
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets record types.
*/
public function importRecordTypes(): void
{
$query = '
SELECT
Id, IsActive, Name, BusinessProcessId, SobjectType
FROM
RecordType';
try {
$sfRecordTypes = $this->queryHandler->query($query);
// Upsert all record types for the process.
foreach ($sfRecordTypes as $sfRecordType) {
$businessProcess = null;
if ($sfRecordType['BusinessProcessId']) {
$businessProcess = $this->config->businessProcesses()
->where('crm_provider_id', $sfRecordType['BusinessProcessId'])
->first();
}
/** @var RecordType $recordType */
$recordType = $this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $sfRecordType['Id'],
], [
'team_id' => $this->team->id,
'type' => mb_strtolower($sfRecordType['SobjectType']),
'name' => $sfRecordType['Name'],
'is_selectable' => $sfRecordType['IsActive'],
'business_process_id' => $businessProcess->id ?? null,
]);
$this->importRecordTypeFieldValues($recordType);
}
} catch (NoResultsException $noResultsException) {
// Do nothing.
}
}
/**
* Import record type - field value mappings. This only works for standard fields.
*/
private function importRecordTypeFieldValues(RecordType $recordType): void
{
try {
$query = '
SELECT
Metadata
FROM
RecordType
WHERE
Id = :recordTypeId';
$sfFields = $this->queryHandler->metadata($query, [
'recordTypeId' => $recordType->crm_provider_id,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$picklists = $sfField['Metadata']['picklistValues'];
foreach ($picklists as $picklist) {
$field = $this->config->fields()->where([
'type' => Field::TYPE_PICKLIST,
'object_type' => $recordType->type,
'crm_provider_id' => $picklist['picklist'],
])->first();
if ($field) {
$fieldValues = [];
foreach ($picklist['values'] as $value) {
// Must decode: "%2C" becomes "," etc.
$fieldValue = $field->values()
->where('value', urldecode($value['valueName']))
->first();
if ($fieldValue) {
$fieldValues[] = $fieldValue->id;
}
}
$recordType->fieldValues()->sync($fieldValues);
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$params = [];
$missingStage = null;
if ($types === null) {
$types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];
}
foreach ($types as $type) {
if ($type === Stage::TYPE_LEAD) {
$query = '
SELECT
Id, ApiName, MasterLabel, SortOrder
FROM
LeadStatus';
} else {
$query = '
SELECT
Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability
FROM
OpportunityStage';
}
if ($missingStageName) {
$escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);
$query .= ' WHERE ApiName = :stageName';
$params = [
'stageName' => $escapedStageName,
];
}
try {
$sfStages = $this->queryHandler->query($query, $params);
} catch (NoResultsException $exception) {
$sfStages = [];
}
$missingStage = null;
// Upsert all stages for the team.
foreach ($sfStages as $sfStage) {
$selectable = true;
if (array_key_exists('IsActive', $sfStage)) {
$selectable = $sfStage['IsActive'];
}
$this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);
$stage = $this->config->stages()->updateOrCreate([
'crm_provider_id' => $sfStage['Id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),
'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),
'type' => $type,
'sequence' => $sfStage['SortOrder'] ?? 0,
'is_selectable' => $selectable,
'probability' => $sfStage['DefaultProbability'] ?? null,
]);
if ($missingStageName && $missingStageName === $sfStage['ApiName']) {
$missingStage = $stage;
}
}
if ($missingStageName && $missingStage === null) {
// If they requested a stage that still doesn't exist, it must be inactive so lazy create it.
$missingStage = $this->config->stages()->create([
'crm_provider_id' => Uuid::uuid4(),
'team_id' => $this->team->id,
'name' => mb_strimwidth($missingStageName, 0, 50),
'label' => mb_strimwidth($missingStageName, 0, 191),
'type' => $type,
'sequence' => 0,
'is_selectable' => 0,
]);
}
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('lead');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Lead
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfLeads = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfLeads as $sfLead) {
// Only sync if previously imported.
if ($this->hasLead($sfLead['Id'])) {
$this->importLead($sfLead);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
$fields = $this->getAllFieldsAsArray('lead');
$sfLead = $this->getRecord('Lead', $crmId, $fields);
return $this->importLead($sfLead);
}
private function importLead($crmData): ?Lead
{
/** @var ?Stage $stage */
$stage = null;
if (isset($crmData['Status'])) {
// Get the current stage.
$stage = $this->config
->stages()
->where('name', $crmData['Status'])
->where('type', Stage::TYPE_LEAD)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);
}
}
// If we have no way of importing this, just return null :(
if ($stage === null) {
return null;
}
$countryCode = $crmData['CountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country name.
if ($countryCode === null && empty($crmData['Country']) !== false) {
$countryCode = $this->convertCountryNameToCode($crmData['Country']);
}
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
$mobilePhone = null;
if (empty($crmData['MobilePhone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['MobilePhone'], 0, 25);
$mobilePhone = phone_e164($countryCode, $number);
}
$convertedDate = null;
$convertedAccount = null;
$convertedOpportunity = null;
$convertedContact = null;
if ($crmData['IsConverted'] == 'true') {
$convertedDate = $crmData['ConvertedDate'];
if (empty($crmData['ConvertedAccountId']) === false) {
$convertedAccount = $this->config
->accounts()
->where('crm_provider_id', $crmData['ConvertedAccountId'])
->first();
if ($convertedAccount === null) {
try {
$convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedOpportunityId']) === false) {
$convertedOpportunity = $this->config
->opportunities()
->where('crm_provider_id', $crmData['ConvertedOpportunityId'])
->first();
if ($convertedOpportunity === null) {
try {
$convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedContactId']) === false) {
$convertedContact = $this->team
->crm
->contacts()
->where('crm_provider_id', $crmData['ConvertedContactId'])
->first();
if ($convertedContact === null) {
try {
$convertedContact = $this->syncContact($crmData['ConvertedContactId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
}
if (empty($crmData['Company'])) {
$company = 'Unknown';
} else {
$company = mb_strimwidth($crmData['Company'], 0, 191);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'] ?? '',
'company' => $company,
'domain' => $domain,
'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',
'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,
'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,
'phone' => $parsedNumber['phone'],
'ext' => $parsedNumber['ext'] ?? null,
'mobile_phone' => $mobilePhone,
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Lead::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'stage_id' => $stage->id,
'record_type_id' => null,
'converted_at' => $convertedDate,
'converted_account_id' => $convertedAccount->id ?? null,
'converted_opportunity_id' => $convertedOpportunity->id ?? null,
'converted_contact_id' => $convertedContact->id ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);
/** @var Lead $lead */
$lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {
$this->eventDispatcher->dispatch(new LeadConverted($lead));
}
$this->handleObjectDeletion($lead, $crmData);
return $lead;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('account');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Account
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfAccounts = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfAccounts as $sfAccount) {
// Only sync if previously imported.
if ($this->hasAccount($sfAccount['Id'])) {
$this->importAccount($sfAccount);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
$fields = $this->getAllFieldsAsArray('account');
if (! in_array('Id', $fields, true)) {
$this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [
'crmId' => $crmId,
'userId' => $this->profile->getUserId(),
]);
return null;
}
$sfAccount = $this->getRecord('Account', $crmId, $fields);
return $this->importAccount($sfAccount);
}
private function importAccount($crmData): Account
{
$countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country names.
if ($countryCode === null && empty($crmData['BillingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);
}
if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);
}
if (empty($crmData['Phone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'], 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
$industry = null;
if (empty($crmData['Industry']) === false) {
$industry = mb_strimwidth($crmData['Industry'], 0, 40);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'],
'name' => mb_strimwidth($crmData['Name'], 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Account::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'industry' => $industry,
'domain' => $domain,
'phone' => $parsedNumber['phone'] ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);
/** @var Account $account */
$account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
$this->handleObjectDeletion($account, $crmData);
return $account;
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
$logParams = $parameters;
$parameters['profile'] = $this->profile;
$logParams['user'] = $this->profile->getUserId();
if (count($strategies) > 1) {
$this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [
'teamId' => $this->team->getUuid(),
'params' => $logParams,
'strategies_count' => count($strategies),
]);
}
foreach ($strategies as $syncStrategy) {
$name = $syncStrategy->getStrategyName();
try {
$sfOpportunities = $syncStrategy->fetchOpportunities($parameters);
$totalRecords = $sfOpportunities->count();
foreach ($sfOpportunities as $sfOpportunity) {
$this->importOpportunity($sfOpportunity);
$syncCount++;
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $noResultsException->getMessage(),
]);
} catch (CrmException $crmException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $crmException->getMessage(),
]);
}
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);
// debug to see how if count of opportunities reaches 1000
if ($syncCount >= 1000) {
$this->logger->info(
'[' . $this->getDisplayName() . '] Sync Opportunities - count warning',
[
'team_id' => $this->team->getId(),
'params' => $logParams,
'count' => $syncCount,
'strategies_count' => count($strategies),
'total_records' => $totalRecords ?? null,
]
);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY
);
$parameters = [
'profile' => $this->profile,
'crm_id' => $crmId,
];
try {
$sfOpportunity = $strategy->fetchOpportunities($parameters);
} catch (HttpNotFoundException $e) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
]);
return null;
} catch (CrmException $crmException) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
'exception' => $crmException->getMessage(),
]);
return null;
}
if ($sfOpportunity instanceof ArrayIterator) {
return $this->importOpportunity($sfOpportunity->getItems());
}
return $this->importOpportunity($sfOpportunity);
}
/**
* @throws HttpNotFoundException
*/
private function importOpportunity($crmData): ?Opportunity
{
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$account = null;
if (empty($crmData['AccountId']) === false) {
/** @var ?Account $account */
$account = $this->config->accounts()
->where('crm_provider_id', (string) $crmData['AccountId'])
->first();
if ($account === null) {
$account = $this->syncAccount($crmData['AccountId']);
}
}
$userId = $profile?->getUserId() ?? $account?->getUserId();
if ($user...
|
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Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ImportsBusinessProcessesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceBatchSyncInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteNoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SearchTaskInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmProfileRecordTypesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Enums\\CrmObject;\nuse Jiminny\\Events\\Activities\\Crm\\LeadConverted;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpBadRequestException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\NoResultsException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Calendar\\CalendarEvent;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\ContactRole;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Crm\\RecordType;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\TeamSettings;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\Crm\\RecordTypeFieldValuesRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Helpers\\ArrayIterator;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldHelper;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldTypeConverter;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\FollowupActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\LogActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\RecordManipulationsTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Jiminny\\Utils\\StringUtil;\nuse Ramsey\\Uuid\\Uuid;\nuse Sentry\\Laravel\\Facade as Sentry;\n\nclass Service extends BaseService implements\n SalesforceInterface,\n SalesforceBatchSyncInterface,\n SyncCrmEntitiesInterface,\n SyncCrmProfileRecordTypesInterface,\n ImportsBusinessProcessesInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SearchTaskInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n RemoteNoteEntityManipulationInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncFieldsTrait;\n use DeleteObjectsTrait;\n use RecordManipulationsTrait;\n use ServiceTraits\\BatchSyncTrait;\n use FollowupActivityTrait;\n use LogActivityTrait;\n\n /**\n * Note Body Limit for the Old Note-Taking Tool\n *\n * @var int\n */\n private const int CLASSIC_NOTE_MAX_LENGTH = 32000;\n\n /**\n * Note Content Limit for the New Notes\n *\n * @var int\n */\n private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;\n\n private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';\n\n private const int CACHE_TTL = 600;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400\n\n /**\n * @var Client\n */\n protected $client;\n\n protected PayloadBuilder $payloadBuilder;\n protected QueryHandler $queryHandler;\n\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(\n Client $client,\n PayloadBuilder $payloadBuilder,\n protected Dispatcher $eventDispatcher,\n private readonly CountriesMap $countriesMap,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->payloadBuilder = $payloadBuilder;\n $this->queryHandler = app(QueryHandler::class, [\n 'client' => $this->client,\n 'logger' => $this->logger,\n ]);\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Salesforce';\n }\n\n public function getJobDelay(): int\n {\n return 1;\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);\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 ($activity, $crmProviderId) {\n $playbook = $this->getPlaybookFromActivity($activity);\n\n if ($playbook === null) {\n $this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [\n 'activity' => $activity->getId(),\n 'crm_provider_id' => $crmProviderId,\n ]);\n\n return false;\n }\n\n $objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';\n\n try {\n $record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);\n\n return ! empty($record) && ($record['IsDeleted'] ?? false) === false;\n } catch (HttpNotFoundException|HttpBadRequestException) {\n $this->logger->info('[Salesforce] Activity record not found during verification', [\n 'activity' => $activity->getId(),\n 'object_type' => $objectType,\n 'crm_provider_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n });\n }\n\n public function query(string $queryToRun, array $parameters = []): QueryIterator\n {\n // Due to poorly designed external calls, this method cannot be entirely removed\n return $this->queryHandler->query($queryToRun, $parameters);\n }\n\n /*=========== Organization Information ===============*/\n\n /**\n * Get a list of all the API Versions for the instance.\n *\n * @throws CrmException\n *\n * @return mixed\n *\n */\n public function getApiVersions()\n {\n $url = $this->config->crm_base_url . '/services/data';\n\n $response = $this->client->get($url);\n\n return json_decode($response->getBody(), true);\n }\n\n /**\n * Gets the valid recordTypes for a given Salesforce Object via the describe API.\n */\n private function getRecordTypes(string $crmObject): array\n {\n $url = $this->client->getObjectsUrl() . $crmObject . '/describe';\n\n $response = $this->client->get($url);\n $jsonResponse = json_decode($response->getBody(), true);\n\n $fields = [];\n foreach ($jsonResponse['recordTypeInfos'] as $row) {\n $fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];\n }\n\n return $fields;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n $defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::defaultTaskFields()\n : FieldDefinitions::defaultEventFields();\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 return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'Type',\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, Playbook::ACTIVITY_TYPE_EVENT];\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::taskFollowupFieldsFilter()\n : FieldDefinitions::eventFollowupFieldsFilter();\n\n foreach ($fieldFilter as $eachFilter) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n /**\n * This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually\n * Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType\n * Needs to be replaced later on\n */\n public function syncField(Field $field): void\n {\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)\n ? 'activity'\n : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $metadata = $sfField['Metadata'];\n\n $field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);\n $field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());\n $field->is_mandatory = ($metadata['required'] === true);\n $field->length = $metadata['length'];\n $field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '\"'), 0, 191);\n $field->save();\n } else {\n $query = '\n SELECT\n Id, DataType, DeveloperName, Label, Length, Description\n FROM\n FieldDefinition\n WHERE\n DurableId = :entityName';\n\n $entityName = $field->getEntityName();\n $sfFields = $this->queryHandler->metadata($query, [\n 'entityName' => $entityName,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $convertedType = $this->convertFieldType($sfField['DataType'], $entityName);\n $label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);\n\n if ($field->isBusinessType()) {\n $label = 'Opportunity Type';\n }\n\n $field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);\n $field->label = $label;\n $field->type = $convertedType;\n $field->length = $sfField['Length'];\n $field->save();\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n private function convertFieldType(string $from, ?string $entityName = null): string\n {\n $converter = new FieldTypeConverter();\n\n return $converter->convert($from, $entityName);\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?\n 'activity' : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $valueSet = $sfField['Metadata']['valueSet'];\n\n if ($valueSet['valueSetName'] === null) {\n // Local picklist values can be obtained easily.\n $picklistValues = $valueSet['valueSetDefinition']['value'];\n } else {\n // But for some fields, we just get the Global Value Picklist pointer so need to do more work.\n $picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);\n }\n\n // Import all active values.\n foreach ($picklistValues as $i => $sfFieldValue) {\n // Setup default value.\n if ($sfFieldValue['default']) {\n $field->update(['default_value' => $sfFieldValue['valueName']]);\n }\n\n // This comes through as null if active (lol).\n if ($sfFieldValue['isActive'] !== false) {\n $values[] = [\n 'value' => $sfFieldValue['valueName'],\n 'label' => $sfFieldValue['valueName'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['default'],\n ];\n }\n }\n } else {\n $objectFields = $this->getObjectFields($field->object_type);\n $fieldId = $field->crm_provider_id;\n\n // Only work with our field of interest.\n $objectField = array_filter($objectFields, function ($item) use ($fieldId) {\n return $item['name'] === $fieldId;\n });\n\n $objectField = array_shift($objectField);\n if (empty($objectField['picklistValues']) === false) {\n foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {\n // Skip inactive values.\n if ($sfFieldValue['active'] === false) {\n continue;\n }\n\n // Setup default value.\n if ($sfFieldValue['defaultValue']) {\n $field->update(['default_value' => $sfFieldValue['value']]);\n }\n\n $values[] = [\n 'value' => $sfFieldValue['value'],\n 'label' => $sfFieldValue['label'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['defaultValue'],\n ];\n }\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'], $fieldsToPurge, true)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n // Get IDs of the values to be deleted\n $valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);\n $valuesToDeleteIds = $valuesToDelete->pluck('id');\n if (! $valuesToDeleteIds->isEmpty()) {\n $recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);\n $recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());\n\n // Now safely delete from crm_field_values\n $valuesToDelete->delete();\n }\n\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n return $fieldValues;\n }\n\n /**\n * Gets values from Global Value Picklists.\n */\n private function importGlobalValuePicklistValues(string $picklistName): array\n {\n $query = '\n SELECT\n Metadata\n FROM\n GlobalValueSet\n WHERE\n DeveloperName = :picklistName\n LIMIT 1';\n\n try {\n $sfValues = $this->queryHandler->metadata($query, [\n 'picklistName' => $picklistName,\n ]);\n\n // There is always 1 result at this point.\n $sfValue = $sfValues->current();\n\n return $sfValue['Metadata']['customValue'];\n } catch (NoResultsException $noResultsException) {\n // Nothing returned.\n\n return [];\n }\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileRecordTypes(): void\n {\n $objectTypes = [\n 'lead',\n 'account',\n 'contact',\n 'opportunity',\n 'task',\n 'event',\n ];\n\n foreach ($objectTypes as $objectType) {\n try {\n $crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));\n\n foreach ($crmRecordTypes as $crmRecordType) {\n // If the record type is default and not the Master type, set this.\n if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmRecordType['recordTypeId'])\n ->first();\n\n if ($recordType) {\n $this->profile->{$objectType . '_record_type_id'} = $recordType->id;\n }\n }\n }\n } catch (HttpNotFoundException $exception) {\n Log::error('No access to ' . $objectType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n if ($this->profile->isDirty()) {\n $this->profile->save();\n }\n }\n\n /**\n * Gets business processes.\n */\n public function importBusinessProcesses(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, TableEnumOrId\n FROM\n BusinessProcess\n WHERE\n TableEnumOrId IN (\\'Lead\\',\\'Opportunity\\')';\n\n try {\n $sfProcesses = $this->queryHandler->query($query);\n\n // Upsert all processes for the team.\n foreach ($sfProcesses as $sfProcess) {\n /** @var BusinessProcess $businessProcess */\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $sfProcess['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => $sfProcess['Name'],\n 'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',\n 'is_selectable' => $sfProcess['IsActive'],\n ]);\n\n $this->importBusinessProcessStages($businessProcess);\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets business process stages.\n */\n private function importBusinessProcessStages(BusinessProcess $businessProcess): void\n {\n $query = '\n SELECT\n Metadata\n FROM\n BusinessProcess\n WHERE\n Id = :processId';\n\n try {\n $stages = [];\n $sfProcessStages = $this->queryHandler->metadata($query, [\n 'processId' => $businessProcess->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfProcessStage = $sfProcessStages->current();\n\n // Upsert all processes for the team.\n foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {\n $sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: \"%2C\" becomes \",\" etc.\n\n $stage = $businessProcess->crm->stages()\n // This MUST match on label because this API doesn't use API Name.\n ->where('label', $sanitizedName)\n ->where('type', $businessProcess->type)\n ->where('is_selectable', 1)\n ->first();\n\n if ($stage) {\n $stages[] = $stage->id;\n }\n }\n\n $businessProcess->stages()->sync($stages);\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets record types.\n */\n public function importRecordTypes(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, BusinessProcessId, SobjectType\n FROM\n RecordType';\n\n try {\n $sfRecordTypes = $this->queryHandler->query($query);\n\n // Upsert all record types for the process.\n foreach ($sfRecordTypes as $sfRecordType) {\n $businessProcess = null;\n if ($sfRecordType['BusinessProcessId']) {\n $businessProcess = $this->config->businessProcesses()\n ->where('crm_provider_id', $sfRecordType['BusinessProcessId'])\n ->first();\n }\n\n /** @var RecordType $recordType */\n $recordType = $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $sfRecordType['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'type' => mb_strtolower($sfRecordType['SobjectType']),\n 'name' => $sfRecordType['Name'],\n 'is_selectable' => $sfRecordType['IsActive'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n $this->importRecordTypeFieldValues($recordType);\n }\n } catch (NoResultsException $noResultsException) {\n // Do nothing.\n }\n }\n\n /**\n * Import record type - field value mappings. This only works for standard fields.\n */\n private function importRecordTypeFieldValues(RecordType $recordType): void\n {\n try {\n $query = '\n SELECT\n Metadata\n FROM\n RecordType\n WHERE\n Id = :recordTypeId';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'recordTypeId' => $recordType->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $picklists = $sfField['Metadata']['picklistValues'];\n\n foreach ($picklists as $picklist) {\n $field = $this->config->fields()->where([\n 'type' => Field::TYPE_PICKLIST,\n 'object_type' => $recordType->type,\n 'crm_provider_id' => $picklist['picklist'],\n ])->first();\n\n if ($field) {\n $fieldValues = [];\n\n foreach ($picklist['values'] as $value) {\n // Must decode: \"%2C\" becomes \",\" etc.\n $fieldValue = $field->values()\n ->where('value', urldecode($value['valueName']))\n ->first();\n\n if ($fieldValue) {\n $fieldValues[] = $fieldValue->id;\n }\n }\n\n $recordType->fieldValues()->sync($fieldValues);\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $params = [];\n $missingStage = null;\n if ($types === null) {\n $types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];\n }\n\n foreach ($types as $type) {\n if ($type === Stage::TYPE_LEAD) {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, SortOrder\n FROM\n LeadStatus';\n } else {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability\n FROM\n OpportunityStage';\n }\n\n if ($missingStageName) {\n $escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);\n\n $query .= ' WHERE ApiName = :stageName';\n\n $params = [\n 'stageName' => $escapedStageName,\n ];\n }\n\n try {\n $sfStages = $this->queryHandler->query($query, $params);\n } catch (NoResultsException $exception) {\n $sfStages = [];\n }\n\n $missingStage = null;\n\n // Upsert all stages for the team.\n foreach ($sfStages as $sfStage) {\n $selectable = true;\n if (array_key_exists('IsActive', $sfStage)) {\n $selectable = $sfStage['IsActive'];\n }\n\n $this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);\n\n $stage = $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $sfStage['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),\n 'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),\n 'type' => $type,\n 'sequence' => $sfStage['SortOrder'] ?? 0,\n 'is_selectable' => $selectable,\n 'probability' => $sfStage['DefaultProbability'] ?? null,\n ]);\n\n if ($missingStageName && $missingStageName === $sfStage['ApiName']) {\n $missingStage = $stage;\n }\n }\n\n if ($missingStageName && $missingStage === null) {\n // If they requested a stage that still doesn't exist, it must be inactive so lazy create it.\n $missingStage = $this->config->stages()->create([\n 'crm_provider_id' => Uuid::uuid4(),\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($missingStageName, 0, 50),\n 'label' => mb_strimwidth($missingStageName, 0, 191),\n 'type' => $type,\n 'sequence' => 0,\n 'is_selectable' => 0,\n ]);\n }\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('lead');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Lead\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfLeads = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfLeads as $sfLead) {\n // Only sync if previously imported.\n if ($this->hasLead($sfLead['Id'])) {\n $this->importLead($sfLead);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n $fields = $this->getAllFieldsAsArray('lead');\n\n $sfLead = $this->getRecord('Lead', $crmId, $fields);\n\n return $this->importLead($sfLead);\n }\n\n private function importLead($crmData): ?Lead\n {\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['Status'])) {\n // Get the current stage.\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['Status'])\n ->where('type', Stage::TYPE_LEAD)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);\n }\n }\n\n // If we have no way of importing this, just return null :(\n if ($stage === null) {\n return null;\n }\n\n $countryCode = $crmData['CountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['Country']) !== false) {\n $countryCode = $this->convertCountryNameToCode($crmData['Country']);\n }\n\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n $mobilePhone = null;\n if (empty($crmData['MobilePhone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['MobilePhone'], 0, 25);\n $mobilePhone = phone_e164($countryCode, $number);\n }\n\n $convertedDate = null;\n $convertedAccount = null;\n $convertedOpportunity = null;\n $convertedContact = null;\n\n if ($crmData['IsConverted'] == 'true') {\n $convertedDate = $crmData['ConvertedDate'];\n\n if (empty($crmData['ConvertedAccountId']) === false) {\n $convertedAccount = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmData['ConvertedAccountId'])\n ->first();\n\n if ($convertedAccount === null) {\n try {\n $convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedOpportunityId']) === false) {\n $convertedOpportunity = $this->config\n ->opportunities()\n ->where('crm_provider_id', $crmData['ConvertedOpportunityId'])\n ->first();\n\n if ($convertedOpportunity === null) {\n try {\n $convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedContactId']) === false) {\n $convertedContact = $this->team\n ->crm\n ->contacts()\n ->where('crm_provider_id', $crmData['ConvertedContactId'])\n ->first();\n\n if ($convertedContact === null) {\n try {\n $convertedContact = $this->syncContact($crmData['ConvertedContactId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n }\n\n if (empty($crmData['Company'])) {\n $company = 'Unknown';\n } else {\n $company = mb_strimwidth($crmData['Company'], 0, 191);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? '',\n 'company' => $company,\n 'domain' => $domain,\n 'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',\n 'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,\n 'phone' => $parsedNumber['phone'],\n 'ext' => $parsedNumber['ext'] ?? null,\n 'mobile_phone' => $mobilePhone,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Lead::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'stage_id' => $stage->id,\n 'record_type_id' => null,\n 'converted_at' => $convertedDate,\n 'converted_account_id' => $convertedAccount->id ?? null,\n 'converted_opportunity_id' => $convertedOpportunity->id ?? null,\n 'converted_contact_id' => $convertedContact->id ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);\n\n /** @var Lead $lead */\n $lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {\n $this->eventDispatcher->dispatch(new LeadConverted($lead));\n }\n\n $this->handleObjectDeletion($lead, $crmData);\n\n return $lead;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('account');\n\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Account\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfAccounts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfAccounts as $sfAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($sfAccount['Id'])) {\n $this->importAccount($sfAccount);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n $fields = $this->getAllFieldsAsArray('account');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfAccount = $this->getRecord('Account', $crmId, $fields);\n\n return $this->importAccount($sfAccount);\n }\n\n private function importAccount($crmData): Account\n {\n $countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country names.\n if ($countryCode === null && empty($crmData['BillingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);\n }\n\n if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);\n }\n\n if (empty($crmData['Phone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'], 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n $industry = null;\n if (empty($crmData['Industry']) === false) {\n $industry = mb_strimwidth($crmData['Industry'], 0, 40);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'],\n 'name' => mb_strimwidth($crmData['Name'], 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Account::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'industry' => $industry,\n 'domain' => $domain,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);\n\n /** @var Account $account */\n $account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($account, $crmData);\n\n return $account;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n $logParams = $parameters;\n $parameters['profile'] = $this->profile;\n $logParams['user'] = $this->profile->getUserId();\n\n if (count($strategies) > 1) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [\n 'teamId' => $this->team->getUuid(),\n 'params' => $logParams,\n 'strategies_count' => count($strategies),\n ]);\n }\n\n foreach ($strategies as $syncStrategy) {\n $name = $syncStrategy->getStrategyName();\n\n try {\n $sfOpportunities = $syncStrategy->fetchOpportunities($parameters);\n $totalRecords = $sfOpportunities->count();\n\n foreach ($sfOpportunities as $sfOpportunity) {\n $this->importOpportunity($sfOpportunity);\n $syncCount++;\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $noResultsException->getMessage(),\n ]);\n } catch (CrmException $crmException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $crmException->getMessage(),\n ]);\n }\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);\n\n // debug to see how if count of opportunities reaches 1000\n if ($syncCount >= 1000) {\n $this->logger->info(\n '[' . $this->getDisplayName() . '] Sync Opportunities - count warning',\n [\n 'team_id' => $this->team->getId(),\n 'params' => $logParams,\n 'count' => $syncCount,\n 'strategies_count' => count($strategies),\n 'total_records' => $totalRecords ?? null,\n ]\n );\n }\n\n return $syncCount;\n }\n\n\n /**\n * @inheritdoc\n */\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategy = $this->opportunitySyncStrategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY\n );\n\n $parameters = [\n 'profile' => $this->profile,\n 'crm_id' => $crmId,\n ];\n\n try {\n $sfOpportunity = $strategy->fetchOpportunities($parameters);\n } catch (HttpNotFoundException $e) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n ]);\n\n return null;\n } catch (CrmException $crmException) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n 'exception' => $crmException->getMessage(),\n ]);\n\n return null;\n }\n\n if ($sfOpportunity instanceof ArrayIterator) {\n return $this->importOpportunity($sfOpportunity->getItems());\n }\n\n return $this->importOpportunity($sfOpportunity);\n }\n\n /**\n * @throws HttpNotFoundException\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $account = null;\n if (empty($crmData['AccountId']) === false) {\n /** @var ?Account $account */\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $userId = $profile?->getUserId() ?? $account?->getUserId();\n if ($userId === null) {\n $this->logger->error('[Salesforce] | Skip import, no user_id found', [\n 'id' => $crmData['Id'],\n ]);\n\n return null;\n }\n\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['StageName'])) {\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['StageName'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->orderBy('is_selectable', 'DESC')\n ->orderBy('id')\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData['StageName']);\n }\n }\n\n $recordType = null;\n if (empty($crmData['RecordTypeId']) === false) {\n /** @var ?RecordType $recordType */\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmData['RecordTypeId'])\n ->first();\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $closeDate = null;\n if (empty($crmData['CloseDate']) === false) {\n $closeDate = Carbon::parse($crmData['CloseDate'])->format('Y-m-d');\n }\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $userId,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => mb_strimwidth($crmData['Name'] ?? '', 0, 128),\n 'value' => $crmData[$valueFieldName],\n 'currency_code' => CurrencyFormatter::formatCode($crmData['CurrencyIsoCode'] ?? null),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData['IsClosed'],\n 'is_won' => $crmData['IsWon'],\n 'stage_id' => $stage?->id ?? null,\n 'record_type_id' => $recordType->id ?? null,\n 'remotely_created_at' => $createdDate,\n 'probability' => $crmData['Probability'] ?? null,\n 'forecast_category' => $crmData['ForecastCategoryName'] ?? null,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->opportunities(), $crmData['Id']);\n\n // Do not allow locked DB tables & other errors\n // to interrupt the process of reverting the trashed opportunities\n try {\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()\n ->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n\n $this->importOpportunityCrmFieldData($crmData, $crmFields, $opportunity->id);\n\n $this->handleObjectDeletion($opportunity, $crmData);\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n } catch (Exception $exception) {\n Sentry::captureException($exception);\n\n $this->logger->error('[Salesforce] importOpportunity failure.', [\n 'crm_provider_id' => $crmData['Id'],\n 'team_id' => $this->team->id,\n 'exception' => $exception->getMessage(),\n ]);\n\n $this->handleEntityDeletionByProviderId($this->config->opportunities(), $crmData);\n }\n\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('contact');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Contact\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfContacts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfContacts as $sfContact) {\n // Only sync if previously imported.\n if ($this->hasContact($sfContact['Id'])) {\n $this->importContact($sfContact);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::CONTACT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n $fields = $this->getAllFieldsAsArray('contact');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync contact cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfContact = $this->getRecord('Contact', $crmId, $fields);\n\n return $this->importContact($sfContact);\n }\n\n private function importContact($crmData): Contact\n {\n $account = null;\n // Contacts may not have accounts...\n if (isset($crmData['AccountId'])) {\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $countryCode = $crmData['MailingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['MailingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['MailingCountry']);\n\n if ($countryCode === null && $account) {\n $countryCode = $account->country_code;\n }\n }\n\n $ext = null;\n $parsedNumber = [];\n if (empty($crmData['Phone']) === false) {\n $number = Str::limit($crmData['Phone'], 25, '');\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n if (empty($parsedNumber['ext']) === false) {\n $ext = Str::limit($parsedNumber['ext'], 10, '');\n }\n }\n\n $mobileNumber = null;\n if (empty($crmData['MobilePhone']) === false) {\n $mobileNumber = Str::limit(phone_e164($countryCode, $crmData['MobilePhone']), 25, '');\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => ($crmData['Name'] ?? null) !== null ? mb_strimwidth($crmData['Name'], 0, 100) : '',\n 'title' => ($crmData['Title'] ?? null) !== null ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => ($crmData['Email'] ?? null) !== null ? mb_strimwidth($crmData['Email'], 0, 191) : null,\n 'country_code' => $countryCode,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $ext,\n 'mobile_phone' => $mobileNumber,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Contact::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->contacts(), $crmData['Id']);\n\n /** @var Contact $contact */\n $contact = $this->config->contacts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($contact, $crmData);\n\n return $contact;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n $fields = [\n 'InstanceName',\n 'OrganizationType',\n 'IsSandbox',\n ];\n\n $orgValues = $this->getRecord('Organization', $this->config->crm_provider_id, $fields);\n\n $edition = null;\n switch ($orgValues['OrganizationType']) {\n case 'Developer Edition':\n $edition = Configuration::EDITION_DEVELOPER;\n\n break;\n\n case 'Professional Edition':\n $edition = Configuration::EDITION_PROFESSIONAL;\n\n break;\n\n case 'Enterprise Edition':\n $edition = Configuration::EDITION_ENTERPRISE;\n\n break;\n }\n\n $this->config->edition = $edition;\n $this->config->instance = $orgValues['InstanceName'];\n\n // XXX: How can this state be possible?\n if ($this->config->version === null) {\n $this->config->version = Client::MIN_API_VERSION;\n }\n\n $installedVersion = $this->getInstalledAppVersion();\n if ($installedVersion !== null) {\n $installedVersion = (string) $this->getInstalledAppVersion();\n }\n\n $this->config->installed_app_version = $installedVersion;\n\n $this->config->save();\n }\n\n public function getInstalledAppVersion(): ?string\n {\n try {\n $query = '\n SELECT\n SubscriberPackageVersion.MajorVersion,\n SubscriberPackageVersion.MinorVersion,\n SubscriberPackageVersion.PatchVersion,\n SubscriberPackageVersion.BuildNumber\n FROM\n InstalledSubscriberPackage\n WHERE\n SubscriberPackageId = :packageId\n ';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'packageId' => self::INSTALLED_PACKAGE_ID,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Grab version number.\n $version = $sfField['SubscriberPackageVersion']['MajorVersion'] .\n $sfField['SubscriberPackageVersion']['MinorVersion'] .\n $sfField['SubscriberPackageVersion']['PatchVersion'] .\n $sfField['SubscriberPackageVersion']['BuildNumber'];\n } catch (\\Exception) {\n $version = null;\n }\n\n return $version;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws \\Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For SF we also check if Log Notes is enabled.\n if ($this->profile->log_notes === Profile::LOG_NOTE_NONE) {\n return;\n }\n\n if ($activity->opportunity_id && $activity->prospect === null) {\n return;\n }\n\n try {\n $transcriptionData = $this->generateTranscription($activity);\n\n $noteMaxLength = $this->profile->log_notes === Profile::LOG_NOTE_ENHANCED\n ? self::ENHANCED_NOTE_MAX_LENGTH\n : self::CLASSIC_NOTE_MAX_LENGTH;\n\n $title = 'Transcript for ';\n $title .= $activity->title ?? $activity->activity_title;\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($transcriptionData, 0, $noteMaxLength);\n\n if ($activity->opportunity_id) {\n $objectId = $activity->opportunity->crm_provider_id;\n } else {\n $objectId = $activity->prospect->crm_provider_id;\n }\n\n $noteId = $this->saveNote($title, $body, $objectId);\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 public function saveNote(string $title, string $body, string $objectId, ?NoteObject $noteObject = null): ?string\n {\n $noteId = null;\n\n try {\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $noteId = $this->buildEnhancedNote($title, $body, $objectId);\n } else {\n $noteId = $this->buildClassicNote($title, $body, $objectId);\n }\n } catch (HttpNotFoundException $exception) {\n // The profile not having access to create Enhanced Notes. Set their preference to Classic.\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $this->profile->update([\n 'log_notes' => Profile::LOG_NOTE_CLASSIC,\n ]);\n }\n }\n\n return $noteId;\n }\n\n /**\n * This is using the \"Enhanced\" Notes feature, NOT the \"Notes & Attachments\" feature being deprecated.\n *\n * @url https://salesforce.stackexchange.com/questions/104408/how-can-i-create-an-account-note-or-contact-note-via-api-that-is-visible-in-sale\n */\n private function buildEnhancedNote(string $title, string $body, string $objectId): string\n {\n // Decode stored entities, escape HTML (without quoting), then convert line breaks for Salesforce formatting\n $decodedBody = html_entity_decode($body, ENT_QUOTES | ENT_HTML5);\n $sanitizedBody = htmlspecialchars($decodedBody, ENT_NOQUOTES, 'UTF-8', false);\n $content = nl2br($sanitizedBody, false);\n $note = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'Title' => $title,\n 'Content' => base64_encode($content),\n ];\n\n $noteId = $this->createRecord('ContentNote', $note);\n\n $link = [\n 'ContentDocumentId' => $noteId,\n 'LinkedEntityId' => $objectId,\n 'ShareType' => 'I',\n ];\n\n $this->createRecord('ContentDocumentLink', $link);\n\n return $noteId;\n }\n\n private function buildClassicNote(string $title, string $body, string $objectId): string\n {\n if (in_array($this->parseObjectType($objectId), [Field::OBJECT_TASK, Field::OBJECT_EVENT])) {\n $this->logger->info('[Salesforce] Summary not sent', [\n 'profile_id' => $this->profile->id,\n 'objectId' => $objectId,\n 'reason' => 'Classical Note does not support Task/Event relation',\n ]);\n\n return '';\n }\n\n $titleTrimmed = null;\n\n if (mb_strlen($title) > 80) {\n $titleTrimmed = substr($title, 0, 77) . '...';\n }\n $payload = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'IsPrivate' => false,\n 'Title' => $titleTrimmed ?? $title,\n 'Body' => $titleTrimmed ? $title . PHP_EOL . $body : $body,\n 'ParentId' => $objectId,\n ];\n\n return $this->createRecord('Note', $payload);\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n if ($this->profile === null) {\n return [];\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $limitValues = ['limit' => $this->limit, 'offset' => $this->offset];\n $sosl = $queryBuilder->buildFindQuery($name, $scopes, $limitValues);\n\n $this->logger->info('[Salesforce] Find prospects', [\n 'profile_id' => $this->profile->id,\n 'sosl_query' => $sosl,\n 'search_string' => $name,\n 'scopes' => $scopes,\n ]);\n\n $data = Cache::remember($this->profile->id . $sosl, self::CACHE_TTL, function () use ($sosl) {\n $data = [];\n\n try {\n // Hit remote API.\n $objects = $this->queryHandler->search($sosl);\n\n // Build mapped list.\n foreach ($objects as $object) {\n $type = strtolower($object['attributes']['type']);\n\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n 'crmUrl' => $this->generateProviderUrl($object['Id'], $type),\n ];\n\n switch ($type) {\n case 'lead':\n if (empty($object['Company']) === false) {\n $record['organization'] = $object['Company'];\n }\n\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_LEAD)\n ->where('name', $object['Status'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_LEAD], $object['Status']);\n }\n\n if ($stage) {\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n }\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n break;\n\n case 'account':\n if (empty($object['Industry']) === false) {\n $record['industry'] = $object['Industry'];\n $record['detailsLine'] = $object['Industry'];\n }\n if (! empty($object['PersonEmail'])) {\n $record['detailsLine'] = $object['PersonEmail'];\n }\n\n break;\n\n case 'contact':\n // For contacts, we should try and fetch their account name too.\n if ($object['AccountId']) {\n // Cheaper to get this locally.\n $account = $this->config->accounts()\n ->where('crm_provider_id', $object['AccountId'])\n ->first(['name']);\n\n if ($account) {\n $record['organization'] = $account->name;\n }\n }\n\n if (! empty($object['IsPersonAccount']) && $object['Email']) {\n $record['detailsLine'] = $object['Email'];\n } else {\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n }\n\n break;\n }\n\n // Add phone numbers to record.\n if (empty($object['Phone']) === false && $object['Phone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['Phone'],\n 'nationalFormat' => phone_national($this->profile->user->country_code, $object['Phone']),\n 'type' => 'phone',\n ];\n }\n\n if (empty($object['MobilePhone']) === false && $object['MobilePhone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['MobilePhone'],\n 'nationalFormat' => phone_national(\n $this->profile->user->country_code,\n $object['MobilePhone']\n ),\n 'type' => 'mobile',\n ];\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n $data = [];\n }\n\n return $data;\n });\n\n return $data;\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 ? $profile->getCrmProviderId() : null;\n }\n\n try {\n // Perhaps their profile has no opportunity permissions.\n if ($this->profile === null || $this->profile->opportunity_fields === null) {\n return $data;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildFindOpportunitiesQuery();\n\n $objects = $this->queryHandler->query($query, ['accountId' => $crmAccountId]);\n\n foreach ($objects as $object) {\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'won' => $object['IsWon'],\n 'closed' => $object['IsClosed'],\n ];\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n if (empty($object[$valueFieldName]) === false) {\n $currency = $object['CurrencyIsoCode'] ?? $this->config->default_currency;\n $value = formatCurrency($object[$valueFieldName], $currency);\n\n $record += [\n 'value' => $value,\n ];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->where('name', $object['StageName'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $object['StageName']);\n }\n\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n if ($ownerId && isset($object['OwnerId']) && $object['OwnerId'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n return $data;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n public function getContactRolesFromCrm(?Carbon $since = null): array\n {\n $roles = [];\n\n if ($this->profile === null) {\n return $roles;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n\n $query = $queryBuilder->buildGetContactRolesQuery($since);\n\n try {\n $objects = $this->queryHandler->query($query);\n\n foreach ($objects as $object) {\n $roles[] = [\n 'id' => $object['Id'],\n 'contactId' => $object['ContactId'],\n 'opportunityId' => $object['OpportunityId'],\n 'ownerId' => $object['Opportunity']['OwnerId'] ?? null,\n 'isPrimary' => $object['IsPrimary'],\n 'role' => $object['Role'],\n ];\n }\n } catch (NoResultsException) {\n // Just return an empty array.\n $this->logger->info('[Salesforce] No contact roles found', [\n 'since' => $since?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n }\n\n return $roles;\n }\n\n public function syncContactRoles(Carbon $since): int\n {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $crmContactRoles = $this->getContactRolesFromCrm(since: $since);\n $syncCount = 0;\n $contactRoles = [];\n\n foreach ($crmContactRoles as $crmContactRole) {\n $contactRoles[] = $this->importContactRole($crmContactRole);\n $syncCount++;\n }\n\n $contactRoleRepository->saveContactRoles($contactRoles);\n\n $this->syncRemotelyDeletedContactRoles();\n\n return $syncCount;\n }\n\n private function importContactRole(array $contactRole): array\n {\n $contact = $this->config->contacts()\n ->where('crm_provider_id', $contactRole['contactId'])\n ->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($contactRole['contactId']);\n }\n\n $opportunity = $this->config->opportunities()\n ->where('crm_provider_id', $contactRole['opportunityId'])\n ->first();\n\n if ($opportunity === null) {\n $opportunity = $this->syncOpportunity($contactRole['opportunityId']);\n }\n\n $role = null;\n if (! empty($contactRole['role'])) {\n $role = mb_strimwidth($contactRole['role'], 0, 191);\n }\n\n return [\n 'crm_configuration_id' => $this->config->getId(),\n 'contact_id' => $contact->getId(),\n 'crm_provider_id' => $contactRole['id'],\n 'subject_type' => ContactRole::SUBJECT_TYPE_OPPORTUNITY,\n 'subject_id' => $opportunity->getId(),\n 'is_primary' => $contactRole['isPrimary'],\n 'role' => $role,\n ];\n }\n\n protected function syncRemotelyDeletedContactRoles(): bool\n {\n try {\n $deletedRemotely = $this->queryHandler->queryDeleted('OpportunityContactRole');\n } catch (NoResultsException $e) {\n return false;\n }\n\n $deletedOpportunities = $deletedRemotely->getResults();\n $deletedIds = array_column($deletedOpportunities, 'id');\n\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n foreach (array_chunk($deletedIds, self::HARD_DELETE_CHUNK) as $chunk) {\n $contactRoleRepository->deleteContactRoles($chunk);\n\n $this->logger->info('[' . $this->getDisplayName() . '] Remotely deleted opportunities synced', [\n 'teamId' => $this->team->id_string,\n 'remotelyDeletedOpportunities' => $chunk,\n 'count' => count($chunk),\n ]);\n }\n\n return true;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($this->profile->user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_TASK),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any open call for that user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Task\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsDeleted = false\n AND IsClosed = false\n AND (';\n\n if ($objectType === 'account') {\n // This covers tasks tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getEvents(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n $user = $this->profile?->user;\n if ($this->profile === null || $user === null) {\n return $data;\n }\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_EVENT),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any event starting in the last week and ending up until today owned by the user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Event\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= LAST_N_DAYS:7\n AND EndDateTime <= TODAY\n AND (';\n\n if ($objectType === 'account') {\n // This covers events tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['StartDateTime'] ? Carbon::parse($object['StartDateTime'])->toIso8601String() : null;\n\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\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 $userId = null): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($email, Field::TYPE_EMAIL);\n if ($sosl === null) {\n return null;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $email,\n QueryHandler::PRIORITISE_EMAIL\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException $e) {\n // Try the account next.\n if ($this->profile->account_fields === null) {\n return null;\n }\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n // SF improved search - strip the domain extension, min domain name length 4\n return $this->getCompanyNameFromEmail(email: $email, minNameLength: 4);\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 = $domain;\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByDomainQuery($companyName);\n\n try {\n $objects = $this->queryHandler->search($sosl);\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException) {\n return null;\n }\n }\n\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Don't bother looking up numbers that are masked.\n if (str_contains($phone, '**')) {\n return null;\n }\n\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $phoneNational = phone_national(null, $phone) ?? '';\n $possiblePhoneFormats = collect([\n preg_replace('/\\D/', '', ltrim($phone, '0+')),\n preg_replace('/\\D/', '', $phoneNational),\n formatDashPhoneNumber($phone),\n $phoneNational,\n ])\n ->filter() // Removes null and empty strings\n ->unique()\n ->values();\n\n foreach ($possiblePhoneFormats as $phone) {\n $sosl = $queryBuilder->buildMatchByQuery($phone, Field::TYPE_PHONE);\n if ($sosl === null) {\n continue;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $phone,\n QueryHandler::PRIORITISE_PHONE\n );\n\n return $this->convertCrmData($objects, $userId);\n } catch (NoResultsException) {\n continue;\n }\n }\n\n return null;\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 protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->profile->id . $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 /** Determine the CRM Objects which represent the call activity. */\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 if ($this->profile === null) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($name, 'name');\n if ($sosl === null) {\n return false;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n } catch (NoResultsException $e) {\n return false;\n }\n\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $name,\n QueryHandler::PRIORITISE_NAME\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return (! empty(array_filter($data))) ? $data : false;\n });\n\n return is_array($result) ? $result : 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(QueryIterator $objects, ?int $userId = null): array\n {\n $lead = null;\n $contact = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n if ($objects->count() > 0) {\n $object = $objects->current();\n\n if ($object['attributes']['type'] === 'Lead') {\n $lead = $this->importLead($object);\n\n // Lead might not be imported if the Stage is null for example.\n if ($lead) {\n $countryCode = $lead->country_code;\n $stage = $lead->stage;\n }\n } else {\n if ($object['attributes']['type'] === 'Contact') {\n $contact = $this->importContact($object);\n $account = $contact->account;\n } else {\n $account = $this->importAccount($object);\n }\n\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $sfOpportunities = $this->findOpportunities(\n $account?->getCrmProviderId(),\n $contact?->getCrmProviderId(),\n $userId\n );\n\n // Take the first opportunity, which will be ordered as priority based on their settings.\n if (! empty($sfOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($sfOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($stage->type === Stage::TYPE_LEAD) {\n $objectType = 'Lead';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'Status';\n } else {\n $objectType = 'Opportunity';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'StageName';\n }\n\n $headers = [];\n if ($this->config->trigger_assignment_rules === false) {\n // @see: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/headers_autoassign.htm\n $headers = [\n 'Sforce-Auto-Assign' => 'false',\n ];\n }\n\n $this->updateRecord($objectType, $objectId, [$objectStageType => $stage->name], $headers);\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, '001')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, '003')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, '00Q')) {\n return 'lead';\n }\n\n if (Str::startsWith($objectId, '006')) {\n return 'opportunity';\n }\n\n if (Str::startsWith($objectId, '00U')) {\n return 'event';\n }\n\n if (Str::startsWith($objectId, '00T')) {\n return 'task';\n }\n\n throw new \\InvalidArgumentException('Unsupported Object Type');\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n $query = $queryBuilder->buildGetUsersQuery($userToSearch);\n\n try {\n $salesforceUsers = $this->queryHandler->query($query, [\n 'active' => true,\n ]);\n } catch (NoResultsException $e) {\n $this->logger->info('[Salesforce] Sync Profiles. No users found', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n $teamRepository = app(TeamRepository::class);\n $customRules = $this->getCustomProfileRules($teamRepository);\n\n foreach ($salesforceUsers as $crmUser) {\n if ($crmUser['Email'] === null) {\n continue;\n }\n\n if (! $this->customProfileValidation($crmUser, $customRules)) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $crmUser['Email']);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $edition = $crmUser['UserPreferencesLightningExperiencePreferred']\n ? Profile::EDITION_LIGHTNING\n : Profile::EDITION_CLASSIC;\n\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->updateOrCreateProfile(\n $user,\n [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $crmUser['Id'],\n ],\n [\n 'user_id' => $user->getId(),\n 'edition' => $edition,\n 'has_external_cti' => ! empty($crmUser['CallCenterId']),\n 'crm_profile_id' => $crmUser['ProfileId'],\n ]\n );\n\n if ($userToSearch instanceof User && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n // Clean up inactive profiles\n try {\n $this->archiveInactiveProfiles();\n } catch (\\Exception $e) {\n $this->logger->warning('[Salesforce] Profile archiving failed', [\n 'teamId' => $this->team->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n // For Salesforce it's easy, we just point every object to the apex domain and they handle it.\n switch ($objectType) {\n case 'lead':\n case 'account':\n case 'contact':\n case 'opportunity':\n case 'task':\n case 'event':\n case 'activity':\n\n $url = $this->config->crm_base_url . '/' . $providerId;\n\n break;\n }\n\n return $url;\n }\n\n public function buildTaskSearchFields(): array\n {\n return ['Id', 'WhoId', 'WhatId', 'AccountId'];\n }\n\n public function getTaskByFilterConditions(\n array $fields,\n array $filters,\n bool $bulkSearch = false,\n bool $strictFilters = true\n ): ?array {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildSearchTaskQuery($fields, $filters, $bulkSearch, $strictFilters);\n\n try {\n if (! $bulkSearch) {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n }\n\n if ($bulkSearch) {\n $objects = $this->queryHandler->query($query);\n $records = [];\n foreach ($objects as $record) {\n $key = $record[end($fields)];\n $records[$key] = $record;\n }\n\n return $records;\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function mapCrmObjects(array $task): array\n {\n $activityData = [];\n\n if (! empty($task['WhoId'])) {\n $type = $this->parseObjectType($task['WhoId']);\n $activityData[$type] = $task['WhoId'];\n }\n if (! empty($task['AccountId'])) {\n $activityData['account'] = $task['AccountId'];\n }\n if (! empty($task['WhatId'])) {\n $activityData['opportunity'] = $task['WhatId'];\n }\n\n return $activityData;\n }\n\n /**\n * Get SF task by Outreach call id.\n */\n public function getTaskByFilter(\n string $activityFieldType,\n array $filters,\n string $operator = '=',\n array $additionalFields = []\n ): ?array {\n $data = [];\n\n try {\n // Default (base) fields.\n $fields = ['Id', 'Subject', 'Description', 'ActivityDate', 'WhoId', 'WhatId', $activityFieldType];\n\n foreach ($additionalFields as $additionalField) {\n $fields[] = $additionalField->crm_provider_id;\n }\n\n $fields = array_unique($fields);\n\n // Find task with the same Outreach id as the call id.\n $query = 'SELECT ' . implode(',', $fields) . '\n FROM Task\n WHERE IsArchived = false AND IsDeleted = false';\n\n foreach ($filters as $key => $value) {\n $key = preg_quote($key, '/');\n $key = str_replace(['\\'', '\"'], '', $key);\n // Prepare the substitution.\n $strKey = \":$key\";\n\n $query .= \" AND $key $operator $strKey\";\n }\n\n $query .= ' ORDER BY LastModifiedDate DESC LIMIT 1';\n\n $objects = $this->queryHandler->query($query, $filters);\n\n // There should be only one task related to this call if any.\n if ($objects->count() === 1) {\n $object = $objects->current();\n\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n\n $data = array_merge($object, [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'summary' => $object['Description'],\n 'due' => $dueDate,\n 'Type' => $object[$activityFieldType],\n ]);\n }\n } catch (NoResultsException $e) {\n // Filters don't match any records.\n } catch (ServiceUnavailableException $serviceUnavailableException) {\n // Service cannot be queried. We should probably log this.\n }\n\n return $data;\n }\n\n /**\n * Get Salesforce fields including datetime fields\n *\n * @param $objectType\n */\n private function getAllFieldsAsArray($objectType): array\n {\n $basicFields = [];\n // Not all users have access to all object fields.\n if ($this->profile->{$objectType . '_fields'}) {\n $basicFields = explode(',', $this->profile->{$objectType . '_fields'});\n }\n\n $extraFields = [\n 'CreatedDate',\n 'LastModifiedDate',\n 'IsDeleted',\n ];\n\n if ($objectType === self::OBJECT_OPPORTUNITY\n && $this->config->opportunity_value_field_id\n && ! in_array($this->config->opportunityValueField->crm_provider_id, $basicFields)\n ) {\n $extraFields[] = $this->config->opportunityValueField->crm_provider_id;\n }\n\n return array_unique(array_merge($basicFields, $extraFields));\n }\n\n /**\n * Generate transcription for activity description.\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 return $this->transcriptionService\n ->findTranscriptionByActivity($activity)\n ->map(static function (array $transcriptionSegment): string {\n return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];\n })\n ->implode(PHP_EOL);\n }\n\n /**\n * Find related Salesforce event based on activity data\n *\n * @return array<string>\n */\n public function fetchRelatedActivity(Activity $activity): array\n {\n $this->logger->info('[Salesforce] Searching for related activity', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n ]);\n\n $sfEvent = $this->fetchRelatedEvent($activity);\n if (empty($sfEvent)) {\n $this->logger->info('[Salesforce] No related activity found', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n 'account' => $activity->hasAccount()\n ? $activity->getAccount()->getCrmProviderId()\n : null,\n ]);\n\n return [];\n }\n\n return $sfEvent;\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n if ($activity->isTypeConference() === false) {\n return null;\n }\n\n if ($activity->hasActualStartTime() === false && $activity->hasScheduledStartTime() === false) {\n return null;\n }\n\n if (! $activity->hasProspect()) {\n $this->logger->info('[Salesforce] Skip look up, Activity not linked to Lead, Contact or Account', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n if ($playbook !== null && $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_TASK) {\n $this->logger->info('[Salesforce] Skip auto-sync for task-based playbook', [\n 'activityUuid' => $activity->getUuid(),\n 'playbookId' => $playbook->getId(),\n 'playbookType' => $playbook->getActivityType(),\n ]);\n\n return null;\n }\n\n try {\n $sfEvent = $this->fetchRelatedActivity($activity);\n if (empty($sfEvent)) {\n return null;\n }\n\n [$activityField, $activityType] = $this->resolveActivityTypeFromEvent($activity, $sfEvent);\n\n $this->logger->info('[Salesforce] Found related activity', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'activityFieldName' => $activityField,\n 'crmActivityType' => ($activityField !== null && isset($sfEvent[$activityField]))\n ? $sfEvent[$activityField]\n : null,\n 'activityType' => $activityType,\n ]);\n\n $userId = $this->findRelatedActivityUserId($activity, $sfEvent);\n\n if ($activity->getUserId() !== $userId) {\n $this->logger->info('[Salesforce] Updating meeting owner', [\n 'activityId' => $activity->getUuid(),\n 'oldUserId' => $activity->getUserId(),\n 'newUserId' => $userId,\n ]);\n }\n\n $this->updateSfEventDescription($activity, $sfEvent);\n\n $activity->update([\n 'user_id' => $userId,\n 'crm_provider_id' => $sfEvent['Id'],\n 'playbook_category_id' => $activityType->id ?? $activity->getCategory()?->getId(),\n ]);\n\n $this->logger->info('[Salesforce] Activity updated', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return $activity;\n } catch (\\Exception $exception) {\n \\Sentry::captureException($exception);\n\n throw $exception;\n }\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n *\n * @return array{0: string|null, 1: mixed}\n */\n private function resolveActivityTypeFromEvent(Activity $activity, array $sfEvent): array\n {\n $activityField = $this->getActivityFieldName($activity);\n $activityType = null;\n\n if ($activityField !== null && ! empty($sfEvent[$activityField])) {\n $playbook = $this->getPlaybook($activity->getUser());\n $activityType = $this->getPlaybookCategory($playbook, strval($sfEvent[$activityField]));\n }\n\n return [$activityField, $activityType];\n }\n\n /**\n * @param array<string> $sfEvent\n */\n private function findRelatedActivityUserId(Activity $activity, array $sfEvent): int\n {\n $userId = $activity->getUserId();\n\n if (empty($sfEvent['OwnerId']) === false) {\n $profile = $this\n ->config\n ->profiles()\n ->where('crm_provider_id', $sfEvent['OwnerId'])\n ->get()\n ->filter(static function (Profile $profile) use ($activity): bool {\n if (! $activity->isTypeConference()) {\n return ! empty($profile->user) ? $profile->user->isStatusActive() : false;\n }\n\n $participants = $activity->getParticipants();\n\n return ! empty($profile->user)\n ? $profile->user->isStatusActive()\n && $profile->user->hasPermission(PermissionEnum::RECORD_MEETING)\n && $participants->contains('user_id', $profile->user_id)\n : false;\n })\n ->first();\n\n if ($profile) {\n $userId = $profile->user_id;\n }\n }\n\n return $userId;\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n */\n private function updateSfEventDescription(Activity $activity, array $sfEvent): void\n {\n try {\n if (str_contains($sfEvent['Description'], $activity->id_string)) {\n return;\n }\n\n $payload = [\n 'Description' => $sfEvent['Description']\n . PHP_EOL\n . PHP_EOL\n . (new DecorateActivity())->generateDescription($activity),\n ];\n\n $this->logger->info('[Salesforce] Update record', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'payload' => $payload,\n ]);\n\n $payload = array_merge(\n $payload,\n $this->payloadBuilder->fetchCustomFieldData($activity, Field::OBJECT_EVENT)\n );\n\n $this->updateRecord('Event', $sfEvent['Id'], $payload);\n } catch (\\Exception) {\n $this->logger->error('[Salesforce] Failed to update record', [\n 'activityUuid' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n ]);\n }\n }\n\n /**\n * Returns the most recently modified Event within time range (if any).\n *\n * @return array|null An Event record from Salesforce.\n */\n private function fetchRelatedEvent(Activity $activity): ?array\n {\n $ownerId = $this->profile?->crm_provider_id;\n if ($ownerId === null) {\n return [];\n }\n\n /** @var ?Carbon $from */\n /** @var ?Carbon $to */\n [$from, $to] = $this->getFromToDates($activity);\n\n try {\n $whoId = null;\n $hasWho = $activity->lead_id || $activity->contact_id;\n if ($hasWho) {\n $whoId = $activity->hasLead()\n ? $activity->getLead()->crm_provider_id\n : $activity->getContact()->crm_provider_id;\n }\n\n if ($hasWho === false && $activity->account_id === null) {\n return null;\n }\n\n $query = $this->buildFetchRelatedEventQuery($activity);\n\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $ownerId,\n 'whoId' => $whoId,\n 'whatId' => $activity->hasOpportunity() ? $activity->getOpportunity()->crm_provider_id : null,\n 'accountId' => $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null,\n 'from' => $from?->format('Y-m-d\\TH:i:s\\Z'),\n 'to' => $to?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($objects as $object) {\n return $object;\n }\n } catch (NoResultsException $e) {\n return [];\n }\n\n return [];\n }\n\n private function getFromToDates(Activity $activity): array\n {\n $from = null;\n $to = null;\n\n /** @var ?CalendarEvent $calendarEvent */\n $calendarEvent = $activity->calendarEvent()->first();\n if ($calendarEvent !== null) {\n $from = $calendarEvent->getStartTime();\n $to = $calendarEvent->getEndTime();\n }\n\n // For non-calendar imported activities\n // Also double check if calendar event dates could be null?\n // If null use what we've got so far\n if ($from === null || $to === null) {\n $from = $activity->hasScheduledStartTime()\n ? $activity->getScheduledStartTime()\n : $activity->getActualStartTime();\n $to = $activity->hasScheduledEndTime()\n ? $activity->getScheduledEndTime()->addMinutes(15)\n : $activity->getActualEndTime();\n }\n\n return [$from, $to];\n }\n\n /**\n * Determines the appropriate activity field name for querying Salesforce events.\n *\n * This method follows a hierarchy to determine the field name:\n * 1. Uses the playbook's activity field if it exists and is in the profile's accessible fields\n * 2. Falls back to the default activity field if the profile has no event fields configured\n * 3. Returns null if no suitable field is found\n *\n * @param Activity $activity The activity to determine the field for\n *\n * @return string|null The field name to use in queries, or null if none is available\n */\n private function getActivityFieldName(Activity $activity): ?string\n {\n if ($this->profile === null) {\n $this->logger->warning('[Salesforce] Cannot determine activity field - profile not found', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $profileEventFields = $this->profile->getFieldsAsArray('event');\n\n if (empty($profileEventFields)) {\n $defaultActivityField = $this->getDefaultActivityField(Field::OBJECT_EVENT);\n $defaultFieldName = $defaultActivityField?->getAttribute('crm_provider_id');\n // Profile not yet synced — fall back to the default activity field.\n // There is a small chance that the profile won't have Default Activity Type field access\n // in which case the query will fail.\n // This is however an edge case and should be reviewed for profile sync issues.\n Sentry::withScope(function (\\Sentry\\State\\Scope $scope) use ($defaultFieldName): void {\n $scope->setContext('details', [\n 'profileId' => $this->profile->id,\n 'defaultField' => $defaultFieldName,\n ]);\n Sentry::captureMessage(\n '[Salesforce] Profile event fields empty, falling back to default activity field.',\n \\Sentry\\Severity::warning()\n );\n });\n\n return $defaultFieldName;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n\n if (! is_null($playbook) && ! is_null($playbook->getActivityField())) {\n $playbookFieldName = $playbook->getActivityField()->getAttribute('crm_provider_id');\n\n if (in_array($playbookFieldName, $profileEventFields, true)) {\n return $playbookFieldName;\n }\n\n $this->logger->warning('[Salesforce] Playbook activity field not found in profile fields', [\n 'activityId' => $activity->getUuid(),\n 'playbookField' => $playbookFieldName,\n 'profileId' => $this->profile->id,\n ]);\n }\n\n return null;\n }\n\n private function buildFetchRelatedEventQuery(Activity $activity): string\n {\n $hasWho = $activity->lead_id || $activity->contact_id;\n\n $activityFieldName = $this->getActivityFieldName($activity);\n $fields = array_filter(['Id', 'Description', 'OwnerId', $activityFieldName]);\n\n $ownerCondition = '(OwnerId = :ownerId OR CreatedById = :ownerId)';\n\n $query = '\n SELECT ' . implode(',', $fields) . '\n FROM Event\n WHERE ' . $ownerCondition . '\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= :from\n AND EndDateTime <= :to\n AND (';\n\n $operator = '';\n if ($activity->account_id) {\n // This covers events tied to a related contact or opportunity too.\n $query .= 'AccountId = :accountId';\n\n $operator = ' OR ';\n }\n\n if ($hasWho) {\n $query .= $operator . 'WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($activity->opportunity_id) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ') ORDER BY LastModifiedDate DESC';\n\n return $query;\n }\n\n public function fetchProspect(array $task): array\n {\n $lead = $account = $opportunity = $contact = $stage = $countryCode = null;\n $externalId = $task['WhoId'] ?? null;\n\n // Lead or Contact\n if ($externalId) {\n try {\n [$lead, $account, $opportunity, $contact, $stage, $countryCode] = $this->parseRecords($externalId);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n // If we happen to know the opportunity or account from the Task, figure that out.\n if (empty($task['WhatId']) === false) {\n // WhatId could be either Account ID or Opportunity ID.\n // If WhatId is Opportunity ID, get the opportunity and stage from the CRM.\n try {\n [, $account, $opportunity, , $stage, ] = $this->parseRecords($task['WhatId']);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n return [$lead, $account, $opportunity, $contact, $stage, $countryCode];\n }\n\n /**\n * Save activity transcription summary as note\n */\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n return $this->saveNote($title, $body, (string) $objectId);\n }\n\n public function getObjectByFilterConditions(string $objectType, array $fields, array $filters): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildObjectSearchQuery($objectType, $fields, $filters);\n\n try {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n private function getCustomProfileRules(TeamRepository $teamRepository): array\n {\n $teamSettings = $teamRepository->getTeamSetting($this->team, 'custom_profile_validation');\n\n if ($teamSettings instanceof TeamSettings && $teamSettings->getValueType() === 'array') {\n $customRules = json_decode($teamSettings->getValue(), true);\n if (is_array($customRules)) {\n return $customRules;\n }\n }\n\n return [];\n }\n\n private function customProfileValidation(array $crmUser, array $customRules): bool\n {\n foreach ($customRules as $customRule) {\n if ($crmUser[$customRule['field']] !== $customRule['value']) {\n return false;\n }\n }\n\n return true;\n }\n\n /**\n * When syncing Contact / Lead / Account / Opportunity / Stage crm entities,\n * validate and restore locally trashed objects,\n * before updating them. Objects are identified by CrmProviderId\n */\n private function restoreAnyTrashedEntity(HasMany $targetEntity, string $crmProviderId): void\n {\n $recordExists = $targetEntity->withTrashed()->where(['crm_provider_id' => $crmProviderId])->first();\n if ($recordExists && $recordExists->trashed()) {\n $recordExists->restore();\n }\n }\n\n #[\\Override] public function supportsNotes(): bool\n {\n return true;\n }\n\n private function getOwnerProfile(?string $ownerId): ?Profile\n {\n if ($ownerId === null) {\n return null;\n }\n\n return $this->config->profiles()\n ->where('crm_provider_id', $ownerId)\n ->first();\n }\n}","depth":2,"bounds":{"left":0.25531915,"top":0.42697525,"width":0.29089096,"height":0.57302475},"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Salesforce;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Illuminate\\Database\\Eloquent\\Relations\\HasMany;\nuse Illuminate\\Events\\Dispatcher;\nuse Illuminate\\Support\\Facades\\Cache;\nuse Illuminate\\Support\\Facades\\Log;\nuse Illuminate\\Support\\Str;\nuse Jiminny\\Component\\Country\\CountriesMap;\nuse Jiminny\\Contracts\\Acl\\PermissionEnum;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ImportsBusinessProcessesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceBatchSyncInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteNoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SearchTaskInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmProfileRecordTypesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Enums\\CrmObject;\nuse Jiminny\\Events\\Activities\\Crm\\LeadConverted;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpBadRequestException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\NoResultsException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Calendar\\CalendarEvent;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\ContactRole;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Crm\\RecordType;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\TeamSettings;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\Crm\\RecordTypeFieldValuesRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Helpers\\ArrayIterator;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldHelper;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldTypeConverter;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\FollowupActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\LogActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\RecordManipulationsTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Jiminny\\Utils\\StringUtil;\nuse Ramsey\\Uuid\\Uuid;\nuse Sentry\\Laravel\\Facade as Sentry;\n\nclass Service extends BaseService implements\n SalesforceInterface,\n SalesforceBatchSyncInterface,\n SyncCrmEntitiesInterface,\n SyncCrmProfileRecordTypesInterface,\n ImportsBusinessProcessesInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SearchTaskInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n RemoteNoteEntityManipulationInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncFieldsTrait;\n use DeleteObjectsTrait;\n use RecordManipulationsTrait;\n use ServiceTraits\\BatchSyncTrait;\n use FollowupActivityTrait;\n use LogActivityTrait;\n\n /**\n * Note Body Limit for the Old Note-Taking Tool\n *\n * @var int\n */\n private const int CLASSIC_NOTE_MAX_LENGTH = 32000;\n\n /**\n * Note Content Limit for the New Notes\n *\n * @var int\n */\n private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;\n\n private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';\n\n private const int CACHE_TTL = 600;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400\n\n /**\n * @var Client\n */\n protected $client;\n\n protected PayloadBuilder $payloadBuilder;\n protected QueryHandler $queryHandler;\n\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(\n Client $client,\n PayloadBuilder $payloadBuilder,\n protected Dispatcher $eventDispatcher,\n private readonly CountriesMap $countriesMap,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->payloadBuilder = $payloadBuilder;\n $this->queryHandler = app(QueryHandler::class, [\n 'client' => $this->client,\n 'logger' => $this->logger,\n ]);\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Salesforce';\n }\n\n public function getJobDelay(): int\n {\n return 1;\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);\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 ($activity, $crmProviderId) {\n $playbook = $this->getPlaybookFromActivity($activity);\n\n if ($playbook === null) {\n $this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [\n 'activity' => $activity->getId(),\n 'crm_provider_id' => $crmProviderId,\n ]);\n\n return false;\n }\n\n $objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';\n\n try {\n $record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);\n\n return ! empty($record) && ($record['IsDeleted'] ?? false) === false;\n } catch (HttpNotFoundException|HttpBadRequestException) {\n $this->logger->info('[Salesforce] Activity record not found during verification', [\n 'activity' => $activity->getId(),\n 'object_type' => $objectType,\n 'crm_provider_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n });\n }\n\n public function query(string $queryToRun, array $parameters = []): QueryIterator\n {\n // Due to poorly designed external calls, this method cannot be entirely removed\n return $this->queryHandler->query($queryToRun, $parameters);\n }\n\n /*=========== Organization Information ===============*/\n\n /**\n * Get a list of all the API Versions for the instance.\n *\n * @throws CrmException\n *\n * @return mixed\n *\n */\n public function getApiVersions()\n {\n $url = $this->config->crm_base_url . '/services/data';\n\n $response = $this->client->get($url);\n\n return json_decode($response->getBody(), true);\n }\n\n /**\n * Gets the valid recordTypes for a given Salesforce Object via the describe API.\n */\n private function getRecordTypes(string $crmObject): array\n {\n $url = $this->client->getObjectsUrl() . $crmObject . '/describe';\n\n $response = $this->client->get($url);\n $jsonResponse = json_decode($response->getBody(), true);\n\n $fields = [];\n foreach ($jsonResponse['recordTypeInfos'] as $row) {\n $fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];\n }\n\n return $fields;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n $defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::defaultTaskFields()\n : FieldDefinitions::defaultEventFields();\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 return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'Type',\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, Playbook::ACTIVITY_TYPE_EVENT];\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::taskFollowupFieldsFilter()\n : FieldDefinitions::eventFollowupFieldsFilter();\n\n foreach ($fieldFilter as $eachFilter) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n /**\n * This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually\n * Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType\n * Needs to be replaced later on\n */\n public function syncField(Field $field): void\n {\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)\n ? 'activity'\n : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $metadata = $sfField['Metadata'];\n\n $field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);\n $field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());\n $field->is_mandatory = ($metadata['required'] === true);\n $field->length = $metadata['length'];\n $field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '\"'), 0, 191);\n $field->save();\n } else {\n $query = '\n SELECT\n Id, DataType, DeveloperName, Label, Length, Description\n FROM\n FieldDefinition\n WHERE\n DurableId = :entityName';\n\n $entityName = $field->getEntityName();\n $sfFields = $this->queryHandler->metadata($query, [\n 'entityName' => $entityName,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $convertedType = $this->convertFieldType($sfField['DataType'], $entityName);\n $label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);\n\n if ($field->isBusinessType()) {\n $label = 'Opportunity Type';\n }\n\n $field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);\n $field->label = $label;\n $field->type = $convertedType;\n $field->length = $sfField['Length'];\n $field->save();\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n private function convertFieldType(string $from, ?string $entityName = null): string\n {\n $converter = new FieldTypeConverter();\n\n return $converter->convert($from, $entityName);\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?\n 'activity' : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $valueSet = $sfField['Metadata']['valueSet'];\n\n if ($valueSet['valueSetName'] === null) {\n // Local picklist values can be obtained easily.\n $picklistValues = $valueSet['valueSetDefinition']['value'];\n } else {\n // But for some fields, we just get the Global Value Picklist pointer so need to do more work.\n $picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);\n }\n\n // Import all active values.\n foreach ($picklistValues as $i => $sfFieldValue) {\n // Setup default value.\n if ($sfFieldValue['default']) {\n $field->update(['default_value' => $sfFieldValue['valueName']]);\n }\n\n // This comes through as null if active (lol).\n if ($sfFieldValue['isActive'] !== false) {\n $values[] = [\n 'value' => $sfFieldValue['valueName'],\n 'label' => $sfFieldValue['valueName'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['default'],\n ];\n }\n }\n } else {\n $objectFields = $this->getObjectFields($field->object_type);\n $fieldId = $field->crm_provider_id;\n\n // Only work with our field of interest.\n $objectField = array_filter($objectFields, function ($item) use ($fieldId) {\n return $item['name'] === $fieldId;\n });\n\n $objectField = array_shift($objectField);\n if (empty($objectField['picklistValues']) === false) {\n foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {\n // Skip inactive values.\n if ($sfFieldValue['active'] === false) {\n continue;\n }\n\n // Setup default value.\n if ($sfFieldValue['defaultValue']) {\n $field->update(['default_value' => $sfFieldValue['value']]);\n }\n\n $values[] = [\n 'value' => $sfFieldValue['value'],\n 'label' => $sfFieldValue['label'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['defaultValue'],\n ];\n }\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'], $fieldsToPurge, true)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n // Get IDs of the values to be deleted\n $valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);\n $valuesToDeleteIds = $valuesToDelete->pluck('id');\n if (! $valuesToDeleteIds->isEmpty()) {\n $recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);\n $recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());\n\n // Now safely delete from crm_field_values\n $valuesToDelete->delete();\n }\n\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n return $fieldValues;\n }\n\n /**\n * Gets values from Global Value Picklists.\n */\n private function importGlobalValuePicklistValues(string $picklistName): array\n {\n $query = '\n SELECT\n Metadata\n FROM\n GlobalValueSet\n WHERE\n DeveloperName = :picklistName\n LIMIT 1';\n\n try {\n $sfValues = $this->queryHandler->metadata($query, [\n 'picklistName' => $picklistName,\n ]);\n\n // There is always 1 result at this point.\n $sfValue = $sfValues->current();\n\n return $sfValue['Metadata']['customValue'];\n } catch (NoResultsException $noResultsException) {\n // Nothing returned.\n\n return [];\n }\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileRecordTypes(): void\n {\n $objectTypes = [\n 'lead',\n 'account',\n 'contact',\n 'opportunity',\n 'task',\n 'event',\n ];\n\n foreach ($objectTypes as $objectType) {\n try {\n $crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));\n\n foreach ($crmRecordTypes as $crmRecordType) {\n // If the record type is default and not the Master type, set this.\n if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmRecordType['recordTypeId'])\n ->first();\n\n if ($recordType) {\n $this->profile->{$objectType . '_record_type_id'} = $recordType->id;\n }\n }\n }\n } catch (HttpNotFoundException $exception) {\n Log::error('No access to ' . $objectType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n if ($this->profile->isDirty()) {\n $this->profile->save();\n }\n }\n\n /**\n * Gets business processes.\n */\n public function importBusinessProcesses(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, TableEnumOrId\n FROM\n BusinessProcess\n WHERE\n TableEnumOrId IN (\\'Lead\\',\\'Opportunity\\')';\n\n try {\n $sfProcesses = $this->queryHandler->query($query);\n\n // Upsert all processes for the team.\n foreach ($sfProcesses as $sfProcess) {\n /** @var BusinessProcess $businessProcess */\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $sfProcess['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => $sfProcess['Name'],\n 'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',\n 'is_selectable' => $sfProcess['IsActive'],\n ]);\n\n $this->importBusinessProcessStages($businessProcess);\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets business process stages.\n */\n private function importBusinessProcessStages(BusinessProcess $businessProcess): void\n {\n $query = '\n SELECT\n Metadata\n FROM\n BusinessProcess\n WHERE\n Id = :processId';\n\n try {\n $stages = [];\n $sfProcessStages = $this->queryHandler->metadata($query, [\n 'processId' => $businessProcess->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfProcessStage = $sfProcessStages->current();\n\n // Upsert all processes for the team.\n foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {\n $sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: \"%2C\" becomes \",\" etc.\n\n $stage = $businessProcess->crm->stages()\n // This MUST match on label because this API doesn't use API Name.\n ->where('label', $sanitizedName)\n ->where('type', $businessProcess->type)\n ->where('is_selectable', 1)\n ->first();\n\n if ($stage) {\n $stages[] = $stage->id;\n }\n }\n\n $businessProcess->stages()->sync($stages);\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets record types.\n */\n public function importRecordTypes(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, BusinessProcessId, SobjectType\n FROM\n RecordType';\n\n try {\n $sfRecordTypes = $this->queryHandler->query($query);\n\n // Upsert all record types for the process.\n foreach ($sfRecordTypes as $sfRecordType) {\n $businessProcess = null;\n if ($sfRecordType['BusinessProcessId']) {\n $businessProcess = $this->config->businessProcesses()\n ->where('crm_provider_id', $sfRecordType['BusinessProcessId'])\n ->first();\n }\n\n /** @var RecordType $recordType */\n $recordType = $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $sfRecordType['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'type' => mb_strtolower($sfRecordType['SobjectType']),\n 'name' => $sfRecordType['Name'],\n 'is_selectable' => $sfRecordType['IsActive'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n $this->importRecordTypeFieldValues($recordType);\n }\n } catch (NoResultsException $noResultsException) {\n // Do nothing.\n }\n }\n\n /**\n * Import record type - field value mappings. This only works for standard fields.\n */\n private function importRecordTypeFieldValues(RecordType $recordType): void\n {\n try {\n $query = '\n SELECT\n Metadata\n FROM\n RecordType\n WHERE\n Id = :recordTypeId';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'recordTypeId' => $recordType->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $picklists = $sfField['Metadata']['picklistValues'];\n\n foreach ($picklists as $picklist) {\n $field = $this->config->fields()->where([\n 'type' => Field::TYPE_PICKLIST,\n 'object_type' => $recordType->type,\n 'crm_provider_id' => $picklist['picklist'],\n ])->first();\n\n if ($field) {\n $fieldValues = [];\n\n foreach ($picklist['values'] as $value) {\n // Must decode: \"%2C\" becomes \",\" etc.\n $fieldValue = $field->values()\n ->where('value', urldecode($value['valueName']))\n ->first();\n\n if ($fieldValue) {\n $fieldValues[] = $fieldValue->id;\n }\n }\n\n $recordType->fieldValues()->sync($fieldValues);\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $params = [];\n $missingStage = null;\n if ($types === null) {\n $types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];\n }\n\n foreach ($types as $type) {\n if ($type === Stage::TYPE_LEAD) {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, SortOrder\n FROM\n LeadStatus';\n } else {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability\n FROM\n OpportunityStage';\n }\n\n if ($missingStageName) {\n $escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);\n\n $query .= ' WHERE ApiName = :stageName';\n\n $params = [\n 'stageName' => $escapedStageName,\n ];\n }\n\n try {\n $sfStages = $this->queryHandler->query($query, $params);\n } catch (NoResultsException $exception) {\n $sfStages = [];\n }\n\n $missingStage = null;\n\n // Upsert all stages for the team.\n foreach ($sfStages as $sfStage) {\n $selectable = true;\n if (array_key_exists('IsActive', $sfStage)) {\n $selectable = $sfStage['IsActive'];\n }\n\n $this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);\n\n $stage = $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $sfStage['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),\n 'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),\n 'type' => $type,\n 'sequence' => $sfStage['SortOrder'] ?? 0,\n 'is_selectable' => $selectable,\n 'probability' => $sfStage['DefaultProbability'] ?? null,\n ]);\n\n if ($missingStageName && $missingStageName === $sfStage['ApiName']) {\n $missingStage = $stage;\n }\n }\n\n if ($missingStageName && $missingStage === null) {\n // If they requested a stage that still doesn't exist, it must be inactive so lazy create it.\n $missingStage = $this->config->stages()->create([\n 'crm_provider_id' => Uuid::uuid4(),\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($missingStageName, 0, 50),\n 'label' => mb_strimwidth($missingStageName, 0, 191),\n 'type' => $type,\n 'sequence' => 0,\n 'is_selectable' => 0,\n ]);\n }\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('lead');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Lead\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfLeads = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfLeads as $sfLead) {\n // Only sync if previously imported.\n if ($this->hasLead($sfLead['Id'])) {\n $this->importLead($sfLead);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n $fields = $this->getAllFieldsAsArray('lead');\n\n $sfLead = $this->getRecord('Lead', $crmId, $fields);\n\n return $this->importLead($sfLead);\n }\n\n private function importLead($crmData): ?Lead\n {\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['Status'])) {\n // Get the current stage.\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['Status'])\n ->where('type', Stage::TYPE_LEAD)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);\n }\n }\n\n // If we have no way of importing this, just return null :(\n if ($stage === null) {\n return null;\n }\n\n $countryCode = $crmData['CountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['Country']) !== false) {\n $countryCode = $this->convertCountryNameToCode($crmData['Country']);\n }\n\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n $mobilePhone = null;\n if (empty($crmData['MobilePhone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['MobilePhone'], 0, 25);\n $mobilePhone = phone_e164($countryCode, $number);\n }\n\n $convertedDate = null;\n $convertedAccount = null;\n $convertedOpportunity = null;\n $convertedContact = null;\n\n if ($crmData['IsConverted'] == 'true') {\n $convertedDate = $crmData['ConvertedDate'];\n\n if (empty($crmData['ConvertedAccountId']) === false) {\n $convertedAccount = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmData['ConvertedAccountId'])\n ->first();\n\n if ($convertedAccount === null) {\n try {\n $convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedOpportunityId']) === false) {\n $convertedOpportunity = $this->config\n ->opportunities()\n ->where('crm_provider_id', $crmData['ConvertedOpportunityId'])\n ->first();\n\n if ($convertedOpportunity === null) {\n try {\n $convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedContactId']) === false) {\n $convertedContact = $this->team\n ->crm\n ->contacts()\n ->where('crm_provider_id', $crmData['ConvertedContactId'])\n ->first();\n\n if ($convertedContact === null) {\n try {\n $convertedContact = $this->syncContact($crmData['ConvertedContactId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n }\n\n if (empty($crmData['Company'])) {\n $company = 'Unknown';\n } else {\n $company = mb_strimwidth($crmData['Company'], 0, 191);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? '',\n 'company' => $company,\n 'domain' => $domain,\n 'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',\n 'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,\n 'phone' => $parsedNumber['phone'],\n 'ext' => $parsedNumber['ext'] ?? null,\n 'mobile_phone' => $mobilePhone,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Lead::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'stage_id' => $stage->id,\n 'record_type_id' => null,\n 'converted_at' => $convertedDate,\n 'converted_account_id' => $convertedAccount->id ?? null,\n 'converted_opportunity_id' => $convertedOpportunity->id ?? null,\n 'converted_contact_id' => $convertedContact->id ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);\n\n /** @var Lead $lead */\n $lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {\n $this->eventDispatcher->dispatch(new LeadConverted($lead));\n }\n\n $this->handleObjectDeletion($lead, $crmData);\n\n return $lead;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('account');\n\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Account\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfAccounts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfAccounts as $sfAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($sfAccount['Id'])) {\n $this->importAccount($sfAccount);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n $fields = $this->getAllFieldsAsArray('account');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfAccount = $this->getRecord('Account', $crmId, $fields);\n\n return $this->importAccount($sfAccount);\n }\n\n private function importAccount($crmData): Account\n {\n $countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country names.\n if ($countryCode === null && empty($crmData['BillingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);\n }\n\n if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);\n }\n\n if (empty($crmData['Phone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'], 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n $industry = null;\n if (empty($crmData['Industry']) === false) {\n $industry = mb_strimwidth($crmData['Industry'], 0, 40);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'],\n 'name' => mb_strimwidth($crmData['Name'], 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Account::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'industry' => $industry,\n 'domain' => $domain,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);\n\n /** @var Account $account */\n $account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($account, $crmData);\n\n return $account;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n $logParams = $parameters;\n $parameters['profile'] = $this->profile;\n $logParams['user'] = $this->profile->getUserId();\n\n if (count($strategies) > 1) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [\n 'teamId' => $this->team->getUuid(),\n 'params' => $logParams,\n 'strategies_count' => count($strategies),\n ]);\n }\n\n foreach ($strategies as $syncStrategy) {\n $name = $syncStrategy->getStrategyName();\n\n try {\n $sfOpportunities = $syncStrategy->fetchOpportunities($parameters);\n $totalRecords = $sfOpportunities->count();\n\n foreach ($sfOpportunities as $sfOpportunity) {\n $this->importOpportunity($sfOpportunity);\n $syncCount++;\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $noResultsException->getMessage(),\n ]);\n } catch (CrmException $crmException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $crmException->getMessage(),\n ]);\n }\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);\n\n // debug to see how if count of opportunities reaches 1000\n if ($syncCount >= 1000) {\n $this->logger->info(\n '[' . $this->getDisplayName() . '] Sync Opportunities - count warning',\n [\n 'team_id' => $this->team->getId(),\n 'params' => $logParams,\n 'count' => $syncCount,\n 'strategies_count' => count($strategies),\n 'total_records' => $totalRecords ?? null,\n ]\n );\n }\n\n return $syncCount;\n }\n\n\n /**\n * @inheritdoc\n */\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategy = $this->opportunitySyncStrategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY\n );\n\n $parameters = [\n 'profile' => $this->profile,\n 'crm_id' => $crmId,\n ];\n\n try {\n $sfOpportunity = $strategy->fetchOpportunities($parameters);\n } catch (HttpNotFoundException $e) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n ]);\n\n return null;\n } catch (CrmException $crmException) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n 'exception' => $crmException->getMessage(),\n ]);\n\n return null;\n }\n\n if ($sfOpportunity instanceof ArrayIterator) {\n return $this->importOpportunity($sfOpportunity->getItems());\n }\n\n return $this->importOpportunity($sfOpportunity);\n }\n\n /**\n * @throws HttpNotFoundException\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $account = null;\n if (empty($crmData['AccountId']) === false) {\n /** @var ?Account $account */\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $userId = $profile?->getUserId() ?? $account?->getUserId();\n if ($userId === null) {\n $this->logger->error('[Salesforce] | Skip import, no user_id found', [\n 'id' => $crmData['Id'],\n ]);\n\n return null;\n }\n\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['StageName'])) {\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['StageName'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->orderBy('is_selectable', 'DESC')\n ->orderBy('id')\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData['StageName']);\n }\n }\n\n $recordType = null;\n if (empty($crmData['RecordTypeId']) === false) {\n /** @var ?RecordType $recordType */\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmData['RecordTypeId'])\n ->first();\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $closeDate = null;\n if (empty($crmData['CloseDate']) === false) {\n $closeDate = Carbon::parse($crmData['CloseDate'])->format('Y-m-d');\n }\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $userId,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => mb_strimwidth($crmData['Name'] ?? '', 0, 128),\n 'value' => $crmData[$valueFieldName],\n 'currency_code' => CurrencyFormatter::formatCode($crmData['CurrencyIsoCode'] ?? null),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData['IsClosed'],\n 'is_won' => $crmData['IsWon'],\n 'stage_id' => $stage?->id ?? null,\n 'record_type_id' => $recordType->id ?? null,\n 'remotely_created_at' => $createdDate,\n 'probability' => $crmData['Probability'] ?? null,\n 'forecast_category' => $crmData['ForecastCategoryName'] ?? null,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->opportunities(), $crmData['Id']);\n\n // Do not allow locked DB tables & other errors\n // to interrupt the process of reverting the trashed opportunities\n try {\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()\n ->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n\n $this->importOpportunityCrmFieldData($crmData, $crmFields, $opportunity->id);\n\n $this->handleObjectDeletion($opportunity, $crmData);\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n } catch (Exception $exception) {\n Sentry::captureException($exception);\n\n $this->logger->error('[Salesforce] importOpportunity failure.', [\n 'crm_provider_id' => $crmData['Id'],\n 'team_id' => $this->team->id,\n 'exception' => $exception->getMessage(),\n ]);\n\n $this->handleEntityDeletionByProviderId($this->config->opportunities(), $crmData);\n }\n\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('contact');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Contact\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfContacts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfContacts as $sfContact) {\n // Only sync if previously imported.\n if ($this->hasContact($sfContact['Id'])) {\n $this->importContact($sfContact);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::CONTACT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n $fields = $this->getAllFieldsAsArray('contact');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync contact cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfContact = $this->getRecord('Contact', $crmId, $fields);\n\n return $this->importContact($sfContact);\n }\n\n private function importContact($crmData): Contact\n {\n $account = null;\n // Contacts may not have accounts...\n if (isset($crmData['AccountId'])) {\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $countryCode = $crmData['MailingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['MailingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['MailingCountry']);\n\n if ($countryCode === null && $account) {\n $countryCode = $account->country_code;\n }\n }\n\n $ext = null;\n $parsedNumber = [];\n if (empty($crmData['Phone']) === false) {\n $number = Str::limit($crmData['Phone'], 25, '');\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n if (empty($parsedNumber['ext']) === false) {\n $ext = Str::limit($parsedNumber['ext'], 10, '');\n }\n }\n\n $mobileNumber = null;\n if (empty($crmData['MobilePhone']) === false) {\n $mobileNumber = Str::limit(phone_e164($countryCode, $crmData['MobilePhone']), 25, '');\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => ($crmData['Name'] ?? null) !== null ? mb_strimwidth($crmData['Name'], 0, 100) : '',\n 'title' => ($crmData['Title'] ?? null) !== null ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => ($crmData['Email'] ?? null) !== null ? mb_strimwidth($crmData['Email'], 0, 191) : null,\n 'country_code' => $countryCode,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $ext,\n 'mobile_phone' => $mobileNumber,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Contact::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->contacts(), $crmData['Id']);\n\n /** @var Contact $contact */\n $contact = $this->config->contacts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($contact, $crmData);\n\n return $contact;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n $fields = [\n 'InstanceName',\n 'OrganizationType',\n 'IsSandbox',\n ];\n\n $orgValues = $this->getRecord('Organization', $this->config->crm_provider_id, $fields);\n\n $edition = null;\n switch ($orgValues['OrganizationType']) {\n case 'Developer Edition':\n $edition = Configuration::EDITION_DEVELOPER;\n\n break;\n\n case 'Professional Edition':\n $edition = Configuration::EDITION_PROFESSIONAL;\n\n break;\n\n case 'Enterprise Edition':\n $edition = Configuration::EDITION_ENTERPRISE;\n\n break;\n }\n\n $this->config->edition = $edition;\n $this->config->instance = $orgValues['InstanceName'];\n\n // XXX: How can this state be possible?\n if ($this->config->version === null) {\n $this->config->version = Client::MIN_API_VERSION;\n }\n\n $installedVersion = $this->getInstalledAppVersion();\n if ($installedVersion !== null) {\n $installedVersion = (string) $this->getInstalledAppVersion();\n }\n\n $this->config->installed_app_version = $installedVersion;\n\n $this->config->save();\n }\n\n public function getInstalledAppVersion(): ?string\n {\n try {\n $query = '\n SELECT\n SubscriberPackageVersion.MajorVersion,\n SubscriberPackageVersion.MinorVersion,\n SubscriberPackageVersion.PatchVersion,\n SubscriberPackageVersion.BuildNumber\n FROM\n InstalledSubscriberPackage\n WHERE\n SubscriberPackageId = :packageId\n ';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'packageId' => self::INSTALLED_PACKAGE_ID,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Grab version number.\n $version = $sfField['SubscriberPackageVersion']['MajorVersion'] .\n $sfField['SubscriberPackageVersion']['MinorVersion'] .\n $sfField['SubscriberPackageVersion']['PatchVersion'] .\n $sfField['SubscriberPackageVersion']['BuildNumber'];\n } catch (\\Exception) {\n $version = null;\n }\n\n return $version;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws \\Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For SF we also check if Log Notes is enabled.\n if ($this->profile->log_notes === Profile::LOG_NOTE_NONE) {\n return;\n }\n\n if ($activity->opportunity_id && $activity->prospect === null) {\n return;\n }\n\n try {\n $transcriptionData = $this->generateTranscription($activity);\n\n $noteMaxLength = $this->profile->log_notes === Profile::LOG_NOTE_ENHANCED\n ? self::ENHANCED_NOTE_MAX_LENGTH\n : self::CLASSIC_NOTE_MAX_LENGTH;\n\n $title = 'Transcript for ';\n $title .= $activity->title ?? $activity->activity_title;\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($transcriptionData, 0, $noteMaxLength);\n\n if ($activity->opportunity_id) {\n $objectId = $activity->opportunity->crm_provider_id;\n } else {\n $objectId = $activity->prospect->crm_provider_id;\n }\n\n $noteId = $this->saveNote($title, $body, $objectId);\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 public function saveNote(string $title, string $body, string $objectId, ?NoteObject $noteObject = null): ?string\n {\n $noteId = null;\n\n try {\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $noteId = $this->buildEnhancedNote($title, $body, $objectId);\n } else {\n $noteId = $this->buildClassicNote($title, $body, $objectId);\n }\n } catch (HttpNotFoundException $exception) {\n // The profile not having access to create Enhanced Notes. Set their preference to Classic.\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $this->profile->update([\n 'log_notes' => Profile::LOG_NOTE_CLASSIC,\n ]);\n }\n }\n\n return $noteId;\n }\n\n /**\n * This is using the \"Enhanced\" Notes feature, NOT the \"Notes & Attachments\" feature being deprecated.\n *\n * @url https://salesforce.stackexchange.com/questions/104408/how-can-i-create-an-account-note-or-contact-note-via-api-that-is-visible-in-sale\n */\n private function buildEnhancedNote(string $title, string $body, string $objectId): string\n {\n // Decode stored entities, escape HTML (without quoting), then convert line breaks for Salesforce formatting\n $decodedBody = html_entity_decode($body, ENT_QUOTES | ENT_HTML5);\n $sanitizedBody = htmlspecialchars($decodedBody, ENT_NOQUOTES, 'UTF-8', false);\n $content = nl2br($sanitizedBody, false);\n $note = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'Title' => $title,\n 'Content' => base64_encode($content),\n ];\n\n $noteId = $this->createRecord('ContentNote', $note);\n\n $link = [\n 'ContentDocumentId' => $noteId,\n 'LinkedEntityId' => $objectId,\n 'ShareType' => 'I',\n ];\n\n $this->createRecord('ContentDocumentLink', $link);\n\n return $noteId;\n }\n\n private function buildClassicNote(string $title, string $body, string $objectId): string\n {\n if (in_array($this->parseObjectType($objectId), [Field::OBJECT_TASK, Field::OBJECT_EVENT])) {\n $this->logger->info('[Salesforce] Summary not sent', [\n 'profile_id' => $this->profile->id,\n 'objectId' => $objectId,\n 'reason' => 'Classical Note does not support Task/Event relation',\n ]);\n\n return '';\n }\n\n $titleTrimmed = null;\n\n if (mb_strlen($title) > 80) {\n $titleTrimmed = substr($title, 0, 77) . '...';\n }\n $payload = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'IsPrivate' => false,\n 'Title' => $titleTrimmed ?? $title,\n 'Body' => $titleTrimmed ? $title . PHP_EOL . $body : $body,\n 'ParentId' => $objectId,\n ];\n\n return $this->createRecord('Note', $payload);\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n if ($this->profile === null) {\n return [];\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $limitValues = ['limit' => $this->limit, 'offset' => $this->offset];\n $sosl = $queryBuilder->buildFindQuery($name, $scopes, $limitValues);\n\n $this->logger->info('[Salesforce] Find prospects', [\n 'profile_id' => $this->profile->id,\n 'sosl_query' => $sosl,\n 'search_string' => $name,\n 'scopes' => $scopes,\n ]);\n\n $data = Cache::remember($this->profile->id . $sosl, self::CACHE_TTL, function () use ($sosl) {\n $data = [];\n\n try {\n // Hit remote API.\n $objects = $this->queryHandler->search($sosl);\n\n // Build mapped list.\n foreach ($objects as $object) {\n $type = strtolower($object['attributes']['type']);\n\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n 'crmUrl' => $this->generateProviderUrl($object['Id'], $type),\n ];\n\n switch ($type) {\n case 'lead':\n if (empty($object['Company']) === false) {\n $record['organization'] = $object['Company'];\n }\n\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_LEAD)\n ->where('name', $object['Status'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_LEAD], $object['Status']);\n }\n\n if ($stage) {\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n }\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n break;\n\n case 'account':\n if (empty($object['Industry']) === false) {\n $record['industry'] = $object['Industry'];\n $record['detailsLine'] = $object['Industry'];\n }\n if (! empty($object['PersonEmail'])) {\n $record['detailsLine'] = $object['PersonEmail'];\n }\n\n break;\n\n case 'contact':\n // For contacts, we should try and fetch their account name too.\n if ($object['AccountId']) {\n // Cheaper to get this locally.\n $account = $this->config->accounts()\n ->where('crm_provider_id', $object['AccountId'])\n ->first(['name']);\n\n if ($account) {\n $record['organization'] = $account->name;\n }\n }\n\n if (! empty($object['IsPersonAccount']) && $object['Email']) {\n $record['detailsLine'] = $object['Email'];\n } else {\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n }\n\n break;\n }\n\n // Add phone numbers to record.\n if (empty($object['Phone']) === false && $object['Phone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['Phone'],\n 'nationalFormat' => phone_national($this->profile->user->country_code, $object['Phone']),\n 'type' => 'phone',\n ];\n }\n\n if (empty($object['MobilePhone']) === false && $object['MobilePhone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['MobilePhone'],\n 'nationalFormat' => phone_national(\n $this->profile->user->country_code,\n $object['MobilePhone']\n ),\n 'type' => 'mobile',\n ];\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n $data = [];\n }\n\n return $data;\n });\n\n return $data;\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 ? $profile->getCrmProviderId() : null;\n }\n\n try {\n // Perhaps their profile has no opportunity permissions.\n if ($this->profile === null || $this->profile->opportunity_fields === null) {\n return $data;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildFindOpportunitiesQuery();\n\n $objects = $this->queryHandler->query($query, ['accountId' => $crmAccountId]);\n\n foreach ($objects as $object) {\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'won' => $object['IsWon'],\n 'closed' => $object['IsClosed'],\n ];\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n if (empty($object[$valueFieldName]) === false) {\n $currency = $object['CurrencyIsoCode'] ?? $this->config->default_currency;\n $value = formatCurrency($object[$valueFieldName], $currency);\n\n $record += [\n 'value' => $value,\n ];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->where('name', $object['StageName'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $object['StageName']);\n }\n\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n if ($ownerId && isset($object['OwnerId']) && $object['OwnerId'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n return $data;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n public function getContactRolesFromCrm(?Carbon $since = null): array\n {\n $roles = [];\n\n if ($this->profile === null) {\n return $roles;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n\n $query = $queryBuilder->buildGetContactRolesQuery($since);\n\n try {\n $objects = $this->queryHandler->query($query);\n\n foreach ($objects as $object) {\n $roles[] = [\n 'id' => $object['Id'],\n 'contactId' => $object['ContactId'],\n 'opportunityId' => $object['OpportunityId'],\n 'ownerId' => $object['Opportunity']['OwnerId'] ?? null,\n 'isPrimary' => $object['IsPrimary'],\n 'role' => $object['Role'],\n ];\n }\n } catch (NoResultsException) {\n // Just return an empty array.\n $this->logger->info('[Salesforce] No contact roles found', [\n 'since' => $since?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n }\n\n return $roles;\n }\n\n public function syncContactRoles(Carbon $since): int\n {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $crmContactRoles = $this->getContactRolesFromCrm(since: $since);\n $syncCount = 0;\n $contactRoles = [];\n\n foreach ($crmContactRoles as $crmContactRole) {\n $contactRoles[] = $this->importContactRole($crmContactRole);\n $syncCount++;\n }\n\n $contactRoleRepository->saveContactRoles($contactRoles);\n\n $this->syncRemotelyDeletedContactRoles();\n\n return $syncCount;\n }\n\n private function importContactRole(array $contactRole): array\n {\n $contact = $this->config->contacts()\n ->where('crm_provider_id', $contactRole['contactId'])\n ->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($contactRole['contactId']);\n }\n\n $opportunity = $this->config->opportunities()\n ->where('crm_provider_id', $contactRole['opportunityId'])\n ->first();\n\n if ($opportunity === null) {\n $opportunity = $this->syncOpportunity($contactRole['opportunityId']);\n }\n\n $role = null;\n if (! empty($contactRole['role'])) {\n $role = mb_strimwidth($contactRole['role'], 0, 191);\n }\n\n return [\n 'crm_configuration_id' => $this->config->getId(),\n 'contact_id' => $contact->getId(),\n 'crm_provider_id' => $contactRole['id'],\n 'subject_type' => ContactRole::SUBJECT_TYPE_OPPORTUNITY,\n 'subject_id' => $opportunity->getId(),\n 'is_primary' => $contactRole['isPrimary'],\n 'role' => $role,\n ];\n }\n\n protected function syncRemotelyDeletedContactRoles(): bool\n {\n try {\n $deletedRemotely = $this->queryHandler->queryDeleted('OpportunityContactRole');\n } catch (NoResultsException $e) {\n return false;\n }\n\n $deletedOpportunities = $deletedRemotely->getResults();\n $deletedIds = array_column($deletedOpportunities, 'id');\n\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n foreach (array_chunk($deletedIds, self::HARD_DELETE_CHUNK) as $chunk) {\n $contactRoleRepository->deleteContactRoles($chunk);\n\n $this->logger->info('[' . $this->getDisplayName() . '] Remotely deleted opportunities synced', [\n 'teamId' => $this->team->id_string,\n 'remotelyDeletedOpportunities' => $chunk,\n 'count' => count($chunk),\n ]);\n }\n\n return true;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($this->profile->user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_TASK),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any open call for that user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Task\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsDeleted = false\n AND IsClosed = false\n AND (';\n\n if ($objectType === 'account') {\n // This covers tasks tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getEvents(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n $user = $this->profile?->user;\n if ($this->profile === null || $user === null) {\n return $data;\n }\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_EVENT),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any event starting in the last week and ending up until today owned by the user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Event\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= LAST_N_DAYS:7\n AND EndDateTime <= TODAY\n AND (';\n\n if ($objectType === 'account') {\n // This covers events tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['StartDateTime'] ? Carbon::parse($object['StartDateTime'])->toIso8601String() : null;\n\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\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 $userId = null): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($email, Field::TYPE_EMAIL);\n if ($sosl === null) {\n return null;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $email,\n QueryHandler::PRIORITISE_EMAIL\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException $e) {\n // Try the account next.\n if ($this->profile->account_fields === null) {\n return null;\n }\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n // SF improved search - strip the domain extension, min domain name length 4\n return $this->getCompanyNameFromEmail(email: $email, minNameLength: 4);\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 = $domain;\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByDomainQuery($companyName);\n\n try {\n $objects = $this->queryHandler->search($sosl);\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException) {\n return null;\n }\n }\n\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Don't bother looking up numbers that are masked.\n if (str_contains($phone, '**')) {\n return null;\n }\n\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $phoneNational = phone_national(null, $phone) ?? '';\n $possiblePhoneFormats = collect([\n preg_replace('/\\D/', '', ltrim($phone, '0+')),\n preg_replace('/\\D/', '', $phoneNational),\n formatDashPhoneNumber($phone),\n $phoneNational,\n ])\n ->filter() // Removes null and empty strings\n ->unique()\n ->values();\n\n foreach ($possiblePhoneFormats as $phone) {\n $sosl = $queryBuilder->buildMatchByQuery($phone, Field::TYPE_PHONE);\n if ($sosl === null) {\n continue;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $phone,\n QueryHandler::PRIORITISE_PHONE\n );\n\n return $this->convertCrmData($objects, $userId);\n } catch (NoResultsException) {\n continue;\n }\n }\n\n return null;\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 protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->profile->id . $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 /** Determine the CRM Objects which represent the call activity. */\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 if ($this->profile === null) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($name, 'name');\n if ($sosl === null) {\n return false;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n } catch (NoResultsException $e) {\n return false;\n }\n\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $name,\n QueryHandler::PRIORITISE_NAME\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return (! empty(array_filter($data))) ? $data : false;\n });\n\n return is_array($result) ? $result : 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(QueryIterator $objects, ?int $userId = null): array\n {\n $lead = null;\n $contact = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n if ($objects->count() > 0) {\n $object = $objects->current();\n\n if ($object['attributes']['type'] === 'Lead') {\n $lead = $this->importLead($object);\n\n // Lead might not be imported if the Stage is null for example.\n if ($lead) {\n $countryCode = $lead->country_code;\n $stage = $lead->stage;\n }\n } else {\n if ($object['attributes']['type'] === 'Contact') {\n $contact = $this->importContact($object);\n $account = $contact->account;\n } else {\n $account = $this->importAccount($object);\n }\n\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $sfOpportunities = $this->findOpportunities(\n $account?->getCrmProviderId(),\n $contact?->getCrmProviderId(),\n $userId\n );\n\n // Take the first opportunity, which will be ordered as priority based on their settings.\n if (! empty($sfOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($sfOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($stage->type === Stage::TYPE_LEAD) {\n $objectType = 'Lead';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'Status';\n } else {\n $objectType = 'Opportunity';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'StageName';\n }\n\n $headers = [];\n if ($this->config->trigger_assignment_rules === false) {\n // @see: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/headers_autoassign.htm\n $headers = [\n 'Sforce-Auto-Assign' => 'false',\n ];\n }\n\n $this->updateRecord($objectType, $objectId, [$objectStageType => $stage->name], $headers);\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, '001')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, '003')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, '00Q')) {\n return 'lead';\n }\n\n if (Str::startsWith($objectId, '006')) {\n return 'opportunity';\n }\n\n if (Str::startsWith($objectId, '00U')) {\n return 'event';\n }\n\n if (Str::startsWith($objectId, '00T')) {\n return 'task';\n }\n\n throw new \\InvalidArgumentException('Unsupported Object Type');\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n $query = $queryBuilder->buildGetUsersQuery($userToSearch);\n\n try {\n $salesforceUsers = $this->queryHandler->query($query, [\n 'active' => true,\n ]);\n } catch (NoResultsException $e) {\n $this->logger->info('[Salesforce] Sync Profiles. No users found', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n $teamRepository = app(TeamRepository::class);\n $customRules = $this->getCustomProfileRules($teamRepository);\n\n foreach ($salesforceUsers as $crmUser) {\n if ($crmUser['Email'] === null) {\n continue;\n }\n\n if (! $this->customProfileValidation($crmUser, $customRules)) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $crmUser['Email']);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $edition = $crmUser['UserPreferencesLightningExperiencePreferred']\n ? Profile::EDITION_LIGHTNING\n : Profile::EDITION_CLASSIC;\n\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->updateOrCreateProfile(\n $user,\n [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $crmUser['Id'],\n ],\n [\n 'user_id' => $user->getId(),\n 'edition' => $edition,\n 'has_external_cti' => ! empty($crmUser['CallCenterId']),\n 'crm_profile_id' => $crmUser['ProfileId'],\n ]\n );\n\n if ($userToSearch instanceof User && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n // Clean up inactive profiles\n try {\n $this->archiveInactiveProfiles();\n } catch (\\Exception $e) {\n $this->logger->warning('[Salesforce] Profile archiving failed', [\n 'teamId' => $this->team->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n // For Salesforce it's easy, we just point every object to the apex domain and they handle it.\n switch ($objectType) {\n case 'lead':\n case 'account':\n case 'contact':\n case 'opportunity':\n case 'task':\n case 'event':\n case 'activity':\n\n $url = $this->config->crm_base_url . '/' . $providerId;\n\n break;\n }\n\n return $url;\n }\n\n public function buildTaskSearchFields(): array\n {\n return ['Id', 'WhoId', 'WhatId', 'AccountId'];\n }\n\n public function getTaskByFilterConditions(\n array $fields,\n array $filters,\n bool $bulkSearch = false,\n bool $strictFilters = true\n ): ?array {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildSearchTaskQuery($fields, $filters, $bulkSearch, $strictFilters);\n\n try {\n if (! $bulkSearch) {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n }\n\n if ($bulkSearch) {\n $objects = $this->queryHandler->query($query);\n $records = [];\n foreach ($objects as $record) {\n $key = $record[end($fields)];\n $records[$key] = $record;\n }\n\n return $records;\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function mapCrmObjects(array $task): array\n {\n $activityData = [];\n\n if (! empty($task['WhoId'])) {\n $type = $this->parseObjectType($task['WhoId']);\n $activityData[$type] = $task['WhoId'];\n }\n if (! empty($task['AccountId'])) {\n $activityData['account'] = $task['AccountId'];\n }\n if (! empty($task['WhatId'])) {\n $activityData['opportunity'] = $task['WhatId'];\n }\n\n return $activityData;\n }\n\n /**\n * Get SF task by Outreach call id.\n */\n public function getTaskByFilter(\n string $activityFieldType,\n array $filters,\n string $operator = '=',\n array $additionalFields = []\n ): ?array {\n $data = [];\n\n try {\n // Default (base) fields.\n $fields = ['Id', 'Subject', 'Description', 'ActivityDate', 'WhoId', 'WhatId', $activityFieldType];\n\n foreach ($additionalFields as $additionalField) {\n $fields[] = $additionalField->crm_provider_id;\n }\n\n $fields = array_unique($fields);\n\n // Find task with the same Outreach id as the call id.\n $query = 'SELECT ' . implode(',', $fields) . '\n FROM Task\n WHERE IsArchived = false AND IsDeleted = false';\n\n foreach ($filters as $key => $value) {\n $key = preg_quote($key, '/');\n $key = str_replace(['\\'', '\"'], '', $key);\n // Prepare the substitution.\n $strKey = \":$key\";\n\n $query .= \" AND $key $operator $strKey\";\n }\n\n $query .= ' ORDER BY LastModifiedDate DESC LIMIT 1';\n\n $objects = $this->queryHandler->query($query, $filters);\n\n // There should be only one task related to this call if any.\n if ($objects->count() === 1) {\n $object = $objects->current();\n\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n\n $data = array_merge($object, [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'summary' => $object['Description'],\n 'due' => $dueDate,\n 'Type' => $object[$activityFieldType],\n ]);\n }\n } catch (NoResultsException $e) {\n // Filters don't match any records.\n } catch (ServiceUnavailableException $serviceUnavailableException) {\n // Service cannot be queried. We should probably log this.\n }\n\n return $data;\n }\n\n /**\n * Get Salesforce fields including datetime fields\n *\n * @param $objectType\n */\n private function getAllFieldsAsArray($objectType): array\n {\n $basicFields = [];\n // Not all users have access to all object fields.\n if ($this->profile->{$objectType . '_fields'}) {\n $basicFields = explode(',', $this->profile->{$objectType . '_fields'});\n }\n\n $extraFields = [\n 'CreatedDate',\n 'LastModifiedDate',\n 'IsDeleted',\n ];\n\n if ($objectType === self::OBJECT_OPPORTUNITY\n && $this->config->opportunity_value_field_id\n && ! in_array($this->config->opportunityValueField->crm_provider_id, $basicFields)\n ) {\n $extraFields[] = $this->config->opportunityValueField->crm_provider_id;\n }\n\n return array_unique(array_merge($basicFields, $extraFields));\n }\n\n /**\n * Generate transcription for activity description.\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 return $this->transcriptionService\n ->findTranscriptionByActivity($activity)\n ->map(static function (array $transcriptionSegment): string {\n return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];\n })\n ->implode(PHP_EOL);\n }\n\n /**\n * Find related Salesforce event based on activity data\n *\n * @return array<string>\n */\n public function fetchRelatedActivity(Activity $activity): array\n {\n $this->logger->info('[Salesforce] Searching for related activity', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n ]);\n\n $sfEvent = $this->fetchRelatedEvent($activity);\n if (empty($sfEvent)) {\n $this->logger->info('[Salesforce] No related activity found', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n 'account' => $activity->hasAccount()\n ? $activity->getAccount()->getCrmProviderId()\n : null,\n ]);\n\n return [];\n }\n\n return $sfEvent;\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n if ($activity->isTypeConference() === false) {\n return null;\n }\n\n if ($activity->hasActualStartTime() === false && $activity->hasScheduledStartTime() === false) {\n return null;\n }\n\n if (! $activity->hasProspect()) {\n $this->logger->info('[Salesforce] Skip look up, Activity not linked to Lead, Contact or Account', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n if ($playbook !== null && $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_TASK) {\n $this->logger->info('[Salesforce] Skip auto-sync for task-based playbook', [\n 'activityUuid' => $activity->getUuid(),\n 'playbookId' => $playbook->getId(),\n 'playbookType' => $playbook->getActivityType(),\n ]);\n\n return null;\n }\n\n try {\n $sfEvent = $this->fetchRelatedActivity($activity);\n if (empty($sfEvent)) {\n return null;\n }\n\n [$activityField, $activityType] = $this->resolveActivityTypeFromEvent($activity, $sfEvent);\n\n $this->logger->info('[Salesforce] Found related activity', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'activityFieldName' => $activityField,\n 'crmActivityType' => ($activityField !== null && isset($sfEvent[$activityField]))\n ? $sfEvent[$activityField]\n : null,\n 'activityType' => $activityType,\n ]);\n\n $userId = $this->findRelatedActivityUserId($activity, $sfEvent);\n\n if ($activity->getUserId() !== $userId) {\n $this->logger->info('[Salesforce] Updating meeting owner', [\n 'activityId' => $activity->getUuid(),\n 'oldUserId' => $activity->getUserId(),\n 'newUserId' => $userId,\n ]);\n }\n\n $this->updateSfEventDescription($activity, $sfEvent);\n\n $activity->update([\n 'user_id' => $userId,\n 'crm_provider_id' => $sfEvent['Id'],\n 'playbook_category_id' => $activityType->id ?? $activity->getCategory()?->getId(),\n ]);\n\n $this->logger->info('[Salesforce] Activity updated', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return $activity;\n } catch (\\Exception $exception) {\n \\Sentry::captureException($exception);\n\n throw $exception;\n }\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n *\n * @return array{0: string|null, 1: mixed}\n */\n private function resolveActivityTypeFromEvent(Activity $activity, array $sfEvent): array\n {\n $activityField = $this->getActivityFieldName($activity);\n $activityType = null;\n\n if ($activityField !== null && ! empty($sfEvent[$activityField])) {\n $playbook = $this->getPlaybook($activity->getUser());\n $activityType = $this->getPlaybookCategory($playbook, strval($sfEvent[$activityField]));\n }\n\n return [$activityField, $activityType];\n }\n\n /**\n * @param array<string> $sfEvent\n */\n private function findRelatedActivityUserId(Activity $activity, array $sfEvent): int\n {\n $userId = $activity->getUserId();\n\n if (empty($sfEvent['OwnerId']) === false) {\n $profile = $this\n ->config\n ->profiles()\n ->where('crm_provider_id', $sfEvent['OwnerId'])\n ->get()\n ->filter(static function (Profile $profile) use ($activity): bool {\n if (! $activity->isTypeConference()) {\n return ! empty($profile->user) ? $profile->user->isStatusActive() : false;\n }\n\n $participants = $activity->getParticipants();\n\n return ! empty($profile->user)\n ? $profile->user->isStatusActive()\n && $profile->user->hasPermission(PermissionEnum::RECORD_MEETING)\n && $participants->contains('user_id', $profile->user_id)\n : false;\n })\n ->first();\n\n if ($profile) {\n $userId = $profile->user_id;\n }\n }\n\n return $userId;\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n */\n private function updateSfEventDescription(Activity $activity, array $sfEvent): void\n {\n try {\n if (str_contains($sfEvent['Description'], $activity->id_string)) {\n return;\n }\n\n $payload = [\n 'Description' => $sfEvent['Description']\n . PHP_EOL\n . PHP_EOL\n . (new DecorateActivity())->generateDescription($activity),\n ];\n\n $this->logger->info('[Salesforce] Update record', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'payload' => $payload,\n ]);\n\n $payload = array_merge(\n $payload,\n $this->payloadBuilder->fetchCustomFieldData($activity, Field::OBJECT_EVENT)\n );\n\n $this->updateRecord('Event', $sfEvent['Id'], $payload);\n } catch (\\Exception) {\n $this->logger->error('[Salesforce] Failed to update record', [\n 'activityUuid' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n ]);\n }\n }\n\n /**\n * Returns the most recently modified Event within time range (if any).\n *\n * @return array|null An Event record from Salesforce.\n */\n private function fetchRelatedEvent(Activity $activity): ?array\n {\n $ownerId = $this->profile?->crm_provider_id;\n if ($ownerId === null) {\n return [];\n }\n\n /** @var ?Carbon $from */\n /** @var ?Carbon $to */\n [$from, $to] = $this->getFromToDates($activity);\n\n try {\n $whoId = null;\n $hasWho = $activity->lead_id || $activity->contact_id;\n if ($hasWho) {\n $whoId = $activity->hasLead()\n ? $activity->getLead()->crm_provider_id\n : $activity->getContact()->crm_provider_id;\n }\n\n if ($hasWho === false && $activity->account_id === null) {\n return null;\n }\n\n $query = $this->buildFetchRelatedEventQuery($activity);\n\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $ownerId,\n 'whoId' => $whoId,\n 'whatId' => $activity->hasOpportunity() ? $activity->getOpportunity()->crm_provider_id : null,\n 'accountId' => $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null,\n 'from' => $from?->format('Y-m-d\\TH:i:s\\Z'),\n 'to' => $to?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($objects as $object) {\n return $object;\n }\n } catch (NoResultsException $e) {\n return [];\n }\n\n return [];\n }\n\n private function getFromToDates(Activity $activity): array\n {\n $from = null;\n $to = null;\n\n /** @var ?CalendarEvent $calendarEvent */\n $calendarEvent = $activity->calendarEvent()->first();\n if ($calendarEvent !== null) {\n $from = $calendarEvent->getStartTime();\n $to = $calendarEvent->getEndTime();\n }\n\n // For non-calendar imported activities\n // Also double check if calendar event dates could be null?\n // If null use what we've got so far\n if ($from === null || $to === null) {\n $from = $activity->hasScheduledStartTime()\n ? $activity->getScheduledStartTime()\n : $activity->getActualStartTime();\n $to = $activity->hasScheduledEndTime()\n ? $activity->getScheduledEndTime()->addMinutes(15)\n : $activity->getActualEndTime();\n }\n\n return [$from, $to];\n }\n\n /**\n * Determines the appropriate activity field name for querying Salesforce events.\n *\n * This method follows a hierarchy to determine the field name:\n * 1. Uses the playbook's activity field if it exists and is in the profile's accessible fields\n * 2. Falls back to the default activity field if the profile has no event fields configured\n * 3. Returns null if no suitable field is found\n *\n * @param Activity $activity The activity to determine the field for\n *\n * @return string|null The field name to use in queries, or null if none is available\n */\n private function getActivityFieldName(Activity $activity): ?string\n {\n if ($this->profile === null) {\n $this->logger->warning('[Salesforce] Cannot determine activity field - profile not found', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $profileEventFields = $this->profile->getFieldsAsArray('event');\n\n if (empty($profileEventFields)) {\n $defaultActivityField = $this->getDefaultActivityField(Field::OBJECT_EVENT);\n $defaultFieldName = $defaultActivityField?->getAttribute('crm_provider_id');\n // Profile not yet synced — fall back to the default activity field.\n // There is a small chance that the profile won't have Default Activity Type field access\n // in which case the query will fail.\n // This is however an edge case and should be reviewed for profile sync issues.\n Sentry::withScope(function (\\Sentry\\State\\Scope $scope) use ($defaultFieldName): void {\n $scope->setContext('details', [\n 'profileId' => $this->profile->id,\n 'defaultField' => $defaultFieldName,\n ]);\n Sentry::captureMessage(\n '[Salesforce] Profile event fields empty, falling back to default activity field.',\n \\Sentry\\Severity::warning()\n );\n });\n\n return $defaultFieldName;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n\n if (! is_null($playbook) && ! is_null($playbook->getActivityField())) {\n $playbookFieldName = $playbook->getActivityField()->getAttribute('crm_provider_id');\n\n if (in_array($playbookFieldName, $profileEventFields, true)) {\n return $playbookFieldName;\n }\n\n $this->logger->warning('[Salesforce] Playbook activity field not found in profile fields', [\n 'activityId' => $activity->getUuid(),\n 'playbookField' => $playbookFieldName,\n 'profileId' => $this->profile->id,\n ]);\n }\n\n return null;\n }\n\n private function buildFetchRelatedEventQuery(Activity $activity): string\n {\n $hasWho = $activity->lead_id || $activity->contact_id;\n\n $activityFieldName = $this->getActivityFieldName($activity);\n $fields = array_filter(['Id', 'Description', 'OwnerId', $activityFieldName]);\n\n $ownerCondition = '(OwnerId = :ownerId OR CreatedById = :ownerId)';\n\n $query = '\n SELECT ' . implode(',', $fields) . '\n FROM Event\n WHERE ' . $ownerCondition . '\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= :from\n AND EndDateTime <= :to\n AND (';\n\n $operator = '';\n if ($activity->account_id) {\n // This covers events tied to a related contact or opportunity too.\n $query .= 'AccountId = :accountId';\n\n $operator = ' OR ';\n }\n\n if ($hasWho) {\n $query .= $operator . 'WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($activity->opportunity_id) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ') ORDER BY LastModifiedDate DESC';\n\n return $query;\n }\n\n public function fetchProspect(array $task): array\n {\n $lead = $account = $opportunity = $contact = $stage = $countryCode = null;\n $externalId = $task['WhoId'] ?? null;\n\n // Lead or Contact\n if ($externalId) {\n try {\n [$lead, $account, $opportunity, $contact, $stage, $countryCode] = $this->parseRecords($externalId);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n // If we happen to know the opportunity or account from the Task, figure that out.\n if (empty($task['WhatId']) === false) {\n // WhatId could be either Account ID or Opportunity ID.\n // If WhatId is Opportunity ID, get the opportunity and stage from the CRM.\n try {\n [, $account, $opportunity, , $stage, ] = $this->parseRecords($task['WhatId']);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n return [$lead, $account, $opportunity, $contact, $stage, $countryCode];\n }\n\n /**\n * Save activity transcription summary as note\n */\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n return $this->saveNote($title, $body, (string) $objectId);\n }\n\n public function getObjectByFilterConditions(string $objectType, array $fields, array $filters): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildObjectSearchQuery($objectType, $fields, $filters);\n\n try {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n private function getCustomProfileRules(TeamRepository $teamRepository): array\n {\n $teamSettings = $teamRepository->getTeamSetting($this->team, 'custom_profile_validation');\n\n if ($teamSettings instanceof TeamSettings && $teamSettings->getValueType() === 'array') {\n $customRules = json_decode($teamSettings->getValue(), true);\n if (is_array($customRules)) {\n return $customRules;\n }\n }\n\n return [];\n }\n\n private function customProfileValidation(array $crmUser, array $customRules): bool\n {\n foreach ($customRules as $customRule) {\n if ($crmUser[$customRule['field']] !== $customRule['value']) {\n return false;\n }\n }\n\n return true;\n }\n\n /**\n * When syncing Contact / Lead / Account / Opportunity / Stage crm entities,\n * validate and restore locally trashed objects,\n * before updating them. Objects are identified by CrmProviderId\n */\n private function restoreAnyTrashedEntity(HasMany $targetEntity, string $crmProviderId): void\n {\n $recordExists = $targetEntity->withTrashed()->where(['crm_provider_id' => $crmProviderId])->first();\n if ($recordExists && $recordExists->trashed()) {\n $recordExists->restore();\n }\n }\n\n #[\\Override] public function supportsNotes(): bool\n {\n return true;\n }\n\n private function getOwnerProfile(?string $ownerId): ?Profile\n {\n if ($ownerId === null) {\n return null;\n }\n\n return $this->config->profiles()\n ->where('crm_provider_id', $ownerId)\n ->first();\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextField","text":"Current version","depth":1,"bounds":{"left":0.4398271,"top":0.43415803,"width":0.13863032,"height":0.013567438},"on_screen":true,"value":"Current version","help_text":"text/plain","role_description":"text field","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Salesforce;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Illuminate\\Database\\Eloquent\\Relations\\HasMany;\nuse Illuminate\\Events\\Dispatcher;\nuse Illuminate\\Support\\Facades\\Cache;\nuse Illuminate\\Support\\Facades\\Log;\nuse Illuminate\\Support\\Str;\nuse Jiminny\\Component\\Country\\CountriesMap;\nuse Jiminny\\Contracts\\Acl\\PermissionEnum;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ImportsBusinessProcessesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceBatchSyncInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteNoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SearchTaskInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmProfileRecordTypesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Enums\\CrmObject;\nuse Jiminny\\Events\\Activities\\Crm\\LeadConverted;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpBadRequestException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\NoResultsException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Calendar\\CalendarEvent;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\ContactRole;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Crm\\RecordType;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\TeamSettings;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\Crm\\RecordTypeFieldValuesRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Helpers\\ArrayIterator;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldHelper;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldTypeConverter;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\FollowupActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\LogActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\RecordManipulationsTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Jiminny\\Utils\\StringUtil;\nuse Ramsey\\Uuid\\Uuid;\nuse Sentry\\Laravel\\Facade as Sentry;\n\nclass Service extends BaseService implements\n SalesforceInterface,\n SalesforceBatchSyncInterface,\n SyncCrmEntitiesInterface,\n SyncCrmProfileRecordTypesInterface,\n ImportsBusinessProcessesInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SearchTaskInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n RemoteNoteEntityManipulationInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncFieldsTrait;\n use DeleteObjectsTrait;\n use RecordManipulationsTrait;\n use ServiceTraits\\BatchSyncTrait;\n use FollowupActivityTrait;\n use LogActivityTrait;\n\n /**\n * Note Body Limit for the Old Note-Taking Tool\n *\n * @var int\n */\n private const int CLASSIC_NOTE_MAX_LENGTH = 32000;\n\n /**\n * Note Content Limit for the New Notes\n *\n * @var int\n */\n private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;\n\n private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';\n\n private const int CACHE_TTL = 600;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400\n\n /**\n * @var Client\n */\n protected $client;\n\n protected PayloadBuilder $payloadBuilder;\n protected QueryHandler $queryHandler;\n\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(\n Client $client,\n PayloadBuilder $payloadBuilder,\n protected Dispatcher $eventDispatcher,\n private readonly CountriesMap $countriesMap,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->payloadBuilder = $payloadBuilder;\n $this->queryHandler = app(QueryHandler::class, [\n 'client' => $this->client,\n 'logger' => $this->logger,\n ]);\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Salesforce';\n }\n\n public function getJobDelay(): int\n {\n return 1;\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);\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 ($activity, $crmProviderId) {\n $playbook = $this->getPlaybookFromActivity($activity);\n\n if ($playbook === null) {\n $this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [\n 'activity' => $activity->getId(),\n 'crm_provider_id' => $crmProviderId,\n ]);\n\n return false;\n }\n\n $objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';\n\n try {\n $record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);\n\n return ! empty($record) && ($record['IsDeleted'] ?? false) === false;\n } catch (HttpNotFoundException|HttpBadRequestException) {\n $this->logger->info('[Salesforce] Activity record not found during verification', [\n 'activity' => $activity->getId(),\n 'object_type' => $objectType,\n 'crm_provider_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n });\n }\n\n public function query(string $queryToRun, array $parameters = []): QueryIterator\n {\n // Due to poorly designed external calls, this method cannot be entirely removed\n return $this->queryHandler->query($queryToRun, $parameters);\n }\n\n /*=========== Organization Information ===============*/\n\n /**\n * Get a list of all the API Versions for the instance.\n *\n * @throws CrmException\n *\n * @return mixed\n *\n */\n public function getApiVersions()\n {\n $url = $this->config->crm_base_url . '/services/data';\n\n $response = $this->client->get($url);\n\n return json_decode($response->getBody(), true);\n }\n\n /**\n * Gets the valid recordTypes for a given Salesforce Object via the describe API.\n */\n private function getRecordTypes(string $crmObject): array\n {\n $url = $this->client->getObjectsUrl() . $crmObject . '/describe';\n\n $response = $this->client->get($url);\n $jsonResponse = json_decode($response->getBody(), true);\n\n $fields = [];\n foreach ($jsonResponse['recordTypeInfos'] as $row) {\n $fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];\n }\n\n return $fields;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n $defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::defaultTaskFields()\n : FieldDefinitions::defaultEventFields();\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 return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'Type',\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, Playbook::ACTIVITY_TYPE_EVENT];\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::taskFollowupFieldsFilter()\n : FieldDefinitions::eventFollowupFieldsFilter();\n\n foreach ($fieldFilter as $eachFilter) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n /**\n * This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually\n * Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType\n * Needs to be replaced later on\n */\n public function syncField(Field $field): void\n {\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)\n ? 'activity'\n : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $metadata = $sfField['Metadata'];\n\n $field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);\n $field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());\n $field->is_mandatory = ($metadata['required'] === true);\n $field->length = $metadata['length'];\n $field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '\"'), 0, 191);\n $field->save();\n } else {\n $query = '\n SELECT\n Id, DataType, DeveloperName, Label, Length, Description\n FROM\n FieldDefinition\n WHERE\n DurableId = :entityName';\n\n $entityName = $field->getEntityName();\n $sfFields = $this->queryHandler->metadata($query, [\n 'entityName' => $entityName,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $convertedType = $this->convertFieldType($sfField['DataType'], $entityName);\n $label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);\n\n if ($field->isBusinessType()) {\n $label = 'Opportunity Type';\n }\n\n $field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);\n $field->label = $label;\n $field->type = $convertedType;\n $field->length = $sfField['Length'];\n $field->save();\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n private function convertFieldType(string $from, ?string $entityName = null): string\n {\n $converter = new FieldTypeConverter();\n\n return $converter->convert($from, $entityName);\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?\n 'activity' : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $valueSet = $sfField['Metadata']['valueSet'];\n\n if ($valueSet['valueSetName'] === null) {\n // Local picklist values can be obtained easily.\n $picklistValues = $valueSet['valueSetDefinition']['value'];\n } else {\n // But for some fields, we just get the Global Value Picklist pointer so need to do more work.\n $picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);\n }\n\n // Import all active values.\n foreach ($picklistValues as $i => $sfFieldValue) {\n // Setup default value.\n if ($sfFieldValue['default']) {\n $field->update(['default_value' => $sfFieldValue['valueName']]);\n }\n\n // This comes through as null if active (lol).\n if ($sfFieldValue['isActive'] !== false) {\n $values[] = [\n 'value' => $sfFieldValue['valueName'],\n 'label' => $sfFieldValue['valueName'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['default'],\n ];\n }\n }\n } else {\n $objectFields = $this->getObjectFields($field->object_type);\n $fieldId = $field->crm_provider_id;\n\n // Only work with our field of interest.\n $objectField = array_filter($objectFields, function ($item) use ($fieldId) {\n return $item['name'] === $fieldId;\n });\n\n $objectField = array_shift($objectField);\n if (empty($objectField['picklistValues']) === false) {\n foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {\n // Skip inactive values.\n if ($sfFieldValue['active'] === false) {\n continue;\n }\n\n // Setup default value.\n if ($sfFieldValue['defaultValue']) {\n $field->update(['default_value' => $sfFieldValue['value']]);\n }\n\n $values[] = [\n 'value' => $sfFieldValue['value'],\n 'label' => $sfFieldValue['label'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['defaultValue'],\n ];\n }\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'], $fieldsToPurge, true)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n // Get IDs of the values to be deleted\n $valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);\n $valuesToDeleteIds = $valuesToDelete->pluck('id');\n if (! $valuesToDeleteIds->isEmpty()) {\n $recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);\n $recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());\n\n // Now safely delete from crm_field_values\n $valuesToDelete->delete();\n }\n\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n return $fieldValues;\n }\n\n /**\n * Gets values from Global Value Picklists.\n */\n private function importGlobalValuePicklistValues(string $picklistName): array\n {\n $query = '\n SELECT\n Metadata\n FROM\n GlobalValueSet\n WHERE\n DeveloperName = :picklistName\n LIMIT 1';\n\n try {\n $sfValues = $this->queryHandler->metadata($query, [\n 'picklistName' => $picklistName,\n ]);\n\n // There is always 1 result at this point.\n $sfValue = $sfValues->current();\n\n return $sfValue['Metadata']['customValue'];\n } catch (NoResultsException $noResultsException) {\n // Nothing returned.\n\n return [];\n }\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileRecordTypes(): void\n {\n $objectTypes = [\n 'lead',\n 'account',\n 'contact',\n 'opportunity',\n 'task',\n 'event',\n ];\n\n foreach ($objectTypes as $objectType) {\n try {\n $crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));\n\n foreach ($crmRecordTypes as $crmRecordType) {\n // If the record type is default and not the Master type, set this.\n if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmRecordType['recordTypeId'])\n ->first();\n\n if ($recordType) {\n $this->profile->{$objectType . '_record_type_id'} = $recordType->id;\n }\n }\n }\n } catch (HttpNotFoundException $exception) {\n Log::error('No access to ' . $objectType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n if ($this->profile->isDirty()) {\n $this->profile->save();\n }\n }\n\n /**\n * Gets business processes.\n */\n public function importBusinessProcesses(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, TableEnumOrId\n FROM\n BusinessProcess\n WHERE\n TableEnumOrId IN (\\'Lead\\',\\'Opportunity\\')';\n\n try {\n $sfProcesses = $this->queryHandler->query($query);\n\n // Upsert all processes for the team.\n foreach ($sfProcesses as $sfProcess) {\n /** @var BusinessProcess $businessProcess */\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $sfProcess['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => $sfProcess['Name'],\n 'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',\n 'is_selectable' => $sfProcess['IsActive'],\n ]);\n\n $this->importBusinessProcessStages($businessProcess);\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets business process stages.\n */\n private function importBusinessProcessStages(BusinessProcess $businessProcess): void\n {\n $query = '\n SELECT\n Metadata\n FROM\n BusinessProcess\n WHERE\n Id = :processId';\n\n try {\n $stages = [];\n $sfProcessStages = $this->queryHandler->metadata($query, [\n 'processId' => $businessProcess->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfProcessStage = $sfProcessStages->current();\n\n // Upsert all processes for the team.\n foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {\n $sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: \"%2C\" becomes \",\" etc.\n\n $stage = $businessProcess->crm->stages()\n // This MUST match on label because this API doesn't use API Name.\n ->where('label', $sanitizedName)\n ->where('type', $businessProcess->type)\n ->where('is_selectable', 1)\n ->first();\n\n if ($stage) {\n $stages[] = $stage->id;\n }\n }\n\n $businessProcess->stages()->sync($stages);\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets record types.\n */\n public function importRecordTypes(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, BusinessProcessId, SobjectType\n FROM\n RecordType';\n\n try {\n $sfRecordTypes = $this->queryHandler->query($query);\n\n // Upsert all record types for the process.\n foreach ($sfRecordTypes as $sfRecordType) {\n $businessProcess = null;\n if ($sfRecordType['BusinessProcessId']) {\n $businessProcess = $this->config->businessProcesses()\n ->where('crm_provider_id', $sfRecordType['BusinessProcessId'])\n ->first();\n }\n\n /** @var RecordType $recordType */\n $recordType = $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $sfRecordType['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'type' => mb_strtolower($sfRecordType['SobjectType']),\n 'name' => $sfRecordType['Name'],\n 'is_selectable' => $sfRecordType['IsActive'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n $this->importRecordTypeFieldValues($recordType);\n }\n } catch (NoResultsException $noResultsException) {\n // Do nothing.\n }\n }\n\n /**\n * Import record type - field value mappings. This only works for standard fields.\n */\n private function importRecordTypeFieldValues(RecordType $recordType): void\n {\n try {\n $query = '\n SELECT\n Metadata\n FROM\n RecordType\n WHERE\n Id = :recordTypeId';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'recordTypeId' => $recordType->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $picklists = $sfField['Metadata']['picklistValues'];\n\n foreach ($picklists as $picklist) {\n $field = $this->config->fields()->where([\n 'type' => Field::TYPE_PICKLIST,\n 'object_type' => $recordType->type,\n 'crm_provider_id' => $picklist['picklist'],\n ])->first();\n\n if ($field) {\n $fieldValues = [];\n\n foreach ($picklist['values'] as $value) {\n // Must decode: \"%2C\" becomes \",\" etc.\n $fieldValue = $field->values()\n ->where('value', urldecode($value['valueName']))\n ->first();\n\n if ($fieldValue) {\n $fieldValues[] = $fieldValue->id;\n }\n }\n\n $recordType->fieldValues()->sync($fieldValues);\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $params = [];\n $missingStage = null;\n if ($types === null) {\n $types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];\n }\n\n foreach ($types as $type) {\n if ($type === Stage::TYPE_LEAD) {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, SortOrder\n FROM\n LeadStatus';\n } else {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability\n FROM\n OpportunityStage';\n }\n\n if ($missingStageName) {\n $escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);\n\n $query .= ' WHERE ApiName = :stageName';\n\n $params = [\n 'stageName' => $escapedStageName,\n ];\n }\n\n try {\n $sfStages = $this->queryHandler->query($query, $params);\n } catch (NoResultsException $exception) {\n $sfStages = [];\n }\n\n $missingStage = null;\n\n // Upsert all stages for the team.\n foreach ($sfStages as $sfStage) {\n $selectable = true;\n if (array_key_exists('IsActive', $sfStage)) {\n $selectable = $sfStage['IsActive'];\n }\n\n $this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);\n\n $stage = $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $sfStage['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),\n 'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),\n 'type' => $type,\n 'sequence' => $sfStage['SortOrder'] ?? 0,\n 'is_selectable' => $selectable,\n 'probability' => $sfStage['DefaultProbability'] ?? null,\n ]);\n\n if ($missingStageName && $missingStageName === $sfStage['ApiName']) {\n $missingStage = $stage;\n }\n }\n\n if ($missingStageName && $missingStage === null) {\n // If they requested a stage that still doesn't exist, it must be inactive so lazy create it.\n $missingStage = $this->config->stages()->create([\n 'crm_provider_id' => Uuid::uuid4(),\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($missingStageName, 0, 50),\n 'label' => mb_strimwidth($missingStageName, 0, 191),\n 'type' => $type,\n 'sequence' => 0,\n 'is_selectable' => 0,\n ]);\n }\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('lead');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Lead\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfLeads = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfLeads as $sfLead) {\n // Only sync if previously imported.\n if ($this->hasLead($sfLead['Id'])) {\n $this->importLead($sfLead);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n $fields = $this->getAllFieldsAsArray('lead');\n\n $sfLead = $this->getRecord('Lead', $crmId, $fields);\n\n return $this->importLead($sfLead);\n }\n\n private function importLead($crmData): ?Lead\n {\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['Status'])) {\n // Get the current stage.\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['Status'])\n ->where('type', Stage::TYPE_LEAD)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);\n }\n }\n\n // If we have no way of importing this, just return null :(\n if ($stage === null) {\n return null;\n }\n\n $countryCode = $crmData['CountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['Country']) !== false) {\n $countryCode = $this->convertCountryNameToCode($crmData['Country']);\n }\n\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n $mobilePhone = null;\n if (empty($crmData['MobilePhone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['MobilePhone'], 0, 25);\n $mobilePhone = phone_e164($countryCode, $number);\n }\n\n $convertedDate = null;\n $convertedAccount = null;\n $convertedOpportunity = null;\n $convertedContact = null;\n\n if ($crmData['IsConverted'] == 'true') {\n $convertedDate = $crmData['ConvertedDate'];\n\n if (empty($crmData['ConvertedAccountId']) === false) {\n $convertedAccount = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmData['ConvertedAccountId'])\n ->first();\n\n if ($convertedAccount === null) {\n try {\n $convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedOpportunityId']) === false) {\n $convertedOpportunity = $this->config\n ->opportunities()\n ->where('crm_provider_id', $crmData['ConvertedOpportunityId'])\n ->first();\n\n if ($convertedOpportunity === null) {\n try {\n $convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedContactId']) === false) {\n $convertedContact = $this->team\n ->crm\n ->contacts()\n ->where('crm_provider_id', $crmData['ConvertedContactId'])\n ->first();\n\n if ($convertedContact === null) {\n try {\n $convertedContact = $this->syncContact($crmData['ConvertedContactId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n }\n\n if (empty($crmData['Company'])) {\n $company = 'Unknown';\n } else {\n $company = mb_strimwidth($crmData['Company'], 0, 191);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? '',\n 'company' => $company,\n 'domain' => $domain,\n 'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',\n 'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,\n 'phone' => $parsedNumber['phone'],\n 'ext' => $parsedNumber['ext'] ?? null,\n 'mobile_phone' => $mobilePhone,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Lead::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'stage_id' => $stage->id,\n 'record_type_id' => null,\n 'converted_at' => $convertedDate,\n 'converted_account_id' => $convertedAccount->id ?? null,\n 'converted_opportunity_id' => $convertedOpportunity->id ?? null,\n 'converted_contact_id' => $convertedContact->id ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);\n\n /** @var Lead $lead */\n $lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {\n $this->eventDispatcher->dispatch(new LeadConverted($lead));\n }\n\n $this->handleObjectDeletion($lead, $crmData);\n\n if ($lead->trashed()) {\n return null;\n }\n\n return $lead;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('account');\n\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Account\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfAccounts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfAccounts as $sfAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($sfAccount['Id'])) {\n $this->importAccount($sfAccount);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n $fields = $this->getAllFieldsAsArray('account');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfAccount = $this->getRecord('Account', $crmId, $fields);\n\n return $this->importAccount($sfAccount);\n }\n\n private function importAccount($crmData): Account\n {\n $countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country names.\n if ($countryCode === null && empty($crmData['BillingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);\n }\n\n if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);\n }\n\n if (empty($crmData['Phone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'], 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n $industry = null;\n if (empty($crmData['Industry']) === false) {\n $industry = mb_strimwidth($crmData['Industry'], 0, 40);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'],\n 'name' => mb_strimwidth($crmData['Name'], 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Account::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'industry' => $industry,\n 'domain' => $domain,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);\n\n /** @var Account $account */\n $account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($account, $crmData);\n\n return $account;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n $logParams = $parameters;\n $parameters['profile'] = $this->profile;\n $logParams['user'] = $this->profile->getUserId();\n\n if (count($strategies) > 1) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [\n 'teamId' => $this->team->getUuid(),\n 'params' => $logParams,\n 'strategies_count' => count($strategies),\n ]);\n }\n\n foreach ($strategies as $syncStrategy) {\n $name = $syncStrategy->getStrategyName();\n\n try {\n $sfOpportunities = $syncStrategy->fetchOpportunities($parameters);\n $totalRecords = $sfOpportunities->count();\n\n foreach ($sfOpportunities as $sfOpportunity) {\n $this->importOpportunity($sfOpportunity);\n $syncCount++;\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $noResultsException->getMessage(),\n ]);\n } catch (CrmException $crmException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $crmException->getMessage(),\n ]);\n }\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);\n\n // debug to see how if count of opportunities reaches 1000\n if ($syncCount >= 1000) {\n $this->logger->info(\n '[' . $this->getDisplayName() . '] Sync Opportunities - count warning',\n [\n 'team_id' => $this->team->getId(),\n 'params' => $logParams,\n 'count' => $syncCount,\n 'strategies_count' => count($strategies),\n 'total_records' => $totalRecords ?? null,\n ]\n );\n }\n\n return $syncCount;\n }\n\n\n /**\n * @inheritdoc\n */\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategy = $this->opportunitySyncStrategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY\n );\n\n $parameters = [\n 'profile' => $this->profile,\n 'crm_id' => $crmId,\n ];\n\n try {\n $sfOpportunity = $strategy->fetchOpportunities($parameters);\n } catch (HttpNotFoundException $e) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n ]);\n\n return null;\n } catch (CrmException $crmException) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n 'exception' => $crmException->getMessage(),\n ]);\n\n return null;\n }\n\n if ($sfOpportunity instanceof ArrayIterator) {\n return $this->importOpportunity($sfOpportunity->getItems());\n }\n\n return $this->importOpportunity($sfOpportunity);\n }\n\n /**\n * @throws HttpNotFoundException\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $account = null;\n if (empty($crmData['AccountId']) === false) {\n /** @var ?Account $account */\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $userId = $profile?->getUserId() ?? $account?->getUserId();\n if ($userId === null) {\n $this->logger->error('[Salesforce] | Skip import, no user_id found', [\n 'id' => $crmData['Id'],\n ]);\n\n return null;\n }\n\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['StageName'])) {\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['StageName'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->orderBy('is_selectable', 'DESC')\n ->orderBy('id')\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData['StageName']);\n }\n }\n\n $recordType = null;\n if (empty($crmData['RecordTypeId']) === false) {\n /** @var ?RecordType $recordType */\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmData['RecordTypeId'])\n ->first();\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $closeDate = null;\n if (empty($crmData['CloseDate']) === false) {\n $closeDate = Carbon::parse($crmData['CloseDate'])->format('Y-m-d');\n }\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $userId,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => mb_strimwidth($crmData['Name'] ?? '', 0, 128),\n 'value' => $crmData[$valueFieldName],\n 'currency_code' => CurrencyFormatter::formatCode($crmData['CurrencyIsoCode'] ?? null),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData['IsClosed'],\n 'is_won' => $crmData['IsWon'],\n 'stage_id' => $stage?->id ?? null,\n 'record_type_id' => $recordType->id ?? null,\n 'remotely_created_at' => $createdDate,\n 'probability' => $crmData['Probability'] ?? null,\n 'forecast_category' => $crmData['ForecastCategoryName'] ?? null,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->opportunities(), $crmData['Id']);\n\n // Do not allow locked DB tables & other errors\n // to interrupt the process of reverting the trashed opportunities\n try {\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()\n ->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n\n $this->importOpportunityCrmFieldData($crmData, $crmFields, $opportunity->id);\n\n $this->handleObjectDeletion($opportunity, $crmData);\n\n if ($opportunity->trashed()) {\n return null;\n }\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n } catch (Exception $exception) {\n Sentry::captureException($exception);\n\n $this->logger->error('[Salesforce] importOpportunity failure.', [\n 'crm_provider_id' => $crmData['Id'],\n 'team_id' => $this->team->id,\n 'exception' => $exception->getMessage(),\n ]);\n\n $this->handleEntityDeletionByProviderId($this->config->opportunities(), $crmData);\n }\n\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('contact');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Contact\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfContacts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfContacts as $sfContact) {\n // Only sync if previously imported.\n if ($this->hasContact($sfContact['Id'])) {\n $this->importContact($sfContact);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::CONTACT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n $fields = $this->getAllFieldsAsArray('contact');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync contact cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfContact = $this->getRecord('Contact', $crmId, $fields);\n\n return $this->importContact($sfContact);\n }\n\n private function importContact($crmData): ?Contact\n {\n $account = null;\n // Contacts may not have accounts...\n if (isset($crmData['AccountId'])) {\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $countryCode = $crmData['MailingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['MailingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['MailingCountry']);\n\n if ($countryCode === null && $account) {\n $countryCode = $account->country_code;\n }\n }\n\n $ext = null;\n $parsedNumber = [];\n if (empty($crmData['Phone']) === false) {\n $number = Str::limit($crmData['Phone'], 25, '');\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n if (empty($parsedNumber['ext']) === false) {\n $ext = Str::limit($parsedNumber['ext'], 10, '');\n }\n }\n\n $mobileNumber = null;\n if (empty($crmData['MobilePhone']) === false) {\n $mobileNumber = Str::limit(phone_e164($countryCode, $crmData['MobilePhone']), 25, '');\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => ($crmData['Name'] ?? null) !== null ? mb_strimwidth($crmData['Name'], 0, 100) : '',\n 'title' => ($crmData['Title'] ?? null) !== null ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => ($crmData['Email'] ?? null) !== null ? mb_strimwidth($crmData['Email'], 0, 191) : null,\n 'country_code' => $countryCode,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $ext,\n 'mobile_phone' => $mobileNumber,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Contact::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->contacts(), $crmData['Id']);\n\n /** @var Contact $contact */\n $contact = $this->config->contacts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($contact, $crmData);\n\n if ($contact->trashed()) {\n return null;\n }\n\n return $contact;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n $fields = [\n 'InstanceName',\n 'OrganizationType',\n 'IsSandbox',\n ];\n\n $orgValues = $this->getRecord('Organization', $this->config->crm_provider_id, $fields);\n\n $edition = null;\n switch ($orgValues['OrganizationType']) {\n case 'Developer Edition':\n $edition = Configuration::EDITION_DEVELOPER;\n\n break;\n\n case 'Professional Edition':\n $edition = Configuration::EDITION_PROFESSIONAL;\n\n break;\n\n case 'Enterprise Edition':\n $edition = Configuration::EDITION_ENTERPRISE;\n\n break;\n }\n\n $this->config->edition = $edition;\n $this->config->instance = $orgValues['InstanceName'];\n\n // XXX: How can this state be possible?\n if ($this->config->version === null) {\n $this->config->version = Client::MIN_API_VERSION;\n }\n\n $installedVersion = $this->getInstalledAppVersion();\n if ($installedVersion !== null) {\n $installedVersion = (string) $this->getInstalledAppVersion();\n }\n\n $this->config->installed_app_version = $installedVersion;\n\n $this->config->save();\n }\n\n public function getInstalledAppVersion(): ?string\n {\n try {\n $query = '\n SELECT\n SubscriberPackageVersion.MajorVersion,\n SubscriberPackageVersion.MinorVersion,\n SubscriberPackageVersion.PatchVersion,\n SubscriberPackageVersion.BuildNumber\n FROM\n InstalledSubscriberPackage\n WHERE\n SubscriberPackageId = :packageId\n ';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'packageId' => self::INSTALLED_PACKAGE_ID,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Grab version number.\n $version = $sfField['SubscriberPackageVersion']['MajorVersion'] .\n $sfField['SubscriberPackageVersion']['MinorVersion'] .\n $sfField['SubscriberPackageVersion']['PatchVersion'] .\n $sfField['SubscriberPackageVersion']['BuildNumber'];\n } catch (\\Exception) {\n $version = null;\n }\n\n return $version;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws \\Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For SF we also check if Log Notes is enabled.\n if ($this->profile->log_notes === Profile::LOG_NOTE_NONE) {\n return;\n }\n\n if ($activity->opportunity_id && $activity->prospect === null) {\n return;\n }\n\n try {\n $transcriptionData = $this->generateTranscription($activity);\n\n $noteMaxLength = $this->profile->log_notes === Profile::LOG_NOTE_ENHANCED\n ? self::ENHANCED_NOTE_MAX_LENGTH\n : self::CLASSIC_NOTE_MAX_LENGTH;\n\n $title = 'Transcript for ';\n $title .= $activity->title ?? $activity->activity_title;\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($transcriptionData, 0, $noteMaxLength);\n\n if ($activity->opportunity_id) {\n $objectId = $activity->opportunity->crm_provider_id;\n } else {\n $objectId = $activity->prospect->crm_provider_id;\n }\n\n $noteId = $this->saveNote($title, $body, $objectId);\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 public function saveNote(string $title, string $body, string $objectId, ?NoteObject $noteObject = null): ?string\n {\n $noteId = null;\n\n try {\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $noteId = $this->buildEnhancedNote($title, $body, $objectId);\n } else {\n $noteId = $this->buildClassicNote($title, $body, $objectId);\n }\n } catch (HttpNotFoundException $exception) {\n // The profile not having access to create Enhanced Notes. Set their preference to Classic.\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $this->profile->update([\n 'log_notes' => Profile::LOG_NOTE_CLASSIC,\n ]);\n }\n }\n\n return $noteId;\n }\n\n /**\n * This is using the \"Enhanced\" Notes feature, NOT the \"Notes & Attachments\" feature being deprecated.\n *\n * @url https://salesforce.stackexchange.com/questions/104408/how-can-i-create-an-account-note-or-contact-note-via-api-that-is-visible-in-sale\n */\n private function buildEnhancedNote(string $title, string $body, string $objectId): string\n {\n // Decode stored entities, escape HTML (without quoting), then convert line breaks for Salesforce formatting\n $decodedBody = html_entity_decode($body, ENT_QUOTES | ENT_HTML5);\n $sanitizedBody = htmlspecialchars($decodedBody, ENT_NOQUOTES, 'UTF-8', false);\n $content = nl2br($sanitizedBody, false);\n $note = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'Title' => $title,\n 'Content' => base64_encode($content),\n ];\n\n $noteId = $this->createRecord('ContentNote', $note);\n\n $link = [\n 'ContentDocumentId' => $noteId,\n 'LinkedEntityId' => $objectId,\n 'ShareType' => 'I',\n ];\n\n $this->createRecord('ContentDocumentLink', $link);\n\n return $noteId;\n }\n\n private function buildClassicNote(string $title, string $body, string $objectId): string\n {\n if (in_array($this->parseObjectType($objectId), [Field::OBJECT_TASK, Field::OBJECT_EVENT])) {\n $this->logger->info('[Salesforce] Summary not sent', [\n 'profile_id' => $this->profile->id,\n 'objectId' => $objectId,\n 'reason' => 'Classical Note does not support Task/Event relation',\n ]);\n\n return '';\n }\n\n $titleTrimmed = null;\n\n if (mb_strlen($title) > 80) {\n $titleTrimmed = substr($title, 0, 77) . '...';\n }\n $payload = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'IsPrivate' => false,\n 'Title' => $titleTrimmed ?? $title,\n 'Body' => $titleTrimmed ? $title . PHP_EOL . $body : $body,\n 'ParentId' => $objectId,\n ];\n\n return $this->createRecord('Note', $payload);\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n if ($this->profile === null) {\n return [];\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $limitValues = ['limit' => $this->limit, 'offset' => $this->offset];\n $sosl = $queryBuilder->buildFindQuery($name, $scopes, $limitValues);\n\n $this->logger->info('[Salesforce] Find prospects', [\n 'profile_id' => $this->profile->id,\n 'sosl_query' => $sosl,\n 'search_string' => $name,\n 'scopes' => $scopes,\n ]);\n\n $data = Cache::remember($this->profile->id . $sosl, self::CACHE_TTL, function () use ($sosl) {\n $data = [];\n\n try {\n // Hit remote API.\n $objects = $this->queryHandler->search($sosl);\n\n // Build mapped list.\n foreach ($objects as $object) {\n $type = strtolower($object['attributes']['type']);\n\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n 'crmUrl' => $this->generateProviderUrl($object['Id'], $type),\n ];\n\n switch ($type) {\n case 'lead':\n if (empty($object['Company']) === false) {\n $record['organization'] = $object['Company'];\n }\n\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_LEAD)\n ->where('name', $object['Status'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_LEAD], $object['Status']);\n }\n\n if ($stage) {\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n }\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n break;\n\n case 'account':\n if (empty($object['Industry']) === false) {\n $record['industry'] = $object['Industry'];\n $record['detailsLine'] = $object['Industry'];\n }\n if (! empty($object['PersonEmail'])) {\n $record['detailsLine'] = $object['PersonEmail'];\n }\n\n break;\n\n case 'contact':\n // For contacts, we should try and fetch their account name too.\n if ($object['AccountId']) {\n // Cheaper to get this locally.\n $account = $this->config->accounts()\n ->where('crm_provider_id', $object['AccountId'])\n ->first(['name']);\n\n if ($account) {\n $record['organization'] = $account->name;\n }\n }\n\n if (! empty($object['IsPersonAccount']) && $object['Email']) {\n $record['detailsLine'] = $object['Email'];\n } else {\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n }\n\n break;\n }\n\n // Add phone numbers to record.\n if (empty($object['Phone']) === false && $object['Phone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['Phone'],\n 'nationalFormat' => phone_national($this->profile->user->country_code, $object['Phone']),\n 'type' => 'phone',\n ];\n }\n\n if (empty($object['MobilePhone']) === false && $object['MobilePhone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['MobilePhone'],\n 'nationalFormat' => phone_national(\n $this->profile->user->country_code,\n $object['MobilePhone']\n ),\n 'type' => 'mobile',\n ];\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n $data = [];\n }\n\n return $data;\n });\n\n return $data;\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 ? $profile->getCrmProviderId() : null;\n }\n\n try {\n // Perhaps their profile has no opportunity permissions.\n if ($this->profile === null || $this->profile->opportunity_fields === null) {\n return $data;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildFindOpportunitiesQuery();\n\n $objects = $this->queryHandler->query($query, ['accountId' => $crmAccountId]);\n\n foreach ($objects as $object) {\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'won' => $object['IsWon'],\n 'closed' => $object['IsClosed'],\n ];\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n if (empty($object[$valueFieldName]) === false) {\n $currency = $object['CurrencyIsoCode'] ?? $this->config->default_currency;\n $value = formatCurrency($object[$valueFieldName], $currency);\n\n $record += [\n 'value' => $value,\n ];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->where('name', $object['StageName'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $object['StageName']);\n }\n\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n if ($ownerId && isset($object['OwnerId']) && $object['OwnerId'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n return $data;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n public function getContactRolesFromCrm(?Carbon $since = null): array\n {\n $roles = [];\n\n if ($this->profile === null) {\n return $roles;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n\n $query = $queryBuilder->buildGetContactRolesQuery($since);\n\n try {\n $objects = $this->queryHandler->query($query);\n\n foreach ($objects as $object) {\n $roles[] = [\n 'id' => $object['Id'],\n 'contactId' => $object['ContactId'],\n 'opportunityId' => $object['OpportunityId'],\n 'ownerId' => $object['Opportunity']['OwnerId'] ?? null,\n 'isPrimary' => $object['IsPrimary'],\n 'role' => $object['Role'],\n ];\n }\n } catch (NoResultsException) {\n // Just return an empty array.\n $this->logger->info('[Salesforce] No contact roles found', [\n 'since' => $since?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n }\n\n return $roles;\n }\n\n public function syncContactRoles(Carbon $since): int\n {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $crmContactRoles = $this->getContactRolesFromCrm(since: $since);\n $syncCount = 0;\n $contactRoles = [];\n\n foreach ($crmContactRoles as $crmContactRole) {\n $contactRoles[] = $this->importContactRole($crmContactRole);\n $syncCount++;\n }\n\n $contactRoleRepository->saveContactRoles($contactRoles);\n\n $this->syncRemotelyDeletedContactRoles();\n\n return $syncCount;\n }\n\n private function importContactRole(array $contactRole): array\n {\n $contact = $this->config->contacts()\n ->where('crm_provider_id', $contactRole['contactId'])\n ->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($contactRole['contactId']);\n }\n\n $opportunity = $this->config->opportunities()\n ->where('crm_provider_id', $contactRole['opportunityId'])\n ->first();\n\n if ($opportunity === null) {\n $opportunity = $this->syncOpportunity($contactRole['opportunityId']);\n }\n\n $role = null;\n if (! empty($contactRole['role'])) {\n $role = mb_strimwidth($contactRole['role'], 0, 191);\n }\n\n return [\n 'crm_configuration_id' => $this->config->getId(),\n 'contact_id' => $contact->getId(),\n 'crm_provider_id' => $contactRole['id'],\n 'subject_type' => ContactRole::SUBJECT_TYPE_OPPORTUNITY,\n 'subject_id' => $opportunity->getId(),\n 'is_primary' => $contactRole['isPrimary'],\n 'role' => $role,\n ];\n }\n\n protected function syncRemotelyDeletedContactRoles(): bool\n {\n try {\n $deletedRemotely = $this->queryHandler->queryDeleted('OpportunityContactRole');\n } catch (NoResultsException $e) {\n return false;\n }\n\n $deletedOpportunities = $deletedRemotely->getResults();\n $deletedIds = array_column($deletedOpportunities, 'id');\n\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n foreach (array_chunk($deletedIds, self::HARD_DELETE_CHUNK) as $chunk) {\n $contactRoleRepository->deleteContactRoles($chunk);\n\n $this->logger->info('[' . $this->getDisplayName() . '] Remotely deleted opportunities synced', [\n 'teamId' => $this->team->id_string,\n 'remotelyDeletedOpportunities' => $chunk,\n 'count' => count($chunk),\n ]);\n }\n\n return true;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($this->profile->user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_TASK),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any open call for that user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Task\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsDeleted = false\n AND IsClosed = false\n AND (';\n\n if ($objectType === 'account') {\n // This covers tasks tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getEvents(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n $user = $this->profile?->user;\n if ($this->profile === null || $user === null) {\n return $data;\n }\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_EVENT),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any event starting in the last week and ending up until today owned by the user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Event\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= LAST_N_DAYS:7\n AND EndDateTime <= TODAY\n AND (';\n\n if ($objectType === 'account') {\n // This covers events tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['StartDateTime'] ? Carbon::parse($object['StartDateTime'])->toIso8601String() : null;\n\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\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 $userId = null): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($email, Field::TYPE_EMAIL);\n if ($sosl === null) {\n return null;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $email,\n QueryHandler::PRIORITISE_EMAIL\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException $e) {\n // Try the account next.\n if ($this->profile->account_fields === null) {\n return null;\n }\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n // SF improved search - strip the domain extension, min domain name length 4\n return $this->getCompanyNameFromEmail(email: $email, minNameLength: 4);\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 = $domain;\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByDomainQuery($companyName);\n\n try {\n $objects = $this->queryHandler->search($sosl);\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException) {\n return null;\n }\n }\n\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Don't bother looking up numbers that are masked.\n if (str_contains($phone, '**')) {\n return null;\n }\n\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $phoneNational = phone_national(null, $phone) ?? '';\n $possiblePhoneFormats = collect([\n preg_replace('/\\D/', '', ltrim($phone, '0+')),\n preg_replace('/\\D/', '', $phoneNational),\n formatDashPhoneNumber($phone),\n $phoneNational,\n ])\n ->filter() // Removes null and empty strings\n ->unique()\n ->values();\n\n foreach ($possiblePhoneFormats as $phone) {\n $sosl = $queryBuilder->buildMatchByQuery($phone, Field::TYPE_PHONE);\n if ($sosl === null) {\n continue;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $phone,\n QueryHandler::PRIORITISE_PHONE\n );\n\n return $this->convertCrmData($objects, $userId);\n } catch (NoResultsException) {\n continue;\n }\n }\n\n return null;\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 protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->profile->id . $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 /** Determine the CRM Objects which represent the call activity. */\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 if ($this->profile === null) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($name, 'name');\n if ($sosl === null) {\n return false;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n } catch (NoResultsException $e) {\n return false;\n }\n\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $name,\n QueryHandler::PRIORITISE_NAME\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return (! empty(array_filter($data))) ? $data : false;\n });\n\n return is_array($result) ? $result : 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(QueryIterator $objects, ?int $userId = null): array\n {\n $lead = null;\n $contact = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n if ($objects->count() > 0) {\n $object = $objects->current();\n\n if ($object['attributes']['type'] === 'Lead') {\n $lead = $this->importLead($object);\n\n // Lead might not be imported if the Stage is null for example.\n if ($lead) {\n $countryCode = $lead->country_code;\n $stage = $lead->stage;\n }\n } else {\n if ($object['attributes']['type'] === 'Contact') {\n $contact = $this->importContact($object);\n $account = $contact->account;\n } else {\n $account = $this->importAccount($object);\n }\n\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $sfOpportunities = $this->findOpportunities(\n $account?->getCrmProviderId(),\n $contact?->getCrmProviderId(),\n $userId\n );\n\n // Take the first opportunity, which will be ordered as priority based on their settings.\n if (! empty($sfOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($sfOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($stage->type === Stage::TYPE_LEAD) {\n $objectType = 'Lead';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'Status';\n } else {\n $objectType = 'Opportunity';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'StageName';\n }\n\n $headers = [];\n if ($this->config->trigger_assignment_rules === false) {\n // @see: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/headers_autoassign.htm\n $headers = [\n 'Sforce-Auto-Assign' => 'false',\n ];\n }\n\n $this->updateRecord($objectType, $objectId, [$objectStageType => $stage->name], $headers);\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, '001')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, '003')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, '00Q')) {\n return 'lead';\n }\n\n if (Str::startsWith($objectId, '006')) {\n return 'opportunity';\n }\n\n if (Str::startsWith($objectId, '00U')) {\n return 'event';\n }\n\n if (Str::startsWith($objectId, '00T')) {\n return 'task';\n }\n\n throw new \\InvalidArgumentException('Unsupported Object Type');\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n $query = $queryBuilder->buildGetUsersQuery($userToSearch);\n\n try {\n $salesforceUsers = $this->queryHandler->query($query, [\n 'active' => true,\n ]);\n } catch (NoResultsException $e) {\n $this->logger->info('[Salesforce] Sync Profiles. No users found', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n $teamRepository = app(TeamRepository::class);\n $customRules = $this->getCustomProfileRules($teamRepository);\n\n foreach ($salesforceUsers as $crmUser) {\n if ($crmUser['Email'] === null) {\n continue;\n }\n\n if (! $this->customProfileValidation($crmUser, $customRules)) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $crmUser['Email']);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $edition = $crmUser['UserPreferencesLightningExperiencePreferred']\n ? Profile::EDITION_LIGHTNING\n : Profile::EDITION_CLASSIC;\n\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->updateOrCreateProfile(\n $user,\n [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $crmUser['Id'],\n ],\n [\n 'user_id' => $user->getId(),\n 'edition' => $edition,\n 'has_external_cti' => ! empty($crmUser['CallCenterId']),\n 'crm_profile_id' => $crmUser['ProfileId'],\n ]\n );\n\n if ($userToSearch instanceof User && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n // Clean up inactive profiles\n try {\n $this->archiveInactiveProfiles();\n } catch (\\Exception $e) {\n $this->logger->warning('[Salesforce] Profile archiving failed', [\n 'teamId' => $this->team->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n // For Salesforce it's easy, we just point every object to the apex domain and they handle it.\n switch ($objectType) {\n case 'lead':\n case 'account':\n case 'contact':\n case 'opportunity':\n case 'task':\n case 'event':\n case 'activity':\n\n $url = $this->config->crm_base_url . '/' . $providerId;\n\n break;\n }\n\n return $url;\n }\n\n public function buildTaskSearchFields(): array\n {\n return ['Id', 'WhoId', 'WhatId', 'AccountId'];\n }\n\n public function getTaskByFilterConditions(\n array $fields,\n array $filters,\n bool $bulkSearch = false,\n bool $strictFilters = true\n ): ?array {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildSearchTaskQuery($fields, $filters, $bulkSearch, $strictFilters);\n\n try {\n if (! $bulkSearch) {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n }\n\n if ($bulkSearch) {\n $objects = $this->queryHandler->query($query);\n $records = [];\n foreach ($objects as $record) {\n $key = $record[end($fields)];\n $records[$key] = $record;\n }\n\n return $records;\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function mapCrmObjects(array $task): array\n {\n $activityData = [];\n\n if (! empty($task['WhoId'])) {\n $type = $this->parseObjectType($task['WhoId']);\n $activityData[$type] = $task['WhoId'];\n }\n if (! empty($task['AccountId'])) {\n $activityData['account'] = $task['AccountId'];\n }\n if (! empty($task['WhatId'])) {\n $activityData['opportunity'] = $task['WhatId'];\n }\n\n return $activityData;\n }\n\n /**\n * Get SF task by Outreach call id.\n */\n public function getTaskByFilter(\n string $activityFieldType,\n array $filters,\n string $operator = '=',\n array $additionalFields = []\n ): ?array {\n $data = [];\n\n try {\n // Default (base) fields.\n $fields = ['Id', 'Subject', 'Description', 'ActivityDate', 'WhoId', 'WhatId', $activityFieldType];\n\n foreach ($additionalFields as $additionalField) {\n $fields[] = $additionalField->crm_provider_id;\n }\n\n $fields = array_unique($fields);\n\n // Find task with the same Outreach id as the call id.\n $query = 'SELECT ' . implode(',', $fields) . '\n FROM Task\n WHERE IsArchived = false AND IsDeleted = false';\n\n foreach ($filters as $key => $value) {\n $key = preg_quote($key, '/');\n $key = str_replace(['\\'', '\"'], '', $key);\n // Prepare the substitution.\n $strKey = \":$key\";\n\n $query .= \" AND $key $operator $strKey\";\n }\n\n $query .= ' ORDER BY LastModifiedDate DESC LIMIT 1';\n\n $objects = $this->queryHandler->query($query, $filters);\n\n // There should be only one task related to this call if any.\n if ($objects->count() === 1) {\n $object = $objects->current();\n\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n\n $data = array_merge($object, [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'summary' => $object['Description'],\n 'due' => $dueDate,\n 'Type' => $object[$activityFieldType],\n ]);\n }\n } catch (NoResultsException $e) {\n // Filters don't match any records.\n } catch (ServiceUnavailableException $serviceUnavailableException) {\n // Service cannot be queried. We should probably log this.\n }\n\n return $data;\n }\n\n /**\n * Get Salesforce fields including datetime fields\n *\n * @param $objectType\n */\n private function getAllFieldsAsArray($objectType): array\n {\n $basicFields = [];\n // Not all users have access to all object fields.\n if ($this->profile->{$objectType . '_fields'}) {\n $basicFields = explode(',', $this->profile->{$objectType . '_fields'});\n }\n\n $extraFields = [\n 'CreatedDate',\n 'LastModifiedDate',\n 'IsDeleted',\n ];\n\n if ($objectType === self::OBJECT_OPPORTUNITY\n && $this->config->opportunity_value_field_id\n && ! in_array($this->config->opportunityValueField->crm_provider_id, $basicFields)\n ) {\n $extraFields[] = $this->config->opportunityValueField->crm_provider_id;\n }\n\n return array_unique(array_merge($basicFields, $extraFields));\n }\n\n /**\n * Generate transcription for activity description.\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 return $this->transcriptionService\n ->findTranscriptionByActivity($activity)\n ->map(static function (array $transcriptionSegment): string {\n return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];\n })\n ->implode(PHP_EOL);\n }\n\n /**\n * Find related Salesforce event based on activity data\n *\n * @return array<string>\n */\n public function fetchRelatedActivity(Activity $activity): array\n {\n $this->logger->info('[Salesforce] Searching for related activity', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n ]);\n\n $sfEvent = $this->fetchRelatedEvent($activity);\n if (empty($sfEvent)) {\n $this->logger->info('[Salesforce] No related activity found', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n 'account' => $activity->hasAccount()\n ? $activity->getAccount()->getCrmProviderId()\n : null,\n ]);\n\n return [];\n }\n\n return $sfEvent;\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n if ($activity->isTypeConference() === false) {\n return null;\n }\n\n if ($activity->hasActualStartTime() === false && $activity->hasScheduledStartTime() === false) {\n return null;\n }\n\n if (! $activity->hasProspect()) {\n $this->logger->info('[Salesforce] Skip look up, Activity not linked to Lead, Contact or Account', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n if ($playbook !== null && $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_TASK) {\n $this->logger->info('[Salesforce] Skip auto-sync for task-based playbook', [\n 'activityUuid' => $activity->getUuid(),\n 'playbookId' => $playbook->getId(),\n 'playbookType' => $playbook->getActivityType(),\n ]);\n\n return null;\n }\n\n try {\n $sfEvent = $this->fetchRelatedActivity($activity);\n if (empty($sfEvent)) {\n return null;\n }\n\n [$activityField, $activityType] = $this->resolveActivityTypeFromEvent($activity, $sfEvent);\n\n $this->logger->info('[Salesforce] Found related activity', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'activityFieldName' => $activityField,\n 'crmActivityType' => ($activityField !== null && isset($sfEvent[$activityField]))\n ? $sfEvent[$activityField]\n : null,\n 'activityType' => $activityType,\n ]);\n\n $userId = $this->findRelatedActivityUserId($activity, $sfEvent);\n\n if ($activity->getUserId() !== $userId) {\n $this->logger->info('[Salesforce] Updating meeting owner', [\n 'activityId' => $activity->getUuid(),\n 'oldUserId' => $activity->getUserId(),\n 'newUserId' => $userId,\n ]);\n }\n\n $this->updateSfEventDescription($activity, $sfEvent);\n\n $activity->update([\n 'user_id' => $userId,\n 'crm_provider_id' => $sfEvent['Id'],\n 'playbook_category_id' => $activityType->id ?? $activity->getCategory()?->getId(),\n ]);\n\n $this->logger->info('[Salesforce] Activity updated', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return $activity;\n } catch (\\Exception $exception) {\n \\Sentry::captureException($exception);\n\n throw $exception;\n }\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n *\n * @return array{0: string|null, 1: mixed}\n */\n private function resolveActivityTypeFromEvent(Activity $activity, array $sfEvent): array\n {\n $activityField = $this->getActivityFieldName($activity);\n $activityType = null;\n\n if ($activityField !== null && ! empty($sfEvent[$activityField])) {\n $playbook = $this->getPlaybook($activity->getUser());\n $activityType = $this->getPlaybookCategory($playbook, strval($sfEvent[$activityField]));\n }\n\n return [$activityField, $activityType];\n }\n\n /**\n * @param array<string> $sfEvent\n */\n private function findRelatedActivityUserId(Activity $activity, array $sfEvent): int\n {\n $userId = $activity->getUserId();\n\n if (empty($sfEvent['OwnerId']) === false) {\n $profile = $this\n ->config\n ->profiles()\n ->where('crm_provider_id', $sfEvent['OwnerId'])\n ->get()\n ->filter(static function (Profile $profile) use ($activity): bool {\n if (! $activity->isTypeConference()) {\n return ! empty($profile->user) ? $profile->user->isStatusActive() : false;\n }\n\n $participants = $activity->getParticipants();\n\n return ! empty($profile->user)\n ? $profile->user->isStatusActive()\n && $profile->user->hasPermission(PermissionEnum::RECORD_MEETING)\n && $participants->contains('user_id', $profile->user_id)\n : false;\n })\n ->first();\n\n if ($profile) {\n $userId = $profile->user_id;\n }\n }\n\n return $userId;\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n */\n private function updateSfEventDescription(Activity $activity, array $sfEvent): void\n {\n try {\n if (str_contains($sfEvent['Description'], $activity->id_string)) {\n return;\n }\n\n $payload = [\n 'Description' => $sfEvent['Description']\n . PHP_EOL\n . PHP_EOL\n . (new DecorateActivity())->generateDescription($activity),\n ];\n\n $this->logger->info('[Salesforce] Update record', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'payload' => $payload,\n ]);\n\n $payload = array_merge(\n $payload,\n $this->payloadBuilder->fetchCustomFieldData($activity, Field::OBJECT_EVENT)\n );\n\n $this->updateRecord('Event', $sfEvent['Id'], $payload);\n } catch (\\Exception) {\n $this->logger->error('[Salesforce] Failed to update record', [\n 'activityUuid' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n ]);\n }\n }\n\n /**\n * Returns the most recently modified Event within time range (if any).\n *\n * @return array|null An Event record from Salesforce.\n */\n private function fetchRelatedEvent(Activity $activity): ?array\n {\n $ownerId = $this->profile?->crm_provider_id;\n if ($ownerId === null) {\n return [];\n }\n\n /** @var ?Carbon $from */\n /** @var ?Carbon $to */\n [$from, $to] = $this->getFromToDates($activity);\n\n try {\n $whoId = null;\n $hasWho = $activity->lead_id || $activity->contact_id;\n if ($hasWho) {\n $whoId = $activity->hasLead()\n ? $activity->getLead()->crm_provider_id\n : $activity->getContact()->crm_provider_id;\n }\n\n if ($hasWho === false && $activity->account_id === null) {\n return null;\n }\n\n $query = $this->buildFetchRelatedEventQuery($activity);\n\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $ownerId,\n 'whoId' => $whoId,\n 'whatId' => $activity->hasOpportunity() ? $activity->getOpportunity()->crm_provider_id : null,\n 'accountId' => $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null,\n 'from' => $from?->format('Y-m-d\\TH:i:s\\Z'),\n 'to' => $to?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($objects as $object) {\n return $object;\n }\n } catch (NoResultsException $e) {\n return [];\n }\n\n return [];\n }\n\n private function getFromToDates(Activity $activity): array\n {\n $from = null;\n $to = null;\n\n /** @var ?CalendarEvent $calendarEvent */\n $calendarEvent = $activity->calendarEvent()->first();\n if ($calendarEvent !== null) {\n $from = $calendarEvent->getStartTime();\n $to = $calendarEvent->getEndTime();\n }\n\n // For non-calendar imported activities\n // Also double check if calendar event dates could be null?\n // If null use what we've got so far\n if ($from === null || $to === null) {\n $from = $activity->hasScheduledStartTime()\n ? $activity->getScheduledStartTime()\n : $activity->getActualStartTime();\n $to = $activity->hasScheduledEndTime()\n ? $activity->getScheduledEndTime()->addMinutes(15)\n : $activity->getActualEndTime();\n }\n\n return [$from, $to];\n }\n\n /**\n * Determines the appropriate activity field name for querying Salesforce events.\n *\n * This method follows a hierarchy to determine the field name:\n * 1. Uses the playbook's activity field if it exists and is in the profile's accessible fields\n * 2. Falls back to the default activity field if the profile has no event fields configured\n * 3. Returns null if no suitable field is found\n *\n * @param Activity $activity The activity to determine the field for\n *\n * @return string|null The field name to use in queries, or null if none is available\n */\n private function getActivityFieldName(Activity $activity): ?string\n {\n if ($this->profile === null) {\n $this->logger->warning('[Salesforce] Cannot determine activity field - profile not found', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $profileEventFields = $this->profile->getFieldsAsArray('event');\n\n if (empty($profileEventFields)) {\n $defaultActivityField = $this->getDefaultActivityField(Field::OBJECT_EVENT);\n $defaultFieldName = $defaultActivityField?->getAttribute('crm_provider_id');\n // Profile not yet synced — fall back to the default activity field.\n // There is a small chance that the profile won't have Default Activity Type field access\n // in which case the query will fail.\n // This is however an edge case and should be reviewed for profile sync issues.\n Sentry::withScope(function (\\Sentry\\State\\Scope $scope) use ($defaultFieldName): void {\n $scope->setContext('details', [\n 'profileId' => $this->profile->id,\n 'defaultField' => $defaultFieldName,\n ]);\n Sentry::captureMessage(\n '[Salesforce] Profile event fields empty, falling back to default activity field.',\n \\Sentry\\Severity::warning()\n );\n });\n\n return $defaultFieldName;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n\n if (! is_null($playbook) && ! is_null($playbook->getActivityField())) {\n $playbookFieldName = $playbook->getActivityField()->getAttribute('crm_provider_id');\n\n if (in_array($playbookFieldName, $profileEventFields, true)) {\n return $playbookFieldName;\n }\n\n $this->logger->warning('[Salesforce] Playbook activity field not found in profile fields', [\n 'activityId' => $activity->getUuid(),\n 'playbookField' => $playbookFieldName,\n 'profileId' => $this->profile->id,\n ]);\n }\n\n return null;\n }\n\n private function buildFetchRelatedEventQuery(Activity $activity): string\n {\n $hasWho = $activity->lead_id || $activity->contact_id;\n\n $activityFieldName = $this->getActivityFieldName($activity);\n $fields = array_filter(['Id', 'Description', 'OwnerId', $activityFieldName]);\n\n $ownerCondition = '(OwnerId = :ownerId OR CreatedById = :ownerId)';\n\n $query = '\n SELECT ' . implode(',', $fields) . '\n FROM Event\n WHERE ' . $ownerCondition . '\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= :from\n AND EndDateTime <= :to\n AND (';\n\n $operator = '';\n if ($activity->account_id) {\n // This covers events tied to a related contact or opportunity too.\n $query .= 'AccountId = :accountId';\n\n $operator = ' OR ';\n }\n\n if ($hasWho) {\n $query .= $operator . 'WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($activity->opportunity_id) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ') ORDER BY LastModifiedDate DESC';\n\n return $query;\n }\n\n public function fetchProspect(array $task): array\n {\n $lead = $account = $opportunity = $contact = $stage = $countryCode = null;\n $externalId = $task['WhoId'] ?? null;\n\n // Lead or Contact\n if ($externalId) {\n try {\n [$lead, $account, $opportunity, $contact, $stage, $countryCode] = $this->parseRecords($externalId);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n // If we happen to know the opportunity or account from the Task, figure that out.\n if (empty($task['WhatId']) === false) {\n // WhatId could be either Account ID or Opportunity ID.\n // If WhatId is Opportunity ID, get the opportunity and stage from the CRM.\n try {\n [, $account, $opportunity, , $stage, ] = $this->parseRecords($task['WhatId']);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n return [$lead, $account, $opportunity, $contact, $stage, $countryCode];\n }\n\n /**\n * Save activity transcription summary as note\n */\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n return $this->saveNote($title, $body, (string) $objectId);\n }\n\n public function getObjectByFilterConditions(string $objectType, array $fields, array $filters): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildObjectSearchQuery($objectType, $fields, $filters);\n\n try {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n private function getCustomProfileRules(TeamRepository $teamRepository): array\n {\n $teamSettings = $teamRepository->getTeamSetting($this->team, 'custom_profile_validation');\n\n if ($teamSettings instanceof TeamSettings && $teamSettings->getValueType() === 'array') {\n $customRules = json_decode($teamSettings->getValue(), true);\n if (is_array($customRules)) {\n return $customRules;\n }\n }\n\n return [];\n }\n\n private function customProfileValidation(array $crmUser, array $customRules): bool\n {\n foreach ($customRules as $customRule) {\n if ($crmUser[$customRule['field']] !== $customRule['value']) {\n return false;\n }\n }\n\n return true;\n }\n\n /**\n * When syncing Contact / Lead / Account / Opportunity / Stage crm entities,\n * validate and restore locally trashed objects,\n * before updating them. Objects are identified by CrmProviderId\n */\n private function restoreAnyTrashedEntity(HasMany $targetEntity, string $crmProviderId): void\n {\n $recordExists = $targetEntity->withTrashed()->where(['crm_provider_id' => $crmProviderId])->first();\n if ($recordExists && $recordExists->trashed()) {\n $recordExists->restore();\n }\n }\n\n #[\\Override] public function supportsNotes(): bool\n {\n return true;\n }\n\n private function getOwnerProfile(?string $ownerId): ?Profile\n {\n if ($ownerId === null) {\n return null;\n }\n\n return $this->config->profiles()\n ->where('crm_provider_id', $ownerId)\n ->first();\n }\n}","depth":2,"bounds":{"left":0.44448137,"top":0.42697525,"width":0.28490692,"height":0.57302475},"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Salesforce;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Illuminate\\Database\\Eloquent\\Relations\\HasMany;\nuse Illuminate\\Events\\Dispatcher;\nuse Illuminate\\Support\\Facades\\Cache;\nuse Illuminate\\Support\\Facades\\Log;\nuse Illuminate\\Support\\Str;\nuse Jiminny\\Component\\Country\\CountriesMap;\nuse Jiminny\\Contracts\\Acl\\PermissionEnum;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ImportsBusinessProcessesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceBatchSyncInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteNoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SearchTaskInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmProfileRecordTypesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Enums\\CrmObject;\nuse Jiminny\\Events\\Activities\\Crm\\LeadConverted;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpBadRequestException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\NoResultsException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Calendar\\CalendarEvent;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\ContactRole;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Crm\\RecordType;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\TeamSettings;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\Crm\\RecordTypeFieldValuesRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Helpers\\ArrayIterator;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldHelper;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldTypeConverter;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\FollowupActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\LogActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\RecordManipulationsTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Jiminny\\Utils\\StringUtil;\nuse Ramsey\\Uuid\\Uuid;\nuse Sentry\\Laravel\\Facade as Sentry;\n\nclass Service extends BaseService implements\n SalesforceInterface,\n SalesforceBatchSyncInterface,\n SyncCrmEntitiesInterface,\n SyncCrmProfileRecordTypesInterface,\n ImportsBusinessProcessesInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SearchTaskInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n RemoteNoteEntityManipulationInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncFieldsTrait;\n use DeleteObjectsTrait;\n use RecordManipulationsTrait;\n use ServiceTraits\\BatchSyncTrait;\n use FollowupActivityTrait;\n use LogActivityTrait;\n\n /**\n * Note Body Limit for the Old Note-Taking Tool\n *\n * @var int\n */\n private const int CLASSIC_NOTE_MAX_LENGTH = 32000;\n\n /**\n * Note Content Limit for the New Notes\n *\n * @var int\n */\n private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;\n\n private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';\n\n private const int CACHE_TTL = 600;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400\n\n /**\n * @var Client\n */\n protected $client;\n\n protected PayloadBuilder $payloadBuilder;\n protected QueryHandler $queryHandler;\n\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(\n Client $client,\n PayloadBuilder $payloadBuilder,\n protected Dispatcher $eventDispatcher,\n private readonly CountriesMap $countriesMap,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->payloadBuilder = $payloadBuilder;\n $this->queryHandler = app(QueryHandler::class, [\n 'client' => $this->client,\n 'logger' => $this->logger,\n ]);\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Salesforce';\n }\n\n public function getJobDelay(): int\n {\n return 1;\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);\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 ($activity, $crmProviderId) {\n $playbook = $this->getPlaybookFromActivity($activity);\n\n if ($playbook === null) {\n $this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [\n 'activity' => $activity->getId(),\n 'crm_provider_id' => $crmProviderId,\n ]);\n\n return false;\n }\n\n $objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';\n\n try {\n $record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);\n\n return ! empty($record) && ($record['IsDeleted'] ?? false) === false;\n } catch (HttpNotFoundException|HttpBadRequestException) {\n $this->logger->info('[Salesforce] Activity record not found during verification', [\n 'activity' => $activity->getId(),\n 'object_type' => $objectType,\n 'crm_provider_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n });\n }\n\n public function query(string $queryToRun, array $parameters = []): QueryIterator\n {\n // Due to poorly designed external calls, this method cannot be entirely removed\n return $this->queryHandler->query($queryToRun, $parameters);\n }\n\n /*=========== Organization Information ===============*/\n\n /**\n * Get a list of all the API Versions for the instance.\n *\n * @throws CrmException\n *\n * @return mixed\n *\n */\n public function getApiVersions()\n {\n $url = $this->config->crm_base_url . '/services/data';\n\n $response = $this->client->get($url);\n\n return json_decode($response->getBody(), true);\n }\n\n /**\n * Gets the valid recordTypes for a given Salesforce Object via the describe API.\n */\n private function getRecordTypes(string $crmObject): array\n {\n $url = $this->client->getObjectsUrl() . $crmObject . '/describe';\n\n $response = $this->client->get($url);\n $jsonResponse = json_decode($response->getBody(), true);\n\n $fields = [];\n foreach ($jsonResponse['recordTypeInfos'] as $row) {\n $fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];\n }\n\n return $fields;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n $defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::defaultTaskFields()\n : FieldDefinitions::defaultEventFields();\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 return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'Type',\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, Playbook::ACTIVITY_TYPE_EVENT];\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::taskFollowupFieldsFilter()\n : FieldDefinitions::eventFollowupFieldsFilter();\n\n foreach ($fieldFilter as $eachFilter) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n /**\n * This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually\n * Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType\n * Needs to be replaced later on\n */\n public function syncField(Field $field): void\n {\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)\n ? 'activity'\n : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $metadata = $sfField['Metadata'];\n\n $field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);\n $field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());\n $field->is_mandatory = ($metadata['required'] === true);\n $field->length = $metadata['length'];\n $field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '\"'), 0, 191);\n $field->save();\n } else {\n $query = '\n SELECT\n Id, DataType, DeveloperName, Label, Length, Description\n FROM\n FieldDefinition\n WHERE\n DurableId = :entityName';\n\n $entityName = $field->getEntityName();\n $sfFields = $this->queryHandler->metadata($query, [\n 'entityName' => $entityName,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $convertedType = $this->convertFieldType($sfField['DataType'], $entityName);\n $label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);\n\n if ($field->isBusinessType()) {\n $label = 'Opportunity Type';\n }\n\n $field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);\n $field->label = $label;\n $field->type = $convertedType;\n $field->length = $sfField['Length'];\n $field->save();\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n private function convertFieldType(string $from, ?string $entityName = null): string\n {\n $converter = new FieldTypeConverter();\n\n return $converter->convert($from, $entityName);\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?\n 'activity' : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $valueSet = $sfField['Metadata']['valueSet'];\n\n if ($valueSet['valueSetName'] === null) {\n // Local picklist values can be obtained easily.\n $picklistValues = $valueSet['valueSetDefinition']['value'];\n } else {\n // But for some fields, we just get the Global Value Picklist pointer so need to do more work.\n $picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);\n }\n\n // Import all active values.\n foreach ($picklistValues as $i => $sfFieldValue) {\n // Setup default value.\n if ($sfFieldValue['default']) {\n $field->update(['default_value' => $sfFieldValue['valueName']]);\n }\n\n // This comes through as null if active (lol).\n if ($sfFieldValue['isActive'] !== false) {\n $values[] = [\n 'value' => $sfFieldValue['valueName'],\n 'label' => $sfFieldValue['valueName'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['default'],\n ];\n }\n }\n } else {\n $objectFields = $this->getObjectFields($field->object_type);\n $fieldId = $field->crm_provider_id;\n\n // Only work with our field of interest.\n $objectField = array_filter($objectFields, function ($item) use ($fieldId) {\n return $item['name'] === $fieldId;\n });\n\n $objectField = array_shift($objectField);\n if (empty($objectField['picklistValues']) === false) {\n foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {\n // Skip inactive values.\n if ($sfFieldValue['active'] === false) {\n continue;\n }\n\n // Setup default value.\n if ($sfFieldValue['defaultValue']) {\n $field->update(['default_value' => $sfFieldValue['value']]);\n }\n\n $values[] = [\n 'value' => $sfFieldValue['value'],\n 'label' => $sfFieldValue['label'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['defaultValue'],\n ];\n }\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'], $fieldsToPurge, true)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n // Get IDs of the values to be deleted\n $valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);\n $valuesToDeleteIds = $valuesToDelete->pluck('id');\n if (! $valuesToDeleteIds->isEmpty()) {\n $recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);\n $recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());\n\n // Now safely delete from crm_field_values\n $valuesToDelete->delete();\n }\n\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n return $fieldValues;\n }\n\n /**\n * Gets values from Global Value Picklists.\n */\n private function importGlobalValuePicklistValues(string $picklistName): array\n {\n $query = '\n SELECT\n Metadata\n FROM\n GlobalValueSet\n WHERE\n DeveloperName = :picklistName\n LIMIT 1';\n\n try {\n $sfValues = $this->queryHandler->metadata($query, [\n 'picklistName' => $picklistName,\n ]);\n\n // There is always 1 result at this point.\n $sfValue = $sfValues->current();\n\n return $sfValue['Metadata']['customValue'];\n } catch (NoResultsException $noResultsException) {\n // Nothing returned.\n\n return [];\n }\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileRecordTypes(): void\n {\n $objectTypes = [\n 'lead',\n 'account',\n 'contact',\n 'opportunity',\n 'task',\n 'event',\n ];\n\n foreach ($objectTypes as $objectType) {\n try {\n $crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));\n\n foreach ($crmRecordTypes as $crmRecordType) {\n // If the record type is default and not the Master type, set this.\n if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmRecordType['recordTypeId'])\n ->first();\n\n if ($recordType) {\n $this->profile->{$objectType . '_record_type_id'} = $recordType->id;\n }\n }\n }\n } catch (HttpNotFoundException $exception) {\n Log::error('No access to ' . $objectType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n if ($this->profile->isDirty()) {\n $this->profile->save();\n }\n }\n\n /**\n * Gets business processes.\n */\n public function importBusinessProcesses(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, TableEnumOrId\n FROM\n BusinessProcess\n WHERE\n TableEnumOrId IN (\\'Lead\\',\\'Opportunity\\')';\n\n try {\n $sfProcesses = $this->queryHandler->query($query);\n\n // Upsert all processes for the team.\n foreach ($sfProcesses as $sfProcess) {\n /** @var BusinessProcess $businessProcess */\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $sfProcess['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => $sfProcess['Name'],\n 'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',\n 'is_selectable' => $sfProcess['IsActive'],\n ]);\n\n $this->importBusinessProcessStages($businessProcess);\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets business process stages.\n */\n private function importBusinessProcessStages(BusinessProcess $businessProcess): void\n {\n $query = '\n SELECT\n Metadata\n FROM\n BusinessProcess\n WHERE\n Id = :processId';\n\n try {\n $stages = [];\n $sfProcessStages = $this->queryHandler->metadata($query, [\n 'processId' => $businessProcess->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfProcessStage = $sfProcessStages->current();\n\n // Upsert all processes for the team.\n foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {\n $sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: \"%2C\" becomes \",\" etc.\n\n $stage = $businessProcess->crm->stages()\n // This MUST match on label because this API doesn't use API Name.\n ->where('label', $sanitizedName)\n ->where('type', $businessProcess->type)\n ->where('is_selectable', 1)\n ->first();\n\n if ($stage) {\n $stages[] = $stage->id;\n }\n }\n\n $businessProcess->stages()->sync($stages);\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets record types.\n */\n public function importRecordTypes(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, BusinessProcessId, SobjectType\n FROM\n RecordType';\n\n try {\n $sfRecordTypes = $this->queryHandler->query($query);\n\n // Upsert all record types for the process.\n foreach ($sfRecordTypes as $sfRecordType) {\n $businessProcess = null;\n if ($sfRecordType['BusinessProcessId']) {\n $businessProcess = $this->config->businessProcesses()\n ->where('crm_provider_id', $sfRecordType['BusinessProcessId'])\n ->first();\n }\n\n /** @var RecordType $recordType */\n $recordType = $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $sfRecordType['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'type' => mb_strtolower($sfRecordType['SobjectType']),\n 'name' => $sfRecordType['Name'],\n 'is_selectable' => $sfRecordType['IsActive'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n $this->importRecordTypeFieldValues($recordType);\n }\n } catch (NoResultsException $noResultsException) {\n // Do nothing.\n }\n }\n\n /**\n * Import record type - field value mappings. This only works for standard fields.\n */\n private function importRecordTypeFieldValues(RecordType $recordType): void\n {\n try {\n $query = '\n SELECT\n Metadata\n FROM\n RecordType\n WHERE\n Id = :recordTypeId';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'recordTypeId' => $recordType->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $picklists = $sfField['Metadata']['picklistValues'];\n\n foreach ($picklists as $picklist) {\n $field = $this->config->fields()->where([\n 'type' => Field::TYPE_PICKLIST,\n 'object_type' => $recordType->type,\n 'crm_provider_id' => $picklist['picklist'],\n ])->first();\n\n if ($field) {\n $fieldValues = [];\n\n foreach ($picklist['values'] as $value) {\n // Must decode: \"%2C\" becomes \",\" etc.\n $fieldValue = $field->values()\n ->where('value', urldecode($value['valueName']))\n ->first();\n\n if ($fieldValue) {\n $fieldValues[] = $fieldValue->id;\n }\n }\n\n $recordType->fieldValues()->sync($fieldValues);\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $params = [];\n $missingStage = null;\n if ($types === null) {\n $types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];\n }\n\n foreach ($types as $type) {\n if ($type === Stage::TYPE_LEAD) {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, SortOrder\n FROM\n LeadStatus';\n } else {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability\n FROM\n OpportunityStage';\n }\n\n if ($missingStageName) {\n $escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);\n\n $query .= ' WHERE ApiName = :stageName';\n\n $params = [\n 'stageName' => $escapedStageName,\n ];\n }\n\n try {\n $sfStages = $this->queryHandler->query($query, $params);\n } catch (NoResultsException $exception) {\n $sfStages = [];\n }\n\n $missingStage = null;\n\n // Upsert all stages for the team.\n foreach ($sfStages as $sfStage) {\n $selectable = true;\n if (array_key_exists('IsActive', $sfStage)) {\n $selectable = $sfStage['IsActive'];\n }\n\n $this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);\n\n $stage = $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $sfStage['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),\n 'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),\n 'type' => $type,\n 'sequence' => $sfStage['SortOrder'] ?? 0,\n 'is_selectable' => $selectable,\n 'probability' => $sfStage['DefaultProbability'] ?? null,\n ]);\n\n if ($missingStageName && $missingStageName === $sfStage['ApiName']) {\n $missingStage = $stage;\n }\n }\n\n if ($missingStageName && $missingStage === null) {\n // If they requested a stage that still doesn't exist, it must be inactive so lazy create it.\n $missingStage = $this->config->stages()->create([\n 'crm_provider_id' => Uuid::uuid4(),\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($missingStageName, 0, 50),\n 'label' => mb_strimwidth($missingStageName, 0, 191),\n 'type' => $type,\n 'sequence' => 0,\n 'is_selectable' => 0,\n ]);\n }\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('lead');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Lead\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfLeads = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfLeads as $sfLead) {\n // Only sync if previously imported.\n if ($this->hasLead($sfLead['Id'])) {\n $this->importLead($sfLead);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n $fields = $this->getAllFieldsAsArray('lead');\n\n $sfLead = $this->getRecord('Lead', $crmId, $fields);\n\n return $this->importLead($sfLead);\n }\n\n private function importLead($crmData): ?Lead\n {\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['Status'])) {\n // Get the current stage.\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['Status'])\n ->where('type', Stage::TYPE_LEAD)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);\n }\n }\n\n // If we have no way of importing this, just return null :(\n if ($stage === null) {\n return null;\n }\n\n $countryCode = $crmData['CountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['Country']) !== false) {\n $countryCode = $this->convertCountryNameToCode($crmData['Country']);\n }\n\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n $mobilePhone = null;\n if (empty($crmData['MobilePhone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['MobilePhone'], 0, 25);\n $mobilePhone = phone_e164($countryCode, $number);\n }\n\n $convertedDate = null;\n $convertedAccount = null;\n $convertedOpportunity = null;\n $convertedContact = null;\n\n if ($crmData['IsConverted'] == 'true') {\n $convertedDate = $crmData['ConvertedDate'];\n\n if (empty($crmData['ConvertedAccountId']) === false) {\n $convertedAccount = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmData['ConvertedAccountId'])\n ->first();\n\n if ($convertedAccount === null) {\n try {\n $convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedOpportunityId']) === false) {\n $convertedOpportunity = $this->config\n ->opportunities()\n ->where('crm_provider_id', $crmData['ConvertedOpportunityId'])\n ->first();\n\n if ($convertedOpportunity === null) {\n try {\n $convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedContactId']) === false) {\n $convertedContact = $this->team\n ->crm\n ->contacts()\n ->where('crm_provider_id', $crmData['ConvertedContactId'])\n ->first();\n\n if ($convertedContact === null) {\n try {\n $convertedContact = $this->syncContact($crmData['ConvertedContactId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n }\n\n if (empty($crmData['Company'])) {\n $company = 'Unknown';\n } else {\n $company = mb_strimwidth($crmData['Company'], 0, 191);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? '',\n 'company' => $company,\n 'domain' => $domain,\n 'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',\n 'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,\n 'phone' => $parsedNumber['phone'],\n 'ext' => $parsedNumber['ext'] ?? null,\n 'mobile_phone' => $mobilePhone,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Lead::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'stage_id' => $stage->id,\n 'record_type_id' => null,\n 'converted_at' => $convertedDate,\n 'converted_account_id' => $convertedAccount->id ?? null,\n 'converted_opportunity_id' => $convertedOpportunity->id ?? null,\n 'converted_contact_id' => $convertedContact->id ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);\n\n /** @var Lead $lead */\n $lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {\n $this->eventDispatcher->dispatch(new LeadConverted($lead));\n }\n\n $this->handleObjectDeletion($lead, $crmData);\n\n if ($lead->trashed()) {\n return null;\n }\n\n return $lead;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('account');\n\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Account\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfAccounts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfAccounts as $sfAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($sfAccount['Id'])) {\n $this->importAccount($sfAccount);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n $fields = $this->getAllFieldsAsArray('account');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfAccount = $this->getRecord('Account', $crmId, $fields);\n\n return $this->importAccount($sfAccount);\n }\n\n private function importAccount($crmData): Account\n {\n $countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country names.\n if ($countryCode === null && empty($crmData['BillingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);\n }\n\n if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);\n }\n\n if (empty($crmData['Phone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'], 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n $industry = null;\n if (empty($crmData['Industry']) === false) {\n $industry = mb_strimwidth($crmData['Industry'], 0, 40);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'],\n 'name' => mb_strimwidth($crmData['Name'], 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Account::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'industry' => $industry,\n 'domain' => $domain,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);\n\n /** @var Account $account */\n $account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($account, $crmData);\n\n return $account;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n $logParams = $parameters;\n $parameters['profile'] = $this->profile;\n $logParams['user'] = $this->profile->getUserId();\n\n if (count($strategies) > 1) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [\n 'teamId' => $this->team->getUuid(),\n 'params' => $logParams,\n 'strategies_count' => count($strategies),\n ]);\n }\n\n foreach ($strategies as $syncStrategy) {\n $name = $syncStrategy->getStrategyName();\n\n try {\n $sfOpportunities = $syncStrategy->fetchOpportunities($parameters);\n $totalRecords = $sfOpportunities->count();\n\n foreach ($sfOpportunities as $sfOpportunity) {\n $this->importOpportunity($sfOpportunity);\n $syncCount++;\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $noResultsException->getMessage(),\n ]);\n } catch (CrmException $crmException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $crmException->getMessage(),\n ]);\n }\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);\n\n // debug to see how if count of opportunities reaches 1000\n if ($syncCount >= 1000) {\n $this->logger->info(\n '[' . $this->getDisplayName() . '] Sync Opportunities - count warning',\n [\n 'team_id' => $this->team->getId(),\n 'params' => $logParams,\n 'count' => $syncCount,\n 'strategies_count' => count($strategies),\n 'total_records' => $totalRecords ?? null,\n ]\n );\n }\n\n return $syncCount;\n }\n\n\n /**\n * @inheritdoc\n */\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategy = $this->opportunitySyncStrategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY\n );\n\n $parameters = [\n 'profile' => $this->profile,\n 'crm_id' => $crmId,\n ];\n\n try {\n $sfOpportunity = $strategy->fetchOpportunities($parameters);\n } catch (HttpNotFoundException $e) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n ]);\n\n return null;\n } catch (CrmException $crmException) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n 'exception' => $crmException->getMessage(),\n ]);\n\n return null;\n }\n\n if ($sfOpportunity instanceof ArrayIterator) {\n return $this->importOpportunity($sfOpportunity->getItems());\n }\n\n return $this->importOpportunity($sfOpportunity);\n }\n\n /**\n * @throws HttpNotFoundException\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $account = null;\n if (empty($crmData['AccountId']) === false) {\n /** @var ?Account $account */\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $userId = $profile?->getUserId() ?? $account?->getUserId();\n if ($userId === null) {\n $this->logger->error('[Salesforce] | Skip import, no user_id found', [\n 'id' => $crmData['Id'],\n ]);\n\n return null;\n }\n\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['StageName'])) {\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['StageName'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->orderBy('is_selectable', 'DESC')\n ->orderBy('id')\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData['StageName']);\n }\n }\n\n $recordType = null;\n if (empty($crmData['RecordTypeId']) === false) {\n /** @var ?RecordType $recordType */\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmData['RecordTypeId'])\n ->first();\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $closeDate = null;\n if (empty($crmData['CloseDate']) === false) {\n $closeDate = Carbon::parse($crmData['CloseDate'])->format('Y-m-d');\n }\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $userId,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => mb_strimwidth($crmData['Name'] ?? '', 0, 128),\n 'value' => $crmData[$valueFieldName],\n 'currency_code' => CurrencyFormatter::formatCode($crmData['CurrencyIsoCode'] ?? null),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData['IsClosed'],\n 'is_won' => $crmData['IsWon'],\n 'stage_id' => $stage?->id ?? null,\n 'record_type_id' => $recordType->id ?? null,\n 'remotely_created_at' => $createdDate,\n 'probability' => $crmData['Probability'] ?? null,\n 'forecast_category' => $crmData['ForecastCategoryName'] ?? null,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->opportunities(), $crmData['Id']);\n\n // Do not allow locked DB tables & other errors\n // to interrupt the process of reverting the trashed opportunities\n try {\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()\n ->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n\n $this->importOpportunityCrmFieldData($crmData, $crmFields, $opportunity->id);\n\n $this->handleObjectDeletion($opportunity, $crmData);\n\n if ($opportunity->trashed()) {\n return null;\n }\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n } catch (Exception $exception) {\n Sentry::captureException($exception);\n\n $this->logger->error('[Salesforce] importOpportunity failure.', [\n 'crm_provider_id' => $crmData['Id'],\n 'team_id' => $this->team->id,\n 'exception' => $exception->getMessage(),\n ]);\n\n $this->handleEntityDeletionByProviderId($this->config->opportunities(), $crmData);\n }\n\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('contact');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Contact\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfContacts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfContacts as $sfContact) {\n // Only sync if previously imported.\n if ($this->hasContact($sfContact['Id'])) {\n $this->importContact($sfContact);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::CONTACT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n $fields = $this->getAllFieldsAsArray('contact');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync contact cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfContact = $this->getRecord('Contact', $crmId, $fields);\n\n return $this->importContact($sfContact);\n }\n\n private function importContact($crmData): ?Contact\n {\n $account = null;\n // Contacts may not have accounts...\n if (isset($crmData['AccountId'])) {\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $countryCode = $crmData['MailingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['MailingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['MailingCountry']);\n\n if ($countryCode === null && $account) {\n $countryCode = $account->country_code;\n }\n }\n\n $ext = null;\n $parsedNumber = [];\n if (empty($crmData['Phone']) === false) {\n $number = Str::limit($crmData['Phone'], 25, '');\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n if (empty($parsedNumber['ext']) === false) {\n $ext = Str::limit($parsedNumber['ext'], 10, '');\n }\n }\n\n $mobileNumber = null;\n if (empty($crmData['MobilePhone']) === false) {\n $mobileNumber = Str::limit(phone_e164($countryCode, $crmData['MobilePhone']), 25, '');\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => ($crmData['Name'] ?? null) !== null ? mb_strimwidth($crmData['Name'], 0, 100) : '',\n 'title' => ($crmData['Title'] ?? null) !== null ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => ($crmData['Email'] ?? null) !== null ? mb_strimwidth($crmData['Email'], 0, 191) : null,\n 'country_code' => $countryCode,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $ext,\n 'mobile_phone' => $mobileNumber,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Contact::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->contacts(), $crmData['Id']);\n\n /** @var Contact $contact */\n $contact = $this->config->contacts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($contact, $crmData);\n\n if ($contact->trashed()) {\n return null;\n }\n\n return $contact;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n $fields = [\n 'InstanceName',\n 'OrganizationType',\n 'IsSandbox',\n ];\n\n $orgValues = $this->getRecord('Organization', $this->config->crm_provider_id, $fields);\n\n $edition = null;\n switch ($orgValues['OrganizationType']) {\n case 'Developer Edition':\n $edition = Configuration::EDITION_DEVELOPER;\n\n break;\n\n case 'Professional Edition':\n $edition = Configuration::EDITION_PROFESSIONAL;\n\n break;\n\n case 'Enterprise Edition':\n $edition = Configuration::EDITION_ENTERPRISE;\n\n break;\n }\n\n $this->config->edition = $edition;\n $this->config->instance = $orgValues['InstanceName'];\n\n // XXX: How can this state be possible?\n if ($this->config->version === null) {\n $this->config->version = Client::MIN_API_VERSION;\n }\n\n $installedVersion = $this->getInstalledAppVersion();\n if ($installedVersion !== null) {\n $installedVersion = (string) $this->getInstalledAppVersion();\n }\n\n $this->config->installed_app_version = $installedVersion;\n\n $this->config->save();\n }\n\n public function getInstalledAppVersion(): ?string\n {\n try {\n $query = '\n SELECT\n SubscriberPackageVersion.MajorVersion,\n SubscriberPackageVersion.MinorVersion,\n SubscriberPackageVersion.PatchVersion,\n SubscriberPackageVersion.BuildNumber\n FROM\n InstalledSubscriberPackage\n WHERE\n SubscriberPackageId = :packageId\n ';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'packageId' => self::INSTALLED_PACKAGE_ID,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Grab version number.\n $version = $sfField['SubscriberPackageVersion']['MajorVersion'] .\n $sfField['SubscriberPackageVersion']['MinorVersion'] .\n $sfField['SubscriberPackageVersion']['PatchVersion'] .\n $sfField['SubscriberPackageVersion']['BuildNumber'];\n } catch (\\Exception) {\n $version = null;\n }\n\n return $version;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws \\Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For SF we also check if Log Notes is enabled.\n if ($this->profile->log_notes === Profile::LOG_NOTE_NONE) {\n return;\n }\n\n if ($activity->opportunity_id && $activity->prospect === null) {\n return;\n }\n\n try {\n $transcriptionData = $this->generateTranscription($activity);\n\n $noteMaxLength = $this->profile->log_notes === Profile::LOG_NOTE_ENHANCED\n ? self::ENHANCED_NOTE_MAX_LENGTH\n : self::CLASSIC_NOTE_MAX_LENGTH;\n\n $title = 'Transcript for ';\n $title .= $activity->title ?? $activity->activity_title;\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($transcriptionData, 0, $noteMaxLength);\n\n if ($activity->opportunity_id) {\n $objectId = $activity->opportunity->crm_provider_id;\n } else {\n $objectId = $activity->prospect->crm_provider_id;\n }\n\n $noteId = $this->saveNote($title, $body, $objectId);\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 public function saveNote(string $title, string $body, string $objectId, ?NoteObject $noteObject = null): ?string\n {\n $noteId = null;\n\n try {\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $noteId = $this->buildEnhancedNote($title, $body, $objectId);\n } else {\n $noteId = $this->buildClassicNote($title, $body, $objectId);\n }\n } catch (HttpNotFoundException $exception) {\n // The profile not having access to create Enhanced Notes. Set their preference to Classic.\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $this->profile->update([\n 'log_notes' => Profile::LOG_NOTE_CLASSIC,\n ]);\n }\n }\n\n return $noteId;\n }\n\n /**\n * This is using the \"Enhanced\" Notes feature, NOT the \"Notes & Attachments\" feature being deprecated.\n *\n * @url https://salesforce.stackexchange.com/questions/104408/how-can-i-create-an-account-note-or-contact-note-via-api-that-is-visible-in-sale\n */\n private function buildEnhancedNote(string $title, string $body, string $objectId): string\n {\n // Decode stored entities, escape HTML (without quoting), then convert line breaks for Salesforce formatting\n $decodedBody = html_entity_decode($body, ENT_QUOTES | ENT_HTML5);\n $sanitizedBody = htmlspecialchars($decodedBody, ENT_NOQUOTES, 'UTF-8', false);\n $content = nl2br($sanitizedBody, false);\n $note = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'Title' => $title,\n 'Content' => base64_encode($content),\n ];\n\n $noteId = $this->createRecord('ContentNote', $note);\n\n $link = [\n 'ContentDocumentId' => $noteId,\n 'LinkedEntityId' => $objectId,\n 'ShareType' => 'I',\n ];\n\n $this->createRecord('ContentDocumentLink', $link);\n\n return $noteId;\n }\n\n private function buildClassicNote(string $title, string $body, string $objectId): string\n {\n if (in_array($this->parseObjectType($objectId), [Field::OBJECT_TASK, Field::OBJECT_EVENT])) {\n $this->logger->info('[Salesforce] Summary not sent', [\n 'profile_id' => $this->profile->id,\n 'objectId' => $objectId,\n 'reason' => 'Classical Note does not support Task/Event relation',\n ]);\n\n return '';\n }\n\n $titleTrimmed = null;\n\n if (mb_strlen($title) > 80) {\n $titleTrimmed = substr($title, 0, 77) . '...';\n }\n $payload = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'IsPrivate' => false,\n 'Title' => $titleTrimmed ?? $title,\n 'Body' => $titleTrimmed ? $title . PHP_EOL . $body : $body,\n 'ParentId' => $objectId,\n ];\n\n return $this->createRecord('Note', $payload);\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n if ($this->profile === null) {\n return [];\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $limitValues = ['limit' => $this->limit, 'offset' => $this->offset];\n $sosl = $queryBuilder->buildFindQuery($name, $scopes, $limitValues);\n\n $this->logger->info('[Salesforce] Find prospects', [\n 'profile_id' => $this->profile->id,\n 'sosl_query' => $sosl,\n 'search_string' => $name,\n 'scopes' => $scopes,\n ]);\n\n $data = Cache::remember($this->profile->id . $sosl, self::CACHE_TTL, function () use ($sosl) {\n $data = [];\n\n try {\n // Hit remote API.\n $objects = $this->queryHandler->search($sosl);\n\n // Build mapped list.\n foreach ($objects as $object) {\n $type = strtolower($object['attributes']['type']);\n\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n 'crmUrl' => $this->generateProviderUrl($object['Id'], $type),\n ];\n\n switch ($type) {\n case 'lead':\n if (empty($object['Company']) === false) {\n $record['organization'] = $object['Company'];\n }\n\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_LEAD)\n ->where('name', $object['Status'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_LEAD], $object['Status']);\n }\n\n if ($stage) {\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n }\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n break;\n\n case 'account':\n if (empty($object['Industry']) === false) {\n $record['industry'] = $object['Industry'];\n $record['detailsLine'] = $object['Industry'];\n }\n if (! empty($object['PersonEmail'])) {\n $record['detailsLine'] = $object['PersonEmail'];\n }\n\n break;\n\n case 'contact':\n // For contacts, we should try and fetch their account name too.\n if ($object['AccountId']) {\n // Cheaper to get this locally.\n $account = $this->config->accounts()\n ->where('crm_provider_id', $object['AccountId'])\n ->first(['name']);\n\n if ($account) {\n $record['organization'] = $account->name;\n }\n }\n\n if (! empty($object['IsPersonAccount']) && $object['Email']) {\n $record['detailsLine'] = $object['Email'];\n } else {\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n }\n\n break;\n }\n\n // Add phone numbers to record.\n if (empty($object['Phone']) === false && $object['Phone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['Phone'],\n 'nationalFormat' => phone_national($this->profile->user->country_code, $object['Phone']),\n 'type' => 'phone',\n ];\n }\n\n if (empty($object['MobilePhone']) === false && $object['MobilePhone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['MobilePhone'],\n 'nationalFormat' => phone_national(\n $this->profile->user->country_code,\n $object['MobilePhone']\n ),\n 'type' => 'mobile',\n ];\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n $data = [];\n }\n\n return $data;\n });\n\n return $data;\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 ? $profile->getCrmProviderId() : null;\n }\n\n try {\n // Perhaps their profile has no opportunity permissions.\n if ($this->profile === null || $this->profile->opportunity_fields === null) {\n return $data;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildFindOpportunitiesQuery();\n\n $objects = $this->queryHandler->query($query, ['accountId' => $crmAccountId]);\n\n foreach ($objects as $object) {\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'won' => $object['IsWon'],\n 'closed' => $object['IsClosed'],\n ];\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n if (empty($object[$valueFieldName]) === false) {\n $currency = $object['CurrencyIsoCode'] ?? $this->config->default_currency;\n $value = formatCurrency($object[$valueFieldName], $currency);\n\n $record += [\n 'value' => $value,\n ];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->where('name', $object['StageName'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $object['StageName']);\n }\n\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n if ($ownerId && isset($object['OwnerId']) && $object['OwnerId'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n return $data;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n public function getContactRolesFromCrm(?Carbon $since = null): array\n {\n $roles = [];\n\n if ($this->profile === null) {\n return $roles;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n\n $query = $queryBuilder->buildGetContactRolesQuery($since);\n\n try {\n $objects = $this->queryHandler->query($query);\n\n foreach ($objects as $object) {\n $roles[] = [\n 'id' => $object['Id'],\n 'contactId' => $object['ContactId'],\n 'opportunityId' => $object['OpportunityId'],\n 'ownerId' => $object['Opportunity']['OwnerId'] ?? null,\n 'isPrimary' => $object['IsPrimary'],\n 'role' => $object['Role'],\n ];\n }\n } catch (NoResultsException) {\n // Just return an empty array.\n $this->logger->info('[Salesforce] No contact roles found', [\n 'since' => $since?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n }\n\n return $roles;\n }\n\n public function syncContactRoles(Carbon $since): int\n {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $crmContactRoles = $this->getContactRolesFromCrm(since: $since);\n $syncCount = 0;\n $contactRoles = [];\n\n foreach ($crmContactRoles as $crmContactRole) {\n $contactRoles[] = $this->importContactRole($crmContactRole);\n $syncCount++;\n }\n\n $contactRoleRepository->saveContactRoles($contactRoles);\n\n $this->syncRemotelyDeletedContactRoles();\n\n return $syncCount;\n }\n\n private function importContactRole(array $contactRole): array\n {\n $contact = $this->config->contacts()\n ->where('crm_provider_id', $contactRole['contactId'])\n ->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($contactRole['contactId']);\n }\n\n $opportunity = $this->config->opportunities()\n ->where('crm_provider_id', $contactRole['opportunityId'])\n ->first();\n\n if ($opportunity === null) {\n $opportunity = $this->syncOpportunity($contactRole['opportunityId']);\n }\n\n $role = null;\n if (! empty($contactRole['role'])) {\n $role = mb_strimwidth($contactRole['role'], 0, 191);\n }\n\n return [\n 'crm_configuration_id' => $this->config->getId(),\n 'contact_id' => $contact->getId(),\n 'crm_provider_id' => $contactRole['id'],\n 'subject_type' => ContactRole::SUBJECT_TYPE_OPPORTUNITY,\n 'subject_id' => $opportunity->getId(),\n 'is_primary' => $contactRole['isPrimary'],\n 'role' => $role,\n ];\n }\n\n protected function syncRemotelyDeletedContactRoles(): bool\n {\n try {\n $deletedRemotely = $this->queryHandler->queryDeleted('OpportunityContactRole');\n } catch (NoResultsException $e) {\n return false;\n }\n\n $deletedOpportunities = $deletedRemotely->getResults();\n $deletedIds = array_column($deletedOpportunities, 'id');\n\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n foreach (array_chunk($deletedIds, self::HARD_DELETE_CHUNK) as $chunk) {\n $contactRoleRepository->deleteContactRoles($chunk);\n\n $this->logger->info('[' . $this->getDisplayName() . '] Remotely deleted opportunities synced', [\n 'teamId' => $this->team->id_string,\n 'remotelyDeletedOpportunities' => $chunk,\n 'count' => count($chunk),\n ]);\n }\n\n return true;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($this->profile->user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_TASK),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any open call for that user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Task\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsDeleted = false\n AND IsClosed = false\n AND (';\n\n if ($objectType === 'account') {\n // This covers tasks tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getEvents(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n $user = $this->profile?->user;\n if ($this->profile === null || $user === null) {\n return $data;\n }\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_EVENT),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any event starting in the last week and ending up until today owned by the user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Event\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= LAST_N_DAYS:7\n AND EndDateTime <= TODAY\n AND (';\n\n if ($objectType === 'account') {\n // This covers events tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['StartDateTime'] ? Carbon::parse($object['StartDateTime'])->toIso8601String() : null;\n\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\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 $userId = null): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($email, Field::TYPE_EMAIL);\n if ($sosl === null) {\n return null;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $email,\n QueryHandler::PRIORITISE_EMAIL\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException $e) {\n // Try the account next.\n if ($this->profile->account_fields === null) {\n return null;\n }\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n // SF improved search - strip the domain extension, min domain name length 4\n return $this->getCompanyNameFromEmail(email: $email, minNameLength: 4);\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 = $domain;\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByDomainQuery($companyName);\n\n try {\n $objects = $this->queryHandler->search($sosl);\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException) {\n return null;\n }\n }\n\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Don't bother looking up numbers that are masked.\n if (str_contains($phone, '**')) {\n return null;\n }\n\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $phoneNational = phone_national(null, $phone) ?? '';\n $possiblePhoneFormats = collect([\n preg_replace('/\\D/', '', ltrim($phone, '0+')),\n preg_replace('/\\D/', '', $phoneNational),\n formatDashPhoneNumber($phone),\n $phoneNational,\n ])\n ->filter() // Removes null and empty strings\n ->unique()\n ->values();\n\n foreach ($possiblePhoneFormats as $phone) {\n $sosl = $queryBuilder->buildMatchByQuery($phone, Field::TYPE_PHONE);\n if ($sosl === null) {\n continue;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $phone,\n QueryHandler::PRIORITISE_PHONE\n );\n\n return $this->convertCrmData($objects, $userId);\n } catch (NoResultsException) {\n continue;\n }\n }\n\n return null;\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 protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->profile->id . $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 /** Determine the CRM Objects which represent the call activity. */\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 if ($this->profile === null) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($name, 'name');\n if ($sosl === null) {\n return false;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n } catch (NoResultsException $e) {\n return false;\n }\n\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $name,\n QueryHandler::PRIORITISE_NAME\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return (! empty(array_filter($data))) ? $data : false;\n });\n\n return is_array($result) ? $result : 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(QueryIterator $objects, ?int $userId = null): array\n {\n $lead = null;\n $contact = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n if ($objects->count() > 0) {\n $object = $objects->current();\n\n if ($object['attributes']['type'] === 'Lead') {\n $lead = $this->importLead($object);\n\n // Lead might not be imported if the Stage is null for example.\n if ($lead) {\n $countryCode = $lead->country_code;\n $stage = $lead->stage;\n }\n } else {\n if ($object['attributes']['type'] === 'Contact') {\n $contact = $this->importContact($object);\n $account = $contact->account;\n } else {\n $account = $this->importAccount($object);\n }\n\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $sfOpportunities = $this->findOpportunities(\n $account?->getCrmProviderId(),\n $contact?->getCrmProviderId(),\n $userId\n );\n\n // Take the first opportunity, which will be ordered as priority based on their settings.\n if (! empty($sfOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($sfOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($stage->type === Stage::TYPE_LEAD) {\n $objectType = 'Lead';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'Status';\n } else {\n $objectType = 'Opportunity';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'StageName';\n }\n\n $headers = [];\n if ($this->config->trigger_assignment_rules === false) {\n // @see: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/headers_autoassign.htm\n $headers = [\n 'Sforce-Auto-Assign' => 'false',\n ];\n }\n\n $this->updateRecord($objectType, $objectId, [$objectStageType => $stage->name], $headers);\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, '001')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, '003')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, '00Q')) {\n return 'lead';\n }\n\n if (Str::startsWith($objectId, '006')) {\n return 'opportunity';\n }\n\n if (Str::startsWith($objectId, '00U')) {\n return 'event';\n }\n\n if (Str::startsWith($objectId, '00T')) {\n return 'task';\n }\n\n throw new \\InvalidArgumentException('Unsupported Object Type');\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n $query = $queryBuilder->buildGetUsersQuery($userToSearch);\n\n try {\n $salesforceUsers = $this->queryHandler->query($query, [\n 'active' => true,\n ]);\n } catch (NoResultsException $e) {\n $this->logger->info('[Salesforce] Sync Profiles. No users found', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n $teamRepository = app(TeamRepository::class);\n $customRules = $this->getCustomProfileRules($teamRepository);\n\n foreach ($salesforceUsers as $crmUser) {\n if ($crmUser['Email'] === null) {\n continue;\n }\n\n if (! $this->customProfileValidation($crmUser, $customRules)) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $crmUser['Email']);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $edition = $crmUser['UserPreferencesLightningExperiencePreferred']\n ? Profile::EDITION_LIGHTNING\n : Profile::EDITION_CLASSIC;\n\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->updateOrCreateProfile(\n $user,\n [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $crmUser['Id'],\n ],\n [\n 'user_id' => $user->getId(),\n 'edition' => $edition,\n 'has_external_cti' => ! empty($crmUser['CallCenterId']),\n 'crm_profile_id' => $crmUser['ProfileId'],\n ]\n );\n\n if ($userToSearch instanceof User && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n // Clean up inactive profiles\n try {\n $this->archiveInactiveProfiles();\n } catch (\\Exception $e) {\n $this->logger->warning('[Salesforce] Profile archiving failed', [\n 'teamId' => $this->team->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n // For Salesforce it's easy, we just point every object to the apex domain and they handle it.\n switch ($objectType) {\n case 'lead':\n case 'account':\n case 'contact':\n case 'opportunity':\n case 'task':\n case 'event':\n case 'activity':\n\n $url = $this->config->crm_base_url . '/' . $providerId;\n\n break;\n }\n\n return $url;\n }\n\n public function buildTaskSearchFields(): array\n {\n return ['Id', 'WhoId', 'WhatId', 'AccountId'];\n }\n\n public function getTaskByFilterConditions(\n array $fields,\n array $filters,\n bool $bulkSearch = false,\n bool $strictFilters = true\n ): ?array {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildSearchTaskQuery($fields, $filters, $bulkSearch, $strictFilters);\n\n try {\n if (! $bulkSearch) {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n }\n\n if ($bulkSearch) {\n $objects = $this->queryHandler->query($query);\n $records = [];\n foreach ($objects as $record) {\n $key = $record[end($fields)];\n $records[$key] = $record;\n }\n\n return $records;\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function mapCrmObjects(array $task): array\n {\n $activityData = [];\n\n if (! empty($task['WhoId'])) {\n $type = $this->parseObjectType($task['WhoId']);\n $activityData[$type] = $task['WhoId'];\n }\n if (! empty($task['AccountId'])) {\n $activityData['account'] = $task['AccountId'];\n }\n if (! empty($task['WhatId'])) {\n $activityData['opportunity'] = $task['WhatId'];\n }\n\n return $activityData;\n }\n\n /**\n * Get SF task by Outreach call id.\n */\n public function getTaskByFilter(\n string $activityFieldType,\n array $filters,\n string $operator = '=',\n array $additionalFields = []\n ): ?array {\n $data = [];\n\n try {\n // Default (base) fields.\n $fields = ['Id', 'Subject', 'Description', 'ActivityDate', 'WhoId', 'WhatId', $activityFieldType];\n\n foreach ($additionalFields as $additionalField) {\n $fields[] = $additionalField->crm_provider_id;\n }\n\n $fields = array_unique($fields);\n\n // Find task with the same Outreach id as the call id.\n $query = 'SELECT ' . implode(',', $fields) . '\n FROM Task\n WHERE IsArchived = false AND IsDeleted = false';\n\n foreach ($filters as $key => $value) {\n $key = preg_quote($key, '/');\n $key = str_replace(['\\'', '\"'], '', $key);\n // Prepare the substitution.\n $strKey = \":$key\";\n\n $query .= \" AND $key $operator $strKey\";\n }\n\n $query .= ' ORDER BY LastModifiedDate DESC LIMIT 1';\n\n $objects = $this->queryHandler->query($query, $filters);\n\n // There should be only one task related to this call if any.\n if ($objects->count() === 1) {\n $object = $objects->current();\n\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n\n $data = array_merge($object, [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'summary' => $object['Description'],\n 'due' => $dueDate,\n 'Type' => $object[$activityFieldType],\n ]);\n }\n } catch (NoResultsException $e) {\n // Filters don't match any records.\n } catch (ServiceUnavailableException $serviceUnavailableException) {\n // Service cannot be queried. We should probably log this.\n }\n\n return $data;\n }\n\n /**\n * Get Salesforce fields including datetime fields\n *\n * @param $objectType\n */\n private function getAllFieldsAsArray($objectType): array\n {\n $basicFields = [];\n // Not all users have access to all object fields.\n if ($this->profile->{$objectType . '_fields'}) {\n $basicFields = explode(',', $this->profile->{$objectType . '_fields'});\n }\n\n $extraFields = [\n 'CreatedDate',\n 'LastModifiedDate',\n 'IsDeleted',\n ];\n\n if ($objectType === self::OBJECT_OPPORTUNITY\n && $this->config->opportunity_value_field_id\n && ! in_array($this->config->opportunityValueField->crm_provider_id, $basicFields)\n ) {\n $extraFields[] = $this->config->opportunityValueField->crm_provider_id;\n }\n\n return array_unique(array_merge($basicFields, $extraFields));\n }\n\n /**\n * Generate transcription for activity description.\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 return $this->transcriptionService\n ->findTranscriptionByActivity($activity)\n ->map(static function (array $transcriptionSegment): string {\n return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];\n })\n ->implode(PHP_EOL);\n }\n\n /**\n * Find related Salesforce event based on activity data\n *\n * @return array<string>\n */\n public function fetchRelatedActivity(Activity $activity): array\n {\n $this->logger->info('[Salesforce] Searching for related activity', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n ]);\n\n $sfEvent = $this->fetchRelatedEvent($activity);\n if (empty($sfEvent)) {\n $this->logger->info('[Salesforce] No related activity found', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n 'account' => $activity->hasAccount()\n ? $activity->getAccount()->getCrmProviderId()\n : null,\n ]);\n\n return [];\n }\n\n return $sfEvent;\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n if ($activity->isTypeConference() === false) {\n return null;\n }\n\n if ($activity->hasActualStartTime() === false && $activity->hasScheduledStartTime() === false) {\n return null;\n }\n\n if (! $activity->hasProspect()) {\n $this->logger->info('[Salesforce] Skip look up, Activity not linked to Lead, Contact or Account', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n if ($playbook !== null && $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_TASK) {\n $this->logger->info('[Salesforce] Skip auto-sync for task-based playbook', [\n 'activityUuid' => $activity->getUuid(),\n 'playbookId' => $playbook->getId(),\n 'playbookType' => $playbook->getActivityType(),\n ]);\n\n return null;\n }\n\n try {\n $sfEvent = $this->fetchRelatedActivity($activity);\n if (empty($sfEvent)) {\n return null;\n }\n\n [$activityField, $activityType] = $this->resolveActivityTypeFromEvent($activity, $sfEvent);\n\n $this->logger->info('[Salesforce] Found related activity', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'activityFieldName' => $activityField,\n 'crmActivityType' => ($activityField !== null && isset($sfEvent[$activityField]))\n ? $sfEvent[$activityField]\n : null,\n 'activityType' => $activityType,\n ]);\n\n $userId = $this->findRelatedActivityUserId($activity, $sfEvent);\n\n if ($activity->getUserId() !== $userId) {\n $this->logger->info('[Salesforce] Updating meeting owner', [\n 'activityId' => $activity->getUuid(),\n 'oldUserId' => $activity->getUserId(),\n 'newUserId' => $userId,\n ]);\n }\n\n $this->updateSfEventDescription($activity, $sfEvent);\n\n $activity->update([\n 'user_id' => $userId,\n 'crm_provider_id' => $sfEvent['Id'],\n 'playbook_category_id' => $activityType->id ?? $activity->getCategory()?->getId(),\n ]);\n\n $this->logger->info('[Salesforce] Activity updated', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return $activity;\n } catch (\\Exception $exception) {\n \\Sentry::captureException($exception);\n\n throw $exception;\n }\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n *\n * @return array{0: string|null, 1: mixed}\n */\n private function resolveActivityTypeFromEvent(Activity $activity, array $sfEvent): array\n {\n $activityField = $this->getActivityFieldName($activity);\n $activityType = null;\n\n if ($activityField !== null && ! empty($sfEvent[$activityField])) {\n $playbook = $this->getPlaybook($activity->getUser());\n $activityType = $this->getPlaybookCategory($playbook, strval($sfEvent[$activityField]));\n }\n\n return [$activityField, $activityType];\n }\n\n /**\n * @param array<string> $sfEvent\n */\n private function findRelatedActivityUserId(Activity $activity, array $sfEvent): int\n {\n $userId = $activity->getUserId();\n\n if (empty($sfEvent['OwnerId']) === false) {\n $profile = $this\n ->config\n ->profiles()\n ->where('crm_provider_id', $sfEvent['OwnerId'])\n ->get()\n ->filter(static function (Profile $profile) use ($activity): bool {\n if (! $activity->isTypeConference()) {\n return ! empty($profile->user) ? $profile->user->isStatusActive() : false;\n }\n\n $participants = $activity->getParticipants();\n\n return ! empty($profile->user)\n ? $profile->user->isStatusActive()\n && $profile->user->hasPermission(PermissionEnum::RECORD_MEETING)\n && $participants->contains('user_id', $profile->user_id)\n : false;\n })\n ->first();\n\n if ($profile) {\n $userId = $profile->user_id;\n }\n }\n\n return $userId;\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n */\n private function updateSfEventDescription(Activity $activity, array $sfEvent): void\n {\n try {\n if (str_contains($sfEvent['Description'], $activity->id_string)) {\n return;\n }\n\n $payload = [\n 'Description' => $sfEvent['Description']\n . PHP_EOL\n . PHP_EOL\n . (new DecorateActivity())->generateDescription($activity),\n ];\n\n $this->logger->info('[Salesforce] Update record', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'payload' => $payload,\n ]);\n\n $payload = array_merge(\n $payload,\n $this->payloadBuilder->fetchCustomFieldData($activity, Field::OBJECT_EVENT)\n );\n\n $this->updateRecord('Event', $sfEvent['Id'], $payload);\n } catch (\\Exception) {\n $this->logger->error('[Salesforce] Failed to update record', [\n 'activityUuid' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n ]);\n }\n }\n\n /**\n * Returns the most recently modified Event within time range (if any).\n *\n * @return array|null An Event record from Salesforce.\n */\n private function fetchRelatedEvent(Activity $activity): ?array\n {\n $ownerId = $this->profile?->crm_provider_id;\n if ($ownerId === null) {\n return [];\n }\n\n /** @var ?Carbon $from */\n /** @var ?Carbon $to */\n [$from, $to] = $this->getFromToDates($activity);\n\n try {\n $whoId = null;\n $hasWho = $activity->lead_id || $activity->contact_id;\n if ($hasWho) {\n $whoId = $activity->hasLead()\n ? $activity->getLead()->crm_provider_id\n : $activity->getContact()->crm_provider_id;\n }\n\n if ($hasWho === false && $activity->account_id === null) {\n return null;\n }\n\n $query = $this->buildFetchRelatedEventQuery($activity);\n\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $ownerId,\n 'whoId' => $whoId,\n 'whatId' => $activity->hasOpportunity() ? $activity->getOpportunity()->crm_provider_id : null,\n 'accountId' => $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null,\n 'from' => $from?->format('Y-m-d\\TH:i:s\\Z'),\n 'to' => $to?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($objects as $object) {\n return $object;\n }\n } catch (NoResultsException $e) {\n return [];\n }\n\n return [];\n }\n\n private function getFromToDates(Activity $activity): array\n {\n $from = null;\n $to = null;\n\n /** @var ?CalendarEvent $calendarEvent */\n $calendarEvent = $activity->calendarEvent()->first();\n if ($calendarEvent !== null) {\n $from = $calendarEvent->getStartTime();\n $to = $calendarEvent->getEndTime();\n }\n\n // For non-calendar imported activities\n // Also double check if calendar event dates could be null?\n // If null use what we've got so far\n if ($from === null || $to === null) {\n $from = $activity->hasScheduledStartTime()\n ? $activity->getScheduledStartTime()\n : $activity->getActualStartTime();\n $to = $activity->hasScheduledEndTime()\n ? $activity->getScheduledEndTime()->addMinutes(15)\n : $activity->getActualEndTime();\n }\n\n return [$from, $to];\n }\n\n /**\n * Determines the appropriate activity field name for querying Salesforce events.\n *\n * This method follows a hierarchy to determine the field name:\n * 1. Uses the playbook's activity field if it exists and is in the profile's accessible fields\n * 2. Falls back to the default activity field if the profile has no event fields configured\n * 3. Returns null if no suitable field is found\n *\n * @param Activity $activity The activity to determine the field for\n *\n * @return string|null The field name to use in queries, or null if none is available\n */\n private function getActivityFieldName(Activity $activity): ?string\n {\n if ($this->profile === null) {\n $this->logger->warning('[Salesforce] Cannot determine activity field - profile not found', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $profileEventFields = $this->profile->getFieldsAsArray('event');\n\n if (empty($profileEventFields)) {\n $defaultActivityField = $this->getDefaultActivityField(Field::OBJECT_EVENT);\n $defaultFieldName = $defaultActivityField?->getAttribute('crm_provider_id');\n // Profile not yet synced — fall back to the default activity field.\n // There is a small chance that the profile won't have Default Activity Type field access\n // in which case the query will fail.\n // This is however an edge case and should be reviewed for profile sync issues.\n Sentry::withScope(function (\\Sentry\\State\\Scope $scope) use ($defaultFieldName): void {\n $scope->setContext('details', [\n 'profileId' => $this->profile->id,\n 'defaultField' => $defaultFieldName,\n ]);\n Sentry::captureMessage(\n '[Salesforce] Profile event fields empty, falling back to default activity field.',\n \\Sentry\\Severity::warning()\n );\n });\n\n return $defaultFieldName;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n\n if (! is_null($playbook) && ! is_null($playbook->getActivityField())) {\n $playbookFieldName = $playbook->getActivityField()->getAttribute('crm_provider_id');\n\n if (in_array($playbookFieldName, $profileEventFields, true)) {\n return $playbookFieldName;\n }\n\n $this->logger->warning('[Salesforce] Playbook activity field not found in profile fields', [\n 'activityId' => $activity->getUuid(),\n 'playbookField' => $playbookFieldName,\n 'profileId' => $this->profile->id,\n ]);\n }\n\n return null;\n }\n\n private function buildFetchRelatedEventQuery(Activity $activity): string\n {\n $hasWho = $activity->lead_id || $activity->contact_id;\n\n $activityFieldName = $this->getActivityFieldName($activity);\n $fields = array_filter(['Id', 'Description', 'OwnerId', $activityFieldName]);\n\n $ownerCondition = '(OwnerId = :ownerId OR CreatedById = :ownerId)';\n\n $query = '\n SELECT ' . implode(',', $fields) . '\n FROM Event\n WHERE ' . $ownerCondition . '\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= :from\n AND EndDateTime <= :to\n AND (';\n\n $operator = '';\n if ($activity->account_id) {\n // This covers events tied to a related contact or opportunity too.\n $query .= 'AccountId = :accountId';\n\n $operator = ' OR ';\n }\n\n if ($hasWho) {\n $query .= $operator . 'WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($activity->opportunity_id) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ') ORDER BY LastModifiedDate DESC';\n\n return $query;\n }\n\n public function fetchProspect(array $task): array\n {\n $lead = $account = $opportunity = $contact = $stage = $countryCode = null;\n $externalId = $task['WhoId'] ?? null;\n\n // Lead or Contact\n if ($externalId) {\n try {\n [$lead, $account, $opportunity, $contact, $stage, $countryCode] = $this->parseRecords($externalId);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n // If we happen to know the opportunity or account from the Task, figure that out.\n if (empty($task['WhatId']) === false) {\n // WhatId could be either Account ID or Opportunity ID.\n // If WhatId is Opportunity ID, get the opportunity and stage from the CRM.\n try {\n [, $account, $opportunity, , $stage, ] = $this->parseRecords($task['WhatId']);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n return [$lead, $account, $opportunity, $contact, $stage, $countryCode];\n }\n\n /**\n * Save activity transcription summary as note\n */\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n return $this->saveNote($title, $body, (string) $objectId);\n }\n\n public function getObjectByFilterConditions(string $objectType, array $fields, array $filters): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildObjectSearchQuery($objectType, $fields, $filters);\n\n try {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n private function getCustomProfileRules(TeamRepository $teamRepository): array\n {\n $teamSettings = $teamRepository->getTeamSetting($this->team, 'custom_profile_validation');\n\n if ($teamSettings instanceof TeamSettings && $teamSettings->getValueType() === 'array') {\n $customRules = json_decode($teamSettings->getValue(), true);\n if (is_array($customRules)) {\n return $customRules;\n }\n }\n\n return [];\n }\n\n private function customProfileValidation(array $crmUser, array $customRules): bool\n {\n foreach ($customRules as $customRule) {\n if ($crmUser[$customRule['field']] !== $customRule['value']) {\n return false;\n }\n }\n\n return true;\n }\n\n /**\n * When syncing Contact / Lead / Account / Opportunity / Stage crm entities,\n * validate and restore locally trashed objects,\n * before updating them. Objects are identified by CrmProviderId\n */\n private function restoreAnyTrashedEntity(HasMany $targetEntity, string $crmProviderId): void\n {\n $recordExists = $targetEntity->withTrashed()->where(['crm_provider_id' => $crmProviderId])->first();\n if ($recordExists && $recordExists->trashed()) {\n $recordExists->restore();\n }\n }\n\n #[\\Override] public function supportsNotes(): bool\n {\n return true;\n }\n\n private function getOwnerProfile(?string $ownerId): ?Profile\n {\n if ($ownerId === null) {\n return null;\n }\n\n return $this->config->profiles()\n ->where('crm_provider_id', $ownerId)\n ->first();\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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1aee7aad
<?php
namespace Jiminny\Services\Crm\Salesforce;
use Carbon\Carbon;
use Exception;
use Illuminate\Database\Eloquent\Relations\HasMany;
use Illuminate\Events\Dispatcher;
use Illuminate\Support\Facades\Cache;
use Illuminate\Support\Facades\Log;
use Illuminate\Support\Str;
use Jiminny\Component\Country\CountriesMap;
use Jiminny\Contracts\Acl\PermissionEnum;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\ImportsBusinessProcessesInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceBatchSyncInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\RemoteNoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SearchTaskInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SupportsObjectTypeParseInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmProfileRecordTypesInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Enums\CrmObject;
use Jiminny\Events\Activities\Crm\LeadConverted;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpBadRequestException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\NoResultsException;
use Jiminny\Exceptions\ServiceUnavailableException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Calendar\CalendarEvent;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\ContactRole;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Crm\RecordType;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\TeamSettings;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\Crm\RecordTypeFieldValuesRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Helpers\ArrayIterator;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Services\Crm\Salesforce\Fields\FieldHelper;
use Jiminny\Services\Crm\Salesforce\Fields\FieldTypeConverter;
use Jiminny\Services\Crm\Salesforce\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\FollowupActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\LogActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\RecordManipulationsTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\SyncFieldsTrait;
use Jiminny\Utils\CurrencyFormatter;
use Jiminny\Utils\StringUtil;
use Ramsey\Uuid\Uuid;
use Sentry\Laravel\Facade as Sentry;
class Service extends BaseService implements
SalesforceInterface,
SalesforceBatchSyncInterface,
SyncCrmEntitiesInterface,
SyncCrmProfileRecordTypesInterface,
ImportsBusinessProcessesInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SearchTaskInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
SupportsObjectTypeParseInterface,
RemoteNoteEntityManipulationInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncFieldsTrait;
use DeleteObjectsTrait;
use RecordManipulationsTrait;
use ServiceTraits\BatchSyncTrait;
use FollowupActivityTrait;
use LogActivityTrait;
/**
* Note Body Limit for the Old Note-Taking Tool
*
* @var int
*/
private const int CLASSIC_NOTE_MAX_LENGTH = 32000;
/**
* Note Content Limit for the New Notes
*
* @var int
*/
private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;
private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';
private const int CACHE_TTL = 600;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400
/**
* @var Client
*/
protected $client;
protected PayloadBuilder $payloadBuilder;
protected QueryHandler $queryHandler;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(
Client $client,
PayloadBuilder $payloadBuilder,
protected Dispatcher $eventDispatcher,
private readonly CountriesMap $countriesMap,
private readonly ProspectPhotoPathService $prospectPhotoPathService,
) {
parent::__construct();
$this->client = $client;
$this->payloadBuilder = $payloadBuilder;
$this->queryHandler = app(QueryHandler::class, [
'client' => $this->client,
'logger' => $this->logger,
]);
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Salesforce';
}
public function getJobDelay(): int
{
return 1;
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);
}
public function verifyTaskExists(Activity $activity): bool
{
$crmProviderId = $activity->getCrmProviderId();
$cacheKey = "crm_task_exists:{$this->config->getId()}:$crmProviderId";
return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {
$playbook = $this->getPlaybookFromActivity($activity);
if ($playbook === null) {
$this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [
'activity' => $activity->getId(),
'crm_provider_id' => $crmProviderId,
]);
return false;
}
$objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';
try {
$record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);
return ! empty($record) && ($record['IsDeleted'] ?? false) === false;
} catch (HttpNotFoundException|HttpBadRequestException) {
$this->logger->info('[Salesforce] Activity record not found during verification', [
'activity' => $activity->getId(),
'object_type' => $objectType,
'crm_provider_id' => $crmProviderId,
'config_id' => $this->config->getId(),
]);
return false;
}
});
}
public function query(string $queryToRun, array $parameters = []): QueryIterator
{
// Due to poorly designed external calls, this method cannot be entirely removed
return $this->queryHandler->query($queryToRun, $parameters);
}
/*=========== Organization Information ===============*/
/**
* Get a list of all the API Versions for the instance.
*
* @throws CrmException
*
* @return mixed
*
*/
public function getApiVersions()
{
$url = $this->config->crm_base_url . '/services/data';
$response = $this->client->get($url);
return json_decode($response->getBody(), true);
}
/**
* Gets the valid recordTypes for a given Salesforce Object via the describe API.
*/
private function getRecordTypes(string $crmObject): array
{
$url = $this->client->getObjectsUrl() . $crmObject . '/describe';
$response = $this->client->get($url);
$jsonResponse = json_decode($response->getBody(), true);
$fields = [];
foreach ($jsonResponse['recordTypeInfos'] as $row) {
$fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];
}
return $fields;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
$defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::defaultTaskFields()
: FieldDefinitions::defaultEventFields();
// 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
{
// Setup the activity field as the default Type.
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'Type',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::taskFollowupFieldsFilter()
: FieldDefinitions::eventFollowupFieldsFilter();
foreach ($fieldFilter as $eachFilter) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
/**
* This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually
* Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType
* Needs to be replaced later on
*/
public function syncField(Field $field): void
{
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)
? 'activity'
: $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$metadata = $sfField['Metadata'];
$field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);
$field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());
$field->is_mandatory = ($metadata['required'] === true);
$field->length = $metadata['length'];
$field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '"'), 0, 191);
$field->save();
} else {
$query = '
SELECT
Id, DataType, DeveloperName, Label, Length, Description
FROM
FieldDefinition
WHERE
DurableId = :entityName';
$entityName = $field->getEntityName();
$sfFields = $this->queryHandler->metadata($query, [
'entityName' => $entityName,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$convertedType = $this->convertFieldType($sfField['DataType'], $entityName);
$label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);
if ($field->isBusinessType()) {
$label = 'Opportunity Type';
}
$field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);
$field->label = $label;
$field->type = $convertedType;
$field->length = $sfField['Length'];
$field->save();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
private function convertFieldType(string $from, ?string $entityName = null): string
{
$converter = new FieldTypeConverter();
return $converter->convert($from, $entityName);
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?
'activity' : $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$valueSet = $sfField['Metadata']['valueSet'];
if ($valueSet['valueSetName'] === null) {
// Local picklist values can be obtained easily.
$picklistValues = $valueSet['valueSetDefinition']['value'];
} else {
// But for some fields, we just get the Global Value Picklist pointer so need to do more work.
$picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);
}
// Import all active values.
foreach ($picklistValues as $i => $sfFieldValue) {
// Setup default value.
if ($sfFieldValue['default']) {
$field->update(['default_value' => $sfFieldValue['valueName']]);
}
// This comes through as null if active (lol).
if ($sfFieldValue['isActive'] !== false) {
$values[] = [
'value' => $sfFieldValue['valueName'],
'label' => $sfFieldValue['valueName'],
'sequence' => $i,
'is_default' => $sfFieldValue['default'],
];
}
}
} else {
$objectFields = $this->getObjectFields($field->object_type);
$fieldId = $field->crm_provider_id;
// Only work with our field of interest.
$objectField = array_filter($objectFields, function ($item) use ($fieldId) {
return $item['name'] === $fieldId;
});
$objectField = array_shift($objectField);
if (empty($objectField['picklistValues']) === false) {
foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {
// Skip inactive values.
if ($sfFieldValue['active'] === false) {
continue;
}
// Setup default value.
if ($sfFieldValue['defaultValue']) {
$field->update(['default_value' => $sfFieldValue['value']]);
}
$values[] = [
'value' => $sfFieldValue['value'],
'label' => $sfFieldValue['label'],
'sequence' => $i,
'is_default' => $sfFieldValue['defaultValue'],
];
}
}
}
$fieldsToPurge = $field->values()->get()->pluck('value')->toArray();
foreach ($values as $value) {
$value['value'] = substr($value['value'] ?? '', 0, 255);
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $value['value'],
], $value);
// Remove this value from the ones we are going to purge.
if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
// Get IDs of the values to be deleted
$valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);
$valuesToDeleteIds = $valuesToDelete->pluck('id');
if (! $valuesToDeleteIds->isEmpty()) {
$recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);
$recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());
// Now safely delete from crm_field_values
$valuesToDelete->delete();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
return $fieldValues;
}
/**
* Gets values from Global Value Picklists.
*/
private function importGlobalValuePicklistValues(string $picklistName): array
{
$query = '
SELECT
Metadata
FROM
GlobalValueSet
WHERE
DeveloperName = :picklistName
LIMIT 1';
try {
$sfValues = $this->queryHandler->metadata($query, [
'picklistName' => $picklistName,
]);
// There is always 1 result at this point.
$sfValue = $sfValues->current();
return $sfValue['Metadata']['customValue'];
} catch (NoResultsException $noResultsException) {
// Nothing returned.
return [];
}
}
/**
* @inheritdoc
*/
public function syncProfileRecordTypes(): void
{
$objectTypes = [
'lead',
'account',
'contact',
'opportunity',
'task',
'event',
];
foreach ($objectTypes as $objectType) {
try {
$crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));
foreach ($crmRecordTypes as $crmRecordType) {
// If the record type is default and not the Master type, set this.
if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {
$recordType = $this->config->recordTypes()
->where('crm_provider_id', $crmRecordType['recordTypeId'])
->first();
if ($recordType) {
$this->profile->{$objectType . '_record_type_id'} = $recordType->id;
}
}
}
} catch (HttpNotFoundException $exception) {
Log::error('No access to ' . $objectType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
if ($this->profile->isDirty()) {
$this->profile->save();
}
}
/**
* Gets business processes.
*/
public function importBusinessProcesses(): void
{
$query = '
SELECT
Id, IsActive, Name, TableEnumOrId
FROM
BusinessProcess
WHERE
TableEnumOrId IN (\'Lead\',\'Opportunity\')';
try {
$sfProcesses = $this->queryHandler->query($query);
// Upsert all processes for the team.
foreach ($sfProcesses as $sfProcess) {
/** @var BusinessProcess $businessProcess */
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $sfProcess['Id'],
], [
'team_id' => $this->team->id,
'name' => $sfProcess['Name'],
'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',
'is_selectable' => $sfProcess['IsActive'],
]);
$this->importBusinessProcessStages($businessProcess);
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets business process stages.
*/
private function importBusinessProcessStages(BusinessProcess $businessProcess): void
{
$query = '
SELECT
Metadata
FROM
BusinessProcess
WHERE
Id = :processId';
try {
$stages = [];
$sfProcessStages = $this->queryHandler->metadata($query, [
'processId' => $businessProcess->crm_provider_id,
]);
// There is always 1 result at this point.
$sfProcessStage = $sfProcessStages->current();
// Upsert all processes for the team.
foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {
$sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: "%2C" becomes "," etc.
$stage = $businessProcess->crm->stages()
// This MUST match on label because this API doesn't use API Name.
->where('label', $sanitizedName)
->where('type', $businessProcess->type)
->where('is_selectable', 1)
->first();
if ($stage) {
$stages[] = $stage->id;
}
}
$businessProcess->stages()->sync($stages);
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets record types.
*/
public function importRecordTypes(): void
{
$query = '
SELECT
Id, IsActive, Name, BusinessProcessId, SobjectType
FROM
RecordType';
try {
$sfRecordTypes = $this->queryHandler->query($query);
// Upsert all record types for the process.
foreach ($sfRecordTypes as $sfRecordType) {
$businessProcess = null;
if ($sfRecordType['BusinessProcessId']) {
$businessProcess = $this->config->businessProcesses()
->where('crm_provider_id', $sfRecordType['BusinessProcessId'])
->first();
}
/** @var RecordType $recordType */
$recordType = $this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $sfRecordType['Id'],
], [
'team_id' => $this->team->id,
'type' => mb_strtolower($sfRecordType['SobjectType']),
'name' => $sfRecordType['Name'],
'is_selectable' => $sfRecordType['IsActive'],
'business_process_id' => $businessProcess->id ?? null,
]);
$this->importRecordTypeFieldValues($recordType);
}
} catch (NoResultsException $noResultsException) {
// Do nothing.
}
}
/**
* Import record type - field value mappings. This only works for standard fields.
*/
private function importRecordTypeFieldValues(RecordType $recordType): void
{
try {
$query = '
SELECT
Metadata
FROM
RecordType
WHERE
Id = :recordTypeId';
$sfFields = $this->queryHandler->metadata($query, [
'recordTypeId' => $recordType->crm_provider_id,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$picklists = $sfField['Metadata']['picklistValues'];
foreach ($picklists as $picklist) {
$field = $this->config->fields()->where([
'type' => Field::TYPE_PICKLIST,
'object_type' => $recordType->type,
'crm_provider_id' => $picklist['picklist'],
])->first();
if ($field) {
$fieldValues = [];
foreach ($picklist['values'] as $value) {
// Must decode: "%2C" becomes "," etc.
$fieldValue = $field->values()
->where('value', urldecode($value['valueName']))
->first();
if ($fieldValue) {
$fieldValues[] = $fieldValue->id;
}
}
$recordType->fieldValues()->sync($fieldValues);
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$params = [];
$missingStage = null;
if ($types === null) {
$types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];
}
foreach ($types as $type) {
if ($type === Stage::TYPE_LEAD) {
$query = '
SELECT
Id, ApiName, MasterLabel, SortOrder
FROM
LeadStatus';
} else {
$query = '
SELECT
Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability
FROM
OpportunityStage';
}
if ($missingStageName) {
$escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);
$query .= ' WHERE ApiName = :stageName';
$params = [
'stageName' => $escapedStageName,
];
}
try {
$sfStages = $this->queryHandler->query($query, $params);
} catch (NoResultsException $exception) {
$sfStages = [];
}
$missingStage = null;
// Upsert all stages for the team.
foreach ($sfStages as $sfStage) {
$selectable = true;
if (array_key_exists('IsActive', $sfStage)) {
$selectable = $sfStage['IsActive'];
}
$this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);
$stage = $this->config->stages()->updateOrCreate([
'crm_provider_id' => $sfStage['Id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),
'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),
'type' => $type,
'sequence' => $sfStage['SortOrder'] ?? 0,
'is_selectable' => $selectable,
'probability' => $sfStage['DefaultProbability'] ?? null,
]);
if ($missingStageName && $missingStageName === $sfStage['ApiName']) {
$missingStage = $stage;
}
}
if ($missingStageName && $missingStage === null) {
// If they requested a stage that still doesn't exist, it must be inactive so lazy create it.
$missingStage = $this->config->stages()->create([
'crm_provider_id' => Uuid::uuid4(),
'team_id' => $this->team->id,
'name' => mb_strimwidth($missingStageName, 0, 50),
'label' => mb_strimwidth($missingStageName, 0, 191),
'type' => $type,
'sequence' => 0,
'is_selectable' => 0,
]);
}
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('lead');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Lead
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfLeads = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfLeads as $sfLead) {
// Only sync if previously imported.
if ($this->hasLead($sfLead['Id'])) {
$this->importLead($sfLead);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
$fields = $this->getAllFieldsAsArray('lead');
$sfLead = $this->getRecord('Lead', $crmId, $fields);
return $this->importLead($sfLead);
}
private function importLead($crmData): ?Lead
{
/** @var ?Stage $stage */
$stage = null;
if (isset($crmData['Status'])) {
// Get the current stage.
$stage = $this->config
->stages()
->where('name', $crmData['Status'])
->where('type', Stage::TYPE_LEAD)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);
}
}
// If we have no way of importing this, just return null :(
if ($stage === null) {
return null;
}
$countryCode = $crmData['CountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country name.
if ($countryCode === null && empty($crmData['Country']) !== false) {
$countryCode = $this->convertCountryNameToCode($crmData['Country']);
}
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
$mobilePhone = null;
if (empty($crmData['MobilePhone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['MobilePhone'], 0, 25);
$mobilePhone = phone_e164($countryCode, $number);
}
$convertedDate = null;
$convertedAccount = null;
$convertedOpportunity = null;
$convertedContact = null;
if ($crmData['IsConverted'] == 'true') {
$convertedDate = $crmData['ConvertedDate'];
if (empty($crmData['ConvertedAccountId']) === false) {
$convertedAccount = $this->config
->accounts()
->where('crm_provider_id', $crmData['ConvertedAccountId'])
->first();
if ($convertedAccount === null) {
try {
$convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedOpportunityId']) === false) {
$convertedOpportunity = $this->config
->opportunities()
->where('crm_provider_id', $crmData['ConvertedOpportunityId'])
->first();
if ($convertedOpportunity === null) {
try {
$convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedContactId']) === false) {
$convertedContact = $this->team
->crm
->contacts()
->where('crm_provider_id', $crmData['ConvertedContactId'])
->first();
if ($convertedContact === null) {
try {
$convertedContact = $this->syncContact($crmData['ConvertedContactId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
}
if (empty($crmData['Company'])) {
$company = 'Unknown';
} else {
$company = mb_strimwidth($crmData['Company'], 0, 191);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'] ?? '',
'company' => $company,
'domain' => $domain,
'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',
'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,
'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,
'phone' => $parsedNumber['phone'],
'ext' => $parsedNumber['ext'] ?? null,
'mobile_phone' => $mobilePhone,
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Lead::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'stage_id' => $stage->id,
'record_type_id' => null,
'converted_at' => $convertedDate,
'converted_account_id' => $convertedAccount->id ?? null,
'converted_opportunity_id' => $convertedOpportunity->id ?? null,
'converted_contact_id' => $convertedContact->id ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);
/** @var Lead $lead */
$lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {
$this->eventDispatcher->dispatch(new LeadConverted($lead));
}
$this->handleObjectDeletion($lead, $crmData);
return $lead;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('account');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Account
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfAccounts = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfAccounts as $sfAccount) {
// Only sync if previously imported.
if ($this->hasAccount($sfAccount['Id'])) {
$this->importAccount($sfAccount);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
$fields = $this->getAllFieldsAsArray('account');
if (! in_array('Id', $fields, true)) {
$this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [
'crmId' => $crmId,
'userId' => $this->profile->getUserId(),
]);
return null;
}
$sfAccount = $this->getRecord('Account', $crmId, $fields);
return $this->importAccount($sfAccount);
}
private function importAccount($crmData): Account
{
$countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country names.
if ($countryCode === null && empty($crmData['BillingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);
}
if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);
}
if (empty($crmData['Phone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'], 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
$industry = null;
if (empty($crmData['Industry']) === false) {
$industry = mb_strimwidth($crmData['Industry'], 0, 40);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'],
'name' => mb_strimwidth($crmData['Name'], 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Account::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'industry' => $industry,
'domain' => $domain,
'phone' => $parsedNumber['phone'] ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);
/** @var Account $account */
$account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
$this->handleObjectDeletion($account, $crmData);
return $account;
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
$logParams = $parameters;
$parameters['profile'] = $this->profile;
$logParams['user'] = $this->profile->getUserId();
if (count($strategies) > 1) {
$this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [
'teamId' => $this->team->getUuid(),
'params' => $logParams,
'strategies_count' => count($strategies),
]);
}
foreach ($strategies as $syncStrategy) {
$name = $syncStrategy->getStrategyName();
try {
$sfOpportunities = $syncStrategy->fetchOpportunities($parameters);
$totalRecords = $sfOpportunities->count();
foreach ($sfOpportunities as $sfOpportunity) {
$this->importOpportunity($sfOpportunity);
$syncCount++;
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $noResultsException->getMessage(),
]);
} catch (CrmException $crmException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $crmException->getMessage(),
]);
}
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);
// debug to see how if count of opportunities reaches 1000
if ($syncCount >= 1000) {
$this->logger->info(
'[' . $this->getDisplayName() . '] Sync Opportunities - count warning',
[
'team_id' => $this->team->getId(),
'params' => $logParams,
'count' => $syncCount,
'strategies_count' => count($strategies),
'total_records' => $totalRecords ?? null,
]
);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY
);
$parameters = [
'profile' => $this->profile,
'crm_id' => $crmId,
];
try {
$sfOpportunity = $strategy->fetchOpportunities($parameters);
} catch (HttpNotFoundException $e) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
]);
return null;
} catch (CrmException $crmException) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
'exception' => $crmException->getMessage(),
]);
return null;
}
if ($sfOpportunity instanceof ArrayIterator) {
return $this->importOpportunity($sfOpportunity->getItems());
}
return $this->importOpportunity($sfOpportunity);
}
/**
* @throws HttpNotFoundException
*/
private function importOpportunity($crmData): ?Opportunity
{
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$account = null;
if (empty($crmData['AccountId']) === false) {
/** @var ?Account $account */
$account = $this->config->accounts()
->where('crm_provider_id', (string) $crmData['AccountId'])
->first();
if ($account === null) {
$account = $this->syncAccount($crmData['AccountId']);
}
}
$userId = $profile?->getUserId() ?? $account?->getUserId();
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1aee7aad
<?php
namespace Jiminny\Services\Crm\Salesforce;
use Carbon\Carbon;
use Exception;
use Illuminate\Database\Eloquent\Relations\HasMany;
use Illuminate\Events\Dispatcher;
use Illuminate\Support\Facades\Cache;
use Illuminate\Support\Facades\Log;
use Illuminate\Support\Str;
use Jiminny\Component\Country\CountriesMap;
use Jiminny\Contracts\Acl\PermissionEnum;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\ImportsBusinessProcessesInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceBatchSyncInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\RemoteNoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SearchTaskInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SupportsObjectTypeParseInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmProfileRecordTypesInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Enums\CrmObject;
use Jiminny\Events\Activities\Crm\LeadConverted;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpBadRequestException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\NoResultsException;
use Jiminny\Exceptions\ServiceUnavailableException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Calendar\CalendarEvent;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\ContactRole;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Crm\RecordType;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\TeamSettings;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\Crm\RecordTypeFieldValuesRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Helpers\ArrayIterator;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Services\Crm\Salesforce\Fields\FieldHelper;
use Jiminny\Services\Crm\Salesforce\Fields\FieldTypeConverter;
use Jiminny\Services\Crm\Salesforce\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\FollowupActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\LogActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\RecordManipulationsTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\SyncFieldsTrait;
use Jiminny\Utils\CurrencyFormatter;
use Jiminny\Utils\StringUtil;
use Ramsey\Uuid\Uuid;
use Sentry\Laravel\Facade as Sentry;
class Service extends BaseService implements
SalesforceInterface,
SalesforceBatchSyncInterface,
SyncCrmEntitiesInterface,
SyncCrmProfileRecordTypesInterface,
ImportsBusinessProcessesInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SearchTaskInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
SupportsObjectTypeParseInterface,
RemoteNoteEntityManipulationInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncFieldsTrait;
use DeleteObjectsTrait;
use RecordManipulationsTrait;
use ServiceTraits\BatchSyncTrait;
use FollowupActivityTrait;
use LogActivityTrait;
/**
* Note Body Limit for the Old Note-Taking Tool
*
* @var int
*/
private const int CLASSIC_NOTE_MAX_LENGTH = 32000;
/**
* Note Content Limit for the New Notes
*
* @var int
*/
private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;
private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';
private const int CACHE_TTL = 600;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400
/**
* @var Client
*/
protected $client;
protected PayloadBuilder $payloadBuilder;
protected QueryHandler $queryHandler;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(
Client $client,
PayloadBuilder $payloadBuilder,
protected Dispatcher $eventDispatcher,
private readonly CountriesMap $countriesMap,
private readonly ProspectPhotoPathService $prospectPhotoPathService,
) {
parent::__construct();
$this->client = $client;
$this->payloadBuilder = $payloadBuilder;
$this->queryHandler = app(QueryHandler::class, [
'client' => $this->client,
'logger' => $this->logger,
]);
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Salesforce';
}
public function getJobDelay(): int
{
return 1;
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);
}
public function verifyTaskExists(Activity $activity): bool
{
$crmProviderId = $activity->getCrmProviderId();
$cacheKey = "crm_task_exists:{$this->config->getId()}:$crmProviderId";
return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {
$playbook = $this->getPlaybookFromActivity($activity);
if ($playbook === null) {
$this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [
'activity' => $activity->getId(),
'crm_provider_id' => $crmProviderId,
]);
return false;
}
$objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';
try {
$record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);
return ! empty($record) && ($record['IsDeleted'] ?? false) === false;
} catch (HttpNotFoundException|HttpBadRequestException) {
$this->logger->info('[Salesforce] Activity record not found during verification', [
'activity' => $activity->getId(),
'object_type' => $objectType,
'crm_provider_id' => $crmProviderId,
'config_id' => $this->config->getId(),
]);
return false;
}
});
}
public function query(string $queryToRun, array $parameters = []): QueryIterator
{
// Due to poorly designed external calls, this method cannot be entirely removed
return $this->queryHandler->query($queryToRun, $parameters);
}
/*=========== Organization Information ===============*/
/**
* Get a list of all the API Versions for the instance.
*
* @throws CrmException
*
* @return mixed
*
*/
public function getApiVersions()
{
$url = $this->config->crm_base_url . '/services/data';
$response = $this->client->get($url);
return json_decode($response->getBody(), true);
}
/**
* Gets the valid recordTypes for a given Salesforce Object via the describe API.
*/
private function getRecordTypes(string $crmObject): array
{
$url = $this->client->getObjectsUrl() . $crmObject . '/describe';
$response = $this->client->get($url);
$jsonResponse = json_decode($response->getBody(), true);
$fields = [];
foreach ($jsonResponse['recordTypeInfos'] as $row) {
$fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];
}
return $fields;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
$defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::defaultTaskFields()
: FieldDefinitions::defaultEventFields();
// 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
{
// Setup the activity field as the default Type.
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'Type',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::taskFollowupFieldsFilter()
: FieldDefinitions::eventFollowupFieldsFilter();
foreach ($fieldFilter as $eachFilter) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
/**
* This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually
* Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType
* Needs to be replaced later on
*/
public function syncField(Field $field): void
{
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)
? 'activity'
: $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$metadata = $sfField['Metadata'];
$field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);
$field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());
$field->is_mandatory = ($metadata['required'] === true);
$field->length = $metadata['length'];
$field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '"'), 0, 191);
$field->save();
} else {
$query = '
SELECT
Id, DataType, DeveloperName, Label, Length, Description
FROM
FieldDefinition
WHERE
DurableId = :entityName';
$entityName = $field->getEntityName();
$sfFields = $this->queryHandler->metadata($query, [
'entityName' => $entityName,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$convertedType = $this->convertFieldType($sfField['DataType'], $entityName);
$label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);
if ($field->isBusinessType()) {
$label = 'Opportunity Type';
}
$field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);
$field->label = $label;
$field->type = $convertedType;
$field->length = $sfField['Length'];
$field->save();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
private function convertFieldType(string $from, ?string $entityName = null): string
{
$converter = new FieldTypeConverter();
return $converter->convert($from, $entityName);
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?
'activity' : $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$valueSet = $sfField['Metadata']['valueSet'];
if ($valueSet['valueSetName'] === null) {
// Local picklist values can be obtained easily.
$picklistValues = $valueSet['valueSetDefinition']['value'];
} else {
// But for some fields, we just get the Global Value Picklist pointer so need to do more work.
$picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);
}
// Import all active values.
foreach ($picklistValues as $i => $sfFieldValue) {
// Setup default value.
if ($sfFieldValue['default']) {
$field->update(['default_value' => $sfFieldValue['valueName']]);
}
// This comes through as null if active (lol).
if ($sfFieldValue['isActive'] !== false) {
$values[] = [
'value' => $sfFieldValue['valueName'],
'label' => $sfFieldValue['valueName'],
'sequence' => $i,
'is_default' => $sfFieldValue['default'],
];
}
}
} else {
$objectFields = $this->getObjectFields($field->object_type);
$fieldId = $field->crm_provider_id;
// Only work with our field of interest.
$objectField = array_filter($objectFields, function ($item) use ($fieldId) {
return $item['name'] === $fieldId;
});
$objectField = array_shift($objectField);
if (empty($objectField['picklistValues']) === false) {
foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {
// Skip inactive values.
if ($sfFieldValue['active'] === false) {
continue;
}
// Setup default value.
if ($sfFieldValue['defaultValue']) {
$field->update(['default_value' => $sfFieldValue['value']]);
}
$values[] = [
'value' => $sfFieldValue['value'],
'label' => $sfFieldValue['label'],
'sequence' => $i,
'is_default' => $sfFieldValue['defaultValue'],
];
}
}
}
$fieldsToPurge = $field->values()->get()->pluck('value')->toArray();
foreach ($values as $value) {
$value['value'] = substr($value['value'] ?? '', 0, 255);
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $value['value'],
], $value);
// Remove this value from the ones we are going to purge.
if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
// Get IDs of the values to be deleted
$valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);
$valuesToDeleteIds = $valuesToDelete->pluck('id');
if (! $valuesToDeleteIds->isEmpty()) {
$recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);
$recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());
// Now safely delete from crm_field_values
$valuesToDelete->delete();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
return $fieldValues;
}
/**
* Gets values from Global Value Picklists.
*/
private function importGlobalValuePicklistValues(string $picklistName): array
{
$query = '
SELECT
Metadata
FROM
GlobalValueSet
WHERE
DeveloperName = :picklistName
LIMIT 1';
try {
$sfValues = $this->queryHandler->metadata($query, [
'picklistName' => $picklistName,
]);
// There is always 1 result at this point.
$sfValue = $sfValues->current();
return $sfValue['Metadata']['customValue'];
} catch (NoResultsException $noResultsException) {
// Nothing returned.
return [];
}
}
/**
* @inheritdoc
*/
public function syncProfileRecordTypes(): void
{
$objectTypes = [
'lead',
'account',
'contact',
'opportunity',
'task',
'event',
];
foreach ($objectTypes as $objectType) {
try {
$crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));
foreach ($crmRecordTypes as $crmRecordType) {
// If the record type is default and not the Master type, set this.
if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {
$recordType = $this->config->recordTypes()
->where('crm_provider_id', $crmRecordType['recordTypeId'])
->first();
if ($recordType) {
$this->profile->{$objectType . '_record_type_id'} = $recordType->id;
}
}
}
} catch (HttpNotFoundException $exception) {
Log::error('No access to ' . $objectType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
if ($this->profile->isDirty()) {
$this->profile->save();
}
}
/**
* Gets business processes.
*/
public function importBusinessProcesses(): void
{
$query = '
SELECT
Id, IsActive, Name, TableEnumOrId
FROM
BusinessProcess
WHERE
TableEnumOrId IN (\'Lead\',\'Opportunity\')';
try {
$sfProcesses = $this->queryHandler->query($query);
// Upsert all processes for the team.
foreach ($sfProcesses as $sfProcess) {
/** @var BusinessProcess $businessProcess */
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $sfProcess['Id'],
], [
'team_id' => $this->team->id,
'name' => $sfProcess['Name'],
'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',
'is_selectable' => $sfProcess['IsActive'],
]);
$this->importBusinessProcessStages($businessProcess);
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets business process stages.
*/
private function importBusinessProcessStages(BusinessProcess $businessProcess): void
{
$query = '
SELECT
Metadata
FROM
BusinessProcess
WHERE
Id = :processId';
try {
$stages = [];
$sfProcessStages = $this->queryHandler->metadata($query, [
'processId' => $businessProcess->crm_provider_id,
]);
// There is always 1 result at this point.
$sfProcessStage = $sfProcessStages->current();
// Upsert all processes for the team.
foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {
$sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: "%2C" becomes "," etc.
$stage = $businessProcess->crm->stages()
// This MUST match on label because this API doesn't use API Name.
->where('label', $sanitizedName)
->where('type', $businessProcess->type)
->where('is_selectable', 1)
->first();
if ($stage) {
$stages[] = $stage->id;
}
}
$businessProcess->stages()->sync($stages);
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets record types.
*/
public function importRecordTypes(): void
{
$query = '
SELECT
Id, IsActive, Name, BusinessProcessId, SobjectType
FROM
RecordType';
try {
$sfRecordTypes = $this->queryHandler->query($query);
// Upsert all record types for the process.
foreach ($sfRecordTypes as $sfRecordType) {
$businessProcess = null;
if ($sfRecordType['BusinessProcessId']) {
$businessProcess = $this->config->businessProcesses()
->where('crm_provider_id', $sfRecordType['BusinessProcessId'])
->first();
}
/** @var RecordType $recordType */
$recordType = $this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $sfRecordType['Id'],
], [
'team_id' => $this->team->id,
'type' => mb_strtolower($sfRecordType['SobjectType']),
'name' => $sfRecordType['Name'],
'is_selectable' => $sfRecordType['IsActive'],
'business_process_id' => $businessProcess->id ?? null,
]);
$this->importRecordTypeFieldValues($recordType);
}
} catch (NoResultsException $noResultsException) {
// Do nothing.
}
}
/**
* Import record type - field value mappings. This only works for standard fields.
*/
private function importRecordTypeFieldValues(RecordType $recordType): void
{
try {
$query = '
SELECT
Metadata
FROM
RecordType
WHERE
Id = :recordTypeId';
$sfFields = $this->queryHandler->metadata($query, [
'recordTypeId' => $recordType->crm_provider_id,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$picklists = $sfField['Metadata']['picklistValues'];
foreach ($picklists as $picklist) {
$field = $this->config->fields()->where([
'type' => Field::TYPE_PICKLIST,
'object_type' => $recordType->type,
'crm_provider_id' => $picklist['picklist'],
])->first();
if ($field) {
$fieldValues = [];
foreach ($picklist['values'] as $value) {
// Must decode: "%2C" becomes "," etc.
$fieldValue = $field->values()
->where('value', urldecode($value['valueName']))
->first();
if ($fieldValue) {
$fieldValues[] = $fieldValue->id;
}
}
$recordType->fieldValues()->sync($fieldValues);
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$params = [];
$missingStage = null;
if ($types === null) {
$types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];
}
foreach ($types as $type) {
if ($type === Stage::TYPE_LEAD) {
$query = '
SELECT
Id, ApiName, MasterLabel, SortOrder
FROM
LeadStatus';
} else {
$query = '
SELECT
Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability
FROM
OpportunityStage';
}
if ($missingStageName) {
$escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);
$query .= ' WHERE ApiName = :stageName';
$params = [
'stageName' => $escapedStageName,
];
}
try {
$sfStages = $this->queryHandler->query($query, $params);
} catch (NoResultsException $exception) {
$sfStages = [];
}
$missingStage = null;
// Upsert all stages for the team.
foreach ($sfStages as $sfStage) {
$selectable = true;
if (array_key_exists('IsActive', $sfStage)) {
$selectable = $sfStage['IsActive'];
}
$this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);
$stage = $this->config->stages()->updateOrCreate([
'crm_provider_id' => $sfStage['Id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),
'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),
'type' => $type,
'sequence' => $sfStage['SortOrder'] ?? 0,
'is_selectable' => $selectable,
'probability' => $sfStage['DefaultProbability'] ?? null,
]);
if ($missingStageName && $missingStageName === $sfStage['ApiName']) {
$missingStage = $stage;
}
}
if ($missingStageName && $missingStage === null) {
// If they requested a stage that still doesn't exist, it must be inactive so lazy create it.
$missingStage = $this->config->stages()->create([
'crm_provider_id' => Uuid::uuid4(),
'team_id' => $this->team->id,
'name' => mb_strimwidth($missingStageName, 0, 50),
'label' => mb_strimwidth($missingStageName, 0, 191),
'type' => $type,
'sequence' => 0,
'is_selectable' => 0,
]);
}
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('lead');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Lead
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfLeads = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfLeads as $sfLead) {
// Only sync if previously imported.
if ($this->hasLead($sfLead['Id'])) {
$this->importLead($sfLead);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
$fields = $this->getAllFieldsAsArray('lead');
$sfLead = $this->getRecord('Lead', $crmId, $fields);
return $this->importLead($sfLead);
}
private function importLead($crmData): ?Lead
{
/** @var ?Stage $stage */
$stage = null;
if (isset($crmData['Status'])) {
// Get the current stage.
$stage = $this->config
->stages()
->where('name', $crmData['Status'])
->where('type', Stage::TYPE_LEAD)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);
}
}
// If we have no way of importing this, just return null :(
if ($stage === null) {
return null;
}
$countryCode = $crmData['CountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country name.
if ($countryCode === null && empty($crmData['Country']) !== false) {
$countryCode = $this->convertCountryNameToCode($crmData['Country']);
}
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
$mobilePhone = null;
if (empty($crmData['MobilePhone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['MobilePhone'], 0, 25);
$mobilePhone = phone_e164($countryCode, $number);
}
$convertedDate = null;
$convertedAccount = null;
$convertedOpportunity = null;
$convertedContact = null;
if ($crmData['IsConverted'] == 'true') {
$convertedDate = $crmData['ConvertedDate'];
if (empty($crmData['ConvertedAccountId']) === false) {
$convertedAccount = $this->config
->accounts()
->where('crm_provider_id', $crmData['ConvertedAccountId'])
->first();
if ($convertedAccount === null) {
try {
$convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedOpportunityId']) === false) {
$convertedOpportunity = $this->config
->opportunities()
->where('crm_provider_id', $crmData['ConvertedOpportunityId'])
->first();
if ($convertedOpportunity === null) {
try {
$convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedContactId']) === false) {
$convertedContact = $this->team
->crm
->contacts()
->where('crm_provider_id', $crmData['ConvertedContactId'])
->first();
if ($convertedContact === null) {
try {
$convertedContact = $this->syncContact($crmData['ConvertedContactId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
}
if (empty($crmData['Company'])) {
$company = 'Unknown';
} else {
$company = mb_strimwidth($crmData['Company'], 0, 191);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'] ?? '',
'company' => $company,
'domain' => $domain,
'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',
'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,
'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,
'phone' => $parsedNumber['phone'],
'ext' => $parsedNumber['ext'] ?? null,
'mobile_phone' => $mobilePhone,
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Lead::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'stage_id' => $stage->id,
'record_type_id' => null,
'converted_at' => $convertedDate,
'converted_account_id' => $convertedAccount->id ?? null,
'converted_opportunity_id' => $convertedOpportunity->id ?? null,
'converted_contact_id' => $convertedContact->id ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);
/** @var Lead $lead */
$lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {
$this->eventDispatcher->dispatch(new LeadConverted($lead));
}
$this->handleObjectDeletion($lead, $crmData);
return $lead;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('account');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Account
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfAccounts = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfAccounts as $sfAccount) {
// Only sync if previously imported.
if ($this->hasAccount($sfAccount['Id'])) {
$this->importAccount($sfAccount);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
$fields = $this->getAllFieldsAsArray('account');
if (! in_array('Id', $fields, true)) {
$this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [
'crmId' => $crmId,
'userId' => $this->profile->getUserId(),
]);
return null;
}
$sfAccount = $this->getRecord('Account', $crmId, $fields);
return $this->importAccount($sfAccount);
}
private function importAccount($crmData): Account
{
$countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country names.
if ($countryCode === null && empty($crmData['BillingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);
}
if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);
}
if (empty($crmData['Phone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'], 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
$industry = null;
if (empty($crmData['Industry']) === false) {
$industry = mb_strimwidth($crmData['Industry'], 0, 40);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'],
'name' => mb_strimwidth($crmData['Name'], 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Account::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'industry' => $industry,
'domain' => $domain,
'phone' => $parsedNumber['phone'] ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);
/** @var Account $account */
$account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
$this->handleObjectDeletion($account, $crmData);
return $account;
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
$logParams = $parameters;
$parameters['profile'] = $this->profile;
$logParams['user'] = $this->profile->getUserId();
if (count($strategies) > 1) {
$this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [
'teamId' => $this->team->getUuid(),
'params' => $logParams,
'strategies_count' => count($strategies),
]);
}
foreach ($strategies as $syncStrategy) {
$name = $syncStrategy->getStrategyName();
try {
$sfOpportunities = $syncStrategy->fetchOpportunities($parameters);
$totalRecords = $sfOpportunities->count();
foreach ($sfOpportunities as $sfOpportunity) {
$this->importOpportunity($sfOpportunity);
$syncCount++;
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $noResultsException->getMessage(),
]);
} catch (CrmException $crmException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $crmException->getMessage(),
]);
}
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);
// debug to see how if count of opportunities reaches 1000
if ($syncCount >= 1000) {
$this->logger->info(
'[' . $this->getDisplayName() . '] Sync Opportunities - count warning',
[
'team_id' => $this->team->getId(),
'params' => $logParams,
'count' => $syncCount,
'strategies_count' => count($strategies),
'total_records' => $totalRecords ?? null,
]
);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY
);
$parameters = [
'profile' => $this->profile,
'crm_id' => $crmId,
];
try {
$sfOpportunity = $strategy->fetchOpportunities($parameters);
} catch (HttpNotFoundException $e) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
]);
return null;
} catch (CrmException $crmException) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
'exception' => $crmException->getMessage(),
]);
return null;
}
if ($sfOpportunity instanceof ArrayIterator) {
return $this->importOpportunity($sfOpportunity->getItems());
}
return $this->importOpportunity($sfOpportunity);
}
/**
* @throws HttpNotFoundException
*/
private function importOpportunity($crmData): ?Opportunity
{
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$account = null;
if (empty($crmData['AccountId']) === false) {
/** @var ?Account $account */
$account = $this->config->accounts()
->where('crm_provider_id', (string) $crmData['AccountId'])
->first();
if ($account === null) {
$account = $this->syncAccount($crmData['AccountId']);
}
}
$userId = $profile?->getUserId() ?? $account?->getUserId();
if ($us...
|
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differences","depth":1,"on_screen":true,"role_description":"text"},{"role":"AXTextField","text":"1aee7aad","depth":1,"on_screen":true,"value":"1aee7aad","help_text":"text/plain","role_description":"text field","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Salesforce;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Illuminate\\Database\\Eloquent\\Relations\\HasMany;\nuse Illuminate\\Events\\Dispatcher;\nuse Illuminate\\Support\\Facades\\Cache;\nuse Illuminate\\Support\\Facades\\Log;\nuse Illuminate\\Support\\Str;\nuse Jiminny\\Component\\Country\\CountriesMap;\nuse Jiminny\\Contracts\\Acl\\PermissionEnum;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ImportsBusinessProcessesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceBatchSyncInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteNoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SearchTaskInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmProfileRecordTypesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Enums\\CrmObject;\nuse Jiminny\\Events\\Activities\\Crm\\LeadConverted;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpBadRequestException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\NoResultsException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Calendar\\CalendarEvent;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\ContactRole;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Crm\\RecordType;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\TeamSettings;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\Crm\\RecordTypeFieldValuesRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Helpers\\ArrayIterator;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldHelper;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldTypeConverter;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\FollowupActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\LogActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\RecordManipulationsTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Jiminny\\Utils\\StringUtil;\nuse Ramsey\\Uuid\\Uuid;\nuse Sentry\\Laravel\\Facade as Sentry;\n\nclass Service extends BaseService implements\n SalesforceInterface,\n SalesforceBatchSyncInterface,\n SyncCrmEntitiesInterface,\n SyncCrmProfileRecordTypesInterface,\n ImportsBusinessProcessesInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SearchTaskInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n RemoteNoteEntityManipulationInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncFieldsTrait;\n use DeleteObjectsTrait;\n use RecordManipulationsTrait;\n use ServiceTraits\\BatchSyncTrait;\n use FollowupActivityTrait;\n use LogActivityTrait;\n\n /**\n * Note Body Limit for the Old Note-Taking Tool\n *\n * @var int\n */\n private const int CLASSIC_NOTE_MAX_LENGTH = 32000;\n\n /**\n * Note Content Limit for the New Notes\n *\n * @var int\n */\n private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;\n\n private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';\n\n private const int CACHE_TTL = 600;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400\n\n /**\n * @var Client\n */\n protected $client;\n\n protected PayloadBuilder $payloadBuilder;\n protected QueryHandler $queryHandler;\n\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(\n Client $client,\n PayloadBuilder $payloadBuilder,\n protected Dispatcher $eventDispatcher,\n private readonly CountriesMap $countriesMap,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->payloadBuilder = $payloadBuilder;\n $this->queryHandler = app(QueryHandler::class, [\n 'client' => $this->client,\n 'logger' => $this->logger,\n ]);\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Salesforce';\n }\n\n public function getJobDelay(): int\n {\n return 1;\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);\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 ($activity, $crmProviderId) {\n $playbook = $this->getPlaybookFromActivity($activity);\n\n if ($playbook === null) {\n $this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [\n 'activity' => $activity->getId(),\n 'crm_provider_id' => $crmProviderId,\n ]);\n\n return false;\n }\n\n $objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';\n\n try {\n $record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);\n\n return ! empty($record) && ($record['IsDeleted'] ?? false) === false;\n } catch (HttpNotFoundException|HttpBadRequestException) {\n $this->logger->info('[Salesforce] Activity record not found during verification', [\n 'activity' => $activity->getId(),\n 'object_type' => $objectType,\n 'crm_provider_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n });\n }\n\n public function query(string $queryToRun, array $parameters = []): QueryIterator\n {\n // Due to poorly designed external calls, this method cannot be entirely removed\n return $this->queryHandler->query($queryToRun, $parameters);\n }\n\n /*=========== Organization Information ===============*/\n\n /**\n * Get a list of all the API Versions for the instance.\n *\n * @throws CrmException\n *\n * @return mixed\n *\n */\n public function getApiVersions()\n {\n $url = $this->config->crm_base_url . '/services/data';\n\n $response = $this->client->get($url);\n\n return json_decode($response->getBody(), true);\n }\n\n /**\n * Gets the valid recordTypes for a given Salesforce Object via the describe API.\n */\n private function getRecordTypes(string $crmObject): array\n {\n $url = $this->client->getObjectsUrl() . $crmObject . '/describe';\n\n $response = $this->client->get($url);\n $jsonResponse = json_decode($response->getBody(), true);\n\n $fields = [];\n foreach ($jsonResponse['recordTypeInfos'] as $row) {\n $fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];\n }\n\n return $fields;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n $defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::defaultTaskFields()\n : FieldDefinitions::defaultEventFields();\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 return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'Type',\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, Playbook::ACTIVITY_TYPE_EVENT];\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::taskFollowupFieldsFilter()\n : FieldDefinitions::eventFollowupFieldsFilter();\n\n foreach ($fieldFilter as $eachFilter) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n /**\n * This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually\n * Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType\n * Needs to be replaced later on\n */\n public function syncField(Field $field): void\n {\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)\n ? 'activity'\n : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $metadata = $sfField['Metadata'];\n\n $field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);\n $field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());\n $field->is_mandatory = ($metadata['required'] === true);\n $field->length = $metadata['length'];\n $field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '\"'), 0, 191);\n $field->save();\n } else {\n $query = '\n SELECT\n Id, DataType, DeveloperName, Label, Length, Description\n FROM\n FieldDefinition\n WHERE\n DurableId = :entityName';\n\n $entityName = $field->getEntityName();\n $sfFields = $this->queryHandler->metadata($query, [\n 'entityName' => $entityName,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $convertedType = $this->convertFieldType($sfField['DataType'], $entityName);\n $label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);\n\n if ($field->isBusinessType()) {\n $label = 'Opportunity Type';\n }\n\n $field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);\n $field->label = $label;\n $field->type = $convertedType;\n $field->length = $sfField['Length'];\n $field->save();\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n private function convertFieldType(string $from, ?string $entityName = null): string\n {\n $converter = new FieldTypeConverter();\n\n return $converter->convert($from, $entityName);\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?\n 'activity' : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $valueSet = $sfField['Metadata']['valueSet'];\n\n if ($valueSet['valueSetName'] === null) {\n // Local picklist values can be obtained easily.\n $picklistValues = $valueSet['valueSetDefinition']['value'];\n } else {\n // But for some fields, we just get the Global Value Picklist pointer so need to do more work.\n $picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);\n }\n\n // Import all active values.\n foreach ($picklistValues as $i => $sfFieldValue) {\n // Setup default value.\n if ($sfFieldValue['default']) {\n $field->update(['default_value' => $sfFieldValue['valueName']]);\n }\n\n // This comes through as null if active (lol).\n if ($sfFieldValue['isActive'] !== false) {\n $values[] = [\n 'value' => $sfFieldValue['valueName'],\n 'label' => $sfFieldValue['valueName'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['default'],\n ];\n }\n }\n } else {\n $objectFields = $this->getObjectFields($field->object_type);\n $fieldId = $field->crm_provider_id;\n\n // Only work with our field of interest.\n $objectField = array_filter($objectFields, function ($item) use ($fieldId) {\n return $item['name'] === $fieldId;\n });\n\n $objectField = array_shift($objectField);\n if (empty($objectField['picklistValues']) === false) {\n foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {\n // Skip inactive values.\n if ($sfFieldValue['active'] === false) {\n continue;\n }\n\n // Setup default value.\n if ($sfFieldValue['defaultValue']) {\n $field->update(['default_value' => $sfFieldValue['value']]);\n }\n\n $values[] = [\n 'value' => $sfFieldValue['value'],\n 'label' => $sfFieldValue['label'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['defaultValue'],\n ];\n }\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'], $fieldsToPurge, true)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n // Get IDs of the values to be deleted\n $valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);\n $valuesToDeleteIds = $valuesToDelete->pluck('id');\n if (! $valuesToDeleteIds->isEmpty()) {\n $recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);\n $recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());\n\n // Now safely delete from crm_field_values\n $valuesToDelete->delete();\n }\n\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n return $fieldValues;\n }\n\n /**\n * Gets values from Global Value Picklists.\n */\n private function importGlobalValuePicklistValues(string $picklistName): array\n {\n $query = '\n SELECT\n Metadata\n FROM\n GlobalValueSet\n WHERE\n DeveloperName = :picklistName\n LIMIT 1';\n\n try {\n $sfValues = $this->queryHandler->metadata($query, [\n 'picklistName' => $picklistName,\n ]);\n\n // There is always 1 result at this point.\n $sfValue = $sfValues->current();\n\n return $sfValue['Metadata']['customValue'];\n } catch (NoResultsException $noResultsException) {\n // Nothing returned.\n\n return [];\n }\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileRecordTypes(): void\n {\n $objectTypes = [\n 'lead',\n 'account',\n 'contact',\n 'opportunity',\n 'task',\n 'event',\n ];\n\n foreach ($objectTypes as $objectType) {\n try {\n $crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));\n\n foreach ($crmRecordTypes as $crmRecordType) {\n // If the record type is default and not the Master type, set this.\n if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmRecordType['recordTypeId'])\n ->first();\n\n if ($recordType) {\n $this->profile->{$objectType . '_record_type_id'} = $recordType->id;\n }\n }\n }\n } catch (HttpNotFoundException $exception) {\n Log::error('No access to ' . $objectType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n if ($this->profile->isDirty()) {\n $this->profile->save();\n }\n }\n\n /**\n * Gets business processes.\n */\n public function importBusinessProcesses(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, TableEnumOrId\n FROM\n BusinessProcess\n WHERE\n TableEnumOrId IN (\\'Lead\\',\\'Opportunity\\')';\n\n try {\n $sfProcesses = $this->queryHandler->query($query);\n\n // Upsert all processes for the team.\n foreach ($sfProcesses as $sfProcess) {\n /** @var BusinessProcess $businessProcess */\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $sfProcess['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => $sfProcess['Name'],\n 'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',\n 'is_selectable' => $sfProcess['IsActive'],\n ]);\n\n $this->importBusinessProcessStages($businessProcess);\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets business process stages.\n */\n private function importBusinessProcessStages(BusinessProcess $businessProcess): void\n {\n $query = '\n SELECT\n Metadata\n FROM\n BusinessProcess\n WHERE\n Id = :processId';\n\n try {\n $stages = [];\n $sfProcessStages = $this->queryHandler->metadata($query, [\n 'processId' => $businessProcess->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfProcessStage = $sfProcessStages->current();\n\n // Upsert all processes for the team.\n foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {\n $sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: \"%2C\" becomes \",\" etc.\n\n $stage = $businessProcess->crm->stages()\n // This MUST match on label because this API doesn't use API Name.\n ->where('label', $sanitizedName)\n ->where('type', $businessProcess->type)\n ->where('is_selectable', 1)\n ->first();\n\n if ($stage) {\n $stages[] = $stage->id;\n }\n }\n\n $businessProcess->stages()->sync($stages);\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets record types.\n */\n public function importRecordTypes(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, BusinessProcessId, SobjectType\n FROM\n RecordType';\n\n try {\n $sfRecordTypes = $this->queryHandler->query($query);\n\n // Upsert all record types for the process.\n foreach ($sfRecordTypes as $sfRecordType) {\n $businessProcess = null;\n if ($sfRecordType['BusinessProcessId']) {\n $businessProcess = $this->config->businessProcesses()\n ->where('crm_provider_id', $sfRecordType['BusinessProcessId'])\n ->first();\n }\n\n /** @var RecordType $recordType */\n $recordType = $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $sfRecordType['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'type' => mb_strtolower($sfRecordType['SobjectType']),\n 'name' => $sfRecordType['Name'],\n 'is_selectable' => $sfRecordType['IsActive'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n $this->importRecordTypeFieldValues($recordType);\n }\n } catch (NoResultsException $noResultsException) {\n // Do nothing.\n }\n }\n\n /**\n * Import record type - field value mappings. This only works for standard fields.\n */\n private function importRecordTypeFieldValues(RecordType $recordType): void\n {\n try {\n $query = '\n SELECT\n Metadata\n FROM\n RecordType\n WHERE\n Id = :recordTypeId';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'recordTypeId' => $recordType->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $picklists = $sfField['Metadata']['picklistValues'];\n\n foreach ($picklists as $picklist) {\n $field = $this->config->fields()->where([\n 'type' => Field::TYPE_PICKLIST,\n 'object_type' => $recordType->type,\n 'crm_provider_id' => $picklist['picklist'],\n ])->first();\n\n if ($field) {\n $fieldValues = [];\n\n foreach ($picklist['values'] as $value) {\n // Must decode: \"%2C\" becomes \",\" etc.\n $fieldValue = $field->values()\n ->where('value', urldecode($value['valueName']))\n ->first();\n\n if ($fieldValue) {\n $fieldValues[] = $fieldValue->id;\n }\n }\n\n $recordType->fieldValues()->sync($fieldValues);\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $params = [];\n $missingStage = null;\n if ($types === null) {\n $types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];\n }\n\n foreach ($types as $type) {\n if ($type === Stage::TYPE_LEAD) {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, SortOrder\n FROM\n LeadStatus';\n } else {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability\n FROM\n OpportunityStage';\n }\n\n if ($missingStageName) {\n $escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);\n\n $query .= ' WHERE ApiName = :stageName';\n\n $params = [\n 'stageName' => $escapedStageName,\n ];\n }\n\n try {\n $sfStages = $this->queryHandler->query($query, $params);\n } catch (NoResultsException $exception) {\n $sfStages = [];\n }\n\n $missingStage = null;\n\n // Upsert all stages for the team.\n foreach ($sfStages as $sfStage) {\n $selectable = true;\n if (array_key_exists('IsActive', $sfStage)) {\n $selectable = $sfStage['IsActive'];\n }\n\n $this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);\n\n $stage = $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $sfStage['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),\n 'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),\n 'type' => $type,\n 'sequence' => $sfStage['SortOrder'] ?? 0,\n 'is_selectable' => $selectable,\n 'probability' => $sfStage['DefaultProbability'] ?? null,\n ]);\n\n if ($missingStageName && $missingStageName === $sfStage['ApiName']) {\n $missingStage = $stage;\n }\n }\n\n if ($missingStageName && $missingStage === null) {\n // If they requested a stage that still doesn't exist, it must be inactive so lazy create it.\n $missingStage = $this->config->stages()->create([\n 'crm_provider_id' => Uuid::uuid4(),\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($missingStageName, 0, 50),\n 'label' => mb_strimwidth($missingStageName, 0, 191),\n 'type' => $type,\n 'sequence' => 0,\n 'is_selectable' => 0,\n ]);\n }\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('lead');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Lead\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfLeads = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfLeads as $sfLead) {\n // Only sync if previously imported.\n if ($this->hasLead($sfLead['Id'])) {\n $this->importLead($sfLead);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n $fields = $this->getAllFieldsAsArray('lead');\n\n $sfLead = $this->getRecord('Lead', $crmId, $fields);\n\n return $this->importLead($sfLead);\n }\n\n private function importLead($crmData): ?Lead\n {\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['Status'])) {\n // Get the current stage.\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['Status'])\n ->where('type', Stage::TYPE_LEAD)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);\n }\n }\n\n // If we have no way of importing this, just return null :(\n if ($stage === null) {\n return null;\n }\n\n $countryCode = $crmData['CountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['Country']) !== false) {\n $countryCode = $this->convertCountryNameToCode($crmData['Country']);\n }\n\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n $mobilePhone = null;\n if (empty($crmData['MobilePhone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['MobilePhone'], 0, 25);\n $mobilePhone = phone_e164($countryCode, $number);\n }\n\n $convertedDate = null;\n $convertedAccount = null;\n $convertedOpportunity = null;\n $convertedContact = null;\n\n if ($crmData['IsConverted'] == 'true') {\n $convertedDate = $crmData['ConvertedDate'];\n\n if (empty($crmData['ConvertedAccountId']) === false) {\n $convertedAccount = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmData['ConvertedAccountId'])\n ->first();\n\n if ($convertedAccount === null) {\n try {\n $convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedOpportunityId']) === false) {\n $convertedOpportunity = $this->config\n ->opportunities()\n ->where('crm_provider_id', $crmData['ConvertedOpportunityId'])\n ->first();\n\n if ($convertedOpportunity === null) {\n try {\n $convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedContactId']) === false) {\n $convertedContact = $this->team\n ->crm\n ->contacts()\n ->where('crm_provider_id', $crmData['ConvertedContactId'])\n ->first();\n\n if ($convertedContact === null) {\n try {\n $convertedContact = $this->syncContact($crmData['ConvertedContactId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n }\n\n if (empty($crmData['Company'])) {\n $company = 'Unknown';\n } else {\n $company = mb_strimwidth($crmData['Company'], 0, 191);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? '',\n 'company' => $company,\n 'domain' => $domain,\n 'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',\n 'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,\n 'phone' => $parsedNumber['phone'],\n 'ext' => $parsedNumber['ext'] ?? null,\n 'mobile_phone' => $mobilePhone,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Lead::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'stage_id' => $stage->id,\n 'record_type_id' => null,\n 'converted_at' => $convertedDate,\n 'converted_account_id' => $convertedAccount->id ?? null,\n 'converted_opportunity_id' => $convertedOpportunity->id ?? null,\n 'converted_contact_id' => $convertedContact->id ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);\n\n /** @var Lead $lead */\n $lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {\n $this->eventDispatcher->dispatch(new LeadConverted($lead));\n }\n\n $this->handleObjectDeletion($lead, $crmData);\n\n return $lead;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('account');\n\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Account\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfAccounts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfAccounts as $sfAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($sfAccount['Id'])) {\n $this->importAccount($sfAccount);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n $fields = $this->getAllFieldsAsArray('account');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfAccount = $this->getRecord('Account', $crmId, $fields);\n\n return $this->importAccount($sfAccount);\n }\n\n private function importAccount($crmData): Account\n {\n $countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country names.\n if ($countryCode === null && empty($crmData['BillingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);\n }\n\n if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);\n }\n\n if (empty($crmData['Phone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'], 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n $industry = null;\n if (empty($crmData['Industry']) === false) {\n $industry = mb_strimwidth($crmData['Industry'], 0, 40);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'],\n 'name' => mb_strimwidth($crmData['Name'], 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Account::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'industry' => $industry,\n 'domain' => $domain,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);\n\n /** @var Account $account */\n $account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($account, $crmData);\n\n return $account;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n $logParams = $parameters;\n $parameters['profile'] = $this->profile;\n $logParams['user'] = $this->profile->getUserId();\n\n if (count($strategies) > 1) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [\n 'teamId' => $this->team->getUuid(),\n 'params' => $logParams,\n 'strategies_count' => count($strategies),\n ]);\n }\n\n foreach ($strategies as $syncStrategy) {\n $name = $syncStrategy->getStrategyName();\n\n try {\n $sfOpportunities = $syncStrategy->fetchOpportunities($parameters);\n $totalRecords = $sfOpportunities->count();\n\n foreach ($sfOpportunities as $sfOpportunity) {\n $this->importOpportunity($sfOpportunity);\n $syncCount++;\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $noResultsException->getMessage(),\n ]);\n } catch (CrmException $crmException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $crmException->getMessage(),\n ]);\n }\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);\n\n // debug to see how if count of opportunities reaches 1000\n if ($syncCount >= 1000) {\n $this->logger->info(\n '[' . $this->getDisplayName() . '] Sync Opportunities - count warning',\n [\n 'team_id' => $this->team->getId(),\n 'params' => $logParams,\n 'count' => $syncCount,\n 'strategies_count' => count($strategies),\n 'total_records' => $totalRecords ?? null,\n ]\n );\n }\n\n return $syncCount;\n }\n\n\n /**\n * @inheritdoc\n */\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategy = $this->opportunitySyncStrategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY\n );\n\n $parameters = [\n 'profile' => $this->profile,\n 'crm_id' => $crmId,\n ];\n\n try {\n $sfOpportunity = $strategy->fetchOpportunities($parameters);\n } catch (HttpNotFoundException $e) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n ]);\n\n return null;\n } catch (CrmException $crmException) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n 'exception' => $crmException->getMessage(),\n ]);\n\n return null;\n }\n\n if ($sfOpportunity instanceof ArrayIterator) {\n return $this->importOpportunity($sfOpportunity->getItems());\n }\n\n return $this->importOpportunity($sfOpportunity);\n }\n\n /**\n * @throws HttpNotFoundException\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $account = null;\n if (empty($crmData['AccountId']) === false) {\n /** @var ?Account $account */\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $userId = $profile?->getUserId() ?? $account?->getUserId();\n if ($userId === null) {\n $this->logger->error('[Salesforce] | Skip import, no user_id found', [\n 'id' => $crmData['Id'],\n ]);\n\n return null;\n }\n\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['StageName'])) {\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['StageName'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->orderBy('is_selectable', 'DESC')\n ->orderBy('id')\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData['StageName']);\n }\n }\n\n $recordType = null;\n if (empty($crmData['RecordTypeId']) === false) {\n /** @var ?RecordType $recordType */\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmData['RecordTypeId'])\n ->first();\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $closeDate = null;\n if (empty($crmData['CloseDate']) === false) {\n $closeDate = Carbon::parse($crmData['CloseDate'])->format('Y-m-d');\n }\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $userId,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => mb_strimwidth($crmData['Name'] ?? '', 0, 128),\n 'value' => $crmData[$valueFieldName],\n 'currency_code' => CurrencyFormatter::formatCode($crmData['CurrencyIsoCode'] ?? null),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData['IsClosed'],\n 'is_won' => $crmData['IsWon'],\n 'stage_id' => $stage?->id ?? null,\n 'record_type_id' => $recordType->id ?? null,\n 'remotely_created_at' => $createdDate,\n 'probability' => $crmData['Probability'] ?? null,\n 'forecast_category' => $crmData['ForecastCategoryName'] ?? null,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->opportunities(), $crmData['Id']);\n\n // Do not allow locked DB tables & other errors\n // to interrupt the process of reverting the trashed opportunities\n try {\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()\n ->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n\n $this->importOpportunityCrmFieldData($crmData, $crmFields, $opportunity->id);\n\n $this->handleObjectDeletion($opportunity, $crmData);\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n } catch (Exception $exception) {\n Sentry::captureException($exception);\n\n $this->logger->error('[Salesforce] importOpportunity failure.', [\n 'crm_provider_id' => $crmData['Id'],\n 'team_id' => $this->team->id,\n 'exception' => $exception->getMessage(),\n ]);\n\n $this->handleEntityDeletionByProviderId($this->config->opportunities(), $crmData);\n }\n\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('contact');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Contact\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfContacts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfContacts as $sfContact) {\n // Only sync if previously imported.\n if ($this->hasContact($sfContact['Id'])) {\n $this->importContact($sfContact);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::CONTACT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n $fields = $this->getAllFieldsAsArray('contact');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync contact cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfContact = $this->getRecord('Contact', $crmId, $fields);\n\n return $this->importContact($sfContact);\n }\n\n private function importContact($crmData): Contact\n {\n $account = null;\n // Contacts may not have accounts...\n if (isset($crmData['AccountId'])) {\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $countryCode = $crmData['MailingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['MailingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['MailingCountry']);\n\n if ($countryCode === null && $account) {\n $countryCode = $account->country_code;\n }\n }\n\n $ext = null;\n $parsedNumber = [];\n if (empty($crmData['Phone']) === false) {\n $number = Str::limit($crmData['Phone'], 25, '');\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n if (empty($parsedNumber['ext']) === false) {\n $ext = Str::limit($parsedNumber['ext'], 10, '');\n }\n }\n\n $mobileNumber = null;\n if (empty($crmData['MobilePhone']) === false) {\n $mobileNumber = Str::limit(phone_e164($countryCode, $crmData['MobilePhone']), 25, '');\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => ($crmData['Name'] ?? null) !== null ? mb_strimwidth($crmData['Name'], 0, 100) : '',\n 'title' => ($crmData['Title'] ?? null) !== null ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => ($crmData['Email'] ?? null) !== null ? mb_strimwidth($crmData['Email'], 0, 191) : null,\n 'country_code' => $countryCode,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $ext,\n 'mobile_phone' => $mobileNumber,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Contact::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->contacts(), $crmData['Id']);\n\n /** @var Contact $contact */\n $contact = $this->config->contacts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($contact, $crmData);\n\n return $contact;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n $fields = [\n 'InstanceName',\n 'OrganizationType',\n 'IsSandbox',\n ];\n\n $orgValues = $this->getRecord('Organization', $this->config->crm_provider_id, $fields);\n\n $edition = null;\n switch ($orgValues['OrganizationType']) {\n case 'Developer Edition':\n $edition = Configuration::EDITION_DEVELOPER;\n\n break;\n\n case 'Professional Edition':\n $edition = Configuration::EDITION_PROFESSIONAL;\n\n break;\n\n case 'Enterprise Edition':\n $edition = Configuration::EDITION_ENTERPRISE;\n\n break;\n }\n\n $this->config->edition = $edition;\n $this->config->instance = $orgValues['InstanceName'];\n\n // XXX: How can this state be possible?\n if ($this->config->version === null) {\n $this->config->version = Client::MIN_API_VERSION;\n }\n\n $installedVersion = $this->getInstalledAppVersion();\n if ($installedVersion !== null) {\n $installedVersion = (string) $this->getInstalledAppVersion();\n }\n\n $this->config->installed_app_version = $installedVersion;\n\n $this->config->save();\n }\n\n public function getInstalledAppVersion(): ?string\n {\n try {\n $query = '\n SELECT\n SubscriberPackageVersion.MajorVersion,\n SubscriberPackageVersion.MinorVersion,\n SubscriberPackageVersion.PatchVersion,\n SubscriberPackageVersion.BuildNumber\n FROM\n InstalledSubscriberPackage\n WHERE\n SubscriberPackageId = :packageId\n ';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'packageId' => self::INSTALLED_PACKAGE_ID,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Grab version number.\n $version = $sfField['SubscriberPackageVersion']['MajorVersion'] .\n $sfField['SubscriberPackageVersion']['MinorVersion'] .\n $sfField['SubscriberPackageVersion']['PatchVersion'] .\n $sfField['SubscriberPackageVersion']['BuildNumber'];\n } catch (\\Exception) {\n $version = null;\n }\n\n return $version;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws \\Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For SF we also check if Log Notes is enabled.\n if ($this->profile->log_notes === Profile::LOG_NOTE_NONE) {\n return;\n }\n\n if ($activity->opportunity_id && $activity->prospect === null) {\n return;\n }\n\n try {\n $transcriptionData = $this->generateTranscription($activity);\n\n $noteMaxLength = $this->profile->log_notes === Profile::LOG_NOTE_ENHANCED\n ? self::ENHANCED_NOTE_MAX_LENGTH\n : self::CLASSIC_NOTE_MAX_LENGTH;\n\n $title = 'Transcript for ';\n $title .= $activity->title ?? $activity->activity_title;\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($transcriptionData, 0, $noteMaxLength);\n\n if ($activity->opportunity_id) {\n $objectId = $activity->opportunity->crm_provider_id;\n } else {\n $objectId = $activity->prospect->crm_provider_id;\n }\n\n $noteId = $this->saveNote($title, $body, $objectId);\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 public function saveNote(string $title, string $body, string $objectId, ?NoteObject $noteObject = null): ?string\n {\n $noteId = null;\n\n try {\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $noteId = $this->buildEnhancedNote($title, $body, $objectId);\n } else {\n $noteId = $this->buildClassicNote($title, $body, $objectId);\n }\n } catch (HttpNotFoundException $exception) {\n // The profile not having access to create Enhanced Notes. Set their preference to Classic.\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $this->profile->update([\n 'log_notes' => Profile::LOG_NOTE_CLASSIC,\n ]);\n }\n }\n\n return $noteId;\n }\n\n /**\n * This is using the \"Enhanced\" Notes feature, NOT the \"Notes & Attachments\" feature being deprecated.\n *\n * @url https://salesforce.stackexchange.com/questions/104408/how-can-i-create-an-account-note-or-contact-note-via-api-that-is-visible-in-sale\n */\n private function buildEnhancedNote(string $title, string $body, string $objectId): string\n {\n // Decode stored entities, escape HTML (without quoting), then convert line breaks for Salesforce formatting\n $decodedBody = html_entity_decode($body, ENT_QUOTES | ENT_HTML5);\n $sanitizedBody = htmlspecialchars($decodedBody, ENT_NOQUOTES, 'UTF-8', false);\n $content = nl2br($sanitizedBody, false);\n $note = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'Title' => $title,\n 'Content' => base64_encode($content),\n ];\n\n $noteId = $this->createRecord('ContentNote', $note);\n\n $link = [\n 'ContentDocumentId' => $noteId,\n 'LinkedEntityId' => $objectId,\n 'ShareType' => 'I',\n ];\n\n $this->createRecord('ContentDocumentLink', $link);\n\n return $noteId;\n }\n\n private function buildClassicNote(string $title, string $body, string $objectId): string\n {\n if (in_array($this->parseObjectType($objectId), [Field::OBJECT_TASK, Field::OBJECT_EVENT])) {\n $this->logger->info('[Salesforce] Summary not sent', [\n 'profile_id' => $this->profile->id,\n 'objectId' => $objectId,\n 'reason' => 'Classical Note does not support Task/Event relation',\n ]);\n\n return '';\n }\n\n $titleTrimmed = null;\n\n if (mb_strlen($title) > 80) {\n $titleTrimmed = substr($title, 0, 77) . '...';\n }\n $payload = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'IsPrivate' => false,\n 'Title' => $titleTrimmed ?? $title,\n 'Body' => $titleTrimmed ? $title . PHP_EOL . $body : $body,\n 'ParentId' => $objectId,\n ];\n\n return $this->createRecord('Note', $payload);\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n if ($this->profile === null) {\n return [];\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $limitValues = ['limit' => $this->limit, 'offset' => $this->offset];\n $sosl = $queryBuilder->buildFindQuery($name, $scopes, $limitValues);\n\n $this->logger->info('[Salesforce] Find prospects', [\n 'profile_id' => $this->profile->id,\n 'sosl_query' => $sosl,\n 'search_string' => $name,\n 'scopes' => $scopes,\n ]);\n\n $data = Cache::remember($this->profile->id . $sosl, self::CACHE_TTL, function () use ($sosl) {\n $data = [];\n\n try {\n // Hit remote API.\n $objects = $this->queryHandler->search($sosl);\n\n // Build mapped list.\n foreach ($objects as $object) {\n $type = strtolower($object['attributes']['type']);\n\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n 'crmUrl' => $this->generateProviderUrl($object['Id'], $type),\n ];\n\n switch ($type) {\n case 'lead':\n if (empty($object['Company']) === false) {\n $record['organization'] = $object['Company'];\n }\n\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_LEAD)\n ->where('name', $object['Status'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_LEAD], $object['Status']);\n }\n\n if ($stage) {\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n }\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n break;\n\n case 'account':\n if (empty($object['Industry']) === false) {\n $record['industry'] = $object['Industry'];\n $record['detailsLine'] = $object['Industry'];\n }\n if (! empty($object['PersonEmail'])) {\n $record['detailsLine'] = $object['PersonEmail'];\n }\n\n break;\n\n case 'contact':\n // For contacts, we should try and fetch their account name too.\n if ($object['AccountId']) {\n // Cheaper to get this locally.\n $account = $this->config->accounts()\n ->where('crm_provider_id', $object['AccountId'])\n ->first(['name']);\n\n if ($account) {\n $record['organization'] = $account->name;\n }\n }\n\n if (! empty($object['IsPersonAccount']) && $object['Email']) {\n $record['detailsLine'] = $object['Email'];\n } else {\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n }\n\n break;\n }\n\n // Add phone numbers to record.\n if (empty($object['Phone']) === false && $object['Phone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['Phone'],\n 'nationalFormat' => phone_national($this->profile->user->country_code, $object['Phone']),\n 'type' => 'phone',\n ];\n }\n\n if (empty($object['MobilePhone']) === false && $object['MobilePhone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['MobilePhone'],\n 'nationalFormat' => phone_national(\n $this->profile->user->country_code,\n $object['MobilePhone']\n ),\n 'type' => 'mobile',\n ];\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n $data = [];\n }\n\n return $data;\n });\n\n return $data;\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 ? $profile->getCrmProviderId() : null;\n }\n\n try {\n // Perhaps their profile has no opportunity permissions.\n if ($this->profile === null || $this->profile->opportunity_fields === null) {\n return $data;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildFindOpportunitiesQuery();\n\n $objects = $this->queryHandler->query($query, ['accountId' => $crmAccountId]);\n\n foreach ($objects as $object) {\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'won' => $object['IsWon'],\n 'closed' => $object['IsClosed'],\n ];\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n if (empty($object[$valueFieldName]) === false) {\n $currency = $object['CurrencyIsoCode'] ?? $this->config->default_currency;\n $value = formatCurrency($object[$valueFieldName], $currency);\n\n $record += [\n 'value' => $value,\n ];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->where('name', $object['StageName'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $object['StageName']);\n }\n\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n if ($ownerId && isset($object['OwnerId']) && $object['OwnerId'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n return $data;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n public function getContactRolesFromCrm(?Carbon $since = null): array\n {\n $roles = [];\n\n if ($this->profile === null) {\n return $roles;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n\n $query = $queryBuilder->buildGetContactRolesQuery($since);\n\n try {\n $objects = $this->queryHandler->query($query);\n\n foreach ($objects as $object) {\n $roles[] = [\n 'id' => $object['Id'],\n 'contactId' => $object['ContactId'],\n 'opportunityId' => $object['OpportunityId'],\n 'ownerId' => $object['Opportunity']['OwnerId'] ?? null,\n 'isPrimary' => $object['IsPrimary'],\n 'role' => $object['Role'],\n ];\n }\n } catch (NoResultsException) {\n // Just return an empty array.\n $this->logger->info('[Salesforce] No contact roles found', [\n 'since' => $since?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n }\n\n return $roles;\n }\n\n public function syncContactRoles(Carbon $since): int\n {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $crmContactRoles = $this->getContactRolesFromCrm(since: $since);\n $syncCount = 0;\n $contactRoles = [];\n\n foreach ($crmContactRoles as $crmContactRole) {\n $contactRoles[] = $this->importContactRole($crmContactRole);\n $syncCount++;\n }\n\n $contactRoleRepository->saveContactRoles($contactRoles);\n\n $this->syncRemotelyDeletedContactRoles();\n\n return $syncCount;\n }\n\n private function importContactRole(array $contactRole): array\n {\n $contact = $this->config->contacts()\n ->where('crm_provider_id', $contactRole['contactId'])\n ->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($contactRole['contactId']);\n }\n\n $opportunity = $this->config->opportunities()\n ->where('crm_provider_id', $contactRole['opportunityId'])\n ->first();\n\n if ($opportunity === null) {\n $opportunity = $this->syncOpportunity($contactRole['opportunityId']);\n }\n\n $role = null;\n if (! empty($contactRole['role'])) {\n $role = mb_strimwidth($contactRole['role'], 0, 191);\n }\n\n return [\n 'crm_configuration_id' => $this->config->getId(),\n 'contact_id' => $contact->getId(),\n 'crm_provider_id' => $contactRole['id'],\n 'subject_type' => ContactRole::SUBJECT_TYPE_OPPORTUNITY,\n 'subject_id' => $opportunity->getId(),\n 'is_primary' => $contactRole['isPrimary'],\n 'role' => $role,\n ];\n }\n\n protected function syncRemotelyDeletedContactRoles(): bool\n {\n try {\n $deletedRemotely = $this->queryHandler->queryDeleted('OpportunityContactRole');\n } catch (NoResultsException $e) {\n return false;\n }\n\n $deletedOpportunities = $deletedRemotely->getResults();\n $deletedIds = array_column($deletedOpportunities, 'id');\n\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n foreach (array_chunk($deletedIds, self::HARD_DELETE_CHUNK) as $chunk) {\n $contactRoleRepository->deleteContactRoles($chunk);\n\n $this->logger->info('[' . $this->getDisplayName() . '] Remotely deleted opportunities synced', [\n 'teamId' => $this->team->id_string,\n 'remotelyDeletedOpportunities' => $chunk,\n 'count' => count($chunk),\n ]);\n }\n\n return true;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($this->profile->user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_TASK),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any open call for that user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Task\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsDeleted = false\n AND IsClosed = false\n AND (';\n\n if ($objectType === 'account') {\n // This covers tasks tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getEvents(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n $user = $this->profile?->user;\n if ($this->profile === null || $user === null) {\n return $data;\n }\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_EVENT),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any event starting in the last week and ending up until today owned by the user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Event\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= LAST_N_DAYS:7\n AND EndDateTime <= TODAY\n AND (';\n\n if ($objectType === 'account') {\n // This covers events tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['StartDateTime'] ? Carbon::parse($object['StartDateTime'])->toIso8601String() : null;\n\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\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 $userId = null): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($email, Field::TYPE_EMAIL);\n if ($sosl === null) {\n return null;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $email,\n QueryHandler::PRIORITISE_EMAIL\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException $e) {\n // Try the account next.\n if ($this->profile->account_fields === null) {\n return null;\n }\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n // SF improved search - strip the domain extension, min domain name length 4\n return $this->getCompanyNameFromEmail(email: $email, minNameLength: 4);\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 = $domain;\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByDomainQuery($companyName);\n\n try {\n $objects = $this->queryHandler->search($sosl);\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException) {\n return null;\n }\n }\n\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Don't bother looking up numbers that are masked.\n if (str_contains($phone, '**')) {\n return null;\n }\n\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $phoneNational = phone_national(null, $phone) ?? '';\n $possiblePhoneFormats = collect([\n preg_replace('/\\D/', '', ltrim($phone, '0+')),\n preg_replace('/\\D/', '', $phoneNational),\n formatDashPhoneNumber($phone),\n $phoneNational,\n ])\n ->filter() // Removes null and empty strings\n ->unique()\n ->values();\n\n foreach ($possiblePhoneFormats as $phone) {\n $sosl = $queryBuilder->buildMatchByQuery($phone, Field::TYPE_PHONE);\n if ($sosl === null) {\n continue;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $phone,\n QueryHandler::PRIORITISE_PHONE\n );\n\n return $this->convertCrmData($objects, $userId);\n } catch (NoResultsException) {\n continue;\n }\n }\n\n return null;\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 protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->profile->id . $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 /** Determine the CRM Objects which represent the call activity. */\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 if ($this->profile === null) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($name, 'name');\n if ($sosl === null) {\n return false;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n } catch (NoResultsException $e) {\n return false;\n }\n\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $name,\n QueryHandler::PRIORITISE_NAME\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return (! empty(array_filter($data))) ? $data : false;\n });\n\n return is_array($result) ? $result : 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(QueryIterator $objects, ?int $userId = null): array\n {\n $lead = null;\n $contact = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n if ($objects->count() > 0) {\n $object = $objects->current();\n\n if ($object['attributes']['type'] === 'Lead') {\n $lead = $this->importLead($object);\n\n // Lead might not be imported if the Stage is null for example.\n if ($lead) {\n $countryCode = $lead->country_code;\n $stage = $lead->stage;\n }\n } else {\n if ($object['attributes']['type'] === 'Contact') {\n $contact = $this->importContact($object);\n $account = $contact->account;\n } else {\n $account = $this->importAccount($object);\n }\n\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $sfOpportunities = $this->findOpportunities(\n $account?->getCrmProviderId(),\n $contact?->getCrmProviderId(),\n $userId\n );\n\n // Take the first opportunity, which will be ordered as priority based on their settings.\n if (! empty($sfOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($sfOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($stage->type === Stage::TYPE_LEAD) {\n $objectType = 'Lead';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'Status';\n } else {\n $objectType = 'Opportunity';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'StageName';\n }\n\n $headers = [];\n if ($this->config->trigger_assignment_rules === false) {\n // @see: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/headers_autoassign.htm\n $headers = [\n 'Sforce-Auto-Assign' => 'false',\n ];\n }\n\n $this->updateRecord($objectType, $objectId, [$objectStageType => $stage->name], $headers);\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, '001')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, '003')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, '00Q')) {\n return 'lead';\n }\n\n if (Str::startsWith($objectId, '006')) {\n return 'opportunity';\n }\n\n if (Str::startsWith($objectId, '00U')) {\n return 'event';\n }\n\n if (Str::startsWith($objectId, '00T')) {\n return 'task';\n }\n\n throw new \\InvalidArgumentException('Unsupported Object Type');\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n $query = $queryBuilder->buildGetUsersQuery($userToSearch);\n\n try {\n $salesforceUsers = $this->queryHandler->query($query, [\n 'active' => true,\n ]);\n } catch (NoResultsException $e) {\n $this->logger->info('[Salesforce] Sync Profiles. No users found', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n $teamRepository = app(TeamRepository::class);\n $customRules = $this->getCustomProfileRules($teamRepository);\n\n foreach ($salesforceUsers as $crmUser) {\n if ($crmUser['Email'] === null) {\n continue;\n }\n\n if (! $this->customProfileValidation($crmUser, $customRules)) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $crmUser['Email']);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $edition = $crmUser['UserPreferencesLightningExperiencePreferred']\n ? Profile::EDITION_LIGHTNING\n : Profile::EDITION_CLASSIC;\n\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->updateOrCreateProfile(\n $user,\n [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $crmUser['Id'],\n ],\n [\n 'user_id' => $user->getId(),\n 'edition' => $edition,\n 'has_external_cti' => ! empty($crmUser['CallCenterId']),\n 'crm_profile_id' => $crmUser['ProfileId'],\n ]\n );\n\n if ($userToSearch instanceof User && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n // Clean up inactive profiles\n try {\n $this->archiveInactiveProfiles();\n } catch (\\Exception $e) {\n $this->logger->warning('[Salesforce] Profile archiving failed', [\n 'teamId' => $this->team->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n // For Salesforce it's easy, we just point every object to the apex domain and they handle it.\n switch ($objectType) {\n case 'lead':\n case 'account':\n case 'contact':\n case 'opportunity':\n case 'task':\n case 'event':\n case 'activity':\n\n $url = $this->config->crm_base_url . '/' . $providerId;\n\n break;\n }\n\n return $url;\n }\n\n public function buildTaskSearchFields(): array\n {\n return ['Id', 'WhoId', 'WhatId', 'AccountId'];\n }\n\n public function getTaskByFilterConditions(\n array $fields,\n array $filters,\n bool $bulkSearch = false,\n bool $strictFilters = true\n ): ?array {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildSearchTaskQuery($fields, $filters, $bulkSearch, $strictFilters);\n\n try {\n if (! $bulkSearch) {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n }\n\n if ($bulkSearch) {\n $objects = $this->queryHandler->query($query);\n $records = [];\n foreach ($objects as $record) {\n $key = $record[end($fields)];\n $records[$key] = $record;\n }\n\n return $records;\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function mapCrmObjects(array $task): array\n {\n $activityData = [];\n\n if (! empty($task['WhoId'])) {\n $type = $this->parseObjectType($task['WhoId']);\n $activityData[$type] = $task['WhoId'];\n }\n if (! empty($task['AccountId'])) {\n $activityData['account'] = $task['AccountId'];\n }\n if (! empty($task['WhatId'])) {\n $activityData['opportunity'] = $task['WhatId'];\n }\n\n return $activityData;\n }\n\n /**\n * Get SF task by Outreach call id.\n */\n public function getTaskByFilter(\n string $activityFieldType,\n array $filters,\n string $operator = '=',\n array $additionalFields = []\n ): ?array {\n $data = [];\n\n try {\n // Default (base) fields.\n $fields = ['Id', 'Subject', 'Description', 'ActivityDate', 'WhoId', 'WhatId', $activityFieldType];\n\n foreach ($additionalFields as $additionalField) {\n $fields[] = $additionalField->crm_provider_id;\n }\n\n $fields = array_unique($fields);\n\n // Find task with the same Outreach id as the call id.\n $query = 'SELECT ' . implode(',', $fields) . '\n FROM Task\n WHERE IsArchived = false AND IsDeleted = false';\n\n foreach ($filters as $key => $value) {\n $key = preg_quote($key, '/');\n $key = str_replace(['\\'', '\"'], '', $key);\n // Prepare the substitution.\n $strKey = \":$key\";\n\n $query .= \" AND $key $operator $strKey\";\n }\n\n $query .= ' ORDER BY LastModifiedDate DESC LIMIT 1';\n\n $objects = $this->queryHandler->query($query, $filters);\n\n // There should be only one task related to this call if any.\n if ($objects->count() === 1) {\n $object = $objects->current();\n\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n\n $data = array_merge($object, [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'summary' => $object['Description'],\n 'due' => $dueDate,\n 'Type' => $object[$activityFieldType],\n ]);\n }\n } catch (NoResultsException $e) {\n // Filters don't match any records.\n } catch (ServiceUnavailableException $serviceUnavailableException) {\n // Service cannot be queried. We should probably log this.\n }\n\n return $data;\n }\n\n /**\n * Get Salesforce fields including datetime fields\n *\n * @param $objectType\n */\n private function getAllFieldsAsArray($objectType): array\n {\n $basicFields = [];\n // Not all users have access to all object fields.\n if ($this->profile->{$objectType . '_fields'}) {\n $basicFields = explode(',', $this->profile->{$objectType . '_fields'});\n }\n\n $extraFields = [\n 'CreatedDate',\n 'LastModifiedDate',\n 'IsDeleted',\n ];\n\n if ($objectType === self::OBJECT_OPPORTUNITY\n && $this->config->opportunity_value_field_id\n && ! in_array($this->config->opportunityValueField->crm_provider_id, $basicFields)\n ) {\n $extraFields[] = $this->config->opportunityValueField->crm_provider_id;\n }\n\n return array_unique(array_merge($basicFields, $extraFields));\n }\n\n /**\n * Generate transcription for activity description.\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 return $this->transcriptionService\n ->findTranscriptionByActivity($activity)\n ->map(static function (array $transcriptionSegment): string {\n return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];\n })\n ->implode(PHP_EOL);\n }\n\n /**\n * Find related Salesforce event based on activity data\n *\n * @return array<string>\n */\n public function fetchRelatedActivity(Activity $activity): array\n {\n $this->logger->info('[Salesforce] Searching for related activity', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n ]);\n\n $sfEvent = $this->fetchRelatedEvent($activity);\n if (empty($sfEvent)) {\n $this->logger->info('[Salesforce] No related activity found', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n 'account' => $activity->hasAccount()\n ? $activity->getAccount()->getCrmProviderId()\n : null,\n ]);\n\n return [];\n }\n\n return $sfEvent;\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n if ($activity->isTypeConference() === false) {\n return null;\n }\n\n if ($activity->hasActualStartTime() === false && $activity->hasScheduledStartTime() === false) {\n return null;\n }\n\n if (! $activity->hasProspect()) {\n $this->logger->info('[Salesforce] Skip look up, Activity not linked to Lead, Contact or Account', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n if ($playbook !== null && $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_TASK) {\n $this->logger->info('[Salesforce] Skip auto-sync for task-based playbook', [\n 'activityUuid' => $activity->getUuid(),\n 'playbookId' => $playbook->getId(),\n 'playbookType' => $playbook->getActivityType(),\n ]);\n\n return null;\n }\n\n try {\n $sfEvent = $this->fetchRelatedActivity($activity);\n if (empty($sfEvent)) {\n return null;\n }\n\n [$activityField, $activityType] = $this->resolveActivityTypeFromEvent($activity, $sfEvent);\n\n $this->logger->info('[Salesforce] Found related activity', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'activityFieldName' => $activityField,\n 'crmActivityType' => ($activityField !== null && isset($sfEvent[$activityField]))\n ? $sfEvent[$activityField]\n : null,\n 'activityType' => $activityType,\n ]);\n\n $userId = $this->findRelatedActivityUserId($activity, $sfEvent);\n\n if ($activity->getUserId() !== $userId) {\n $this->logger->info('[Salesforce] Updating meeting owner', [\n 'activityId' => $activity->getUuid(),\n 'oldUserId' => $activity->getUserId(),\n 'newUserId' => $userId,\n ]);\n }\n\n $this->updateSfEventDescription($activity, $sfEvent);\n\n $activity->update([\n 'user_id' => $userId,\n 'crm_provider_id' => $sfEvent['Id'],\n 'playbook_category_id' => $activityType->id ?? $activity->getCategory()?->getId(),\n ]);\n\n $this->logger->info('[Salesforce] Activity updated', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return $activity;\n } catch (\\Exception $exception) {\n \\Sentry::captureException($exception);\n\n throw $exception;\n }\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n *\n * @return array{0: string|null, 1: mixed}\n */\n private function resolveActivityTypeFromEvent(Activity $activity, array $sfEvent): array\n {\n $activityField = $this->getActivityFieldName($activity);\n $activityType = null;\n\n if ($activityField !== null && ! empty($sfEvent[$activityField])) {\n $playbook = $this->getPlaybook($activity->getUser());\n $activityType = $this->getPlaybookCategory($playbook, strval($sfEvent[$activityField]));\n }\n\n return [$activityField, $activityType];\n }\n\n /**\n * @param array<string> $sfEvent\n */\n private function findRelatedActivityUserId(Activity $activity, array $sfEvent): int\n {\n $userId = $activity->getUserId();\n\n if (empty($sfEvent['OwnerId']) === false) {\n $profile = $this\n ->config\n ->profiles()\n ->where('crm_provider_id', $sfEvent['OwnerId'])\n ->get()\n ->filter(static function (Profile $profile) use ($activity): bool {\n if (! $activity->isTypeConference()) {\n return ! empty($profile->user) ? $profile->user->isStatusActive() : false;\n }\n\n $participants = $activity->getParticipants();\n\n return ! empty($profile->user)\n ? $profile->user->isStatusActive()\n && $profile->user->hasPermission(PermissionEnum::RECORD_MEETING)\n && $participants->contains('user_id', $profile->user_id)\n : false;\n })\n ->first();\n\n if ($profile) {\n $userId = $profile->user_id;\n }\n }\n\n return $userId;\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n */\n private function updateSfEventDescription(Activity $activity, array $sfEvent): void\n {\n try {\n if (str_contains($sfEvent['Description'], $activity->id_string)) {\n return;\n }\n\n $payload = [\n 'Description' => $sfEvent['Description']\n . PHP_EOL\n . PHP_EOL\n . (new DecorateActivity())->generateDescription($activity),\n ];\n\n $this->logger->info('[Salesforce] Update record', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'payload' => $payload,\n ]);\n\n $payload = array_merge(\n $payload,\n $this->payloadBuilder->fetchCustomFieldData($activity, Field::OBJECT_EVENT)\n );\n\n $this->updateRecord('Event', $sfEvent['Id'], $payload);\n } catch (\\Exception) {\n $this->logger->error('[Salesforce] Failed to update record', [\n 'activityUuid' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n ]);\n }\n }\n\n /**\n * Returns the most recently modified Event within time range (if any).\n *\n * @return array|null An Event record from Salesforce.\n */\n private function fetchRelatedEvent(Activity $activity): ?array\n {\n $ownerId = $this->profile?->crm_provider_id;\n if ($ownerId === null) {\n return [];\n }\n\n /** @var ?Carbon $from */\n /** @var ?Carbon $to */\n [$from, $to] = $this->getFromToDates($activity);\n\n try {\n $whoId = null;\n $hasWho = $activity->lead_id || $activity->contact_id;\n if ($hasWho) {\n $whoId = $activity->hasLead()\n ? $activity->getLead()->crm_provider_id\n : $activity->getContact()->crm_provider_id;\n }\n\n if ($hasWho === false && $activity->account_id === null) {\n return null;\n }\n\n $query = $this->buildFetchRelatedEventQuery($activity);\n\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $ownerId,\n 'whoId' => $whoId,\n 'whatId' => $activity->hasOpportunity() ? $activity->getOpportunity()->crm_provider_id : null,\n 'accountId' => $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null,\n 'from' => $from?->format('Y-m-d\\TH:i:s\\Z'),\n 'to' => $to?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($objects as $object) {\n return $object;\n }\n } catch (NoResultsException $e) {\n return [];\n }\n\n return [];\n }\n\n private function getFromToDates(Activity $activity): array\n {\n $from = null;\n $to = null;\n\n /** @var ?CalendarEvent $calendarEvent */\n $calendarEvent = $activity->calendarEvent()->first();\n if ($calendarEvent !== null) {\n $from = $calendarEvent->getStartTime();\n $to = $calendarEvent->getEndTime();\n }\n\n // For non-calendar imported activities\n // Also double check if calendar event dates could be null?\n // If null use what we've got so far\n if ($from === null || $to === null) {\n $from = $activity->hasScheduledStartTime()\n ? $activity->getScheduledStartTime()\n : $activity->getActualStartTime();\n $to = $activity->hasScheduledEndTime()\n ? $activity->getScheduledEndTime()->addMinutes(15)\n : $activity->getActualEndTime();\n }\n\n return [$from, $to];\n }\n\n /**\n * Determines the appropriate activity field name for querying Salesforce events.\n *\n * This method follows a hierarchy to determine the field name:\n * 1. Uses the playbook's activity field if it exists and is in the profile's accessible fields\n * 2. Falls back to the default activity field if the profile has no event fields configured\n * 3. Returns null if no suitable field is found\n *\n * @param Activity $activity The activity to determine the field for\n *\n * @return string|null The field name to use in queries, or null if none is available\n */\n private function getActivityFieldName(Activity $activity): ?string\n {\n if ($this->profile === null) {\n $this->logger->warning('[Salesforce] Cannot determine activity field - profile not found', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $profileEventFields = $this->profile->getFieldsAsArray('event');\n\n if (empty($profileEventFields)) {\n $defaultActivityField = $this->getDefaultActivityField(Field::OBJECT_EVENT);\n $defaultFieldName = $defaultActivityField?->getAttribute('crm_provider_id');\n // Profile not yet synced — fall back to the default activity field.\n // There is a small chance that the profile won't have Default Activity Type field access\n // in which case the query will fail.\n // This is however an edge case and should be reviewed for profile sync issues.\n Sentry::withScope(function (\\Sentry\\State\\Scope $scope) use ($defaultFieldName): void {\n $scope->setContext('details', [\n 'profileId' => $this->profile->id,\n 'defaultField' => $defaultFieldName,\n ]);\n Sentry::captureMessage(\n '[Salesforce] Profile event fields empty, falling back to default activity field.',\n \\Sentry\\Severity::warning()\n );\n });\n\n return $defaultFieldName;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n\n if (! is_null($playbook) && ! is_null($playbook->getActivityField())) {\n $playbookFieldName = $playbook->getActivityField()->getAttribute('crm_provider_id');\n\n if (in_array($playbookFieldName, $profileEventFields, true)) {\n return $playbookFieldName;\n }\n\n $this->logger->warning('[Salesforce] Playbook activity field not found in profile fields', [\n 'activityId' => $activity->getUuid(),\n 'playbookField' => $playbookFieldName,\n 'profileId' => $this->profile->id,\n ]);\n }\n\n return null;\n }\n\n private function buildFetchRelatedEventQuery(Activity $activity): string\n {\n $hasWho = $activity->lead_id || $activity->contact_id;\n\n $activityFieldName = $this->getActivityFieldName($activity);\n $fields = array_filter(['Id', 'Description', 'OwnerId', $activityFieldName]);\n\n $ownerCondition = '(OwnerId = :ownerId OR CreatedById = :ownerId)';\n\n $query = '\n SELECT ' . implode(',', $fields) . '\n FROM Event\n WHERE ' . $ownerCondition . '\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= :from\n AND EndDateTime <= :to\n AND (';\n\n $operator = '';\n if ($activity->account_id) {\n // This covers events tied to a related contact or opportunity too.\n $query .= 'AccountId = :accountId';\n\n $operator = ' OR ';\n }\n\n if ($hasWho) {\n $query .= $operator . 'WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($activity->opportunity_id) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ') ORDER BY LastModifiedDate DESC';\n\n return $query;\n }\n\n public function fetchProspect(array $task): array\n {\n $lead = $account = $opportunity = $contact = $stage = $countryCode = null;\n $externalId = $task['WhoId'] ?? null;\n\n // Lead or Contact\n if ($externalId) {\n try {\n [$lead, $account, $opportunity, $contact, $stage, $countryCode] = $this->parseRecords($externalId);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n // If we happen to know the opportunity or account from the Task, figure that out.\n if (empty($task['WhatId']) === false) {\n // WhatId could be either Account ID or Opportunity ID.\n // If WhatId is Opportunity ID, get the opportunity and stage from the CRM.\n try {\n [, $account, $opportunity, , $stage, ] = $this->parseRecords($task['WhatId']);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n return [$lead, $account, $opportunity, $contact, $stage, $countryCode];\n }\n\n /**\n * Save activity transcription summary as note\n */\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n return $this->saveNote($title, $body, (string) $objectId);\n }\n\n public function getObjectByFilterConditions(string $objectType, array $fields, array $filters): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildObjectSearchQuery($objectType, $fields, $filters);\n\n try {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n private function getCustomProfileRules(TeamRepository $teamRepository): array\n {\n $teamSettings = $teamRepository->getTeamSetting($this->team, 'custom_profile_validation');\n\n if ($teamSettings instanceof TeamSettings && $teamSettings->getValueType() === 'array') {\n $customRules = json_decode($teamSettings->getValue(), true);\n if (is_array($customRules)) {\n return $customRules;\n }\n }\n\n return [];\n }\n\n private function customProfileValidation(array $crmUser, array $customRules): bool\n {\n foreach ($customRules as $customRule) {\n if ($crmUser[$customRule['field']] !== $customRule['value']) {\n return false;\n }\n }\n\n return true;\n }\n\n /**\n * When syncing Contact / Lead / Account / Opportunity / Stage crm entities,\n * validate and restore locally trashed objects,\n * before updating them. Objects are identified by CrmProviderId\n */\n private function restoreAnyTrashedEntity(HasMany $targetEntity, string $crmProviderId): void\n {\n $recordExists = $targetEntity->withTrashed()->where(['crm_provider_id' => $crmProviderId])->first();\n if ($recordExists && $recordExists->trashed()) {\n $recordExists->restore();\n }\n }\n\n #[\\Override] public function supportsNotes(): bool\n {\n return true;\n }\n\n private function getOwnerProfile(?string $ownerId): ?Profile\n {\n if ($ownerId === null) {\n return null;\n }\n\n return $this->config->profiles()\n ->where('crm_provider_id', $ownerId)\n ->first();\n }\n}","depth":2,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Salesforce;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Illuminate\\Database\\Eloquent\\Relations\\HasMany;\nuse Illuminate\\Events\\Dispatcher;\nuse Illuminate\\Support\\Facades\\Cache;\nuse Illuminate\\Support\\Facades\\Log;\nuse Illuminate\\Support\\Str;\nuse Jiminny\\Component\\Country\\CountriesMap;\nuse Jiminny\\Contracts\\Acl\\PermissionEnum;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ImportsBusinessProcessesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceBatchSyncInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteNoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SearchTaskInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmProfileRecordTypesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Enums\\CrmObject;\nuse Jiminny\\Events\\Activities\\Crm\\LeadConverted;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpBadRequestException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\NoResultsException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Calendar\\CalendarEvent;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\ContactRole;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Crm\\RecordType;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\TeamSettings;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\Crm\\RecordTypeFieldValuesRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Helpers\\ArrayIterator;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldHelper;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldTypeConverter;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\FollowupActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\LogActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\RecordManipulationsTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Jiminny\\Utils\\StringUtil;\nuse Ramsey\\Uuid\\Uuid;\nuse Sentry\\Laravel\\Facade as Sentry;\n\nclass Service extends BaseService implements\n SalesforceInterface,\n SalesforceBatchSyncInterface,\n SyncCrmEntitiesInterface,\n SyncCrmProfileRecordTypesInterface,\n ImportsBusinessProcessesInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SearchTaskInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n RemoteNoteEntityManipulationInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncFieldsTrait;\n use DeleteObjectsTrait;\n use RecordManipulationsTrait;\n use ServiceTraits\\BatchSyncTrait;\n use FollowupActivityTrait;\n use LogActivityTrait;\n\n /**\n * Note Body Limit for the Old Note-Taking Tool\n *\n * @var int\n */\n private const int CLASSIC_NOTE_MAX_LENGTH = 32000;\n\n /**\n * Note Content Limit for the New Notes\n *\n * @var int\n */\n private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;\n\n private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';\n\n private const int CACHE_TTL = 600;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400\n\n /**\n * @var Client\n */\n protected $client;\n\n protected PayloadBuilder $payloadBuilder;\n protected QueryHandler $queryHandler;\n\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(\n Client $client,\n PayloadBuilder $payloadBuilder,\n protected Dispatcher $eventDispatcher,\n private readonly CountriesMap $countriesMap,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->payloadBuilder = $payloadBuilder;\n $this->queryHandler = app(QueryHandler::class, [\n 'client' => $this->client,\n 'logger' => $this->logger,\n ]);\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Salesforce';\n }\n\n public function getJobDelay(): int\n {\n return 1;\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);\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 ($activity, $crmProviderId) {\n $playbook = $this->getPlaybookFromActivity($activity);\n\n if ($playbook === null) {\n $this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [\n 'activity' => $activity->getId(),\n 'crm_provider_id' => $crmProviderId,\n ]);\n\n return false;\n }\n\n $objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';\n\n try {\n $record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);\n\n return ! empty($record) && ($record['IsDeleted'] ?? false) === false;\n } catch (HttpNotFoundException|HttpBadRequestException) {\n $this->logger->info('[Salesforce] Activity record not found during verification', [\n 'activity' => $activity->getId(),\n 'object_type' => $objectType,\n 'crm_provider_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n });\n }\n\n public function query(string $queryToRun, array $parameters = []): QueryIterator\n {\n // Due to poorly designed external calls, this method cannot be entirely removed\n return $this->queryHandler->query($queryToRun, $parameters);\n }\n\n /*=========== Organization Information ===============*/\n\n /**\n * Get a list of all the API Versions for the instance.\n *\n * @throws CrmException\n *\n * @return mixed\n *\n */\n public function getApiVersions()\n {\n $url = $this->config->crm_base_url . '/services/data';\n\n $response = $this->client->get($url);\n\n return json_decode($response->getBody(), true);\n }\n\n /**\n * Gets the valid recordTypes for a given Salesforce Object via the describe API.\n */\n private function getRecordTypes(string $crmObject): array\n {\n $url = $this->client->getObjectsUrl() . $crmObject . '/describe';\n\n $response = $this->client->get($url);\n $jsonResponse = json_decode($response->getBody(), true);\n\n $fields = [];\n foreach ($jsonResponse['recordTypeInfos'] as $row) {\n $fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];\n }\n\n return $fields;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n $defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::defaultTaskFields()\n : FieldDefinitions::defaultEventFields();\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 return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'Type',\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, Playbook::ACTIVITY_TYPE_EVENT];\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::taskFollowupFieldsFilter()\n : FieldDefinitions::eventFollowupFieldsFilter();\n\n foreach ($fieldFilter as $eachFilter) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n /**\n * This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually\n * Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType\n * Needs to be replaced later on\n */\n public function syncField(Field $field): void\n {\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)\n ? 'activity'\n : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $metadata = $sfField['Metadata'];\n\n $field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);\n $field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());\n $field->is_mandatory = ($metadata['required'] === true);\n $field->length = $metadata['length'];\n $field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '\"'), 0, 191);\n $field->save();\n } else {\n $query = '\n SELECT\n Id, DataType, DeveloperName, Label, Length, Description\n FROM\n FieldDefinition\n WHERE\n DurableId = :entityName';\n\n $entityName = $field->getEntityName();\n $sfFields = $this->queryHandler->metadata($query, [\n 'entityName' => $entityName,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $convertedType = $this->convertFieldType($sfField['DataType'], $entityName);\n $label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);\n\n if ($field->isBusinessType()) {\n $label = 'Opportunity Type';\n }\n\n $field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);\n $field->label = $label;\n $field->type = $convertedType;\n $field->length = $sfField['Length'];\n $field->save();\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n private function convertFieldType(string $from, ?string $entityName = null): string\n {\n $converter = new FieldTypeConverter();\n\n return $converter->convert($from, $entityName);\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?\n 'activity' : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $valueSet = $sfField['Metadata']['valueSet'];\n\n if ($valueSet['valueSetName'] === null) {\n // Local picklist values can be obtained easily.\n $picklistValues = $valueSet['valueSetDefinition']['value'];\n } else {\n // But for some fields, we just get the Global Value Picklist pointer so need to do more work.\n $picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);\n }\n\n // Import all active values.\n foreach ($picklistValues as $i => $sfFieldValue) {\n // Setup default value.\n if ($sfFieldValue['default']) {\n $field->update(['default_value' => $sfFieldValue['valueName']]);\n }\n\n // This comes through as null if active (lol).\n if ($sfFieldValue['isActive'] !== false) {\n $values[] = [\n 'value' => $sfFieldValue['valueName'],\n 'label' => $sfFieldValue['valueName'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['default'],\n ];\n }\n }\n } else {\n $objectFields = $this->getObjectFields($field->object_type);\n $fieldId = $field->crm_provider_id;\n\n // Only work with our field of interest.\n $objectField = array_filter($objectFields, function ($item) use ($fieldId) {\n return $item['name'] === $fieldId;\n });\n\n $objectField = array_shift($objectField);\n if (empty($objectField['picklistValues']) === false) {\n foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {\n // Skip inactive values.\n if ($sfFieldValue['active'] === false) {\n continue;\n }\n\n // Setup default value.\n if ($sfFieldValue['defaultValue']) {\n $field->update(['default_value' => $sfFieldValue['value']]);\n }\n\n $values[] = [\n 'value' => $sfFieldValue['value'],\n 'label' => $sfFieldValue['label'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['defaultValue'],\n ];\n }\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'], $fieldsToPurge, true)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n // Get IDs of the values to be deleted\n $valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);\n $valuesToDeleteIds = $valuesToDelete->pluck('id');\n if (! $valuesToDeleteIds->isEmpty()) {\n $recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);\n $recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());\n\n // Now safely delete from crm_field_values\n $valuesToDelete->delete();\n }\n\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n return $fieldValues;\n }\n\n /**\n * Gets values from Global Value Picklists.\n */\n private function importGlobalValuePicklistValues(string $picklistName): array\n {\n $query = '\n SELECT\n Metadata\n FROM\n GlobalValueSet\n WHERE\n DeveloperName = :picklistName\n LIMIT 1';\n\n try {\n $sfValues = $this->queryHandler->metadata($query, [\n 'picklistName' => $picklistName,\n ]);\n\n // There is always 1 result at this point.\n $sfValue = $sfValues->current();\n\n return $sfValue['Metadata']['customValue'];\n } catch (NoResultsException $noResultsException) {\n // Nothing returned.\n\n return [];\n }\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileRecordTypes(): void\n {\n $objectTypes = [\n 'lead',\n 'account',\n 'contact',\n 'opportunity',\n 'task',\n 'event',\n ];\n\n foreach ($objectTypes as $objectType) {\n try {\n $crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));\n\n foreach ($crmRecordTypes as $crmRecordType) {\n // If the record type is default and not the Master type, set this.\n if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmRecordType['recordTypeId'])\n ->first();\n\n if ($recordType) {\n $this->profile->{$objectType . '_record_type_id'} = $recordType->id;\n }\n }\n }\n } catch (HttpNotFoundException $exception) {\n Log::error('No access to ' . $objectType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n if ($this->profile->isDirty()) {\n $this->profile->save();\n }\n }\n\n /**\n * Gets business processes.\n */\n public function importBusinessProcesses(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, TableEnumOrId\n FROM\n BusinessProcess\n WHERE\n TableEnumOrId IN (\\'Lead\\',\\'Opportunity\\')';\n\n try {\n $sfProcesses = $this->queryHandler->query($query);\n\n // Upsert all processes for the team.\n foreach ($sfProcesses as $sfProcess) {\n /** @var BusinessProcess $businessProcess */\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $sfProcess['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => $sfProcess['Name'],\n 'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',\n 'is_selectable' => $sfProcess['IsActive'],\n ]);\n\n $this->importBusinessProcessStages($businessProcess);\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets business process stages.\n */\n private function importBusinessProcessStages(BusinessProcess $businessProcess): void\n {\n $query = '\n SELECT\n Metadata\n FROM\n BusinessProcess\n WHERE\n Id = :processId';\n\n try {\n $stages = [];\n $sfProcessStages = $this->queryHandler->metadata($query, [\n 'processId' => $businessProcess->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfProcessStage = $sfProcessStages->current();\n\n // Upsert all processes for the team.\n foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {\n $sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: \"%2C\" becomes \",\" etc.\n\n $stage = $businessProcess->crm->stages()\n // This MUST match on label because this API doesn't use API Name.\n ->where('label', $sanitizedName)\n ->where('type', $businessProcess->type)\n ->where('is_selectable', 1)\n ->first();\n\n if ($stage) {\n $stages[] = $stage->id;\n }\n }\n\n $businessProcess->stages()->sync($stages);\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets record types.\n */\n public function importRecordTypes(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, BusinessProcessId, SobjectType\n FROM\n RecordType';\n\n try {\n $sfRecordTypes = $this->queryHandler->query($query);\n\n // Upsert all record types for the process.\n foreach ($sfRecordTypes as $sfRecordType) {\n $businessProcess = null;\n if ($sfRecordType['BusinessProcessId']) {\n $businessProcess = $this->config->businessProcesses()\n ->where('crm_provider_id', $sfRecordType['BusinessProcessId'])\n ->first();\n }\n\n /** @var RecordType $recordType */\n $recordType = $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $sfRecordType['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'type' => mb_strtolower($sfRecordType['SobjectType']),\n 'name' => $sfRecordType['Name'],\n 'is_selectable' => $sfRecordType['IsActive'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n $this->importRecordTypeFieldValues($recordType);\n }\n } catch (NoResultsException $noResultsException) {\n // Do nothing.\n }\n }\n\n /**\n * Import record type - field value mappings. This only works for standard fields.\n */\n private function importRecordTypeFieldValues(RecordType $recordType): void\n {\n try {\n $query = '\n SELECT\n Metadata\n FROM\n RecordType\n WHERE\n Id = :recordTypeId';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'recordTypeId' => $recordType->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $picklists = $sfField['Metadata']['picklistValues'];\n\n foreach ($picklists as $picklist) {\n $field = $this->config->fields()->where([\n 'type' => Field::TYPE_PICKLIST,\n 'object_type' => $recordType->type,\n 'crm_provider_id' => $picklist['picklist'],\n ])->first();\n\n if ($field) {\n $fieldValues = [];\n\n foreach ($picklist['values'] as $value) {\n // Must decode: \"%2C\" becomes \",\" etc.\n $fieldValue = $field->values()\n ->where('value', urldecode($value['valueName']))\n ->first();\n\n if ($fieldValue) {\n $fieldValues[] = $fieldValue->id;\n }\n }\n\n $recordType->fieldValues()->sync($fieldValues);\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $params = [];\n $missingStage = null;\n if ($types === null) {\n $types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];\n }\n\n foreach ($types as $type) {\n if ($type === Stage::TYPE_LEAD) {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, SortOrder\n FROM\n LeadStatus';\n } else {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability\n FROM\n OpportunityStage';\n }\n\n if ($missingStageName) {\n $escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);\n\n $query .= ' WHERE ApiName = :stageName';\n\n $params = [\n 'stageName' => $escapedStageName,\n ];\n }\n\n try {\n $sfStages = $this->queryHandler->query($query, $params);\n } catch (NoResultsException $exception) {\n $sfStages = [];\n }\n\n $missingStage = null;\n\n // Upsert all stages for the team.\n foreach ($sfStages as $sfStage) {\n $selectable = true;\n if (array_key_exists('IsActive', $sfStage)) {\n $selectable = $sfStage['IsActive'];\n }\n\n $this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);\n\n $stage = $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $sfStage['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),\n 'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),\n 'type' => $type,\n 'sequence' => $sfStage['SortOrder'] ?? 0,\n 'is_selectable' => $selectable,\n 'probability' => $sfStage['DefaultProbability'] ?? null,\n ]);\n\n if ($missingStageName && $missingStageName === $sfStage['ApiName']) {\n $missingStage = $stage;\n }\n }\n\n if ($missingStageName && $missingStage === null) {\n // If they requested a stage that still doesn't exist, it must be inactive so lazy create it.\n $missingStage = $this->config->stages()->create([\n 'crm_provider_id' => Uuid::uuid4(),\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($missingStageName, 0, 50),\n 'label' => mb_strimwidth($missingStageName, 0, 191),\n 'type' => $type,\n 'sequence' => 0,\n 'is_selectable' => 0,\n ]);\n }\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('lead');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Lead\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfLeads = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfLeads as $sfLead) {\n // Only sync if previously imported.\n if ($this->hasLead($sfLead['Id'])) {\n $this->importLead($sfLead);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n $fields = $this->getAllFieldsAsArray('lead');\n\n $sfLead = $this->getRecord('Lead', $crmId, $fields);\n\n return $this->importLead($sfLead);\n }\n\n private function importLead($crmData): ?Lead\n {\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['Status'])) {\n // Get the current stage.\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['Status'])\n ->where('type', Stage::TYPE_LEAD)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);\n }\n }\n\n // If we have no way of importing this, just return null :(\n if ($stage === null) {\n return null;\n }\n\n $countryCode = $crmData['CountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['Country']) !== false) {\n $countryCode = $this->convertCountryNameToCode($crmData['Country']);\n }\n\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n $mobilePhone = null;\n if (empty($crmData['MobilePhone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['MobilePhone'], 0, 25);\n $mobilePhone = phone_e164($countryCode, $number);\n }\n\n $convertedDate = null;\n $convertedAccount = null;\n $convertedOpportunity = null;\n $convertedContact = null;\n\n if ($crmData['IsConverted'] == 'true') {\n $convertedDate = $crmData['ConvertedDate'];\n\n if (empty($crmData['ConvertedAccountId']) === false) {\n $convertedAccount = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmData['ConvertedAccountId'])\n ->first();\n\n if ($convertedAccount === null) {\n try {\n $convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedOpportunityId']) === false) {\n $convertedOpportunity = $this->config\n ->opportunities()\n ->where('crm_provider_id', $crmData['ConvertedOpportunityId'])\n ->first();\n\n if ($convertedOpportunity === null) {\n try {\n $convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedContactId']) === false) {\n $convertedContact = $this->team\n ->crm\n ->contacts()\n ->where('crm_provider_id', $crmData['ConvertedContactId'])\n ->first();\n\n if ($convertedContact === null) {\n try {\n $convertedContact = $this->syncContact($crmData['ConvertedContactId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n }\n\n if (empty($crmData['Company'])) {\n $company = 'Unknown';\n } else {\n $company = mb_strimwidth($crmData['Company'], 0, 191);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? '',\n 'company' => $company,\n 'domain' => $domain,\n 'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',\n 'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,\n 'phone' => $parsedNumber['phone'],\n 'ext' => $parsedNumber['ext'] ?? null,\n 'mobile_phone' => $mobilePhone,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Lead::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'stage_id' => $stage->id,\n 'record_type_id' => null,\n 'converted_at' => $convertedDate,\n 'converted_account_id' => $convertedAccount->id ?? null,\n 'converted_opportunity_id' => $convertedOpportunity->id ?? null,\n 'converted_contact_id' => $convertedContact->id ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);\n\n /** @var Lead $lead */\n $lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {\n $this->eventDispatcher->dispatch(new LeadConverted($lead));\n }\n\n $this->handleObjectDeletion($lead, $crmData);\n\n return $lead;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('account');\n\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Account\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfAccounts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfAccounts as $sfAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($sfAccount['Id'])) {\n $this->importAccount($sfAccount);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n $fields = $this->getAllFieldsAsArray('account');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfAccount = $this->getRecord('Account', $crmId, $fields);\n\n return $this->importAccount($sfAccount);\n }\n\n private function importAccount($crmData): Account\n {\n $countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country names.\n if ($countryCode === null && empty($crmData['BillingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);\n }\n\n if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);\n }\n\n if (empty($crmData['Phone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'], 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n $industry = null;\n if (empty($crmData['Industry']) === false) {\n $industry = mb_strimwidth($crmData['Industry'], 0, 40);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'],\n 'name' => mb_strimwidth($crmData['Name'], 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Account::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'industry' => $industry,\n 'domain' => $domain,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);\n\n /** @var Account $account */\n $account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($account, $crmData);\n\n return $account;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n $logParams = $parameters;\n $parameters['profile'] = $this->profile;\n $logParams['user'] = $this->profile->getUserId();\n\n if (count($strategies) > 1) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [\n 'teamId' => $this->team->getUuid(),\n 'params' => $logParams,\n 'strategies_count' => count($strategies),\n ]);\n }\n\n foreach ($strategies as $syncStrategy) {\n $name = $syncStrategy->getStrategyName();\n\n try {\n $sfOpportunities = $syncStrategy->fetchOpportunities($parameters);\n $totalRecords = $sfOpportunities->count();\n\n foreach ($sfOpportunities as $sfOpportunity) {\n $this->importOpportunity($sfOpportunity);\n $syncCount++;\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $noResultsException->getMessage(),\n ]);\n } catch (CrmException $crmException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $crmException->getMessage(),\n ]);\n }\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);\n\n // debug to see how if count of opportunities reaches 1000\n if ($syncCount >= 1000) {\n $this->logger->info(\n '[' . $this->getDisplayName() . '] Sync Opportunities - count warning',\n [\n 'team_id' => $this->team->getId(),\n 'params' => $logParams,\n 'count' => $syncCount,\n 'strategies_count' => count($strategies),\n 'total_records' => $totalRecords ?? null,\n ]\n );\n }\n\n return $syncCount;\n }\n\n\n /**\n * @inheritdoc\n */\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategy = $this->opportunitySyncStrategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY\n );\n\n $parameters = [\n 'profile' => $this->profile,\n 'crm_id' => $crmId,\n ];\n\n try {\n $sfOpportunity = $strategy->fetchOpportunities($parameters);\n } catch (HttpNotFoundException $e) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n ]);\n\n return null;\n } catch (CrmException $crmException) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n 'exception' => $crmException->getMessage(),\n ]);\n\n return null;\n }\n\n if ($sfOpportunity instanceof ArrayIterator) {\n return $this->importOpportunity($sfOpportunity->getItems());\n }\n\n return $this->importOpportunity($sfOpportunity);\n }\n\n /**\n * @throws HttpNotFoundException\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $account = null;\n if (empty($crmData['AccountId']) === false) {\n /** @var ?Account $account */\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $userId = $profile?->getUserId() ?? $account?->getUserId();\n if ($userId === null) {\n $this->logger->error('[Salesforce] | Skip import, no user_id found', [\n 'id' => $crmData['Id'],\n ]);\n\n return null;\n }\n\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['StageName'])) {\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['StageName'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->orderBy('is_selectable', 'DESC')\n ->orderBy('id')\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData['StageName']);\n }\n }\n\n $recordType = null;\n if (empty($crmData['RecordTypeId']) === false) {\n /** @var ?RecordType $recordType */\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmData['RecordTypeId'])\n ->first();\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $closeDate = null;\n if (empty($crmData['CloseDate']) === false) {\n $closeDate = Carbon::parse($crmData['CloseDate'])->format('Y-m-d');\n }\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $userId,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => mb_strimwidth($crmData['Name'] ?? '', 0, 128),\n 'value' => $crmData[$valueFieldName],\n 'currency_code' => CurrencyFormatter::formatCode($crmData['CurrencyIsoCode'] ?? null),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData['IsClosed'],\n 'is_won' => $crmData['IsWon'],\n 'stage_id' => $stage?->id ?? null,\n 'record_type_id' => $recordType->id ?? null,\n 'remotely_created_at' => $createdDate,\n 'probability' => $crmData['Probability'] ?? null,\n 'forecast_category' => $crmData['ForecastCategoryName'] ?? null,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->opportunities(), $crmData['Id']);\n\n // Do not allow locked DB tables & other errors\n // to interrupt the process of reverting the trashed opportunities\n try {\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()\n ->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n\n $this->importOpportunityCrmFieldData($crmData, $crmFields, $opportunity->id);\n\n $this->handleObjectDeletion($opportunity, $crmData);\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n } catch (Exception $exception) {\n Sentry::captureException($exception);\n\n $this->logger->error('[Salesforce] importOpportunity failure.', [\n 'crm_provider_id' => $crmData['Id'],\n 'team_id' => $this->team->id,\n 'exception' => $exception->getMessage(),\n ]);\n\n $this->handleEntityDeletionByProviderId($this->config->opportunities(), $crmData);\n }\n\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('contact');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Contact\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfContacts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfContacts as $sfContact) {\n // Only sync if previously imported.\n if ($this->hasContact($sfContact['Id'])) {\n $this->importContact($sfContact);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::CONTACT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n $fields = $this->getAllFieldsAsArray('contact');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync contact cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfContact = $this->getRecord('Contact', $crmId, $fields);\n\n return $this->importContact($sfContact);\n }\n\n private function importContact($crmData): Contact\n {\n $account = null;\n // Contacts may not have accounts...\n if (isset($crmData['AccountId'])) {\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $countryCode = $crmData['MailingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['MailingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['MailingCountry']);\n\n if ($countryCode === null && $account) {\n $countryCode = $account->country_code;\n }\n }\n\n $ext = null;\n $parsedNumber = [];\n if (empty($crmData['Phone']) === false) {\n $number = Str::limit($crmData['Phone'], 25, '');\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n if (empty($parsedNumber['ext']) === false) {\n $ext = Str::limit($parsedNumber['ext'], 10, '');\n }\n }\n\n $mobileNumber = null;\n if (empty($crmData['MobilePhone']) === false) {\n $mobileNumber = Str::limit(phone_e164($countryCode, $crmData['MobilePhone']), 25, '');\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => ($crmData['Name'] ?? null) !== null ? mb_strimwidth($crmData['Name'], 0, 100) : '',\n 'title' => ($crmData['Title'] ?? null) !== null ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => ($crmData['Email'] ?? null) !== null ? mb_strimwidth($crmData['Email'], 0, 191) : null,\n 'country_code' => $countryCode,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $ext,\n 'mobile_phone' => $mobileNumber,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Contact::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->contacts(), $crmData['Id']);\n\n /** @var Contact $contact */\n $contact = $this->config->contacts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($contact, $crmData);\n\n return $contact;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n $fields = [\n 'InstanceName',\n 'OrganizationType',\n 'IsSandbox',\n ];\n\n $orgValues = $this->getRecord('Organization', $this->config->crm_provider_id, $fields);\n\n $edition = null;\n switch ($orgValues['OrganizationType']) {\n case 'Developer Edition':\n $edition = Configuration::EDITION_DEVELOPER;\n\n break;\n\n case 'Professional Edition':\n $edition = Configuration::EDITION_PROFESSIONAL;\n\n break;\n\n case 'Enterprise Edition':\n $edition = Configuration::EDITION_ENTERPRISE;\n\n break;\n }\n\n $this->config->edition = $edition;\n $this->config->instance = $orgValues['InstanceName'];\n\n // XXX: How can this state be possible?\n if ($this->config->version === null) {\n $this->config->version = Client::MIN_API_VERSION;\n }\n\n $installedVersion = $this->getInstalledAppVersion();\n if ($installedVersion !== null) {\n $installedVersion = (string) $this->getInstalledAppVersion();\n }\n\n $this->config->installed_app_version = $installedVersion;\n\n $this->config->save();\n }\n\n public function getInstalledAppVersion(): ?string\n {\n try {\n $query = '\n SELECT\n SubscriberPackageVersion.MajorVersion,\n SubscriberPackageVersion.MinorVersion,\n SubscriberPackageVersion.PatchVersion,\n SubscriberPackageVersion.BuildNumber\n FROM\n InstalledSubscriberPackage\n WHERE\n SubscriberPackageId = :packageId\n ';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'packageId' => self::INSTALLED_PACKAGE_ID,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Grab version number.\n $version = $sfField['SubscriberPackageVersion']['MajorVersion'] .\n $sfField['SubscriberPackageVersion']['MinorVersion'] .\n $sfField['SubscriberPackageVersion']['PatchVersion'] .\n $sfField['SubscriberPackageVersion']['BuildNumber'];\n } catch (\\Exception) {\n $version = null;\n }\n\n return $version;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws \\Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For SF we also check if Log Notes is enabled.\n if ($this->profile->log_notes === Profile::LOG_NOTE_NONE) {\n return;\n }\n\n if ($activity->opportunity_id && $activity->prospect === null) {\n return;\n }\n\n try {\n $transcriptionData = $this->generateTranscription($activity);\n\n $noteMaxLength = $this->profile->log_notes === Profile::LOG_NOTE_ENHANCED\n ? self::ENHANCED_NOTE_MAX_LENGTH\n : self::CLASSIC_NOTE_MAX_LENGTH;\n\n $title = 'Transcript for ';\n $title .= $activity->title ?? $activity->activity_title;\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($transcriptionData, 0, $noteMaxLength);\n\n if ($activity->opportunity_id) {\n $objectId = $activity->opportunity->crm_provider_id;\n } else {\n $objectId = $activity->prospect->crm_provider_id;\n }\n\n $noteId = $this->saveNote($title, $body, $objectId);\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 public function saveNote(string $title, string $body, string $objectId, ?NoteObject $noteObject = null): ?string\n {\n $noteId = null;\n\n try {\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $noteId = $this->buildEnhancedNote($title, $body, $objectId);\n } else {\n $noteId = $this->buildClassicNote($title, $body, $objectId);\n }\n } catch (HttpNotFoundException $exception) {\n // The profile not having access to create Enhanced Notes. Set their preference to Classic.\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $this->profile->update([\n 'log_notes' => Profile::LOG_NOTE_CLASSIC,\n ]);\n }\n }\n\n return $noteId;\n }\n\n /**\n * This is using the \"Enhanced\" Notes feature, NOT the \"Notes & Attachments\" feature being deprecated.\n *\n * @url https://salesforce.stackexchange.com/questions/104408/how-can-i-create-an-account-note-or-contact-note-via-api-that-is-visible-in-sale\n */\n private function buildEnhancedNote(string $title, string $body, string $objectId): string\n {\n // Decode stored entities, escape HTML (without quoting), then convert line breaks for Salesforce formatting\n $decodedBody = html_entity_decode($body, ENT_QUOTES | ENT_HTML5);\n $sanitizedBody = htmlspecialchars($decodedBody, ENT_NOQUOTES, 'UTF-8', false);\n $content = nl2br($sanitizedBody, false);\n $note = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'Title' => $title,\n 'Content' => base64_encode($content),\n ];\n\n $noteId = $this->createRecord('ContentNote', $note);\n\n $link = [\n 'ContentDocumentId' => $noteId,\n 'LinkedEntityId' => $objectId,\n 'ShareType' => 'I',\n ];\n\n $this->createRecord('ContentDocumentLink', $link);\n\n return $noteId;\n }\n\n private function buildClassicNote(string $title, string $body, string $objectId): string\n {\n if (in_array($this->parseObjectType($objectId), [Field::OBJECT_TASK, Field::OBJECT_EVENT])) {\n $this->logger->info('[Salesforce] Summary not sent', [\n 'profile_id' => $this->profile->id,\n 'objectId' => $objectId,\n 'reason' => 'Classical Note does not support Task/Event relation',\n ]);\n\n return '';\n }\n\n $titleTrimmed = null;\n\n if (mb_strlen($title) > 80) {\n $titleTrimmed = substr($title, 0, 77) . '...';\n }\n $payload = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'IsPrivate' => false,\n 'Title' => $titleTrimmed ?? $title,\n 'Body' => $titleTrimmed ? $title . PHP_EOL . $body : $body,\n 'ParentId' => $objectId,\n ];\n\n return $this->createRecord('Note', $payload);\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n if ($this->profile === null) {\n return [];\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $limitValues = ['limit' => $this->limit, 'offset' => $this->offset];\n $sosl = $queryBuilder->buildFindQuery($name, $scopes, $limitValues);\n\n $this->logger->info('[Salesforce] Find prospects', [\n 'profile_id' => $this->profile->id,\n 'sosl_query' => $sosl,\n 'search_string' => $name,\n 'scopes' => $scopes,\n ]);\n\n $data = Cache::remember($this->profile->id . $sosl, self::CACHE_TTL, function () use ($sosl) {\n $data = [];\n\n try {\n // Hit remote API.\n $objects = $this->queryHandler->search($sosl);\n\n // Build mapped list.\n foreach ($objects as $object) {\n $type = strtolower($object['attributes']['type']);\n\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n 'crmUrl' => $this->generateProviderUrl($object['Id'], $type),\n ];\n\n switch ($type) {\n case 'lead':\n if (empty($object['Company']) === false) {\n $record['organization'] = $object['Company'];\n }\n\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_LEAD)\n ->where('name', $object['Status'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_LEAD], $object['Status']);\n }\n\n if ($stage) {\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n }\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n break;\n\n case 'account':\n if (empty($object['Industry']) === false) {\n $record['industry'] = $object['Industry'];\n $record['detailsLine'] = $object['Industry'];\n }\n if (! empty($object['PersonEmail'])) {\n $record['detailsLine'] = $object['PersonEmail'];\n }\n\n break;\n\n case 'contact':\n // For contacts, we should try and fetch their account name too.\n if ($object['AccountId']) {\n // Cheaper to get this locally.\n $account = $this->config->accounts()\n ->where('crm_provider_id', $object['AccountId'])\n ->first(['name']);\n\n if ($account) {\n $record['organization'] = $account->name;\n }\n }\n\n if (! empty($object['IsPersonAccount']) && $object['Email']) {\n $record['detailsLine'] = $object['Email'];\n } else {\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n }\n\n break;\n }\n\n // Add phone numbers to record.\n if (empty($object['Phone']) === false && $object['Phone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['Phone'],\n 'nationalFormat' => phone_national($this->profile->user->country_code, $object['Phone']),\n 'type' => 'phone',\n ];\n }\n\n if (empty($object['MobilePhone']) === false && $object['MobilePhone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['MobilePhone'],\n 'nationalFormat' => phone_national(\n $this->profile->user->country_code,\n $object['MobilePhone']\n ),\n 'type' => 'mobile',\n ];\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n $data = [];\n }\n\n return $data;\n });\n\n return $data;\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 ? $profile->getCrmProviderId() : null;\n }\n\n try {\n // Perhaps their profile has no opportunity permissions.\n if ($this->profile === null || $this->profile->opportunity_fields === null) {\n return $data;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildFindOpportunitiesQuery();\n\n $objects = $this->queryHandler->query($query, ['accountId' => $crmAccountId]);\n\n foreach ($objects as $object) {\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'won' => $object['IsWon'],\n 'closed' => $object['IsClosed'],\n ];\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n if (empty($object[$valueFieldName]) === false) {\n $currency = $object['CurrencyIsoCode'] ?? $this->config->default_currency;\n $value = formatCurrency($object[$valueFieldName], $currency);\n\n $record += [\n 'value' => $value,\n ];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->where('name', $object['StageName'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $object['StageName']);\n }\n\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n if ($ownerId && isset($object['OwnerId']) && $object['OwnerId'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n return $data;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n public function getContactRolesFromCrm(?Carbon $since = null): array\n {\n $roles = [];\n\n if ($this->profile === null) {\n return $roles;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n\n $query = $queryBuilder->buildGetContactRolesQuery($since);\n\n try {\n $objects = $this->queryHandler->query($query);\n\n foreach ($objects as $object) {\n $roles[] = [\n 'id' => $object['Id'],\n 'contactId' => $object['ContactId'],\n 'opportunityId' => $object['OpportunityId'],\n 'ownerId' => $object['Opportunity']['OwnerId'] ?? null,\n 'isPrimary' => $object['IsPrimary'],\n 'role' => $object['Role'],\n ];\n }\n } catch (NoResultsException) {\n // Just return an empty array.\n $this->logger->info('[Salesforce] No contact roles found', [\n 'since' => $since?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n }\n\n return $roles;\n }\n\n public function syncContactRoles(Carbon $since): int\n {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $crmContactRoles = $this->getContactRolesFromCrm(since: $since);\n $syncCount = 0;\n $contactRoles = [];\n\n foreach ($crmContactRoles as $crmContactRole) {\n $contactRoles[] = $this->importContactRole($crmContactRole);\n $syncCount++;\n }\n\n $contactRoleRepository->saveContactRoles($contactRoles);\n\n $this->syncRemotelyDeletedContactRoles();\n\n return $syncCount;\n }\n\n private function importContactRole(array $contactRole): array\n {\n $contact = $this->config->contacts()\n ->where('crm_provider_id', $contactRole['contactId'])\n ->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($contactRole['contactId']);\n }\n\n $opportunity = $this->config->opportunities()\n ->where('crm_provider_id', $contactRole['opportunityId'])\n ->first();\n\n if ($opportunity === null) {\n $opportunity = $this->syncOpportunity($contactRole['opportunityId']);\n }\n\n $role = null;\n if (! empty($contactRole['role'])) {\n $role = mb_strimwidth($contactRole['role'], 0, 191);\n }\n\n return [\n 'crm_configuration_id' => $this->config->getId(),\n 'contact_id' => $contact->getId(),\n 'crm_provider_id' => $contactRole['id'],\n 'subject_type' => ContactRole::SUBJECT_TYPE_OPPORTUNITY,\n 'subject_id' => $opportunity->getId(),\n 'is_primary' => $contactRole['isPrimary'],\n 'role' => $role,\n ];\n }\n\n protected function syncRemotelyDeletedContactRoles(): bool\n {\n try {\n $deletedRemotely = $this->queryHandler->queryDeleted('OpportunityContactRole');\n } catch (NoResultsException $e) {\n return false;\n }\n\n $deletedOpportunities = $deletedRemotely->getResults();\n $deletedIds = array_column($deletedOpportunities, 'id');\n\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n foreach (array_chunk($deletedIds, self::HARD_DELETE_CHUNK) as $chunk) {\n $contactRoleRepository->deleteContactRoles($chunk);\n\n $this->logger->info('[' . $this->getDisplayName() . '] Remotely deleted opportunities synced', [\n 'teamId' => $this->team->id_string,\n 'remotelyDeletedOpportunities' => $chunk,\n 'count' => count($chunk),\n ]);\n }\n\n return true;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($this->profile->user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_TASK),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any open call for that user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Task\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsDeleted = false\n AND IsClosed = false\n AND (';\n\n if ($objectType === 'account') {\n // This covers tasks tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getEvents(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n $user = $this->profile?->user;\n if ($this->profile === null || $user === null) {\n return $data;\n }\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_EVENT),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any event starting in the last week and ending up until today owned by the user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Event\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= LAST_N_DAYS:7\n AND EndDateTime <= TODAY\n AND (';\n\n if ($objectType === 'account') {\n // This covers events tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['StartDateTime'] ? Carbon::parse($object['StartDateTime'])->toIso8601String() : null;\n\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\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 $userId = null): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($email, Field::TYPE_EMAIL);\n if ($sosl === null) {\n return null;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $email,\n QueryHandler::PRIORITISE_EMAIL\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException $e) {\n // Try the account next.\n if ($this->profile->account_fields === null) {\n return null;\n }\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n // SF improved search - strip the domain extension, min domain name length 4\n return $this->getCompanyNameFromEmail(email: $email, minNameLength: 4);\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 = $domain;\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByDomainQuery($companyName);\n\n try {\n $objects = $this->queryHandler->search($sosl);\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException) {\n return null;\n }\n }\n\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Don't bother looking up numbers that are masked.\n if (str_contains($phone, '**')) {\n return null;\n }\n\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $phoneNational = phone_national(null, $phone) ?? '';\n $possiblePhoneFormats = collect([\n preg_replace('/\\D/', '', ltrim($phone, '0+')),\n preg_replace('/\\D/', '', $phoneNational),\n formatDashPhoneNumber($phone),\n $phoneNational,\n ])\n ->filter() // Removes null and empty strings\n ->unique()\n ->values();\n\n foreach ($possiblePhoneFormats as $phone) {\n $sosl = $queryBuilder->buildMatchByQuery($phone, Field::TYPE_PHONE);\n if ($sosl === null) {\n continue;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $phone,\n QueryHandler::PRIORITISE_PHONE\n );\n\n return $this->convertCrmData($objects, $userId);\n } catch (NoResultsException) {\n continue;\n }\n }\n\n return null;\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 protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->profile->id . $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 /** Determine the CRM Objects which represent the call activity. */\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 if ($this->profile === null) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($name, 'name');\n if ($sosl === null) {\n return false;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n } catch (NoResultsException $e) {\n return false;\n }\n\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $name,\n QueryHandler::PRIORITISE_NAME\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return (! empty(array_filter($data))) ? $data : false;\n });\n\n return is_array($result) ? $result : 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(QueryIterator $objects, ?int $userId = null): array\n {\n $lead = null;\n $contact = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n if ($objects->count() > 0) {\n $object = $objects->current();\n\n if ($object['attributes']['type'] === 'Lead') {\n $lead = $this->importLead($object);\n\n // Lead might not be imported if the Stage is null for example.\n if ($lead) {\n $countryCode = $lead->country_code;\n $stage = $lead->stage;\n }\n } else {\n if ($object['attributes']['type'] === 'Contact') {\n $contact = $this->importContact($object);\n $account = $contact->account;\n } else {\n $account = $this->importAccount($object);\n }\n\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $sfOpportunities = $this->findOpportunities(\n $account?->getCrmProviderId(),\n $contact?->getCrmProviderId(),\n $userId\n );\n\n // Take the first opportunity, which will be ordered as priority based on their settings.\n if (! empty($sfOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($sfOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($stage->type === Stage::TYPE_LEAD) {\n $objectType = 'Lead';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'Status';\n } else {\n $objectType = 'Opportunity';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'StageName';\n }\n\n $headers = [];\n if ($this->config->trigger_assignment_rules === false) {\n // @see: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/headers_autoassign.htm\n $headers = [\n 'Sforce-Auto-Assign' => 'false',\n ];\n }\n\n $this->updateRecord($objectType, $objectId, [$objectStageType => $stage->name], $headers);\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, '001')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, '003')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, '00Q')) {\n return 'lead';\n }\n\n if (Str::startsWith($objectId, '006')) {\n return 'opportunity';\n }\n\n if (Str::startsWith($objectId, '00U')) {\n return 'event';\n }\n\n if (Str::startsWith($objectId, '00T')) {\n return 'task';\n }\n\n throw new \\InvalidArgumentException('Unsupported Object Type');\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n $query = $queryBuilder->buildGetUsersQuery($userToSearch);\n\n try {\n $salesforceUsers = $this->queryHandler->query($query, [\n 'active' => true,\n ]);\n } catch (NoResultsException $e) {\n $this->logger->info('[Salesforce] Sync Profiles. No users found', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n $teamRepository = app(TeamRepository::class);\n $customRules = $this->getCustomProfileRules($teamRepository);\n\n foreach ($salesforceUsers as $crmUser) {\n if ($crmUser['Email'] === null) {\n continue;\n }\n\n if (! $this->customProfileValidation($crmUser, $customRules)) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $crmUser['Email']);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $edition = $crmUser['UserPreferencesLightningExperiencePreferred']\n ? Profile::EDITION_LIGHTNING\n : Profile::EDITION_CLASSIC;\n\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->updateOrCreateProfile(\n $user,\n [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $crmUser['Id'],\n ],\n [\n 'user_id' => $user->getId(),\n 'edition' => $edition,\n 'has_external_cti' => ! empty($crmUser['CallCenterId']),\n 'crm_profile_id' => $crmUser['ProfileId'],\n ]\n );\n\n if ($userToSearch instanceof User && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n // Clean up inactive profiles\n try {\n $this->archiveInactiveProfiles();\n } catch (\\Exception $e) {\n $this->logger->warning('[Salesforce] Profile archiving failed', [\n 'teamId' => $this->team->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n // For Salesforce it's easy, we just point every object to the apex domain and they handle it.\n switch ($objectType) {\n case 'lead':\n case 'account':\n case 'contact':\n case 'opportunity':\n case 'task':\n case 'event':\n case 'activity':\n\n $url = $this->config->crm_base_url . '/' . $providerId;\n\n break;\n }\n\n return $url;\n }\n\n public function buildTaskSearchFields(): array\n {\n return ['Id', 'WhoId', 'WhatId', 'AccountId'];\n }\n\n public function getTaskByFilterConditions(\n array $fields,\n array $filters,\n bool $bulkSearch = false,\n bool $strictFilters = true\n ): ?array {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildSearchTaskQuery($fields, $filters, $bulkSearch, $strictFilters);\n\n try {\n if (! $bulkSearch) {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n }\n\n if ($bulkSearch) {\n $objects = $this->queryHandler->query($query);\n $records = [];\n foreach ($objects as $record) {\n $key = $record[end($fields)];\n $records[$key] = $record;\n }\n\n return $records;\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function mapCrmObjects(array $task): array\n {\n $activityData = [];\n\n if (! empty($task['WhoId'])) {\n $type = $this->parseObjectType($task['WhoId']);\n $activityData[$type] = $task['WhoId'];\n }\n if (! empty($task['AccountId'])) {\n $activityData['account'] = $task['AccountId'];\n }\n if (! empty($task['WhatId'])) {\n $activityData['opportunity'] = $task['WhatId'];\n }\n\n return $activityData;\n }\n\n /**\n * Get SF task by Outreach call id.\n */\n public function getTaskByFilter(\n string $activityFieldType,\n array $filters,\n string $operator = '=',\n array $additionalFields = []\n ): ?array {\n $data = [];\n\n try {\n // Default (base) fields.\n $fields = ['Id', 'Subject', 'Description', 'ActivityDate', 'WhoId', 'WhatId', $activityFieldType];\n\n foreach ($additionalFields as $additionalField) {\n $fields[] = $additionalField->crm_provider_id;\n }\n\n $fields = array_unique($fields);\n\n // Find task with the same Outreach id as the call id.\n $query = 'SELECT ' . implode(',', $fields) . '\n FROM Task\n WHERE IsArchived = false AND IsDeleted = false';\n\n foreach ($filters as $key => $value) {\n $key = preg_quote($key, '/');\n $key = str_replace(['\\'', '\"'], '', $key);\n // Prepare the substitution.\n $strKey = \":$key\";\n\n $query .= \" AND $key $operator $strKey\";\n }\n\n $query .= ' ORDER BY LastModifiedDate DESC LIMIT 1';\n\n $objects = $this->queryHandler->query($query, $filters);\n\n // There should be only one task related to this call if any.\n if ($objects->count() === 1) {\n $object = $objects->current();\n\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n\n $data = array_merge($object, [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'summary' => $object['Description'],\n 'due' => $dueDate,\n 'Type' => $object[$activityFieldType],\n ]);\n }\n } catch (NoResultsException $e) {\n // Filters don't match any records.\n } catch (ServiceUnavailableException $serviceUnavailableException) {\n // Service cannot be queried. We should probably log this.\n }\n\n return $data;\n }\n\n /**\n * Get Salesforce fields including datetime fields\n *\n * @param $objectType\n */\n private function getAllFieldsAsArray($objectType): array\n {\n $basicFields = [];\n // Not all users have access to all object fields.\n if ($this->profile->{$objectType . '_fields'}) {\n $basicFields = explode(',', $this->profile->{$objectType . '_fields'});\n }\n\n $extraFields = [\n 'CreatedDate',\n 'LastModifiedDate',\n 'IsDeleted',\n ];\n\n if ($objectType === self::OBJECT_OPPORTUNITY\n && $this->config->opportunity_value_field_id\n && ! in_array($this->config->opportunityValueField->crm_provider_id, $basicFields)\n ) {\n $extraFields[] = $this->config->opportunityValueField->crm_provider_id;\n }\n\n return array_unique(array_merge($basicFields, $extraFields));\n }\n\n /**\n * Generate transcription for activity description.\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 return $this->transcriptionService\n ->findTranscriptionByActivity($activity)\n ->map(static function (array $transcriptionSegment): string {\n return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];\n })\n ->implode(PHP_EOL);\n }\n\n /**\n * Find related Salesforce event based on activity data\n *\n * @return array<string>\n */\n public function fetchRelatedActivity(Activity $activity): array\n {\n $this->logger->info('[Salesforce] Searching for related activity', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n ]);\n\n $sfEvent = $this->fetchRelatedEvent($activity);\n if (empty($sfEvent)) {\n $this->logger->info('[Salesforce] No related activity found', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n 'account' => $activity->hasAccount()\n ? $activity->getAccount()->getCrmProviderId()\n : null,\n ]);\n\n return [];\n }\n\n return $sfEvent;\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n if ($activity->isTypeConference() === false) {\n return null;\n }\n\n if ($activity->hasActualStartTime() === false && $activity->hasScheduledStartTime() === false) {\n return null;\n }\n\n if (! $activity->hasProspect()) {\n $this->logger->info('[Salesforce] Skip look up, Activity not linked to Lead, Contact or Account', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n if ($playbook !== null && $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_TASK) {\n $this->logger->info('[Salesforce] Skip auto-sync for task-based playbook', [\n 'activityUuid' => $activity->getUuid(),\n 'playbookId' => $playbook->getId(),\n 'playbookType' => $playbook->getActivityType(),\n ]);\n\n return null;\n }\n\n try {\n $sfEvent = $this->fetchRelatedActivity($activity);\n if (empty($sfEvent)) {\n return null;\n }\n\n [$activityField, $activityType] = $this->resolveActivityTypeFromEvent($activity, $sfEvent);\n\n $this->logger->info('[Salesforce] Found related activity', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'activityFieldName' => $activityField,\n 'crmActivityType' => ($activityField !== null && isset($sfEvent[$activityField]))\n ? $sfEvent[$activityField]\n : null,\n 'activityType' => $activityType,\n ]);\n\n $userId = $this->findRelatedActivityUserId($activity, $sfEvent);\n\n if ($activity->getUserId() !== $userId) {\n $this->logger->info('[Salesforce] Updating meeting owner', [\n 'activityId' => $activity->getUuid(),\n 'oldUserId' => $activity->getUserId(),\n 'newUserId' => $userId,\n ]);\n }\n\n $this->updateSfEventDescription($activity, $sfEvent);\n\n $activity->update([\n 'user_id' => $userId,\n 'crm_provider_id' => $sfEvent['Id'],\n 'playbook_category_id' => $activityType->id ?? $activity->getCategory()?->getId(),\n ]);\n\n $this->logger->info('[Salesforce] Activity updated', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return $activity;\n } catch (\\Exception $exception) {\n \\Sentry::captureException($exception);\n\n throw $exception;\n }\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n *\n * @return array{0: string|null, 1: mixed}\n */\n private function resolveActivityTypeFromEvent(Activity $activity, array $sfEvent): array\n {\n $activityField = $this->getActivityFieldName($activity);\n $activityType = null;\n\n if ($activityField !== null && ! empty($sfEvent[$activityField])) {\n $playbook = $this->getPlaybook($activity->getUser());\n $activityType = $this->getPlaybookCategory($playbook, strval($sfEvent[$activityField]));\n }\n\n return [$activityField, $activityType];\n }\n\n /**\n * @param array<string> $sfEvent\n */\n private function findRelatedActivityUserId(Activity $activity, array $sfEvent): int\n {\n $userId = $activity->getUserId();\n\n if (empty($sfEvent['OwnerId']) === false) {\n $profile = $this\n ->config\n ->profiles()\n ->where('crm_provider_id', $sfEvent['OwnerId'])\n ->get()\n ->filter(static function (Profile $profile) use ($activity): bool {\n if (! $activity->isTypeConference()) {\n return ! empty($profile->user) ? $profile->user->isStatusActive() : false;\n }\n\n $participants = $activity->getParticipants();\n\n return ! empty($profile->user)\n ? $profile->user->isStatusActive()\n && $profile->user->hasPermission(PermissionEnum::RECORD_MEETING)\n && $participants->contains('user_id', $profile->user_id)\n : false;\n })\n ->first();\n\n if ($profile) {\n $userId = $profile->user_id;\n }\n }\n\n return $userId;\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n */\n private function updateSfEventDescription(Activity $activity, array $sfEvent): void\n {\n try {\n if (str_contains($sfEvent['Description'], $activity->id_string)) {\n return;\n }\n\n $payload = [\n 'Description' => $sfEvent['Description']\n . PHP_EOL\n . PHP_EOL\n . (new DecorateActivity())->generateDescription($activity),\n ];\n\n $this->logger->info('[Salesforce] Update record', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'payload' => $payload,\n ]);\n\n $payload = array_merge(\n $payload,\n $this->payloadBuilder->fetchCustomFieldData($activity, Field::OBJECT_EVENT)\n );\n\n $this->updateRecord('Event', $sfEvent['Id'], $payload);\n } catch (\\Exception) {\n $this->logger->error('[Salesforce] Failed to update record', [\n 'activityUuid' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n ]);\n }\n }\n\n /**\n * Returns the most recently modified Event within time range (if any).\n *\n * @return array|null An Event record from Salesforce.\n */\n private function fetchRelatedEvent(Activity $activity): ?array\n {\n $ownerId = $this->profile?->crm_provider_id;\n if ($ownerId === null) {\n return [];\n }\n\n /** @var ?Carbon $from */\n /** @var ?Carbon $to */\n [$from, $to] = $this->getFromToDates($activity);\n\n try {\n $whoId = null;\n $hasWho = $activity->lead_id || $activity->contact_id;\n if ($hasWho) {\n $whoId = $activity->hasLead()\n ? $activity->getLead()->crm_provider_id\n : $activity->getContact()->crm_provider_id;\n }\n\n if ($hasWho === false && $activity->account_id === null) {\n return null;\n }\n\n $query = $this->buildFetchRelatedEventQuery($activity);\n\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $ownerId,\n 'whoId' => $whoId,\n 'whatId' => $activity->hasOpportunity() ? $activity->getOpportunity()->crm_provider_id : null,\n 'accountId' => $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null,\n 'from' => $from?->format('Y-m-d\\TH:i:s\\Z'),\n 'to' => $to?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($objects as $object) {\n return $object;\n }\n } catch (NoResultsException $e) {\n return [];\n }\n\n return [];\n }\n\n private function getFromToDates(Activity $activity): array\n {\n $from = null;\n $to = null;\n\n /** @var ?CalendarEvent $calendarEvent */\n $calendarEvent = $activity->calendarEvent()->first();\n if ($calendarEvent !== null) {\n $from = $calendarEvent->getStartTime();\n $to = $calendarEvent->getEndTime();\n }\n\n // For non-calendar imported activities\n // Also double check if calendar event dates could be null?\n // If null use what we've got so far\n if ($from === null || $to === null) {\n $from = $activity->hasScheduledStartTime()\n ? $activity->getScheduledStartTime()\n : $activity->getActualStartTime();\n $to = $activity->hasScheduledEndTime()\n ? $activity->getScheduledEndTime()->addMinutes(15)\n : $activity->getActualEndTime();\n }\n\n return [$from, $to];\n }\n\n /**\n * Determines the appropriate activity field name for querying Salesforce events.\n *\n * This method follows a hierarchy to determine the field name:\n * 1. Uses the playbook's activity field if it exists and is in the profile's accessible fields\n * 2. Falls back to the default activity field if the profile has no event fields configured\n * 3. Returns null if no suitable field is found\n *\n * @param Activity $activity The activity to determine the field for\n *\n * @return string|null The field name to use in queries, or null if none is available\n */\n private function getActivityFieldName(Activity $activity): ?string\n {\n if ($this->profile === null) {\n $this->logger->warning('[Salesforce] Cannot determine activity field - profile not found', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $profileEventFields = $this->profile->getFieldsAsArray('event');\n\n if (empty($profileEventFields)) {\n $defaultActivityField = $this->getDefaultActivityField(Field::OBJECT_EVENT);\n $defaultFieldName = $defaultActivityField?->getAttribute('crm_provider_id');\n // Profile not yet synced — fall back to the default activity field.\n // There is a small chance that the profile won't have Default Activity Type field access\n // in which case the query will fail.\n // This is however an edge case and should be reviewed for profile sync issues.\n Sentry::withScope(function (\\Sentry\\State\\Scope $scope) use ($defaultFieldName): void {\n $scope->setContext('details', [\n 'profileId' => $this->profile->id,\n 'defaultField' => $defaultFieldName,\n ]);\n Sentry::captureMessage(\n '[Salesforce] Profile event fields empty, falling back to default activity field.',\n \\Sentry\\Severity::warning()\n );\n });\n\n return $defaultFieldName;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n\n if (! is_null($playbook) && ! is_null($playbook->getActivityField())) {\n $playbookFieldName = $playbook->getActivityField()->getAttribute('crm_provider_id');\n\n if (in_array($playbookFieldName, $profileEventFields, true)) {\n return $playbookFieldName;\n }\n\n $this->logger->warning('[Salesforce] Playbook activity field not found in profile fields', [\n 'activityId' => $activity->getUuid(),\n 'playbookField' => $playbookFieldName,\n 'profileId' => $this->profile->id,\n ]);\n }\n\n return null;\n }\n\n private function buildFetchRelatedEventQuery(Activity $activity): string\n {\n $hasWho = $activity->lead_id || $activity->contact_id;\n\n $activityFieldName = $this->getActivityFieldName($activity);\n $fields = array_filter(['Id', 'Description', 'OwnerId', $activityFieldName]);\n\n $ownerCondition = '(OwnerId = :ownerId OR CreatedById = :ownerId)';\n\n $query = '\n SELECT ' . implode(',', $fields) . '\n FROM Event\n WHERE ' . $ownerCondition . '\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= :from\n AND EndDateTime <= :to\n AND (';\n\n $operator = '';\n if ($activity->account_id) {\n // This covers events tied to a related contact or opportunity too.\n $query .= 'AccountId = :accountId';\n\n $operator = ' OR ';\n }\n\n if ($hasWho) {\n $query .= $operator . 'WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($activity->opportunity_id) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ') ORDER BY LastModifiedDate DESC';\n\n return $query;\n }\n\n public function fetchProspect(array $task): array\n {\n $lead = $account = $opportunity = $contact = $stage = $countryCode = null;\n $externalId = $task['WhoId'] ?? null;\n\n // Lead or Contact\n if ($externalId) {\n try {\n [$lead, $account, $opportunity, $contact, $stage, $countryCode] = $this->parseRecords($externalId);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n // If we happen to know the opportunity or account from the Task, figure that out.\n if (empty($task['WhatId']) === false) {\n // WhatId could be either Account ID or Opportunity ID.\n // If WhatId is Opportunity ID, get the opportunity and stage from the CRM.\n try {\n [, $account, $opportunity, , $stage, ] = $this->parseRecords($task['WhatId']);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n return [$lead, $account, $opportunity, $contact, $stage, $countryCode];\n }\n\n /**\n * Save activity transcription summary as note\n */\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n return $this->saveNote($title, $body, (string) $objectId);\n }\n\n public function getObjectByFilterConditions(string $objectType, array $fields, array $filters): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildObjectSearchQuery($objectType, $fields, $filters);\n\n try {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n private function getCustomProfileRules(TeamRepository $teamRepository): array\n {\n $teamSettings = $teamRepository->getTeamSetting($this->team, 'custom_profile_validation');\n\n if ($teamSettings instanceof TeamSettings && $teamSettings->getValueType() === 'array') {\n $customRules = json_decode($teamSettings->getValue(), true);\n if (is_array($customRules)) {\n return $customRules;\n }\n }\n\n return [];\n }\n\n private function customProfileValidation(array $crmUser, array $customRules): bool\n {\n foreach ($customRules as $customRule) {\n if ($crmUser[$customRule['field']] !== $customRule['value']) {\n return false;\n }\n }\n\n return true;\n }\n\n /**\n * When syncing Contact / Lead / Account / Opportunity / Stage crm entities,\n * validate and restore locally trashed objects,\n * before updating them. Objects are identified by CrmProviderId\n */\n private function restoreAnyTrashedEntity(HasMany $targetEntity, string $crmProviderId): void\n {\n $recordExists = $targetEntity->withTrashed()->where(['crm_provider_id' => $crmProviderId])->first();\n if ($recordExists && $recordExists->trashed()) {\n $recordExists->restore();\n }\n }\n\n #[\\Override] public function supportsNotes(): bool\n {\n return true;\n }\n\n private function getOwnerProfile(?string $ownerId): ?Profile\n {\n if ($ownerId === null) {\n return null;\n }\n\n return $this->config->profiles()\n ->where('crm_provider_id', $ownerId)\n ->first();\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextField","text":"Current version","depth":1,"on_screen":true,"value":"Current version","help_text":"text/plain","role_description":"text field","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Salesforce;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Illuminate\\Database\\Eloquent\\Relations\\HasMany;\nuse Illuminate\\Events\\Dispatcher;\nuse Illuminate\\Support\\Facades\\Cache;\nuse Illuminate\\Support\\Facades\\Log;\nuse Illuminate\\Support\\Str;\nuse Jiminny\\Component\\Country\\CountriesMap;\nuse Jiminny\\Contracts\\Acl\\PermissionEnum;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ImportsBusinessProcessesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceBatchSyncInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteNoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SearchTaskInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmProfileRecordTypesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Enums\\CrmObject;\nuse Jiminny\\Events\\Activities\\Crm\\LeadConverted;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpBadRequestException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\NoResultsException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Calendar\\CalendarEvent;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\ContactRole;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Crm\\RecordType;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\TeamSettings;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\Crm\\RecordTypeFieldValuesRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Helpers\\ArrayIterator;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldHelper;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldTypeConverter;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\FollowupActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\LogActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\RecordManipulationsTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Jiminny\\Utils\\StringUtil;\nuse Ramsey\\Uuid\\Uuid;\nuse Sentry\\Laravel\\Facade as Sentry;\n\nclass Service extends BaseService implements\n SalesforceInterface,\n SalesforceBatchSyncInterface,\n SyncCrmEntitiesInterface,\n SyncCrmProfileRecordTypesInterface,\n ImportsBusinessProcessesInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SearchTaskInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n RemoteNoteEntityManipulationInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncFieldsTrait;\n use DeleteObjectsTrait;\n use RecordManipulationsTrait;\n use ServiceTraits\\BatchSyncTrait;\n use FollowupActivityTrait;\n use LogActivityTrait;\n\n /**\n * Note Body Limit for the Old Note-Taking Tool\n *\n * @var int\n */\n private const int CLASSIC_NOTE_MAX_LENGTH = 32000;\n\n /**\n * Note Content Limit for the New Notes\n *\n * @var int\n */\n private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;\n\n private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';\n\n private const int CACHE_TTL = 600;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400\n\n /**\n * @var Client\n */\n protected $client;\n\n protected PayloadBuilder $payloadBuilder;\n protected QueryHandler $queryHandler;\n\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(\n Client $client,\n PayloadBuilder $payloadBuilder,\n protected Dispatcher $eventDispatcher,\n private readonly CountriesMap $countriesMap,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->payloadBuilder = $payloadBuilder;\n $this->queryHandler = app(QueryHandler::class, [\n 'client' => $this->client,\n 'logger' => $this->logger,\n ]);\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Salesforce';\n }\n\n public function getJobDelay(): int\n {\n return 1;\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);\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 ($activity, $crmProviderId) {\n $playbook = $this->getPlaybookFromActivity($activity);\n\n if ($playbook === null) {\n $this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [\n 'activity' => $activity->getId(),\n 'crm_provider_id' => $crmProviderId,\n ]);\n\n return false;\n }\n\n $objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';\n\n try {\n $record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);\n\n return ! empty($record) && ($record['IsDeleted'] ?? false) === false;\n } catch (HttpNotFoundException|HttpBadRequestException) {\n $this->logger->info('[Salesforce] Activity record not found during verification', [\n 'activity' => $activity->getId(),\n 'object_type' => $objectType,\n 'crm_provider_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n });\n }\n\n public function query(string $queryToRun, array $parameters = []): QueryIterator\n {\n // Due to poorly designed external calls, this method cannot be entirely removed\n return $this->queryHandler->query($queryToRun, $parameters);\n }\n\n /*=========== Organization Information ===============*/\n\n /**\n * Get a list of all the API Versions for the instance.\n *\n * @throws CrmException\n *\n * @return mixed\n *\n */\n public function getApiVersions()\n {\n $url = $this->config->crm_base_url . '/services/data';\n\n $response = $this->client->get($url);\n\n return json_decode($response->getBody(), true);\n }\n\n /**\n * Gets the valid recordTypes for a given Salesforce Object via the describe API.\n */\n private function getRecordTypes(string $crmObject): array\n {\n $url = $this->client->getObjectsUrl() . $crmObject . '/describe';\n\n $response = $this->client->get($url);\n $jsonResponse = json_decode($response->getBody(), true);\n\n $fields = [];\n foreach ($jsonResponse['recordTypeInfos'] as $row) {\n $fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];\n }\n\n return $fields;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n $defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::defaultTaskFields()\n : FieldDefinitions::defaultEventFields();\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 return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'Type',\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, Playbook::ACTIVITY_TYPE_EVENT];\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::taskFollowupFieldsFilter()\n : FieldDefinitions::eventFollowupFieldsFilter();\n\n foreach ($fieldFilter as $eachFilter) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n /**\n * This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually\n * Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType\n * Needs to be replaced later on\n */\n public function syncField(Field $field): void\n {\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)\n ? 'activity'\n : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $metadata = $sfField['Metadata'];\n\n $field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);\n $field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());\n $field->is_mandatory = ($metadata['required'] === true);\n $field->length = $metadata['length'];\n $field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '\"'), 0, 191);\n $field->save();\n } else {\n $query = '\n SELECT\n Id, DataType, DeveloperName, Label, Length, Description\n FROM\n FieldDefinition\n WHERE\n DurableId = :entityName';\n\n $entityName = $field->getEntityName();\n $sfFields = $this->queryHandler->metadata($query, [\n 'entityName' => $entityName,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $convertedType = $this->convertFieldType($sfField['DataType'], $entityName);\n $label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);\n\n if ($field->isBusinessType()) {\n $label = 'Opportunity Type';\n }\n\n $field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);\n $field->label = $label;\n $field->type = $convertedType;\n $field->length = $sfField['Length'];\n $field->save();\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n private function convertFieldType(string $from, ?string $entityName = null): string\n {\n $converter = new FieldTypeConverter();\n\n return $converter->convert($from, $entityName);\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?\n 'activity' : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $valueSet = $sfField['Metadata']['valueSet'];\n\n if ($valueSet['valueSetName'] === null) {\n // Local picklist values can be obtained easily.\n $picklistValues = $valueSet['valueSetDefinition']['value'];\n } else {\n // But for some fields, we just get the Global Value Picklist pointer so need to do more work.\n $picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);\n }\n\n // Import all active values.\n foreach ($picklistValues as $i => $sfFieldValue) {\n // Setup default value.\n if ($sfFieldValue['default']) {\n $field->update(['default_value' => $sfFieldValue['valueName']]);\n }\n\n // This comes through as null if active (lol).\n if ($sfFieldValue['isActive'] !== false) {\n $values[] = [\n 'value' => $sfFieldValue['valueName'],\n 'label' => $sfFieldValue['valueName'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['default'],\n ];\n }\n }\n } else {\n $objectFields = $this->getObjectFields($field->object_type);\n $fieldId = $field->crm_provider_id;\n\n // Only work with our field of interest.\n $objectField = array_filter($objectFields, function ($item) use ($fieldId) {\n return $item['name'] === $fieldId;\n });\n\n $objectField = array_shift($objectField);\n if (empty($objectField['picklistValues']) === false) {\n foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {\n // Skip inactive values.\n if ($sfFieldValue['active'] === false) {\n continue;\n }\n\n // Setup default value.\n if ($sfFieldValue['defaultValue']) {\n $field->update(['default_value' => $sfFieldValue['value']]);\n }\n\n $values[] = [\n 'value' => $sfFieldValue['value'],\n 'label' => $sfFieldValue['label'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['defaultValue'],\n ];\n }\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'], $fieldsToPurge, true)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n // Get IDs of the values to be deleted\n $valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);\n $valuesToDeleteIds = $valuesToDelete->pluck('id');\n if (! $valuesToDeleteIds->isEmpty()) {\n $recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);\n $recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());\n\n // Now safely delete from crm_field_values\n $valuesToDelete->delete();\n }\n\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n return $fieldValues;\n }\n\n /**\n * Gets values from Global Value Picklists.\n */\n private function importGlobalValuePicklistValues(string $picklistName): array\n {\n $query = '\n SELECT\n Metadata\n FROM\n GlobalValueSet\n WHERE\n DeveloperName = :picklistName\n LIMIT 1';\n\n try {\n $sfValues = $this->queryHandler->metadata($query, [\n 'picklistName' => $picklistName,\n ]);\n\n // There is always 1 result at this point.\n $sfValue = $sfValues->current();\n\n return $sfValue['Metadata']['customValue'];\n } catch (NoResultsException $noResultsException) {\n // Nothing returned.\n\n return [];\n }\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileRecordTypes(): void\n {\n $objectTypes = [\n 'lead',\n 'account',\n 'contact',\n 'opportunity',\n 'task',\n 'event',\n ];\n\n foreach ($objectTypes as $objectType) {\n try {\n $crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));\n\n foreach ($crmRecordTypes as $crmRecordType) {\n // If the record type is default and not the Master type, set this.\n if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmRecordType['recordTypeId'])\n ->first();\n\n if ($recordType) {\n $this->profile->{$objectType . '_record_type_id'} = $recordType->id;\n }\n }\n }\n } catch (HttpNotFoundException $exception) {\n Log::error('No access to ' . $objectType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n if ($this->profile->isDirty()) {\n $this->profile->save();\n }\n }\n\n /**\n * Gets business processes.\n */\n public function importBusinessProcesses(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, TableEnumOrId\n FROM\n BusinessProcess\n WHERE\n TableEnumOrId IN (\\'Lead\\',\\'Opportunity\\')';\n\n try {\n $sfProcesses = $this->queryHandler->query($query);\n\n // Upsert all processes for the team.\n foreach ($sfProcesses as $sfProcess) {\n /** @var BusinessProcess $businessProcess */\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $sfProcess['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => $sfProcess['Name'],\n 'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',\n 'is_selectable' => $sfProcess['IsActive'],\n ]);\n\n $this->importBusinessProcessStages($businessProcess);\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets business process stages.\n */\n private function importBusinessProcessStages(BusinessProcess $businessProcess): void\n {\n $query = '\n SELECT\n Metadata\n FROM\n BusinessProcess\n WHERE\n Id = :processId';\n\n try {\n $stages = [];\n $sfProcessStages = $this->queryHandler->metadata($query, [\n 'processId' => $businessProcess->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfProcessStage = $sfProcessStages->current();\n\n // Upsert all processes for the team.\n foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {\n $sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: \"%2C\" becomes \",\" etc.\n\n $stage = $businessProcess->crm->stages()\n // This MUST match on label because this API doesn't use API Name.\n ->where('label', $sanitizedName)\n ->where('type', $businessProcess->type)\n ->where('is_selectable', 1)\n ->first();\n\n if ($stage) {\n $stages[] = $stage->id;\n }\n }\n\n $businessProcess->stages()->sync($stages);\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets record types.\n */\n public function importRecordTypes(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, BusinessProcessId, SobjectType\n FROM\n RecordType';\n\n try {\n $sfRecordTypes = $this->queryHandler->query($query);\n\n // Upsert all record types for the process.\n foreach ($sfRecordTypes as $sfRecordType) {\n $businessProcess = null;\n if ($sfRecordType['BusinessProcessId']) {\n $businessProcess = $this->config->businessProcesses()\n ->where('crm_provider_id', $sfRecordType['BusinessProcessId'])\n ->first();\n }\n\n /** @var RecordType $recordType */\n $recordType = $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $sfRecordType['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'type' => mb_strtolower($sfRecordType['SobjectType']),\n 'name' => $sfRecordType['Name'],\n 'is_selectable' => $sfRecordType['IsActive'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n $this->importRecordTypeFieldValues($recordType);\n }\n } catch (NoResultsException $noResultsException) {\n // Do nothing.\n }\n }\n\n /**\n * Import record type - field value mappings. This only works for standard fields.\n */\n private function importRecordTypeFieldValues(RecordType $recordType): void\n {\n try {\n $query = '\n SELECT\n Metadata\n FROM\n RecordType\n WHERE\n Id = :recordTypeId';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'recordTypeId' => $recordType->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $picklists = $sfField['Metadata']['picklistValues'];\n\n foreach ($picklists as $picklist) {\n $field = $this->config->fields()->where([\n 'type' => Field::TYPE_PICKLIST,\n 'object_type' => $recordType->type,\n 'crm_provider_id' => $picklist['picklist'],\n ])->first();\n\n if ($field) {\n $fieldValues = [];\n\n foreach ($picklist['values'] as $value) {\n // Must decode: \"%2C\" becomes \",\" etc.\n $fieldValue = $field->values()\n ->where('value', urldecode($value['valueName']))\n ->first();\n\n if ($fieldValue) {\n $fieldValues[] = $fieldValue->id;\n }\n }\n\n $recordType->fieldValues()->sync($fieldValues);\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $params = [];\n $missingStage = null;\n if ($types === null) {\n $types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];\n }\n\n foreach ($types as $type) {\n if ($type === Stage::TYPE_LEAD) {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, SortOrder\n FROM\n LeadStatus';\n } else {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability\n FROM\n OpportunityStage';\n }\n\n if ($missingStageName) {\n $escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);\n\n $query .= ' WHERE ApiName = :stageName';\n\n $params = [\n 'stageName' => $escapedStageName,\n ];\n }\n\n try {\n $sfStages = $this->queryHandler->query($query, $params);\n } catch (NoResultsException $exception) {\n $sfStages = [];\n }\n\n $missingStage = null;\n\n // Upsert all stages for the team.\n foreach ($sfStages as $sfStage) {\n $selectable = true;\n if (array_key_exists('IsActive', $sfStage)) {\n $selectable = $sfStage['IsActive'];\n }\n\n $this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);\n\n $stage = $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $sfStage['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),\n 'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),\n 'type' => $type,\n 'sequence' => $sfStage['SortOrder'] ?? 0,\n 'is_selectable' => $selectable,\n 'probability' => $sfStage['DefaultProbability'] ?? null,\n ]);\n\n if ($missingStageName && $missingStageName === $sfStage['ApiName']) {\n $missingStage = $stage;\n }\n }\n\n if ($missingStageName && $missingStage === null) {\n // If they requested a stage that still doesn't exist, it must be inactive so lazy create it.\n $missingStage = $this->config->stages()->create([\n 'crm_provider_id' => Uuid::uuid4(),\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($missingStageName, 0, 50),\n 'label' => mb_strimwidth($missingStageName, 0, 191),\n 'type' => $type,\n 'sequence' => 0,\n 'is_selectable' => 0,\n ]);\n }\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('lead');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Lead\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfLeads = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfLeads as $sfLead) {\n // Only sync if previously imported.\n if ($this->hasLead($sfLead['Id'])) {\n $this->importLead($sfLead);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n $fields = $this->getAllFieldsAsArray('lead');\n\n $sfLead = $this->getRecord('Lead', $crmId, $fields);\n\n return $this->importLead($sfLead);\n }\n\n private function importLead($crmData): ?Lead\n {\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['Status'])) {\n // Get the current stage.\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['Status'])\n ->where('type', Stage::TYPE_LEAD)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);\n }\n }\n\n // If we have no way of importing this, just return null :(\n if ($stage === null) {\n return null;\n }\n\n $countryCode = $crmData['CountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['Country']) !== false) {\n $countryCode = $this->convertCountryNameToCode($crmData['Country']);\n }\n\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n $mobilePhone = null;\n if (empty($crmData['MobilePhone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['MobilePhone'], 0, 25);\n $mobilePhone = phone_e164($countryCode, $number);\n }\n\n $convertedDate = null;\n $convertedAccount = null;\n $convertedOpportunity = null;\n $convertedContact = null;\n\n if ($crmData['IsConverted'] == 'true') {\n $convertedDate = $crmData['ConvertedDate'];\n\n if (empty($crmData['ConvertedAccountId']) === false) {\n $convertedAccount = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmData['ConvertedAccountId'])\n ->first();\n\n if ($convertedAccount === null) {\n try {\n $convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedOpportunityId']) === false) {\n $convertedOpportunity = $this->config\n ->opportunities()\n ->where('crm_provider_id', $crmData['ConvertedOpportunityId'])\n ->first();\n\n if ($convertedOpportunity === null) {\n try {\n $convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedContactId']) === false) {\n $convertedContact = $this->team\n ->crm\n ->contacts()\n ->where('crm_provider_id', $crmData['ConvertedContactId'])\n ->first();\n\n if ($convertedContact === null) {\n try {\n $convertedContact = $this->syncContact($crmData['ConvertedContactId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n }\n\n if (empty($crmData['Company'])) {\n $company = 'Unknown';\n } else {\n $company = mb_strimwidth($crmData['Company'], 0, 191);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? '',\n 'company' => $company,\n 'domain' => $domain,\n 'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',\n 'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,\n 'phone' => $parsedNumber['phone'],\n 'ext' => $parsedNumber['ext'] ?? null,\n 'mobile_phone' => $mobilePhone,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Lead::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'stage_id' => $stage->id,\n 'record_type_id' => null,\n 'converted_at' => $convertedDate,\n 'converted_account_id' => $convertedAccount->id ?? null,\n 'converted_opportunity_id' => $convertedOpportunity->id ?? null,\n 'converted_contact_id' => $convertedContact->id ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);\n\n /** @var Lead $lead */\n $lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {\n $this->eventDispatcher->dispatch(new LeadConverted($lead));\n }\n\n $this->handleObjectDeletion($lead, $crmData);\n\n if ($lead->trashed()) {\n return null;\n }\n\n return $lead;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('account');\n\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Account\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfAccounts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfAccounts as $sfAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($sfAccount['Id'])) {\n $this->importAccount($sfAccount);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n $fields = $this->getAllFieldsAsArray('account');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfAccount = $this->getRecord('Account', $crmId, $fields);\n\n return $this->importAccount($sfAccount);\n }\n\n private function importAccount($crmData): Account\n {\n $countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country names.\n if ($countryCode === null && empty($crmData['BillingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);\n }\n\n if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);\n }\n\n if (empty($crmData['Phone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'], 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n $industry = null;\n if (empty($crmData['Industry']) === false) {\n $industry = mb_strimwidth($crmData['Industry'], 0, 40);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'],\n 'name' => mb_strimwidth($crmData['Name'], 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Account::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'industry' => $industry,\n 'domain' => $domain,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);\n\n /** @var Account $account */\n $account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($account, $crmData);\n\n return $account;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n $logParams = $parameters;\n $parameters['profile'] = $this->profile;\n $logParams['user'] = $this->profile->getUserId();\n\n if (count($strategies) > 1) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [\n 'teamId' => $this->team->getUuid(),\n 'params' => $logParams,\n 'strategies_count' => count($strategies),\n ]);\n }\n\n foreach ($strategies as $syncStrategy) {\n $name = $syncStrategy->getStrategyName();\n\n try {\n $sfOpportunities = $syncStrategy->fetchOpportunities($parameters);\n $totalRecords = $sfOpportunities->count();\n\n foreach ($sfOpportunities as $sfOpportunity) {\n $this->importOpportunity($sfOpportunity);\n $syncCount++;\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $noResultsException->getMessage(),\n ]);\n } catch (CrmException $crmException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $crmException->getMessage(),\n ]);\n }\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);\n\n // debug to see how if count of opportunities reaches 1000\n if ($syncCount >= 1000) {\n $this->logger->info(\n '[' . $this->getDisplayName() . '] Sync Opportunities - count warning',\n [\n 'team_id' => $this->team->getId(),\n 'params' => $logParams,\n 'count' => $syncCount,\n 'strategies_count' => count($strategies),\n 'total_records' => $totalRecords ?? null,\n ]\n );\n }\n\n return $syncCount;\n }\n\n\n /**\n * @inheritdoc\n */\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategy = $this->opportunitySyncStrategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY\n );\n\n $parameters = [\n 'profile' => $this->profile,\n 'crm_id' => $crmId,\n ];\n\n try {\n $sfOpportunity = $strategy->fetchOpportunities($parameters);\n } catch (HttpNotFoundException $e) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n ]);\n\n return null;\n } catch (CrmException $crmException) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n 'exception' => $crmException->getMessage(),\n ]);\n\n return null;\n }\n\n if ($sfOpportunity instanceof ArrayIterator) {\n return $this->importOpportunity($sfOpportunity->getItems());\n }\n\n return $this->importOpportunity($sfOpportunity);\n }\n\n /**\n * @throws HttpNotFoundException\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $account = null;\n if (empty($crmData['AccountId']) === false) {\n /** @var ?Account $account */\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $userId = $profile?->getUserId() ?? $account?->getUserId();\n if ($userId === null) {\n $this->logger->error('[Salesforce] | Skip import, no user_id found', [\n 'id' => $crmData['Id'],\n ]);\n\n return null;\n }\n\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['StageName'])) {\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['StageName'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->orderBy('is_selectable', 'DESC')\n ->orderBy('id')\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData['StageName']);\n }\n }\n\n $recordType = null;\n if (empty($crmData['RecordTypeId']) === false) {\n /** @var ?RecordType $recordType */\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmData['RecordTypeId'])\n ->first();\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $closeDate = null;\n if (empty($crmData['CloseDate']) === false) {\n $closeDate = Carbon::parse($crmData['CloseDate'])->format('Y-m-d');\n }\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $userId,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => mb_strimwidth($crmData['Name'] ?? '', 0, 128),\n 'value' => $crmData[$valueFieldName],\n 'currency_code' => CurrencyFormatter::formatCode($crmData['CurrencyIsoCode'] ?? null),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData['IsClosed'],\n 'is_won' => $crmData['IsWon'],\n 'stage_id' => $stage?->id ?? null,\n 'record_type_id' => $recordType->id ?? null,\n 'remotely_created_at' => $createdDate,\n 'probability' => $crmData['Probability'] ?? null,\n 'forecast_category' => $crmData['ForecastCategoryName'] ?? null,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->opportunities(), $crmData['Id']);\n\n // Do not allow locked DB tables & other errors\n // to interrupt the process of reverting the trashed opportunities\n try {\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()\n ->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n\n $this->importOpportunityCrmFieldData($crmData, $crmFields, $opportunity->id);\n\n $this->handleObjectDeletion($opportunity, $crmData);\n\n if ($opportunity->trashed()) {\n return null;\n }\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n } catch (Exception $exception) {\n Sentry::captureException($exception);\n\n $this->logger->error('[Salesforce] importOpportunity failure.', [\n 'crm_provider_id' => $crmData['Id'],\n 'team_id' => $this->team->id,\n 'exception' => $exception->getMessage(),\n ]);\n\n $this->handleEntityDeletionByProviderId($this->config->opportunities(), $crmData);\n }\n\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('contact');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Contact\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfContacts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfContacts as $sfContact) {\n // Only sync if previously imported.\n if ($this->hasContact($sfContact['Id'])) {\n $this->importContact($sfContact);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::CONTACT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n $fields = $this->getAllFieldsAsArray('contact');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync contact cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfContact = $this->getRecord('Contact', $crmId, $fields);\n\n return $this->importContact($sfContact);\n }\n\n private function importContact($crmData): ?Contact\n {\n $account = null;\n // Contacts may not have accounts...\n if (isset($crmData['AccountId'])) {\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $countryCode = $crmData['MailingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['MailingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['MailingCountry']);\n\n if ($countryCode === null && $account) {\n $countryCode = $account->country_code;\n }\n }\n\n $ext = null;\n $parsedNumber = [];\n if (empty($crmData['Phone']) === false) {\n $number = Str::limit($crmData['Phone'], 25, '');\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n if (empty($parsedNumber['ext']) === false) {\n $ext = Str::limit($parsedNumber['ext'], 10, '');\n }\n }\n\n $mobileNumber = null;\n if (empty($crmData['MobilePhone']) === false) {\n $mobileNumber = Str::limit(phone_e164($countryCode, $crmData['MobilePhone']), 25, '');\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => ($crmData['Name'] ?? null) !== null ? mb_strimwidth($crmData['Name'], 0, 100) : '',\n 'title' => ($crmData['Title'] ?? null) !== null ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => ($crmData['Email'] ?? null) !== null ? mb_strimwidth($crmData['Email'], 0, 191) : null,\n 'country_code' => $countryCode,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $ext,\n 'mobile_phone' => $mobileNumber,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Contact::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->contacts(), $crmData['Id']);\n\n /** @var Contact $contact */\n $contact = $this->config->contacts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($contact, $crmData);\n\n if ($contact->trashed()) {\n return null;\n }\n\n return $contact;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n $fields = [\n 'InstanceName',\n 'OrganizationType',\n 'IsSandbox',\n ];\n\n $orgValues = $this->getRecord('Organization', $this->config->crm_provider_id, $fields);\n\n $edition = null;\n switch ($orgValues['OrganizationType']) {\n case 'Developer Edition':\n $edition = Configuration::EDITION_DEVELOPER;\n\n break;\n\n case 'Professional Edition':\n $edition = Configuration::EDITION_PROFESSIONAL;\n\n break;\n\n case 'Enterprise Edition':\n $edition = Configuration::EDITION_ENTERPRISE;\n\n break;\n }\n\n $this->config->edition = $edition;\n $this->config->instance = $orgValues['InstanceName'];\n\n // XXX: How can this state be possible?\n if ($this->config->version === null) {\n $this->config->version = Client::MIN_API_VERSION;\n }\n\n $installedVersion = $this->getInstalledAppVersion();\n if ($installedVersion !== null) {\n $installedVersion = (string) $this->getInstalledAppVersion();\n }\n\n $this->config->installed_app_version = $installedVersion;\n\n $this->config->save();\n }\n\n public function getInstalledAppVersion(): ?string\n {\n try {\n $query = '\n SELECT\n SubscriberPackageVersion.MajorVersion,\n SubscriberPackageVersion.MinorVersion,\n SubscriberPackageVersion.PatchVersion,\n SubscriberPackageVersion.BuildNumber\n FROM\n InstalledSubscriberPackage\n WHERE\n SubscriberPackageId = :packageId\n ';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'packageId' => self::INSTALLED_PACKAGE_ID,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Grab version number.\n $version = $sfField['SubscriberPackageVersion']['MajorVersion'] .\n $sfField['SubscriberPackageVersion']['MinorVersion'] .\n $sfField['SubscriberPackageVersion']['PatchVersion'] .\n $sfField['SubscriberPackageVersion']['BuildNumber'];\n } catch (\\Exception) {\n $version = null;\n }\n\n return $version;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws \\Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For SF we also check if Log Notes is enabled.\n if ($this->profile->log_notes === Profile::LOG_NOTE_NONE) {\n return;\n }\n\n if ($activity->opportunity_id && $activity->prospect === null) {\n return;\n }\n\n try {\n $transcriptionData = $this->generateTranscription($activity);\n\n $noteMaxLength = $this->profile->log_notes === Profile::LOG_NOTE_ENHANCED\n ? self::ENHANCED_NOTE_MAX_LENGTH\n : self::CLASSIC_NOTE_MAX_LENGTH;\n\n $title = 'Transcript for ';\n $title .= $activity->title ?? $activity->activity_title;\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($transcriptionData, 0, $noteMaxLength);\n\n if ($activity->opportunity_id) {\n $objectId = $activity->opportunity->crm_provider_id;\n } else {\n $objectId = $activity->prospect->crm_provider_id;\n }\n\n $noteId = $this->saveNote($title, $body, $objectId);\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 public function saveNote(string $title, string $body, string $objectId, ?NoteObject $noteObject = null): ?string\n {\n $noteId = null;\n\n try {\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $noteId = $this->buildEnhancedNote($title, $body, $objectId);\n } else {\n $noteId = $this->buildClassicNote($title, $body, $objectId);\n }\n } catch (HttpNotFoundException $exception) {\n // The profile not having access to create Enhanced Notes. Set their preference to Classic.\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $this->profile->update([\n 'log_notes' => Profile::LOG_NOTE_CLASSIC,\n ]);\n }\n }\n\n return $noteId;\n }\n\n /**\n * This is using the \"Enhanced\" Notes feature, NOT the \"Notes & Attachments\" feature being deprecated.\n *\n * @url https://salesforce.stackexchange.com/questions/104408/how-can-i-create-an-account-note-or-contact-note-via-api-that-is-visible-in-sale\n */\n private function buildEnhancedNote(string $title, string $body, string $objectId): string\n {\n // Decode stored entities, escape HTML (without quoting), then convert line breaks for Salesforce formatting\n $decodedBody = html_entity_decode($body, ENT_QUOTES | ENT_HTML5);\n $sanitizedBody = htmlspecialchars($decodedBody, ENT_NOQUOTES, 'UTF-8', false);\n $content = nl2br($sanitizedBody, false);\n $note = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'Title' => $title,\n 'Content' => base64_encode($content),\n ];\n\n $noteId = $this->createRecord('ContentNote', $note);\n\n $link = [\n 'ContentDocumentId' => $noteId,\n 'LinkedEntityId' => $objectId,\n 'ShareType' => 'I',\n ];\n\n $this->createRecord('ContentDocumentLink', $link);\n\n return $noteId;\n }\n\n private function buildClassicNote(string $title, string $body, string $objectId): string\n {\n if (in_array($this->parseObjectType($objectId), [Field::OBJECT_TASK, Field::OBJECT_EVENT])) {\n $this->logger->info('[Salesforce] Summary not sent', [\n 'profile_id' => $this->profile->id,\n 'objectId' => $objectId,\n 'reason' => 'Classical Note does not support Task/Event relation',\n ]);\n\n return '';\n }\n\n $titleTrimmed = null;\n\n if (mb_strlen($title) > 80) {\n $titleTrimmed = substr($title, 0, 77) . '...';\n }\n $payload = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'IsPrivate' => false,\n 'Title' => $titleTrimmed ?? $title,\n 'Body' => $titleTrimmed ? $title . PHP_EOL . $body : $body,\n 'ParentId' => $objectId,\n ];\n\n return $this->createRecord('Note', $payload);\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n if ($this->profile === null) {\n return [];\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $limitValues = ['limit' => $this->limit, 'offset' => $this->offset];\n $sosl = $queryBuilder->buildFindQuery($name, $scopes, $limitValues);\n\n $this->logger->info('[Salesforce] Find prospects', [\n 'profile_id' => $this->profile->id,\n 'sosl_query' => $sosl,\n 'search_string' => $name,\n 'scopes' => $scopes,\n ]);\n\n $data = Cache::remember($this->profile->id . $sosl, self::CACHE_TTL, function () use ($sosl) {\n $data = [];\n\n try {\n // Hit remote API.\n $objects = $this->queryHandler->search($sosl);\n\n // Build mapped list.\n foreach ($objects as $object) {\n $type = strtolower($object['attributes']['type']);\n\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n 'crmUrl' => $this->generateProviderUrl($object['Id'], $type),\n ];\n\n switch ($type) {\n case 'lead':\n if (empty($object['Company']) === false) {\n $record['organization'] = $object['Company'];\n }\n\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_LEAD)\n ->where('name', $object['Status'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_LEAD], $object['Status']);\n }\n\n if ($stage) {\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n }\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n break;\n\n case 'account':\n if (empty($object['Industry']) === false) {\n $record['industry'] = $object['Industry'];\n $record['detailsLine'] = $object['Industry'];\n }\n if (! empty($object['PersonEmail'])) {\n $record['detailsLine'] = $object['PersonEmail'];\n }\n\n break;\n\n case 'contact':\n // For contacts, we should try and fetch their account name too.\n if ($object['AccountId']) {\n // Cheaper to get this locally.\n $account = $this->config->accounts()\n ->where('crm_provider_id', $object['AccountId'])\n ->first(['name']);\n\n if ($account) {\n $record['organization'] = $account->name;\n }\n }\n\n if (! empty($object['IsPersonAccount']) && $object['Email']) {\n $record['detailsLine'] = $object['Email'];\n } else {\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n }\n\n break;\n }\n\n // Add phone numbers to record.\n if (empty($object['Phone']) === false && $object['Phone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['Phone'],\n 'nationalFormat' => phone_national($this->profile->user->country_code, $object['Phone']),\n 'type' => 'phone',\n ];\n }\n\n if (empty($object['MobilePhone']) === false && $object['MobilePhone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['MobilePhone'],\n 'nationalFormat' => phone_national(\n $this->profile->user->country_code,\n $object['MobilePhone']\n ),\n 'type' => 'mobile',\n ];\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n $data = [];\n }\n\n return $data;\n });\n\n return $data;\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 ? $profile->getCrmProviderId() : null;\n }\n\n try {\n // Perhaps their profile has no opportunity permissions.\n if ($this->profile === null || $this->profile->opportunity_fields === null) {\n return $data;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildFindOpportunitiesQuery();\n\n $objects = $this->queryHandler->query($query, ['accountId' => $crmAccountId]);\n\n foreach ($objects as $object) {\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'won' => $object['IsWon'],\n 'closed' => $object['IsClosed'],\n ];\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n if (empty($object[$valueFieldName]) === false) {\n $currency = $object['CurrencyIsoCode'] ?? $this->config->default_currency;\n $value = formatCurrency($object[$valueFieldName], $currency);\n\n $record += [\n 'value' => $value,\n ];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->where('name', $object['StageName'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $object['StageName']);\n }\n\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n if ($ownerId && isset($object['OwnerId']) && $object['OwnerId'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n return $data;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n public function getContactRolesFromCrm(?Carbon $since = null): array\n {\n $roles = [];\n\n if ($this->profile === null) {\n return $roles;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n\n $query = $queryBuilder->buildGetContactRolesQuery($since);\n\n try {\n $objects = $this->queryHandler->query($query);\n\n foreach ($objects as $object) {\n $roles[] = [\n 'id' => $object['Id'],\n 'contactId' => $object['ContactId'],\n 'opportunityId' => $object['OpportunityId'],\n 'ownerId' => $object['Opportunity']['OwnerId'] ?? null,\n 'isPrimary' => $object['IsPrimary'],\n 'role' => $object['Role'],\n ];\n }\n } catch (NoResultsException) {\n // Just return an empty array.\n $this->logger->info('[Salesforce] No contact roles found', [\n 'since' => $since?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n }\n\n return $roles;\n }\n\n public function syncContactRoles(Carbon $since): int\n {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $crmContactRoles = $this->getContactRolesFromCrm(since: $since);\n $syncCount = 0;\n $contactRoles = [];\n\n foreach ($crmContactRoles as $crmContactRole) {\n $contactRoles[] = $this->importContactRole($crmContactRole);\n $syncCount++;\n }\n\n $contactRoleRepository->saveContactRoles($contactRoles);\n\n $this->syncRemotelyDeletedContactRoles();\n\n return $syncCount;\n }\n\n private function importContactRole(array $contactRole): array\n {\n $contact = $this->config->contacts()\n ->where('crm_provider_id', $contactRole['contactId'])\n ->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($contactRole['contactId']);\n }\n\n $opportunity = $this->config->opportunities()\n ->where('crm_provider_id', $contactRole['opportunityId'])\n ->first();\n\n if ($opportunity === null) {\n $opportunity = $this->syncOpportunity($contactRole['opportunityId']);\n }\n\n $role = null;\n if (! empty($contactRole['role'])) {\n $role = mb_strimwidth($contactRole['role'], 0, 191);\n }\n\n return [\n 'crm_configuration_id' => $this->config->getId(),\n 'contact_id' => $contact->getId(),\n 'crm_provider_id' => $contactRole['id'],\n 'subject_type' => ContactRole::SUBJECT_TYPE_OPPORTUNITY,\n 'subject_id' => $opportunity->getId(),\n 'is_primary' => $contactRole['isPrimary'],\n 'role' => $role,\n ];\n }\n\n protected function syncRemotelyDeletedContactRoles(): bool\n {\n try {\n $deletedRemotely = $this->queryHandler->queryDeleted('OpportunityContactRole');\n } catch (NoResultsException $e) {\n return false;\n }\n\n $deletedOpportunities = $deletedRemotely->getResults();\n $deletedIds = array_column($deletedOpportunities, 'id');\n\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n foreach (array_chunk($deletedIds, self::HARD_DELETE_CHUNK) as $chunk) {\n $contactRoleRepository->deleteContactRoles($chunk);\n\n $this->logger->info('[' . $this->getDisplayName() . '] Remotely deleted opportunities synced', [\n 'teamId' => $this->team->id_string,\n 'remotelyDeletedOpportunities' => $chunk,\n 'count' => count($chunk),\n ]);\n }\n\n return true;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($this->profile->user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_TASK),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any open call for that user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Task\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsDeleted = false\n AND IsClosed = false\n AND (';\n\n if ($objectType === 'account') {\n // This covers tasks tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getEvents(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n $user = $this->profile?->user;\n if ($this->profile === null || $user === null) {\n return $data;\n }\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_EVENT),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any event starting in the last week and ending up until today owned by the user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Event\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= LAST_N_DAYS:7\n AND EndDateTime <= TODAY\n AND (';\n\n if ($objectType === 'account') {\n // This covers events tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['StartDateTime'] ? Carbon::parse($object['StartDateTime'])->toIso8601String() : null;\n\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\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 $userId = null): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($email, Field::TYPE_EMAIL);\n if ($sosl === null) {\n return null;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $email,\n QueryHandler::PRIORITISE_EMAIL\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException $e) {\n // Try the account next.\n if ($this->profile->account_fields === null) {\n return null;\n }\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n // SF improved search - strip the domain extension, min domain name length 4\n return $this->getCompanyNameFromEmail(email: $email, minNameLength: 4);\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 = $domain;\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByDomainQuery($companyName);\n\n try {\n $objects = $this->queryHandler->search($sosl);\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException) {\n return null;\n }\n }\n\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Don't bother looking up numbers that are masked.\n if (str_contains($phone, '**')) {\n return null;\n }\n\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $phoneNational = phone_national(null, $phone) ?? '';\n $possiblePhoneFormats = collect([\n preg_replace('/\\D/', '', ltrim($phone, '0+')),\n preg_replace('/\\D/', '', $phoneNational),\n formatDashPhoneNumber($phone),\n $phoneNational,\n ])\n ->filter() // Removes null and empty strings\n ->unique()\n ->values();\n\n foreach ($possiblePhoneFormats as $phone) {\n $sosl = $queryBuilder->buildMatchByQuery($phone, Field::TYPE_PHONE);\n if ($sosl === null) {\n continue;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $phone,\n QueryHandler::PRIORITISE_PHONE\n );\n\n return $this->convertCrmData($objects, $userId);\n } catch (NoResultsException) {\n continue;\n }\n }\n\n return null;\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 protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->profile->id . $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 /** Determine the CRM Objects which represent the call activity. */\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 if ($this->profile === null) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($name, 'name');\n if ($sosl === null) {\n return false;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n } catch (NoResultsException $e) {\n return false;\n }\n\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $name,\n QueryHandler::PRIORITISE_NAME\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return (! empty(array_filter($data))) ? $data : false;\n });\n\n return is_array($result) ? $result : 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(QueryIterator $objects, ?int $userId = null): array\n {\n $lead = null;\n $contact = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n if ($objects->count() > 0) {\n $object = $objects->current();\n\n if ($object['attributes']['type'] === 'Lead') {\n $lead = $this->importLead($object);\n\n // Lead might not be imported if the Stage is null for example.\n if ($lead) {\n $countryCode = $lead->country_code;\n $stage = $lead->stage;\n }\n } else {\n if ($object['attributes']['type'] === 'Contact') {\n $contact = $this->importContact($object);\n $account = $contact->account;\n } else {\n $account = $this->importAccount($object);\n }\n\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $sfOpportunities = $this->findOpportunities(\n $account?->getCrmProviderId(),\n $contact?->getCrmProviderId(),\n $userId\n );\n\n // Take the first opportunity, which will be ordered as priority based on their settings.\n if (! empty($sfOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($sfOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($stage->type === Stage::TYPE_LEAD) {\n $objectType = 'Lead';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'Status';\n } else {\n $objectType = 'Opportunity';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'StageName';\n }\n\n $headers = [];\n if ($this->config->trigger_assignment_rules === false) {\n // @see: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/headers_autoassign.htm\n $headers = [\n 'Sforce-Auto-Assign' => 'false',\n ];\n }\n\n $this->updateRecord($objectType, $objectId, [$objectStageType => $stage->name], $headers);\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, '001')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, '003')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, '00Q')) {\n return 'lead';\n }\n\n if (Str::startsWith($objectId, '006')) {\n return 'opportunity';\n }\n\n if (Str::startsWith($objectId, '00U')) {\n return 'event';\n }\n\n if (Str::startsWith($objectId, '00T')) {\n return 'task';\n }\n\n throw new \\InvalidArgumentException('Unsupported Object Type');\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n $query = $queryBuilder->buildGetUsersQuery($userToSearch);\n\n try {\n $salesforceUsers = $this->queryHandler->query($query, [\n 'active' => true,\n ]);\n } catch (NoResultsException $e) {\n $this->logger->info('[Salesforce] Sync Profiles. No users found', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n $teamRepository = app(TeamRepository::class);\n $customRules = $this->getCustomProfileRules($teamRepository);\n\n foreach ($salesforceUsers as $crmUser) {\n if ($crmUser['Email'] === null) {\n continue;\n }\n\n if (! $this->customProfileValidation($crmUser, $customRules)) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $crmUser['Email']);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $edition = $crmUser['UserPreferencesLightningExperiencePreferred']\n ? Profile::EDITION_LIGHTNING\n : Profile::EDITION_CLASSIC;\n\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->updateOrCreateProfile(\n $user,\n [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $crmUser['Id'],\n ],\n [\n 'user_id' => $user->getId(),\n 'edition' => $edition,\n 'has_external_cti' => ! empty($crmUser['CallCenterId']),\n 'crm_profile_id' => $crmUser['ProfileId'],\n ]\n );\n\n if ($userToSearch instanceof User && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n // Clean up inactive profiles\n try {\n $this->archiveInactiveProfiles();\n } catch (\\Exception $e) {\n $this->logger->warning('[Salesforce] Profile archiving failed', [\n 'teamId' => $this->team->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n // For Salesforce it's easy, we just point every object to the apex domain and they handle it.\n switch ($objectType) {\n case 'lead':\n case 'account':\n case 'contact':\n case 'opportunity':\n case 'task':\n case 'event':\n case 'activity':\n\n $url = $this->config->crm_base_url . '/' . $providerId;\n\n break;\n }\n\n return $url;\n }\n\n public function buildTaskSearchFields(): array\n {\n return ['Id', 'WhoId', 'WhatId', 'AccountId'];\n }\n\n public function getTaskByFilterConditions(\n array $fields,\n array $filters,\n bool $bulkSearch = false,\n bool $strictFilters = true\n ): ?array {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildSearchTaskQuery($fields, $filters, $bulkSearch, $strictFilters);\n\n try {\n if (! $bulkSearch) {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n }\n\n if ($bulkSearch) {\n $objects = $this->queryHandler->query($query);\n $records = [];\n foreach ($objects as $record) {\n $key = $record[end($fields)];\n $records[$key] = $record;\n }\n\n return $records;\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function mapCrmObjects(array $task): array\n {\n $activityData = [];\n\n if (! empty($task['WhoId'])) {\n $type = $this->parseObjectType($task['WhoId']);\n $activityData[$type] = $task['WhoId'];\n }\n if (! empty($task['AccountId'])) {\n $activityData['account'] = $task['AccountId'];\n }\n if (! empty($task['WhatId'])) {\n $activityData['opportunity'] = $task['WhatId'];\n }\n\n return $activityData;\n }\n\n /**\n * Get SF task by Outreach call id.\n */\n public function getTaskByFilter(\n string $activityFieldType,\n array $filters,\n string $operator = '=',\n array $additionalFields = []\n ): ?array {\n $data = [];\n\n try {\n // Default (base) fields.\n $fields = ['Id', 'Subject', 'Description', 'ActivityDate', 'WhoId', 'WhatId', $activityFieldType];\n\n foreach ($additionalFields as $additionalField) {\n $fields[] = $additionalField->crm_provider_id;\n }\n\n $fields = array_unique($fields);\n\n // Find task with the same Outreach id as the call id.\n $query = 'SELECT ' . implode(',', $fields) . '\n FROM Task\n WHERE IsArchived = false AND IsDeleted = false';\n\n foreach ($filters as $key => $value) {\n $key = preg_quote($key, '/');\n $key = str_replace(['\\'', '\"'], '', $key);\n // Prepare the substitution.\n $strKey = \":$key\";\n\n $query .= \" AND $key $operator $strKey\";\n }\n\n $query .= ' ORDER BY LastModifiedDate DESC LIMIT 1';\n\n $objects = $this->queryHandler->query($query, $filters);\n\n // There should be only one task related to this call if any.\n if ($objects->count() === 1) {\n $object = $objects->current();\n\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n\n $data = array_merge($object, [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'summary' => $object['Description'],\n 'due' => $dueDate,\n 'Type' => $object[$activityFieldType],\n ]);\n }\n } catch (NoResultsException $e) {\n // Filters don't match any records.\n } catch (ServiceUnavailableException $serviceUnavailableException) {\n // Service cannot be queried. We should probably log this.\n }\n\n return $data;\n }\n\n /**\n * Get Salesforce fields including datetime fields\n *\n * @param $objectType\n */\n private function getAllFieldsAsArray($objectType): array\n {\n $basicFields = [];\n // Not all users have access to all object fields.\n if ($this->profile->{$objectType . '_fields'}) {\n $basicFields = explode(',', $this->profile->{$objectType . '_fields'});\n }\n\n $extraFields = [\n 'CreatedDate',\n 'LastModifiedDate',\n 'IsDeleted',\n ];\n\n if ($objectType === self::OBJECT_OPPORTUNITY\n && $this->config->opportunity_value_field_id\n && ! in_array($this->config->opportunityValueField->crm_provider_id, $basicFields)\n ) {\n $extraFields[] = $this->config->opportunityValueField->crm_provider_id;\n }\n\n return array_unique(array_merge($basicFields, $extraFields));\n }\n\n /**\n * Generate transcription for activity description.\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 return $this->transcriptionService\n ->findTranscriptionByActivity($activity)\n ->map(static function (array $transcriptionSegment): string {\n return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];\n })\n ->implode(PHP_EOL);\n }\n\n /**\n * Find related Salesforce event based on activity data\n *\n * @return array<string>\n */\n public function fetchRelatedActivity(Activity $activity): array\n {\n $this->logger->info('[Salesforce] Searching for related activity', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n ]);\n\n $sfEvent = $this->fetchRelatedEvent($activity);\n if (empty($sfEvent)) {\n $this->logger->info('[Salesforce] No related activity found', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n 'account' => $activity->hasAccount()\n ? $activity->getAccount()->getCrmProviderId()\n : null,\n ]);\n\n return [];\n }\n\n return $sfEvent;\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n if ($activity->isTypeConference() === false) {\n return null;\n }\n\n if ($activity->hasActualStartTime() === false && $activity->hasScheduledStartTime() === false) {\n return null;\n }\n\n if (! $activity->hasProspect()) {\n $this->logger->info('[Salesforce] Skip look up, Activity not linked to Lead, Contact or Account', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n if ($playbook !== null && $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_TASK) {\n $this->logger->info('[Salesforce] Skip auto-sync for task-based playbook', [\n 'activityUuid' => $activity->getUuid(),\n 'playbookId' => $playbook->getId(),\n 'playbookType' => $playbook->getActivityType(),\n ]);\n\n return null;\n }\n\n try {\n $sfEvent = $this->fetchRelatedActivity($activity);\n if (empty($sfEvent)) {\n return null;\n }\n\n [$activityField, $activityType] = $this->resolveActivityTypeFromEvent($activity, $sfEvent);\n\n $this->logger->info('[Salesforce] Found related activity', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'activityFieldName' => $activityField,\n 'crmActivityType' => ($activityField !== null && isset($sfEvent[$activityField]))\n ? $sfEvent[$activityField]\n : null,\n 'activityType' => $activityType,\n ]);\n\n $userId = $this->findRelatedActivityUserId($activity, $sfEvent);\n\n if ($activity->getUserId() !== $userId) {\n $this->logger->info('[Salesforce] Updating meeting owner', [\n 'activityId' => $activity->getUuid(),\n 'oldUserId' => $activity->getUserId(),\n 'newUserId' => $userId,\n ]);\n }\n\n $this->updateSfEventDescription($activity, $sfEvent);\n\n $activity->update([\n 'user_id' => $userId,\n 'crm_provider_id' => $sfEvent['Id'],\n 'playbook_category_id' => $activityType->id ?? $activity->getCategory()?->getId(),\n ]);\n\n $this->logger->info('[Salesforce] Activity updated', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return $activity;\n } catch (\\Exception $exception) {\n \\Sentry::captureException($exception);\n\n throw $exception;\n }\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n *\n * @return array{0: string|null, 1: mixed}\n */\n private function resolveActivityTypeFromEvent(Activity $activity, array $sfEvent): array\n {\n $activityField = $this->getActivityFieldName($activity);\n $activityType = null;\n\n if ($activityField !== null && ! empty($sfEvent[$activityField])) {\n $playbook = $this->getPlaybook($activity->getUser());\n $activityType = $this->getPlaybookCategory($playbook, strval($sfEvent[$activityField]));\n }\n\n return [$activityField, $activityType];\n }\n\n /**\n * @param array<string> $sfEvent\n */\n private function findRelatedActivityUserId(Activity $activity, array $sfEvent): int\n {\n $userId = $activity->getUserId();\n\n if (empty($sfEvent['OwnerId']) === false) {\n $profile = $this\n ->config\n ->profiles()\n ->where('crm_provider_id', $sfEvent['OwnerId'])\n ->get()\n ->filter(static function (Profile $profile) use ($activity): bool {\n if (! $activity->isTypeConference()) {\n return ! empty($profile->user) ? $profile->user->isStatusActive() : false;\n }\n\n $participants = $activity->getParticipants();\n\n return ! empty($profile->user)\n ? $profile->user->isStatusActive()\n && $profile->user->hasPermission(PermissionEnum::RECORD_MEETING)\n && $participants->contains('user_id', $profile->user_id)\n : false;\n })\n ->first();\n\n if ($profile) {\n $userId = $profile->user_id;\n }\n }\n\n return $userId;\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n */\n private function updateSfEventDescription(Activity $activity, array $sfEvent): void\n {\n try {\n if (str_contains($sfEvent['Description'], $activity->id_string)) {\n return;\n }\n\n $payload = [\n 'Description' => $sfEvent['Description']\n . PHP_EOL\n . PHP_EOL\n . (new DecorateActivity())->generateDescription($activity),\n ];\n\n $this->logger->info('[Salesforce] Update record', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'payload' => $payload,\n ]);\n\n $payload = array_merge(\n $payload,\n $this->payloadBuilder->fetchCustomFieldData($activity, Field::OBJECT_EVENT)\n );\n\n $this->updateRecord('Event', $sfEvent['Id'], $payload);\n } catch (\\Exception) {\n $this->logger->error('[Salesforce] Failed to update record', [\n 'activityUuid' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n ]);\n }\n }\n\n /**\n * Returns the most recently modified Event within time range (if any).\n *\n * @return array|null An Event record from Salesforce.\n */\n private function fetchRelatedEvent(Activity $activity): ?array\n {\n $ownerId = $this->profile?->crm_provider_id;\n if ($ownerId === null) {\n return [];\n }\n\n /** @var ?Carbon $from */\n /** @var ?Carbon $to */\n [$from, $to] = $this->getFromToDates($activity);\n\n try {\n $whoId = null;\n $hasWho = $activity->lead_id || $activity->contact_id;\n if ($hasWho) {\n $whoId = $activity->hasLead()\n ? $activity->getLead()->crm_provider_id\n : $activity->getContact()->crm_provider_id;\n }\n\n if ($hasWho === false && $activity->account_id === null) {\n return null;\n }\n\n $query = $this->buildFetchRelatedEventQuery($activity);\n\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $ownerId,\n 'whoId' => $whoId,\n 'whatId' => $activity->hasOpportunity() ? $activity->getOpportunity()->crm_provider_id : null,\n 'accountId' => $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null,\n 'from' => $from?->format('Y-m-d\\TH:i:s\\Z'),\n 'to' => $to?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($objects as $object) {\n return $object;\n }\n } catch (NoResultsException $e) {\n return [];\n }\n\n return [];\n }\n\n private function getFromToDates(Activity $activity): array\n {\n $from = null;\n $to = null;\n\n /** @var ?CalendarEvent $calendarEvent */\n $calendarEvent = $activity->calendarEvent()->first();\n if ($calendarEvent !== null) {\n $from = $calendarEvent->getStartTime();\n $to = $calendarEvent->getEndTime();\n }\n\n // For non-calendar imported activities\n // Also double check if calendar event dates could be null?\n // If null use what we've got so far\n if ($from === null || $to === null) {\n $from = $activity->hasScheduledStartTime()\n ? $activity->getScheduledStartTime()\n : $activity->getActualStartTime();\n $to = $activity->hasScheduledEndTime()\n ? $activity->getScheduledEndTime()->addMinutes(15)\n : $activity->getActualEndTime();\n }\n\n return [$from, $to];\n }\n\n /**\n * Determines the appropriate activity field name for querying Salesforce events.\n *\n * This method follows a hierarchy to determine the field name:\n * 1. Uses the playbook's activity field if it exists and is in the profile's accessible fields\n * 2. Falls back to the default activity field if the profile has no event fields configured\n * 3. Returns null if no suitable field is found\n *\n * @param Activity $activity The activity to determine the field for\n *\n * @return string|null The field name to use in queries, or null if none is available\n */\n private function getActivityFieldName(Activity $activity): ?string\n {\n if ($this->profile === null) {\n $this->logger->warning('[Salesforce] Cannot determine activity field - profile not found', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $profileEventFields = $this->profile->getFieldsAsArray('event');\n\n if (empty($profileEventFields)) {\n $defaultActivityField = $this->getDefaultActivityField(Field::OBJECT_EVENT);\n $defaultFieldName = $defaultActivityField?->getAttribute('crm_provider_id');\n // Profile not yet synced — fall back to the default activity field.\n // There is a small chance that the profile won't have Default Activity Type field access\n // in which case the query will fail.\n // This is however an edge case and should be reviewed for profile sync issues.\n Sentry::withScope(function (\\Sentry\\State\\Scope $scope) use ($defaultFieldName): void {\n $scope->setContext('details', [\n 'profileId' => $this->profile->id,\n 'defaultField' => $defaultFieldName,\n ]);\n Sentry::captureMessage(\n '[Salesforce] Profile event fields empty, falling back to default activity field.',\n \\Sentry\\Severity::warning()\n );\n });\n\n return $defaultFieldName;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n\n if (! is_null($playbook) && ! is_null($playbook->getActivityField())) {\n $playbookFieldName = $playbook->getActivityField()->getAttribute('crm_provider_id');\n\n if (in_array($playbookFieldName, $profileEventFields, true)) {\n return $playbookFieldName;\n }\n\n $this->logger->warning('[Salesforce] Playbook activity field not found in profile fields', [\n 'activityId' => $activity->getUuid(),\n 'playbookField' => $playbookFieldName,\n 'profileId' => $this->profile->id,\n ]);\n }\n\n return null;\n }\n\n private function buildFetchRelatedEventQuery(Activity $activity): string\n {\n $hasWho = $activity->lead_id || $activity->contact_id;\n\n $activityFieldName = $this->getActivityFieldName($activity);\n $fields = array_filter(['Id', 'Description', 'OwnerId', $activityFieldName]);\n\n $ownerCondition = '(OwnerId = :ownerId OR CreatedById = :ownerId)';\n\n $query = '\n SELECT ' . implode(',', $fields) . '\n FROM Event\n WHERE ' . $ownerCondition . '\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= :from\n AND EndDateTime <= :to\n AND (';\n\n $operator = '';\n if ($activity->account_id) {\n // This covers events tied to a related contact or opportunity too.\n $query .= 'AccountId = :accountId';\n\n $operator = ' OR ';\n }\n\n if ($hasWho) {\n $query .= $operator . 'WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($activity->opportunity_id) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ') ORDER BY LastModifiedDate DESC';\n\n return $query;\n }\n\n public function fetchProspect(array $task): array\n {\n $lead = $account = $opportunity = $contact = $stage = $countryCode = null;\n $externalId = $task['WhoId'] ?? null;\n\n // Lead or Contact\n if ($externalId) {\n try {\n [$lead, $account, $opportunity, $contact, $stage, $countryCode] = $this->parseRecords($externalId);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n // If we happen to know the opportunity or account from the Task, figure that out.\n if (empty($task['WhatId']) === false) {\n // WhatId could be either Account ID or Opportunity ID.\n // If WhatId is Opportunity ID, get the opportunity and stage from the CRM.\n try {\n [, $account, $opportunity, , $stage, ] = $this->parseRecords($task['WhatId']);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n return [$lead, $account, $opportunity, $contact, $stage, $countryCode];\n }\n\n /**\n * Save activity transcription summary as note\n */\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n return $this->saveNote($title, $body, (string) $objectId);\n }\n\n public function getObjectByFilterConditions(string $objectType, array $fields, array $filters): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildObjectSearchQuery($objectType, $fields, $filters);\n\n try {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n private function getCustomProfileRules(TeamRepository $teamRepository): array\n {\n $teamSettings = $teamRepository->getTeamSetting($this->team, 'custom_profile_validation');\n\n if ($teamSettings instanceof TeamSettings && $teamSettings->getValueType() === 'array') {\n $customRules = json_decode($teamSettings->getValue(), true);\n if (is_array($customRules)) {\n return $customRules;\n }\n }\n\n return [];\n }\n\n private function customProfileValidation(array $crmUser, array $customRules): bool\n {\n foreach ($customRules as $customRule) {\n if ($crmUser[$customRule['field']] !== $customRule['value']) {\n return false;\n }\n }\n\n return true;\n }\n\n /**\n * When syncing Contact / Lead / Account / Opportunity / Stage crm entities,\n * validate and restore locally trashed objects,\n * before updating them. Objects are identified by CrmProviderId\n */\n private function restoreAnyTrashedEntity(HasMany $targetEntity, string $crmProviderId): void\n {\n $recordExists = $targetEntity->withTrashed()->where(['crm_provider_id' => $crmProviderId])->first();\n if ($recordExists && $recordExists->trashed()) {\n $recordExists->restore();\n }\n }\n\n #[\\Override] public function supportsNotes(): bool\n {\n return true;\n }\n\n private function getOwnerProfile(?string $ownerId): ?Profile\n {\n if ($ownerId === null) {\n return null;\n }\n\n return $this->config->profiles()\n ->where('crm_provider_id', $ownerId)\n ->first();\n }\n}","depth":2,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Salesforce;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Illuminate\\Database\\Eloquent\\Relations\\HasMany;\nuse Illuminate\\Events\\Dispatcher;\nuse Illuminate\\Support\\Facades\\Cache;\nuse Illuminate\\Support\\Facades\\Log;\nuse Illuminate\\Support\\Str;\nuse Jiminny\\Component\\Country\\CountriesMap;\nuse Jiminny\\Contracts\\Acl\\PermissionEnum;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ImportsBusinessProcessesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceBatchSyncInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteNoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SearchTaskInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmProfileRecordTypesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Enums\\CrmObject;\nuse Jiminny\\Events\\Activities\\Crm\\LeadConverted;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpBadRequestException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\NoResultsException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Calendar\\CalendarEvent;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\ContactRole;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Crm\\RecordType;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\TeamSettings;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\Crm\\RecordTypeFieldValuesRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Helpers\\ArrayIterator;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldHelper;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldTypeConverter;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\FollowupActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\LogActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\RecordManipulationsTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Jiminny\\Utils\\StringUtil;\nuse Ramsey\\Uuid\\Uuid;\nuse Sentry\\Laravel\\Facade as Sentry;\n\nclass Service extends BaseService implements\n SalesforceInterface,\n SalesforceBatchSyncInterface,\n SyncCrmEntitiesInterface,\n SyncCrmProfileRecordTypesInterface,\n ImportsBusinessProcessesInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SearchTaskInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n RemoteNoteEntityManipulationInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncFieldsTrait;\n use DeleteObjectsTrait;\n use RecordManipulationsTrait;\n use ServiceTraits\\BatchSyncTrait;\n use FollowupActivityTrait;\n use LogActivityTrait;\n\n /**\n * Note Body Limit for the Old Note-Taking Tool\n *\n * @var int\n */\n private const int CLASSIC_NOTE_MAX_LENGTH = 32000;\n\n /**\n * Note Content Limit for the New Notes\n *\n * @var int\n */\n private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;\n\n private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';\n\n private const int CACHE_TTL = 600;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400\n\n /**\n * @var Client\n */\n protected $client;\n\n protected PayloadBuilder $payloadBuilder;\n protected QueryHandler $queryHandler;\n\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(\n Client $client,\n PayloadBuilder $payloadBuilder,\n protected Dispatcher $eventDispatcher,\n private readonly CountriesMap $countriesMap,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->payloadBuilder = $payloadBuilder;\n $this->queryHandler = app(QueryHandler::class, [\n 'client' => $this->client,\n 'logger' => $this->logger,\n ]);\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Salesforce';\n }\n\n public function getJobDelay(): int\n {\n return 1;\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);\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 ($activity, $crmProviderId) {\n $playbook = $this->getPlaybookFromActivity($activity);\n\n if ($playbook === null) {\n $this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [\n 'activity' => $activity->getId(),\n 'crm_provider_id' => $crmProviderId,\n ]);\n\n return false;\n }\n\n $objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';\n\n try {\n $record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);\n\n return ! empty($record) && ($record['IsDeleted'] ?? false) === false;\n } catch (HttpNotFoundException|HttpBadRequestException) {\n $this->logger->info('[Salesforce] Activity record not found during verification', [\n 'activity' => $activity->getId(),\n 'object_type' => $objectType,\n 'crm_provider_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n });\n }\n\n public function query(string $queryToRun, array $parameters = []): QueryIterator\n {\n // Due to poorly designed external calls, this method cannot be entirely removed\n return $this->queryHandler->query($queryToRun, $parameters);\n }\n\n /*=========== Organization Information ===============*/\n\n /**\n * Get a list of all the API Versions for the instance.\n *\n * @throws CrmException\n *\n * @return mixed\n *\n */\n public function getApiVersions()\n {\n $url = $this->config->crm_base_url . '/services/data';\n\n $response = $this->client->get($url);\n\n return json_decode($response->getBody(), true);\n }\n\n /**\n * Gets the valid recordTypes for a given Salesforce Object via the describe API.\n */\n private function getRecordTypes(string $crmObject): array\n {\n $url = $this->client->getObjectsUrl() . $crmObject . '/describe';\n\n $response = $this->client->get($url);\n $jsonResponse = json_decode($response->getBody(), true);\n\n $fields = [];\n foreach ($jsonResponse['recordTypeInfos'] as $row) {\n $fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];\n }\n\n return $fields;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n $defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::defaultTaskFields()\n : FieldDefinitions::defaultEventFields();\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 return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'Type',\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, Playbook::ACTIVITY_TYPE_EVENT];\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::taskFollowupFieldsFilter()\n : FieldDefinitions::eventFollowupFieldsFilter();\n\n foreach ($fieldFilter as $eachFilter) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n /**\n * This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually\n * Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType\n * Needs to be replaced later on\n */\n public function syncField(Field $field): void\n {\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)\n ? 'activity'\n : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $metadata = $sfField['Metadata'];\n\n $field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);\n $field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());\n $field->is_mandatory = ($metadata['required'] === true);\n $field->length = $metadata['length'];\n $field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '\"'), 0, 191);\n $field->save();\n } else {\n $query = '\n SELECT\n Id, DataType, DeveloperName, Label, Length, Description\n FROM\n FieldDefinition\n WHERE\n DurableId = :entityName';\n\n $entityName = $field->getEntityName();\n $sfFields = $this->queryHandler->metadata($query, [\n 'entityName' => $entityName,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $convertedType = $this->convertFieldType($sfField['DataType'], $entityName);\n $label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);\n\n if ($field->isBusinessType()) {\n $label = 'Opportunity Type';\n }\n\n $field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);\n $field->label = $label;\n $field->type = $convertedType;\n $field->length = $sfField['Length'];\n $field->save();\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n private function convertFieldType(string $from, ?string $entityName = null): string\n {\n $converter = new FieldTypeConverter();\n\n return $converter->convert($from, $entityName);\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?\n 'activity' : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $valueSet = $sfField['Metadata']['valueSet'];\n\n if ($valueSet['valueSetName'] === null) {\n // Local picklist values can be obtained easily.\n $picklistValues = $valueSet['valueSetDefinition']['value'];\n } else {\n // But for some fields, we just get the Global Value Picklist pointer so need to do more work.\n $picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);\n }\n\n // Import all active values.\n foreach ($picklistValues as $i => $sfFieldValue) {\n // Setup default value.\n if ($sfFieldValue['default']) {\n $field->update(['default_value' => $sfFieldValue['valueName']]);\n }\n\n // This comes through as null if active (lol).\n if ($sfFieldValue['isActive'] !== false) {\n $values[] = [\n 'value' => $sfFieldValue['valueName'],\n 'label' => $sfFieldValue['valueName'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['default'],\n ];\n }\n }\n } else {\n $objectFields = $this->getObjectFields($field->object_type);\n $fieldId = $field->crm_provider_id;\n\n // Only work with our field of interest.\n $objectField = array_filter($objectFields, function ($item) use ($fieldId) {\n return $item['name'] === $fieldId;\n });\n\n $objectField = array_shift($objectField);\n if (empty($objectField['picklistValues']) === false) {\n foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {\n // Skip inactive values.\n if ($sfFieldValue['active'] === false) {\n continue;\n }\n\n // Setup default value.\n if ($sfFieldValue['defaultValue']) {\n $field->update(['default_value' => $sfFieldValue['value']]);\n }\n\n $values[] = [\n 'value' => $sfFieldValue['value'],\n 'label' => $sfFieldValue['label'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['defaultValue'],\n ];\n }\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'], $fieldsToPurge, true)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n // Get IDs of the values to be deleted\n $valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);\n $valuesToDeleteIds = $valuesToDelete->pluck('id');\n if (! $valuesToDeleteIds->isEmpty()) {\n $recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);\n $recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());\n\n // Now safely delete from crm_field_values\n $valuesToDelete->delete();\n }\n\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n return $fieldValues;\n }\n\n /**\n * Gets values from Global Value Picklists.\n */\n private function importGlobalValuePicklistValues(string $picklistName): array\n {\n $query = '\n SELECT\n Metadata\n FROM\n GlobalValueSet\n WHERE\n DeveloperName = :picklistName\n LIMIT 1';\n\n try {\n $sfValues = $this->queryHandler->metadata($query, [\n 'picklistName' => $picklistName,\n ]);\n\n // There is always 1 result at this point.\n $sfValue = $sfValues->current();\n\n return $sfValue['Metadata']['customValue'];\n } catch (NoResultsException $noResultsException) {\n // Nothing returned.\n\n return [];\n }\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileRecordTypes(): void\n {\n $objectTypes = [\n 'lead',\n 'account',\n 'contact',\n 'opportunity',\n 'task',\n 'event',\n ];\n\n foreach ($objectTypes as $objectType) {\n try {\n $crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));\n\n foreach ($crmRecordTypes as $crmRecordType) {\n // If the record type is default and not the Master type, set this.\n if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmRecordType['recordTypeId'])\n ->first();\n\n if ($recordType) {\n $this->profile->{$objectType . '_record_type_id'} = $recordType->id;\n }\n }\n }\n } catch (HttpNotFoundException $exception) {\n Log::error('No access to ' . $objectType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n if ($this->profile->isDirty()) {\n $this->profile->save();\n }\n }\n\n /**\n * Gets business processes.\n */\n public function importBusinessProcesses(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, TableEnumOrId\n FROM\n BusinessProcess\n WHERE\n TableEnumOrId IN (\\'Lead\\',\\'Opportunity\\')';\n\n try {\n $sfProcesses = $this->queryHandler->query($query);\n\n // Upsert all processes for the team.\n foreach ($sfProcesses as $sfProcess) {\n /** @var BusinessProcess $businessProcess */\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $sfProcess['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => $sfProcess['Name'],\n 'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',\n 'is_selectable' => $sfProcess['IsActive'],\n ]);\n\n $this->importBusinessProcessStages($businessProcess);\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets business process stages.\n */\n private function importBusinessProcessStages(BusinessProcess $businessProcess): void\n {\n $query = '\n SELECT\n Metadata\n FROM\n BusinessProcess\n WHERE\n Id = :processId';\n\n try {\n $stages = [];\n $sfProcessStages = $this->queryHandler->metadata($query, [\n 'processId' => $businessProcess->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfProcessStage = $sfProcessStages->current();\n\n // Upsert all processes for the team.\n foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {\n $sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: \"%2C\" becomes \",\" etc.\n\n $stage = $businessProcess->crm->stages()\n // This MUST match on label because this API doesn't use API Name.\n ->where('label', $sanitizedName)\n ->where('type', $businessProcess->type)\n ->where('is_selectable', 1)\n ->first();\n\n if ($stage) {\n $stages[] = $stage->id;\n }\n }\n\n $businessProcess->stages()->sync($stages);\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets record types.\n */\n public function importRecordTypes(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, BusinessProcessId, SobjectType\n FROM\n RecordType';\n\n try {\n $sfRecordTypes = $this->queryHandler->query($query);\n\n // Upsert all record types for the process.\n foreach ($sfRecordTypes as $sfRecordType) {\n $businessProcess = null;\n if ($sfRecordType['BusinessProcessId']) {\n $businessProcess = $this->config->businessProcesses()\n ->where('crm_provider_id', $sfRecordType['BusinessProcessId'])\n ->first();\n }\n\n /** @var RecordType $recordType */\n $recordType = $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $sfRecordType['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'type' => mb_strtolower($sfRecordType['SobjectType']),\n 'name' => $sfRecordType['Name'],\n 'is_selectable' => $sfRecordType['IsActive'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n $this->importRecordTypeFieldValues($recordType);\n }\n } catch (NoResultsException $noResultsException) {\n // Do nothing.\n }\n }\n\n /**\n * Import record type - field value mappings. This only works for standard fields.\n */\n private function importRecordTypeFieldValues(RecordType $recordType): void\n {\n try {\n $query = '\n SELECT\n Metadata\n FROM\n RecordType\n WHERE\n Id = :recordTypeId';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'recordTypeId' => $recordType->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $picklists = $sfField['Metadata']['picklistValues'];\n\n foreach ($picklists as $picklist) {\n $field = $this->config->fields()->where([\n 'type' => Field::TYPE_PICKLIST,\n 'object_type' => $recordType->type,\n 'crm_provider_id' => $picklist['picklist'],\n ])->first();\n\n if ($field) {\n $fieldValues = [];\n\n foreach ($picklist['values'] as $value) {\n // Must decode: \"%2C\" becomes \",\" etc.\n $fieldValue = $field->values()\n ->where('value', urldecode($value['valueName']))\n ->first();\n\n if ($fieldValue) {\n $fieldValues[] = $fieldValue->id;\n }\n }\n\n $recordType->fieldValues()->sync($fieldValues);\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $params = [];\n $missingStage = null;\n if ($types === null) {\n $types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];\n }\n\n foreach ($types as $type) {\n if ($type === Stage::TYPE_LEAD) {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, SortOrder\n FROM\n LeadStatus';\n } else {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability\n FROM\n OpportunityStage';\n }\n\n if ($missingStageName) {\n $escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);\n\n $query .= ' WHERE ApiName = :stageName';\n\n $params = [\n 'stageName' => $escapedStageName,\n ];\n }\n\n try {\n $sfStages = $this->queryHandler->query($query, $params);\n } catch (NoResultsException $exception) {\n $sfStages = [];\n }\n\n $missingStage = null;\n\n // Upsert all stages for the team.\n foreach ($sfStages as $sfStage) {\n $selectable = true;\n if (array_key_exists('IsActive', $sfStage)) {\n $selectable = $sfStage['IsActive'];\n }\n\n $this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);\n\n $stage = $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $sfStage['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),\n 'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),\n 'type' => $type,\n 'sequence' => $sfStage['SortOrder'] ?? 0,\n 'is_selectable' => $selectable,\n 'probability' => $sfStage['DefaultProbability'] ?? null,\n ]);\n\n if ($missingStageName && $missingStageName === $sfStage['ApiName']) {\n $missingStage = $stage;\n }\n }\n\n if ($missingStageName && $missingStage === null) {\n // If they requested a stage that still doesn't exist, it must be inactive so lazy create it.\n $missingStage = $this->config->stages()->create([\n 'crm_provider_id' => Uuid::uuid4(),\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($missingStageName, 0, 50),\n 'label' => mb_strimwidth($missingStageName, 0, 191),\n 'type' => $type,\n 'sequence' => 0,\n 'is_selectable' => 0,\n ]);\n }\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('lead');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Lead\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfLeads = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfLeads as $sfLead) {\n // Only sync if previously imported.\n if ($this->hasLead($sfLead['Id'])) {\n $this->importLead($sfLead);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n $fields = $this->getAllFieldsAsArray('lead');\n\n $sfLead = $this->getRecord('Lead', $crmId, $fields);\n\n return $this->importLead($sfLead);\n }\n\n private function importLead($crmData): ?Lead\n {\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['Status'])) {\n // Get the current stage.\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['Status'])\n ->where('type', Stage::TYPE_LEAD)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);\n }\n }\n\n // If we have no way of importing this, just return null :(\n if ($stage === null) {\n return null;\n }\n\n $countryCode = $crmData['CountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['Country']) !== false) {\n $countryCode = $this->convertCountryNameToCode($crmData['Country']);\n }\n\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n $mobilePhone = null;\n if (empty($crmData['MobilePhone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['MobilePhone'], 0, 25);\n $mobilePhone = phone_e164($countryCode, $number);\n }\n\n $convertedDate = null;\n $convertedAccount = null;\n $convertedOpportunity = null;\n $convertedContact = null;\n\n if ($crmData['IsConverted'] == 'true') {\n $convertedDate = $crmData['ConvertedDate'];\n\n if (empty($crmData['ConvertedAccountId']) === false) {\n $convertedAccount = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmData['ConvertedAccountId'])\n ->first();\n\n if ($convertedAccount === null) {\n try {\n $convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedOpportunityId']) === false) {\n $convertedOpportunity = $this->config\n ->opportunities()\n ->where('crm_provider_id', $crmData['ConvertedOpportunityId'])\n ->first();\n\n if ($convertedOpportunity === null) {\n try {\n $convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedContactId']) === false) {\n $convertedContact = $this->team\n ->crm\n ->contacts()\n ->where('crm_provider_id', $crmData['ConvertedContactId'])\n ->first();\n\n if ($convertedContact === null) {\n try {\n $convertedContact = $this->syncContact($crmData['ConvertedContactId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n }\n\n if (empty($crmData['Company'])) {\n $company = 'Unknown';\n } else {\n $company = mb_strimwidth($crmData['Company'], 0, 191);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? '',\n 'company' => $company,\n 'domain' => $domain,\n 'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',\n 'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,\n 'phone' => $parsedNumber['phone'],\n 'ext' => $parsedNumber['ext'] ?? null,\n 'mobile_phone' => $mobilePhone,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Lead::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'stage_id' => $stage->id,\n 'record_type_id' => null,\n 'converted_at' => $convertedDate,\n 'converted_account_id' => $convertedAccount->id ?? null,\n 'converted_opportunity_id' => $convertedOpportunity->id ?? null,\n 'converted_contact_id' => $convertedContact->id ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);\n\n /** @var Lead $lead */\n $lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {\n $this->eventDispatcher->dispatch(new LeadConverted($lead));\n }\n\n $this->handleObjectDeletion($lead, $crmData);\n\n if ($lead->trashed()) {\n return null;\n }\n\n return $lead;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('account');\n\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Account\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfAccounts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfAccounts as $sfAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($sfAccount['Id'])) {\n $this->importAccount($sfAccount);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n $fields = $this->getAllFieldsAsArray('account');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfAccount = $this->getRecord('Account', $crmId, $fields);\n\n return $this->importAccount($sfAccount);\n }\n\n private function importAccount($crmData): Account\n {\n $countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country names.\n if ($countryCode === null && empty($crmData['BillingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);\n }\n\n if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);\n }\n\n if (empty($crmData['Phone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'], 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n $industry = null;\n if (empty($crmData['Industry']) === false) {\n $industry = mb_strimwidth($crmData['Industry'], 0, 40);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'],\n 'name' => mb_strimwidth($crmData['Name'], 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Account::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'industry' => $industry,\n 'domain' => $domain,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);\n\n /** @var Account $account */\n $account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($account, $crmData);\n\n return $account;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n $logParams = $parameters;\n $parameters['profile'] = $this->profile;\n $logParams['user'] = $this->profile->getUserId();\n\n if (count($strategies) > 1) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [\n 'teamId' => $this->team->getUuid(),\n 'params' => $logParams,\n 'strategies_count' => count($strategies),\n ]);\n }\n\n foreach ($strategies as $syncStrategy) {\n $name = $syncStrategy->getStrategyName();\n\n try {\n $sfOpportunities = $syncStrategy->fetchOpportunities($parameters);\n $totalRecords = $sfOpportunities->count();\n\n foreach ($sfOpportunities as $sfOpportunity) {\n $this->importOpportunity($sfOpportunity);\n $syncCount++;\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $noResultsException->getMessage(),\n ]);\n } catch (CrmException $crmException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $crmException->getMessage(),\n ]);\n }\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);\n\n // debug to see how if count of opportunities reaches 1000\n if ($syncCount >= 1000) {\n $this->logger->info(\n '[' . $this->getDisplayName() . '] Sync Opportunities - count warning',\n [\n 'team_id' => $this->team->getId(),\n 'params' => $logParams,\n 'count' => $syncCount,\n 'strategies_count' => count($strategies),\n 'total_records' => $totalRecords ?? null,\n ]\n );\n }\n\n return $syncCount;\n }\n\n\n /**\n * @inheritdoc\n */\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategy = $this->opportunitySyncStrategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY\n );\n\n $parameters = [\n 'profile' => $this->profile,\n 'crm_id' => $crmId,\n ];\n\n try {\n $sfOpportunity = $strategy->fetchOpportunities($parameters);\n } catch (HttpNotFoundException $e) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n ]);\n\n return null;\n } catch (CrmException $crmException) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n 'exception' => $crmException->getMessage(),\n ]);\n\n return null;\n }\n\n if ($sfOpportunity instanceof ArrayIterator) {\n return $this->importOpportunity($sfOpportunity->getItems());\n }\n\n return $this->importOpportunity($sfOpportunity);\n }\n\n /**\n * @throws HttpNotFoundException\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $account = null;\n if (empty($crmData['AccountId']) === false) {\n /** @var ?Account $account */\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $userId = $profile?->getUserId() ?? $account?->getUserId();\n if ($userId === null) {\n $this->logger->error('[Salesforce] | Skip import, no user_id found', [\n 'id' => $crmData['Id'],\n ]);\n\n return null;\n }\n\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['StageName'])) {\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['StageName'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->orderBy('is_selectable', 'DESC')\n ->orderBy('id')\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData['StageName']);\n }\n }\n\n $recordType = null;\n if (empty($crmData['RecordTypeId']) === false) {\n /** @var ?RecordType $recordType */\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmData['RecordTypeId'])\n ->first();\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $closeDate = null;\n if (empty($crmData['CloseDate']) === false) {\n $closeDate = Carbon::parse($crmData['CloseDate'])->format('Y-m-d');\n }\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $userId,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => mb_strimwidth($crmData['Name'] ?? '', 0, 128),\n 'value' => $crmData[$valueFieldName],\n 'currency_code' => CurrencyFormatter::formatCode($crmData['CurrencyIsoCode'] ?? null),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData['IsClosed'],\n 'is_won' => $crmData['IsWon'],\n 'stage_id' => $stage?->id ?? null,\n 'record_type_id' => $recordType->id ?? null,\n 'remotely_created_at' => $createdDate,\n 'probability' => $crmData['Probability'] ?? null,\n 'forecast_category' => $crmData['ForecastCategoryName'] ?? null,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->opportunities(), $crmData['Id']);\n\n // Do not allow locked DB tables & other errors\n // to interrupt the process of reverting the trashed opportunities\n try {\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()\n ->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n\n $this->importOpportunityCrmFieldData($crmData, $crmFields, $opportunity->id);\n\n $this->handleObjectDeletion($opportunity, $crmData);\n\n if ($opportunity->trashed()) {\n return null;\n }\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n } catch (Exception $exception) {\n Sentry::captureException($exception);\n\n $this->logger->error('[Salesforce] importOpportunity failure.', [\n 'crm_provider_id' => $crmData['Id'],\n 'team_id' => $this->team->id,\n 'exception' => $exception->getMessage(),\n ]);\n\n $this->handleEntityDeletionByProviderId($this->config->opportunities(), $crmData);\n }\n\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('contact');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Contact\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfContacts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfContacts as $sfContact) {\n // Only sync if previously imported.\n if ($this->hasContact($sfContact['Id'])) {\n $this->importContact($sfContact);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::CONTACT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n $fields = $this->getAllFieldsAsArray('contact');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync contact cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfContact = $this->getRecord('Contact', $crmId, $fields);\n\n return $this->importContact($sfContact);\n }\n\n private function importContact($crmData): ?Contact\n {\n $account = null;\n // Contacts may not have accounts...\n if (isset($crmData['AccountId'])) {\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $countryCode = $crmData['MailingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['MailingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['MailingCountry']);\n\n if ($countryCode === null && $account) {\n $countryCode = $account->country_code;\n }\n }\n\n $ext = null;\n $parsedNumber = [];\n if (empty($crmData['Phone']) === false) {\n $number = Str::limit($crmData['Phone'], 25, '');\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n if (empty($parsedNumber['ext']) === false) {\n $ext = Str::limit($parsedNumber['ext'], 10, '');\n }\n }\n\n $mobileNumber = null;\n if (empty($crmData['MobilePhone']) === false) {\n $mobileNumber = Str::limit(phone_e164($countryCode, $crmData['MobilePhone']), 25, '');\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => ($crmData['Name'] ?? null) !== null ? mb_strimwidth($crmData['Name'], 0, 100) : '',\n 'title' => ($crmData['Title'] ?? null) !== null ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => ($crmData['Email'] ?? null) !== null ? mb_strimwidth($crmData['Email'], 0, 191) : null,\n 'country_code' => $countryCode,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $ext,\n 'mobile_phone' => $mobileNumber,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Contact::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->contacts(), $crmData['Id']);\n\n /** @var Contact $contact */\n $contact = $this->config->contacts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($contact, $crmData);\n\n if ($contact->trashed()) {\n return null;\n }\n\n return $contact;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n $fields = [\n 'InstanceName',\n 'OrganizationType',\n 'IsSandbox',\n ];\n\n $orgValues = $this->getRecord('Organization', $this->config->crm_provider_id, $fields);\n\n $edition = null;\n switch ($orgValues['OrganizationType']) {\n case 'Developer Edition':\n $edition = Configuration::EDITION_DEVELOPER;\n\n break;\n\n case 'Professional Edition':\n $edition = Configuration::EDITION_PROFESSIONAL;\n\n break;\n\n case 'Enterprise Edition':\n $edition = Configuration::EDITION_ENTERPRISE;\n\n break;\n }\n\n $this->config->edition = $edition;\n $this->config->instance = $orgValues['InstanceName'];\n\n // XXX: How can this state be possible?\n if ($this->config->version === null) {\n $this->config->version = Client::MIN_API_VERSION;\n }\n\n $installedVersion = $this->getInstalledAppVersion();\n if ($installedVersion !== null) {\n $installedVersion = (string) $this->getInstalledAppVersion();\n }\n\n $this->config->installed_app_version = $installedVersion;\n\n $this->config->save();\n }\n\n public function getInstalledAppVersion(): ?string\n {\n try {\n $query = '\n SELECT\n SubscriberPackageVersion.MajorVersion,\n SubscriberPackageVersion.MinorVersion,\n SubscriberPackageVersion.PatchVersion,\n SubscriberPackageVersion.BuildNumber\n FROM\n InstalledSubscriberPackage\n WHERE\n SubscriberPackageId = :packageId\n ';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'packageId' => self::INSTALLED_PACKAGE_ID,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Grab version number.\n $version = $sfField['SubscriberPackageVersion']['MajorVersion'] .\n $sfField['SubscriberPackageVersion']['MinorVersion'] .\n $sfField['SubscriberPackageVersion']['PatchVersion'] .\n $sfField['SubscriberPackageVersion']['BuildNumber'];\n } catch (\\Exception) {\n $version = null;\n }\n\n return $version;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws \\Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For SF we also check if Log Notes is enabled.\n if ($this->profile->log_notes === Profile::LOG_NOTE_NONE) {\n return;\n }\n\n if ($activity->opportunity_id && $activity->prospect === null) {\n return;\n }\n\n try {\n $transcriptionData = $this->generateTranscription($activity);\n\n $noteMaxLength = $this->profile->log_notes === Profile::LOG_NOTE_ENHANCED\n ? self::ENHANCED_NOTE_MAX_LENGTH\n : self::CLASSIC_NOTE_MAX_LENGTH;\n\n $title = 'Transcript for ';\n $title .= $activity->title ?? $activity->activity_title;\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($transcriptionData, 0, $noteMaxLength);\n\n if ($activity->opportunity_id) {\n $objectId = $activity->opportunity->crm_provider_id;\n } else {\n $objectId = $activity->prospect->crm_provider_id;\n }\n\n $noteId = $this->saveNote($title, $body, $objectId);\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 public function saveNote(string $title, string $body, string $objectId, ?NoteObject $noteObject = null): ?string\n {\n $noteId = null;\n\n try {\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $noteId = $this->buildEnhancedNote($title, $body, $objectId);\n } else {\n $noteId = $this->buildClassicNote($title, $body, $objectId);\n }\n } catch (HttpNotFoundException $exception) {\n // The profile not having access to create Enhanced Notes. Set their preference to Classic.\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $this->profile->update([\n 'log_notes' => Profile::LOG_NOTE_CLASSIC,\n ]);\n }\n }\n\n return $noteId;\n }\n\n /**\n * This is using the \"Enhanced\" Notes feature, NOT the \"Notes & Attachments\" feature being deprecated.\n *\n * @url https://salesforce.stackexchange.com/questions/104408/how-can-i-create-an-account-note-or-contact-note-via-api-that-is-visible-in-sale\n */\n private function buildEnhancedNote(string $title, string $body, string $objectId): string\n {\n // Decode stored entities, escape HTML (without quoting), then convert line breaks for Salesforce formatting\n $decodedBody = html_entity_decode($body, ENT_QUOTES | ENT_HTML5);\n $sanitizedBody = htmlspecialchars($decodedBody, ENT_NOQUOTES, 'UTF-8', false);\n $content = nl2br($sanitizedBody, false);\n $note = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'Title' => $title,\n 'Content' => base64_encode($content),\n ];\n\n $noteId = $this->createRecord('ContentNote', $note);\n\n $link = [\n 'ContentDocumentId' => $noteId,\n 'LinkedEntityId' => $objectId,\n 'ShareType' => 'I',\n ];\n\n $this->createRecord('ContentDocumentLink', $link);\n\n return $noteId;\n }\n\n private function buildClassicNote(string $title, string $body, string $objectId): string\n {\n if (in_array($this->parseObjectType($objectId), [Field::OBJECT_TASK, Field::OBJECT_EVENT])) {\n $this->logger->info('[Salesforce] Summary not sent', [\n 'profile_id' => $this->profile->id,\n 'objectId' => $objectId,\n 'reason' => 'Classical Note does not support Task/Event relation',\n ]);\n\n return '';\n }\n\n $titleTrimmed = null;\n\n if (mb_strlen($title) > 80) {\n $titleTrimmed = substr($title, 0, 77) . '...';\n }\n $payload = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'IsPrivate' => false,\n 'Title' => $titleTrimmed ?? $title,\n 'Body' => $titleTrimmed ? $title . PHP_EOL . $body : $body,\n 'ParentId' => $objectId,\n ];\n\n return $this->createRecord('Note', $payload);\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n if ($this->profile === null) {\n return [];\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $limitValues = ['limit' => $this->limit, 'offset' => $this->offset];\n $sosl = $queryBuilder->buildFindQuery($name, $scopes, $limitValues);\n\n $this->logger->info('[Salesforce] Find prospects', [\n 'profile_id' => $this->profile->id,\n 'sosl_query' => $sosl,\n 'search_string' => $name,\n 'scopes' => $scopes,\n ]);\n\n $data = Cache::remember($this->profile->id . $sosl, self::CACHE_TTL, function () use ($sosl) {\n $data = [];\n\n try {\n // Hit remote API.\n $objects = $this->queryHandler->search($sosl);\n\n // Build mapped list.\n foreach ($objects as $object) {\n $type = strtolower($object['attributes']['type']);\n\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n 'crmUrl' => $this->generateProviderUrl($object['Id'], $type),\n ];\n\n switch ($type) {\n case 'lead':\n if (empty($object['Company']) === false) {\n $record['organization'] = $object['Company'];\n }\n\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_LEAD)\n ->where('name', $object['Status'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_LEAD], $object['Status']);\n }\n\n if ($stage) {\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n }\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n break;\n\n case 'account':\n if (empty($object['Industry']) === false) {\n $record['industry'] = $object['Industry'];\n $record['detailsLine'] = $object['Industry'];\n }\n if (! empty($object['PersonEmail'])) {\n $record['detailsLine'] = $object['PersonEmail'];\n }\n\n break;\n\n case 'contact':\n // For contacts, we should try and fetch their account name too.\n if ($object['AccountId']) {\n // Cheaper to get this locally.\n $account = $this->config->accounts()\n ->where('crm_provider_id', $object['AccountId'])\n ->first(['name']);\n\n if ($account) {\n $record['organization'] = $account->name;\n }\n }\n\n if (! empty($object['IsPersonAccount']) && $object['Email']) {\n $record['detailsLine'] = $object['Email'];\n } else {\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n }\n\n break;\n }\n\n // Add phone numbers to record.\n if (empty($object['Phone']) === false && $object['Phone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['Phone'],\n 'nationalFormat' => phone_national($this->profile->user->country_code, $object['Phone']),\n 'type' => 'phone',\n ];\n }\n\n if (empty($object['MobilePhone']) === false && $object['MobilePhone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['MobilePhone'],\n 'nationalFormat' => phone_national(\n $this->profile->user->country_code,\n $object['MobilePhone']\n ),\n 'type' => 'mobile',\n ];\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n $data = [];\n }\n\n return $data;\n });\n\n return $data;\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 ? $profile->getCrmProviderId() : null;\n }\n\n try {\n // Perhaps their profile has no opportunity permissions.\n if ($this->profile === null || $this->profile->opportunity_fields === null) {\n return $data;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildFindOpportunitiesQuery();\n\n $objects = $this->queryHandler->query($query, ['accountId' => $crmAccountId]);\n\n foreach ($objects as $object) {\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'won' => $object['IsWon'],\n 'closed' => $object['IsClosed'],\n ];\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n if (empty($object[$valueFieldName]) === false) {\n $currency = $object['CurrencyIsoCode'] ?? $this->config->default_currency;\n $value = formatCurrency($object[$valueFieldName], $currency);\n\n $record += [\n 'value' => $value,\n ];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->where('name', $object['StageName'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $object['StageName']);\n }\n\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n if ($ownerId && isset($object['OwnerId']) && $object['OwnerId'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n return $data;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n public function getContactRolesFromCrm(?Carbon $since = null): array\n {\n $roles = [];\n\n if ($this->profile === null) {\n return $roles;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n\n $query = $queryBuilder->buildGetContactRolesQuery($since);\n\n try {\n $objects = $this->queryHandler->query($query);\n\n foreach ($objects as $object) {\n $roles[] = [\n 'id' => $object['Id'],\n 'contactId' => $object['ContactId'],\n 'opportunityId' => $object['OpportunityId'],\n 'ownerId' => $object['Opportunity']['OwnerId'] ?? null,\n 'isPrimary' => $object['IsPrimary'],\n 'role' => $object['Role'],\n ];\n }\n } catch (NoResultsException) {\n // Just return an empty array.\n $this->logger->info('[Salesforce] No contact roles found', [\n 'since' => $since?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n }\n\n return $roles;\n }\n\n public function syncContactRoles(Carbon $since): int\n {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $crmContactRoles = $this->getContactRolesFromCrm(since: $since);\n $syncCount = 0;\n $contactRoles = [];\n\n foreach ($crmContactRoles as $crmContactRole) {\n $contactRoles[] = $this->importContactRole($crmContactRole);\n $syncCount++;\n }\n\n $contactRoleRepository->saveContactRoles($contactRoles);\n\n $this->syncRemotelyDeletedContactRoles();\n\n return $syncCount;\n }\n\n private function importContactRole(array $contactRole): array\n {\n $contact = $this->config->contacts()\n ->where('crm_provider_id', $contactRole['contactId'])\n ->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($contactRole['contactId']);\n }\n\n $opportunity = $this->config->opportunities()\n ->where('crm_provider_id', $contactRole['opportunityId'])\n ->first();\n\n if ($opportunity === null) {\n $opportunity = $this->syncOpportunity($contactRole['opportunityId']);\n }\n\n $role = null;\n if (! empty($contactRole['role'])) {\n $role = mb_strimwidth($contactRole['role'], 0, 191);\n }\n\n return [\n 'crm_configuration_id' => $this->config->getId(),\n 'contact_id' => $contact->getId(),\n 'crm_provider_id' => $contactRole['id'],\n 'subject_type' => ContactRole::SUBJECT_TYPE_OPPORTUNITY,\n 'subject_id' => $opportunity->getId(),\n 'is_primary' => $contactRole['isPrimary'],\n 'role' => $role,\n ];\n }\n\n protected function syncRemotelyDeletedContactRoles(): bool\n {\n try {\n $deletedRemotely = $this->queryHandler->queryDeleted('OpportunityContactRole');\n } catch (NoResultsException $e) {\n return false;\n }\n\n $deletedOpportunities = $deletedRemotely->getResults();\n $deletedIds = array_column($deletedOpportunities, 'id');\n\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n foreach (array_chunk($deletedIds, self::HARD_DELETE_CHUNK) as $chunk) {\n $contactRoleRepository->deleteContactRoles($chunk);\n\n $this->logger->info('[' . $this->getDisplayName() . '] Remotely deleted opportunities synced', [\n 'teamId' => $this->team->id_string,\n 'remotelyDeletedOpportunities' => $chunk,\n 'count' => count($chunk),\n ]);\n }\n\n return true;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($this->profile->user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_TASK),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any open call for that user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Task\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsDeleted = false\n AND IsClosed = false\n AND (';\n\n if ($objectType === 'account') {\n // This covers tasks tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getEvents(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n $user = $this->profile?->user;\n if ($this->profile === null || $user === null) {\n return $data;\n }\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_EVENT),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any event starting in the last week and ending up until today owned by the user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Event\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= LAST_N_DAYS:7\n AND EndDateTime <= TODAY\n AND (';\n\n if ($objectType === 'account') {\n // This covers events tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['StartDateTime'] ? Carbon::parse($object['StartDateTime'])->toIso8601String() : null;\n\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\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 $userId = null): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($email, Field::TYPE_EMAIL);\n if ($sosl === null) {\n return null;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $email,\n QueryHandler::PRIORITISE_EMAIL\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException $e) {\n // Try the account next.\n if ($this->profile->account_fields === null) {\n return null;\n }\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n // SF improved search - strip the domain extension, min domain name length 4\n return $this->getCompanyNameFromEmail(email: $email, minNameLength: 4);\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 = $domain;\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByDomainQuery($companyName);\n\n try {\n $objects = $this->queryHandler->search($sosl);\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException) {\n return null;\n }\n }\n\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Don't bother looking up numbers that are masked.\n if (str_contains($phone, '**')) {\n return null;\n }\n\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $phoneNational = phone_national(null, $phone) ?? '';\n $possiblePhoneFormats = collect([\n preg_replace('/\\D/', '', ltrim($phone, '0+')),\n preg_replace('/\\D/', '', $phoneNational),\n formatDashPhoneNumber($phone),\n $phoneNational,\n ])\n ->filter() // Removes null and empty strings\n ->unique()\n ->values();\n\n foreach ($possiblePhoneFormats as $phone) {\n $sosl = $queryBuilder->buildMatchByQuery($phone, Field::TYPE_PHONE);\n if ($sosl === null) {\n continue;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $phone,\n QueryHandler::PRIORITISE_PHONE\n );\n\n return $this->convertCrmData($objects, $userId);\n } catch (NoResultsException) {\n continue;\n }\n }\n\n return null;\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 protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->profile->id . $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 /** Determine the CRM Objects which represent the call activity. */\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 if ($this->profile === null) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($name, 'name');\n if ($sosl === null) {\n return false;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n } catch (NoResultsException $e) {\n return false;\n }\n\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $name,\n QueryHandler::PRIORITISE_NAME\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return (! empty(array_filter($data))) ? $data : false;\n });\n\n return is_array($result) ? $result : 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(QueryIterator $objects, ?int $userId = null): array\n {\n $lead = null;\n $contact = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n if ($objects->count() > 0) {\n $object = $objects->current();\n\n if ($object['attributes']['type'] === 'Lead') {\n $lead = $this->importLead($object);\n\n // Lead might not be imported if the Stage is null for example.\n if ($lead) {\n $countryCode = $lead->country_code;\n $stage = $lead->stage;\n }\n } else {\n if ($object['attributes']['type'] === 'Contact') {\n $contact = $this->importContact($object);\n $account = $contact->account;\n } else {\n $account = $this->importAccount($object);\n }\n\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $sfOpportunities = $this->findOpportunities(\n $account?->getCrmProviderId(),\n $contact?->getCrmProviderId(),\n $userId\n );\n\n // Take the first opportunity, which will be ordered as priority based on their settings.\n if (! empty($sfOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($sfOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($stage->type === Stage::TYPE_LEAD) {\n $objectType = 'Lead';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'Status';\n } else {\n $objectType = 'Opportunity';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'StageName';\n }\n\n $headers = [];\n if ($this->config->trigger_assignment_rules === false) {\n // @see: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/headers_autoassign.htm\n $headers = [\n 'Sforce-Auto-Assign' => 'false',\n ];\n }\n\n $this->updateRecord($objectType, $objectId, [$objectStageType => $stage->name], $headers);\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, '001')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, '003')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, '00Q')) {\n return 'lead';\n }\n\n if (Str::startsWith($objectId, '006')) {\n return 'opportunity';\n }\n\n if (Str::startsWith($objectId, '00U')) {\n return 'event';\n }\n\n if (Str::startsWith($objectId, '00T')) {\n return 'task';\n }\n\n throw new \\InvalidArgumentException('Unsupported Object Type');\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n $query = $queryBuilder->buildGetUsersQuery($userToSearch);\n\n try {\n $salesforceUsers = $this->queryHandler->query($query, [\n 'active' => true,\n ]);\n } catch (NoResultsException $e) {\n $this->logger->info('[Salesforce] Sync Profiles. No users found', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n $teamRepository = app(TeamRepository::class);\n $customRules = $this->getCustomProfileRules($teamRepository);\n\n foreach ($salesforceUsers as $crmUser) {\n if ($crmUser['Email'] === null) {\n continue;\n }\n\n if (! $this->customProfileValidation($crmUser, $customRules)) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $crmUser['Email']);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $edition = $crmUser['UserPreferencesLightningExperiencePreferred']\n ? Profile::EDITION_LIGHTNING\n : Profile::EDITION_CLASSIC;\n\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->updateOrCreateProfile(\n $user,\n [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $crmUser['Id'],\n ],\n [\n 'user_id' => $user->getId(),\n 'edition' => $edition,\n 'has_external_cti' => ! empty($crmUser['CallCenterId']),\n 'crm_profile_id' => $crmUser['ProfileId'],\n ]\n );\n\n if ($userToSearch instanceof User && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n // Clean up inactive profiles\n try {\n $this->archiveInactiveProfiles();\n } catch (\\Exception $e) {\n $this->logger->warning('[Salesforce] Profile archiving failed', [\n 'teamId' => $this->team->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n // For Salesforce it's easy, we just point every object to the apex domain and they handle it.\n switch ($objectType) {\n case 'lead':\n case 'account':\n case 'contact':\n case 'opportunity':\n case 'task':\n case 'event':\n case 'activity':\n\n $url = $this->config->crm_base_url . '/' . $providerId;\n\n break;\n }\n\n return $url;\n }\n\n public function buildTaskSearchFields(): array\n {\n return ['Id', 'WhoId', 'WhatId', 'AccountId'];\n }\n\n public function getTaskByFilterConditions(\n array $fields,\n array $filters,\n bool $bulkSearch = false,\n bool $strictFilters = true\n ): ?array {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildSearchTaskQuery($fields, $filters, $bulkSearch, $strictFilters);\n\n try {\n if (! $bulkSearch) {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n }\n\n if ($bulkSearch) {\n $objects = $this->queryHandler->query($query);\n $records = [];\n foreach ($objects as $record) {\n $key = $record[end($fields)];\n $records[$key] = $record;\n }\n\n return $records;\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function mapCrmObjects(array $task): array\n {\n $activityData = [];\n\n if (! empty($task['WhoId'])) {\n $type = $this->parseObjectType($task['WhoId']);\n $activityData[$type] = $task['WhoId'];\n }\n if (! empty($task['AccountId'])) {\n $activityData['account'] = $task['AccountId'];\n }\n if (! empty($task['WhatId'])) {\n $activityData['opportunity'] = $task['WhatId'];\n }\n\n return $activityData;\n }\n\n /**\n * Get SF task by Outreach call id.\n */\n public function getTaskByFilter(\n string $activityFieldType,\n array $filters,\n string $operator = '=',\n array $additionalFields = []\n ): ?array {\n $data = [];\n\n try {\n // Default (base) fields.\n $fields = ['Id', 'Subject', 'Description', 'ActivityDate', 'WhoId', 'WhatId', $activityFieldType];\n\n foreach ($additionalFields as $additionalField) {\n $fields[] = $additionalField->crm_provider_id;\n }\n\n $fields = array_unique($fields);\n\n // Find task with the same Outreach id as the call id.\n $query = 'SELECT ' . implode(',', $fields) . '\n FROM Task\n WHERE IsArchived = false AND IsDeleted = false';\n\n foreach ($filters as $key => $value) {\n $key = preg_quote($key, '/');\n $key = str_replace(['\\'', '\"'], '', $key);\n // Prepare the substitution.\n $strKey = \":$key\";\n\n $query .= \" AND $key $operator $strKey\";\n }\n\n $query .= ' ORDER BY LastModifiedDate DESC LIMIT 1';\n\n $objects = $this->queryHandler->query($query, $filters);\n\n // There should be only one task related to this call if any.\n if ($objects->count() === 1) {\n $object = $objects->current();\n\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n\n $data = array_merge($object, [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'summary' => $object['Description'],\n 'due' => $dueDate,\n 'Type' => $object[$activityFieldType],\n ]);\n }\n } catch (NoResultsException $e) {\n // Filters don't match any records.\n } catch (ServiceUnavailableException $serviceUnavailableException) {\n // Service cannot be queried. We should probably log this.\n }\n\n return $data;\n }\n\n /**\n * Get Salesforce fields including datetime fields\n *\n * @param $objectType\n */\n private function getAllFieldsAsArray($objectType): array\n {\n $basicFields = [];\n // Not all users have access to all object fields.\n if ($this->profile->{$objectType . '_fields'}) {\n $basicFields = explode(',', $this->profile->{$objectType . '_fields'});\n }\n\n $extraFields = [\n 'CreatedDate',\n 'LastModifiedDate',\n 'IsDeleted',\n ];\n\n if ($objectType === self::OBJECT_OPPORTUNITY\n && $this->config->opportunity_value_field_id\n && ! in_array($this->config->opportunityValueField->crm_provider_id, $basicFields)\n ) {\n $extraFields[] = $this->config->opportunityValueField->crm_provider_id;\n }\n\n return array_unique(array_merge($basicFields, $extraFields));\n }\n\n /**\n * Generate transcription for activity description.\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 return $this->transcriptionService\n ->findTranscriptionByActivity($activity)\n ->map(static function (array $transcriptionSegment): string {\n return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];\n })\n ->implode(PHP_EOL);\n }\n\n /**\n * Find related Salesforce event based on activity data\n *\n * @return array<string>\n */\n public function fetchRelatedActivity(Activity $activity): array\n {\n $this->logger->info('[Salesforce] Searching for related activity', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n ]);\n\n $sfEvent = $this->fetchRelatedEvent($activity);\n if (empty($sfEvent)) {\n $this->logger->info('[Salesforce] No related activity found', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n 'account' => $activity->hasAccount()\n ? $activity->getAccount()->getCrmProviderId()\n : null,\n ]);\n\n return [];\n }\n\n return $sfEvent;\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n if ($activity->isTypeConference() === false) {\n return null;\n }\n\n if ($activity->hasActualStartTime() === false && $activity->hasScheduledStartTime() === false) {\n return null;\n }\n\n if (! $activity->hasProspect()) {\n $this->logger->info('[Salesforce] Skip look up, Activity not linked to Lead, Contact or Account', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n if ($playbook !== null && $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_TASK) {\n $this->logger->info('[Salesforce] Skip auto-sync for task-based playbook', [\n 'activityUuid' => $activity->getUuid(),\n 'playbookId' => $playbook->getId(),\n 'playbookType' => $playbook->getActivityType(),\n ]);\n\n return null;\n }\n\n try {\n $sfEvent = $this->fetchRelatedActivity($activity);\n if (empty($sfEvent)) {\n return null;\n }\n\n [$activityField, $activityType] = $this->resolveActivityTypeFromEvent($activity, $sfEvent);\n\n $this->logger->info('[Salesforce] Found related activity', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'activityFieldName' => $activityField,\n 'crmActivityType' => ($activityField !== null && isset($sfEvent[$activityField]))\n ? $sfEvent[$activityField]\n : null,\n 'activityType' => $activityType,\n ]);\n\n $userId = $this->findRelatedActivityUserId($activity, $sfEvent);\n\n if ($activity->getUserId() !== $userId) {\n $this->logger->info('[Salesforce] Updating meeting owner', [\n 'activityId' => $activity->getUuid(),\n 'oldUserId' => $activity->getUserId(),\n 'newUserId' => $userId,\n ]);\n }\n\n $this->updateSfEventDescription($activity, $sfEvent);\n\n $activity->update([\n 'user_id' => $userId,\n 'crm_provider_id' => $sfEvent['Id'],\n 'playbook_category_id' => $activityType->id ?? $activity->getCategory()?->getId(),\n ]);\n\n $this->logger->info('[Salesforce] Activity updated', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return $activity;\n } catch (\\Exception $exception) {\n \\Sentry::captureException($exception);\n\n throw $exception;\n }\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n *\n * @return array{0: string|null, 1: mixed}\n */\n private function resolveActivityTypeFromEvent(Activity $activity, array $sfEvent): array\n {\n $activityField = $this->getActivityFieldName($activity);\n $activityType = null;\n\n if ($activityField !== null && ! empty($sfEvent[$activityField])) {\n $playbook = $this->getPlaybook($activity->getUser());\n $activityType = $this->getPlaybookCategory($playbook, strval($sfEvent[$activityField]));\n }\n\n return [$activityField, $activityType];\n }\n\n /**\n * @param array<string> $sfEvent\n */\n private function findRelatedActivityUserId(Activity $activity, array $sfEvent): int\n {\n $userId = $activity->getUserId();\n\n if (empty($sfEvent['OwnerId']) === false) {\n $profile = $this\n ->config\n ->profiles()\n ->where('crm_provider_id', $sfEvent['OwnerId'])\n ->get()\n ->filter(static function (Profile $profile) use ($activity): bool {\n if (! $activity->isTypeConference()) {\n return ! empty($profile->user) ? $profile->user->isStatusActive() : false;\n }\n\n $participants = $activity->getParticipants();\n\n return ! empty($profile->user)\n ? $profile->user->isStatusActive()\n && $profile->user->hasPermission(PermissionEnum::RECORD_MEETING)\n && $participants->contains('user_id', $profile->user_id)\n : false;\n })\n ->first();\n\n if ($profile) {\n $userId = $profile->user_id;\n }\n }\n\n return $userId;\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n */\n private function updateSfEventDescription(Activity $activity, array $sfEvent): void\n {\n try {\n if (str_contains($sfEvent['Description'], $activity->id_string)) {\n return;\n }\n\n $payload = [\n 'Description' => $sfEvent['Description']\n . PHP_EOL\n . PHP_EOL\n . (new DecorateActivity())->generateDescription($activity),\n ];\n\n $this->logger->info('[Salesforce] Update record', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'payload' => $payload,\n ]);\n\n $payload = array_merge(\n $payload,\n $this->payloadBuilder->fetchCustomFieldData($activity, Field::OBJECT_EVENT)\n );\n\n $this->updateRecord('Event', $sfEvent['Id'], $payload);\n } catch (\\Exception) {\n $this->logger->error('[Salesforce] Failed to update record', [\n 'activityUuid' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n ]);\n }\n }\n\n /**\n * Returns the most recently modified Event within time range (if any).\n *\n * @return array|null An Event record from Salesforce.\n */\n private function fetchRelatedEvent(Activity $activity): ?array\n {\n $ownerId = $this->profile?->crm_provider_id;\n if ($ownerId === null) {\n return [];\n }\n\n /** @var ?Carbon $from */\n /** @var ?Carbon $to */\n [$from, $to] = $this->getFromToDates($activity);\n\n try {\n $whoId = null;\n $hasWho = $activity->lead_id || $activity->contact_id;\n if ($hasWho) {\n $whoId = $activity->hasLead()\n ? $activity->getLead()->crm_provider_id\n : $activity->getContact()->crm_provider_id;\n }\n\n if ($hasWho === false && $activity->account_id === null) {\n return null;\n }\n\n $query = $this->buildFetchRelatedEventQuery($activity);\n\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $ownerId,\n 'whoId' => $whoId,\n 'whatId' => $activity->hasOpportunity() ? $activity->getOpportunity()->crm_provider_id : null,\n 'accountId' => $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null,\n 'from' => $from?->format('Y-m-d\\TH:i:s\\Z'),\n 'to' => $to?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($objects as $object) {\n return $object;\n }\n } catch (NoResultsException $e) {\n return [];\n }\n\n return [];\n }\n\n private function getFromToDates(Activity $activity): array\n {\n $from = null;\n $to = null;\n\n /** @var ?CalendarEvent $calendarEvent */\n $calendarEvent = $activity->calendarEvent()->first();\n if ($calendarEvent !== null) {\n $from = $calendarEvent->getStartTime();\n $to = $calendarEvent->getEndTime();\n }\n\n // For non-calendar imported activities\n // Also double check if calendar event dates could be null?\n // If null use what we've got so far\n if ($from === null || $to === null) {\n $from = $activity->hasScheduledStartTime()\n ? $activity->getScheduledStartTime()\n : $activity->getActualStartTime();\n $to = $activity->hasScheduledEndTime()\n ? $activity->getScheduledEndTime()->addMinutes(15)\n : $activity->getActualEndTime();\n }\n\n return [$from, $to];\n }\n\n /**\n * Determines the appropriate activity field name for querying Salesforce events.\n *\n * This method follows a hierarchy to determine the field name:\n * 1. Uses the playbook's activity field if it exists and is in the profile's accessible fields\n * 2. Falls back to the default activity field if the profile has no event fields configured\n * 3. Returns null if no suitable field is found\n *\n * @param Activity $activity The activity to determine the field for\n *\n * @return string|null The field name to use in queries, or null if none is available\n */\n private function getActivityFieldName(Activity $activity): ?string\n {\n if ($this->profile === null) {\n $this->logger->warning('[Salesforce] Cannot determine activity field - profile not found', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $profileEventFields = $this->profile->getFieldsAsArray('event');\n\n if (empty($profileEventFields)) {\n $defaultActivityField = $this->getDefaultActivityField(Field::OBJECT_EVENT);\n $defaultFieldName = $defaultActivityField?->getAttribute('crm_provider_id');\n // Profile not yet synced — fall back to the default activity field.\n // There is a small chance that the profile won't have Default Activity Type field access\n // in which case the query will fail.\n // This is however an edge case and should be reviewed for profile sync issues.\n Sentry::withScope(function (\\Sentry\\State\\Scope $scope) use ($defaultFieldName): void {\n $scope->setContext('details', [\n 'profileId' => $this->profile->id,\n 'defaultField' => $defaultFieldName,\n ]);\n Sentry::captureMessage(\n '[Salesforce] Profile event fields empty, falling back to default activity field.',\n \\Sentry\\Severity::warning()\n );\n });\n\n return $defaultFieldName;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n\n if (! is_null($playbook) && ! is_null($playbook->getActivityField())) {\n $playbookFieldName = $playbook->getActivityField()->getAttribute('crm_provider_id');\n\n if (in_array($playbookFieldName, $profileEventFields, true)) {\n return $playbookFieldName;\n }\n\n $this->logger->warning('[Salesforce] Playbook activity field not found in profile fields', [\n 'activityId' => $activity->getUuid(),\n 'playbookField' => $playbookFieldName,\n 'profileId' => $this->profile->id,\n ]);\n }\n\n return null;\n }\n\n private function buildFetchRelatedEventQuery(Activity $activity): string\n {\n $hasWho = $activity->lead_id || $activity->contact_id;\n\n $activityFieldName = $this->getActivityFieldName($activity);\n $fields = array_filter(['Id', 'Description', 'OwnerId', $activityFieldName]);\n\n $ownerCondition = '(OwnerId = :ownerId OR CreatedById = :ownerId)';\n\n $query = '\n SELECT ' . implode(',', $fields) . '\n FROM Event\n WHERE ' . $ownerCondition . '\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= :from\n AND EndDateTime <= :to\n AND (';\n\n $operator = '';\n if ($activity->account_id) {\n // This covers events tied to a related contact or opportunity too.\n $query .= 'AccountId = :accountId';\n\n $operator = ' OR ';\n }\n\n if ($hasWho) {\n $query .= $operator . 'WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($activity->opportunity_id) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ') ORDER BY LastModifiedDate DESC';\n\n return $query;\n }\n\n public function fetchProspect(array $task): array\n {\n $lead = $account = $opportunity = $contact = $stage = $countryCode = null;\n $externalId = $task['WhoId'] ?? null;\n\n // Lead or Contact\n if ($externalId) {\n try {\n [$lead, $account, $opportunity, $contact, $stage, $countryCode] = $this->parseRecords($externalId);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n // If we happen to know the opportunity or account from the Task, figure that out.\n if (empty($task['WhatId']) === false) {\n // WhatId could be either Account ID or Opportunity ID.\n // If WhatId is Opportunity ID, get the opportunity and stage from the CRM.\n try {\n [, $account, $opportunity, , $stage, ] = $this->parseRecords($task['WhatId']);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n return [$lead, $account, $opportunity, $contact, $stage, $countryCode];\n }\n\n /**\n * Save activity transcription summary as note\n */\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n return $this->saveNote($title, $body, (string) $objectId);\n }\n\n public function getObjectByFilterConditions(string $objectType, array $fields, array $filters): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildObjectSearchQuery($objectType, $fields, $filters);\n\n try {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n private function getCustomProfileRules(TeamRepository $teamRepository): array\n {\n $teamSettings = $teamRepository->getTeamSetting($this->team, 'custom_profile_validation');\n\n if ($teamSettings instanceof TeamSettings && $teamSettings->getValueType() === 'array') {\n $customRules = json_decode($teamSettings->getValue(), true);\n if (is_array($customRules)) {\n return $customRules;\n }\n }\n\n return [];\n }\n\n private function customProfileValidation(array $crmUser, array $customRules): bool\n {\n foreach ($customRules as $customRule) {\n if ($crmUser[$customRule['field']] !== $customRule['value']) {\n return false;\n }\n }\n\n return true;\n }\n\n /**\n * When syncing Contact / Lead / Account / Opportunity / Stage crm entities,\n * validate and restore locally trashed objects,\n * before updating them. Objects are identified by CrmProviderId\n */\n private function restoreAnyTrashedEntity(HasMany $targetEntity, string $crmProviderId): void\n {\n $recordExists = $targetEntity->withTrashed()->where(['crm_provider_id' => $crmProviderId])->first();\n if ($recordExists && $recordExists->trashed()) {\n $recordExists->restore();\n }\n }\n\n #[\\Override] public function supportsNotes(): bool\n {\n return true;\n }\n\n private function getOwnerProfile(?string $ownerId): ?Profile\n {\n if ($ownerId === null) {\n return null;\n }\n\n return $this->config->profiles()\n ->where('crm_provider_id', $ownerId)\n ->first();\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Help","depth":1,"on_screen":true,"help_text":"Show help contents","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Cancel","depth":1,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Commit","depth":1,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Commit","depth":2,"on_screen":true,"help_text":"Show drop-down menu (⌥⇧⏎)","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Commit Changes","depth":1,"on_screen":true,"role_description":"text"}]...
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1aee7aad
<?php
namespace Jiminny\Services\Crm\Salesforce;
use Carbon\Carbon;
use Exception;
use Illuminate\Database\Eloquent\Relations\HasMany;
use Illuminate\Events\Dispatcher;
use Illuminate\Support\Facades\Cache;
use Illuminate\Support\Facades\Log;
use Illuminate\Support\Str;
use Jiminny\Component\Country\CountriesMap;
use Jiminny\Contracts\Acl\PermissionEnum;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\ImportsBusinessProcessesInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceBatchSyncInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\RemoteNoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SearchTaskInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SupportsObjectTypeParseInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmProfileRecordTypesInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Enums\CrmObject;
use Jiminny\Events\Activities\Crm\LeadConverted;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpBadRequestException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\NoResultsException;
use Jiminny\Exceptions\ServiceUnavailableException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Calendar\CalendarEvent;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\ContactRole;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Crm\RecordType;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\TeamSettings;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\Crm\RecordTypeFieldValuesRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Helpers\ArrayIterator;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Services\Crm\Salesforce\Fields\FieldHelper;
use Jiminny\Services\Crm\Salesforce\Fields\FieldTypeConverter;
use Jiminny\Services\Crm\Salesforce\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\FollowupActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\LogActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\RecordManipulationsTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\SyncFieldsTrait;
use Jiminny\Utils\CurrencyFormatter;
use Jiminny\Utils\StringUtil;
use Ramsey\Uuid\Uuid;
use Sentry\Laravel\Facade as Sentry;
class Service extends BaseService implements
SalesforceInterface,
SalesforceBatchSyncInterface,
SyncCrmEntitiesInterface,
SyncCrmProfileRecordTypesInterface,
ImportsBusinessProcessesInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SearchTaskInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
SupportsObjectTypeParseInterface,
RemoteNoteEntityManipulationInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncFieldsTrait;
use DeleteObjectsTrait;
use RecordManipulationsTrait;
use ServiceTraits\BatchSyncTrait;
use FollowupActivityTrait;
use LogActivityTrait;
/**
* Note Body Limit for the Old Note-Taking Tool
*
* @var int
*/
private const int CLASSIC_NOTE_MAX_LENGTH = 32000;
/**
* Note Content Limit for the New Notes
*
* @var int
*/
private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;
private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';
private const int CACHE_TTL = 600;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400
/**
* @var Client
*/
protected $client;
protected PayloadBuilder $payloadBuilder;
protected QueryHandler $queryHandler;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(
Client $client,
PayloadBuilder $payloadBuilder,
protected Dispatcher $eventDispatcher,
private readonly CountriesMap $countriesMap,
private readonly ProspectPhotoPathService $prospectPhotoPathService,
) {
parent::__construct();
$this->client = $client;
$this->payloadBuilder = $payloadBuilder;
$this->queryHandler = app(QueryHandler::class, [
'client' => $this->client,
'logger' => $this->logger,
]);
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Salesforce';
}
public function getJobDelay(): int
{
return 1;
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);
}
public function verifyTaskExists(Activity $activity): bool
{
$crmProviderId = $activity->getCrmProviderId();
$cacheKey = "crm_task_exists:{$this->config->getId()}:$crmProviderId";
return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {
$playbook = $this->getPlaybookFromActivity($activity);
if ($playbook === null) {
$this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [
'activity' => $activity->getId(),
'crm_provider_id' => $crmProviderId,
]);
return false;
}
$objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';
try {
$record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);
return ! empty($record) && ($record['IsDeleted'] ?? false) === false;
} catch (HttpNotFoundException|HttpBadRequestException) {
$this->logger->info('[Salesforce] Activity record not found during verification', [
'activity' => $activity->getId(),
'object_type' => $objectType,
'crm_provider_id' => $crmProviderId,
'config_id' => $this->config->getId(),
]);
return false;
}
});
}
public function query(string $queryToRun, array $parameters = []): QueryIterator
{
// Due to poorly designed external calls, this method cannot be entirely removed
return $this->queryHandler->query($queryToRun, $parameters);
}
/*=========== Organization Information ===============*/
/**
* Get a list of all the API Versions for the instance.
*
* @throws CrmException
*
* @return mixed
*
*/
public function getApiVersions()
{
$url = $this->config->crm_base_url . '/services/data';
$response = $this->client->get($url);
return json_decode($response->getBody(), true);
}
/**
* Gets the valid recordTypes for a given Salesforce Object via the describe API.
*/
private function getRecordTypes(string $crmObject): array
{
$url = $this->client->getObjectsUrl() . $crmObject . '/describe';
$response = $this->client->get($url);
$jsonResponse = json_decode($response->getBody(), true);
$fields = [];
foreach ($jsonResponse['recordTypeInfos'] as $row) {
$fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];
}
return $fields;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
$defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::defaultTaskFields()
: FieldDefinitions::defaultEventFields();
// 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
{
// Setup the activity field as the default Type.
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'Type',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::taskFollowupFieldsFilter()
: FieldDefinitions::eventFollowupFieldsFilter();
foreach ($fieldFilter as $eachFilter) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
/**
* This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually
* Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType
* Needs to be replaced later on
*/
public function syncField(Field $field): void
{
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)
? 'activity'
: $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$metadata = $sfField['Metadata'];
$field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);
$field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());
$field->is_mandatory = ($metadata['required'] === true);
$field->length = $metadata['length'];
$field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '"'), 0, 191);
$field->save();
} else {
$query = '
SELECT
Id, DataType, DeveloperName, Label, Length, Description
FROM
FieldDefinition
WHERE
DurableId = :entityName';
$entityName = $field->getEntityName();
$sfFields = $this->queryHandler->metadata($query, [
'entityName' => $entityName,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$convertedType = $this->convertFieldType($sfField['DataType'], $entityName);
$label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);
if ($field->isBusinessType()) {
$label = 'Opportunity Type';
}
$field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);
$field->label = $label;
$field->type = $convertedType;
$field->length = $sfField['Length'];
$field->save();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
private function convertFieldType(string $from, ?string $entityName = null): string
{
$converter = new FieldTypeConverter();
return $converter->convert($from, $entityName);
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?
'activity' : $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$valueSet = $sfField['Metadata']['valueSet'];
if ($valueSet['valueSetName'] === null) {
// Local picklist values can be obtained easily.
$picklistValues = $valueSet['valueSetDefinition']['value'];
} else {
// But for some fields, we just get the Global Value Picklist pointer so need to do more work.
$picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);
}
// Import all active values.
foreach ($picklistValues as $i => $sfFieldValue) {
// Setup default value.
if ($sfFieldValue['default']) {
$field->update(['default_value' => $sfFieldValue['valueName']]);
}
// This comes through as null if active (lol).
if ($sfFieldValue['isActive'] !== false) {
$values[] = [
'value' => $sfFieldValue['valueName'],
'label' => $sfFieldValue['valueName'],
'sequence' => $i,
'is_default' => $sfFieldValue['default'],
];
}
}
} else {
$objectFields = $this->getObjectFields($field->object_type);
$fieldId = $field->crm_provider_id;
// Only work with our field of interest.
$objectField = array_filter($objectFields, function ($item) use ($fieldId) {
return $item['name'] === $fieldId;
});
$objectField = array_shift($objectField);
if (empty($objectField['picklistValues']) === false) {
foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {
// Skip inactive values.
if ($sfFieldValue['active'] === false) {
continue;
}
// Setup default value.
if ($sfFieldValue['defaultValue']) {
$field->update(['default_value' => $sfFieldValue['value']]);
}
$values[] = [
'value' => $sfFieldValue['value'],
'label' => $sfFieldValue['label'],
'sequence' => $i,
'is_default' => $sfFieldValue['defaultValue'],
];
}
}
}
$fieldsToPurge = $field->values()->get()->pluck('value')->toArray();
foreach ($values as $value) {
$value['value'] = substr($value['value'] ?? '', 0, 255);
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $value['value'],
], $value);
// Remove this value from the ones we are going to purge.
if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
// Get IDs of the values to be deleted
$valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);
$valuesToDeleteIds = $valuesToDelete->pluck('id');
if (! $valuesToDeleteIds->isEmpty()) {
$recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);
$recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());
// Now safely delete from crm_field_values
$valuesToDelete->delete();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
return $fieldValues;
}
/**
* Gets values from Global Value Picklists.
*/
private function importGlobalValuePicklistValues(string $picklistName): array
{
$query = '
SELECT
Metadata
FROM
GlobalValueSet
WHERE
DeveloperName = :picklistName
LIMIT 1';
try {
$sfValues = $this->queryHandler->metadata($query, [
'picklistName' => $picklistName,
]);
// There is always 1 result at this point.
$sfValue = $sfValues->current();
return $sfValue['Metadata']['customValue'];
} catch (NoResultsException $noResultsException) {
// Nothing returned.
return [];
}
}
/**
* @inheritdoc
*/
public function syncProfileRecordTypes(): void
{
$objectTypes = [
'lead',
'account',
'contact',
'opportunity',
'task',
'event',
];
foreach ($objectTypes as $objectType) {
try {
$crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));
foreach ($crmRecordTypes as $crmRecordType) {
// If the record type is default and not the Master type, set this.
if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {
$recordType = $this->config->recordTypes()
->where('crm_provider_id', $crmRecordType['recordTypeId'])
->first();
if ($recordType) {
$this->profile->{$objectType . '_record_type_id'} = $recordType->id;
}
}
}
} catch (HttpNotFoundException $exception) {
Log::error('No access to ' . $objectType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
if ($this->profile->isDirty()) {
$this->profile->save();
}
}
/**
* Gets business processes.
*/
public function importBusinessProcesses(): void
{
$query = '
SELECT
Id, IsActive, Name, TableEnumOrId
FROM
BusinessProcess
WHERE
TableEnumOrId IN (\'Lead\',\'Opportunity\')';
try {
$sfProcesses = $this->queryHandler->query($query);
// Upsert all processes for the team.
foreach ($sfProcesses as $sfProcess) {
/** @var BusinessProcess $businessProcess */
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $sfProcess['Id'],
], [
'team_id' => $this->team->id,
'name' => $sfProcess['Name'],
'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',
'is_selectable' => $sfProcess['IsActive'],
]);
$this->importBusinessProcessStages($businessProcess);
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets business process stages.
*/
private function importBusinessProcessStages(BusinessProcess $businessProcess): void
{
$query = '
SELECT
Metadata
FROM
BusinessProcess
WHERE
Id = :processId';
try {
$stages = [];
$sfProcessStages = $this->queryHandler->metadata($query, [
'processId' => $businessProcess->crm_provider_id,
]);
// There is always 1 result at this point.
$sfProcessStage = $sfProcessStages->current();
// Upsert all processes for the team.
foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {
$sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: "%2C" becomes "," etc.
$stage = $businessProcess->crm->stages()
// This MUST match on label because this API doesn't use API Name.
->where('label', $sanitizedName)
->where('type', $businessProcess->type)
->where('is_selectable', 1)
->first();
if ($stage) {
$stages[] = $stage->id;
}
}
$businessProcess->stages()->sync($stages);
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets record types.
*/
public function importRecordTypes(): void
{
$query = '
SELECT
Id, IsActive, Name, BusinessProcessId, SobjectType
FROM
RecordType';
try {
$sfRecordTypes = $this->queryHandler->query($query);
// Upsert all record types for the process.
foreach ($sfRecordTypes as $sfRecordType) {
$businessProcess = null;
if ($sfRecordType['BusinessProcessId']) {
$businessProcess = $this->config->businessProcesses()
->where('crm_provider_id', $sfRecordType['BusinessProcessId'])
->first();
}
/** @var RecordType $recordType */
$recordType = $this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $sfRecordType['Id'],
], [
'team_id' => $this->team->id,
'type' => mb_strtolower($sfRecordType['SobjectType']),
'name' => $sfRecordType['Name'],
'is_selectable' => $sfRecordType['IsActive'],
'business_process_id' => $businessProcess->id ?? null,
]);
$this->importRecordTypeFieldValues($recordType);
}
} catch (NoResultsException $noResultsException) {
// Do nothing.
}
}
/**
* Import record type - field value mappings. This only works for standard fields.
*/
private function importRecordTypeFieldValues(RecordType $recordType): void
{
try {
$query = '
SELECT
Metadata
FROM
RecordType
WHERE
Id = :recordTypeId';
$sfFields = $this->queryHandler->metadata($query, [
'recordTypeId' => $recordType->crm_provider_id,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$picklists = $sfField['Metadata']['picklistValues'];
foreach ($picklists as $picklist) {
$field = $this->config->fields()->where([
'type' => Field::TYPE_PICKLIST,
'object_type' => $recordType->type,
'crm_provider_id' => $picklist['picklist'],
])->first();
if ($field) {
$fieldValues = [];
foreach ($picklist['values'] as $value) {
// Must decode: "%2C" becomes "," etc.
$fieldValue = $field->values()
->where('value', urldecode($value['valueName']))
->first();
if ($fieldValue) {
$fieldValues[] = $fieldValue->id;
}
}
$recordType->fieldValues()->sync($fieldValues);
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$params = [];
$missingStage = null;
if ($types === null) {
$types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];
}
foreach ($types as $type) {
if ($type === Stage::TYPE_LEAD) {
$query = '
SELECT
Id, ApiName, MasterLabel, SortOrder
FROM
LeadStatus';
} else {
$query = '
SELECT
Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability
FROM
OpportunityStage';
}
if ($missingStageName) {
$escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);
$query .= ' WHERE ApiName = :stageName';
$params = [
'stageName' => $escapedStageName,
];
}
try {
$sfStages = $this->queryHandler->query($query, $params);
} catch (NoResultsException $exception) {
$sfStages = [];
}
$missingStage = null;
// Upsert all stages for the team.
foreach ($sfStages as $sfStage) {
$selectable = true;
if (array_key_exists('IsActive', $sfStage)) {
$selectable = $sfStage['IsActive'];
}
$this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);
$stage = $this->config->stages()->updateOrCreate([
'crm_provider_id' => $sfStage['Id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),
'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),
'type' => $type,
'sequence' => $sfStage['SortOrder'] ?? 0,
'is_selectable' => $selectable,
'probability' => $sfStage['DefaultProbability'] ?? null,
]);
if ($missingStageName && $missingStageName === $sfStage['ApiName']) {
$missingStage = $stage;
}
}
if ($missingStageName && $missingStage === null) {
// If they requested a stage that still doesn't exist, it must be inactive so lazy create it.
$missingStage = $this->config->stages()->create([
'crm_provider_id' => Uuid::uuid4(),
'team_id' => $this->team->id,
'name' => mb_strimwidth($missingStageName, 0, 50),
'label' => mb_strimwidth($missingStageName, 0, 191),
'type' => $type,
'sequence' => 0,
'is_selectable' => 0,
]);
}
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('lead');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Lead
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfLeads = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfLeads as $sfLead) {
// Only sync if previously imported.
if ($this->hasLead($sfLead['Id'])) {
$this->importLead($sfLead);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
$fields = $this->getAllFieldsAsArray('lead');
$sfLead = $this->getRecord('Lead', $crmId, $fields);
return $this->importLead($sfLead);
}
private function importLead($crmData): ?Lead
{
/** @var ?Stage $stage */
$stage = null;
if (isset($crmData['Status'])) {
// Get the current stage.
$stage = $this->config
->stages()
->where('name', $crmData['Status'])
->where('type', Stage::TYPE_LEAD)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);
}
}
// If we have no way of importing this, just return null :(
if ($stage === null) {
return null;
}
$countryCode = $crmData['CountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country name.
if ($countryCode === null && empty($crmData['Country']) !== false) {
$countryCode = $this->convertCountryNameToCode($crmData['Country']);
}
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
$mobilePhone = null;
if (empty($crmData['MobilePhone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['MobilePhone'], 0, 25);
$mobilePhone = phone_e164($countryCode, $number);
}
$convertedDate = null;
$convertedAccount = null;
$convertedOpportunity = null;
$convertedContact = null;
if ($crmData['IsConverted'] == 'true') {
$convertedDate = $crmData['ConvertedDate'];
if (empty($crmData['ConvertedAccountId']) === false) {
$convertedAccount = $this->config
->accounts()
->where('crm_provider_id', $crmData['ConvertedAccountId'])
->first();
if ($convertedAccount === null) {
try {
$convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedOpportunityId']) === false) {
$convertedOpportunity = $this->config
->opportunities()
->where('crm_provider_id', $crmData['ConvertedOpportunityId'])
->first();
if ($convertedOpportunity === null) {
try {
$convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedContactId']) === false) {
$convertedContact = $this->team
->crm
->contacts()
->where('crm_provider_id', $crmData['ConvertedContactId'])
->first();
if ($convertedContact === null) {
try {
$convertedContact = $this->syncContact($crmData['ConvertedContactId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
}
if (empty($crmData['Company'])) {
$company = 'Unknown';
} else {
$company = mb_strimwidth($crmData['Company'], 0, 191);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'] ?? '',
'company' => $company,
'domain' => $domain,
'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',
'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,
'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,
'phone' => $parsedNumber['phone'],
'ext' => $parsedNumber['ext'] ?? null,
'mobile_phone' => $mobilePhone,
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Lead::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'stage_id' => $stage->id,
'record_type_id' => null,
'converted_at' => $convertedDate,
'converted_account_id' => $convertedAccount->id ?? null,
'converted_opportunity_id' => $convertedOpportunity->id ?? null,
'converted_contact_id' => $convertedContact->id ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);
/** @var Lead $lead */
$lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {
$this->eventDispatcher->dispatch(new LeadConverted($lead));
}
$this->handleObjectDeletion($lead, $crmData);
return $lead;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('account');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Account
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfAccounts = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfAccounts as $sfAccount) {
// Only sync if previously imported.
if ($this->hasAccount($sfAccount['Id'])) {
$this->importAccount($sfAccount);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
$fields = $this->getAllFieldsAsArray('account');
if (! in_array('Id', $fields, true)) {
$this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [
'crmId' => $crmId,
'userId' => $this->profile->getUserId(),
]);
return null;
}
$sfAccount = $this->getRecord('Account', $crmId, $fields);
return $this->importAccount($sfAccount);
}
private function importAccount($crmData): Account
{
$countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country names.
if ($countryCode === null && empty($crmData['BillingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);
}
if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);
}
if (empty($crmData['Phone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'], 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
$industry = null;
if (empty($crmData['Industry']) === false) {
$industry = mb_strimwidth($crmData['Industry'], 0, 40);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'],
'name' => mb_strimwidth($crmData['Name'], 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Account::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'industry' => $industry,
'domain' => $domain,
'phone' => $parsedNumber['phone'] ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);
/** @var Account $account */
$account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
$this->handleObjectDeletion($account, $crmData);
return $account;
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
$logParams = $parameters;
$parameters['profile'] = $this->profile;
$logParams['user'] = $this->profile->getUserId();
if (count($strategies) > 1) {
$this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [
'teamId' => $this->team->getUuid(),
'params' => $logParams,
'strategies_count' => count($strategies),
]);
}
foreach ($strategies as $syncStrategy) {
$name = $syncStrategy->getStrategyName();
try {
$sfOpportunities = $syncStrategy->fetchOpportunities($parameters);
$totalRecords = $sfOpportunities->count();
foreach ($sfOpportunities as $sfOpportunity) {
$this->importOpportunity($sfOpportunity);
$syncCount++;
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $noResultsException->getMessage(),
]);
} catch (CrmException $crmException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $crmException->getMessage(),
]);
}
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);
// debug to see how if count of opportunities reaches 1000
if ($syncCount >= 1000) {
$this->logger->info(
'[' . $this->getDisplayName() . '] Sync Opportunities - count warning',
[
'team_id' => $this->team->getId(),
'params' => $logParams,
'count' => $syncCount,
'strategies_count' => count($strategies),
'total_records' => $totalRecords ?? null,
]
);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY
);
$parameters = [
'profile' => $this->profile,
'crm_id' => $crmId,
];
try {
$sfOpportunity = $strategy->fetchOpportunities($parameters);
} catch (HttpNotFoundException $e) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
]);
return null;
} catch (CrmException $crmException) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
'exception' => $crmException->getMessage(),
]);
return null;
}
if ($sfOpportunity instanceof ArrayIterator) {
return $this->importOpportunity($sfOpportunity->getItems());
}
return $this->importOpportunity($sfOpportunity);
}
/**
* @throws HttpNotFoundException
*/
private function importOpportunity($crmData): ?Opportunity
{
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$account = null;
if (empty($crmData['AccountId']) === false) {
/** @var ?Account $account */
$account = $this->config->accounts()
->where('crm_provider_id', (string) $crmData['AccountId'])
->first();
if ($account === null) {
$account = $this->syncAccount($crmData['AccountId']);
}
}
$userId = $profile?->getUserId() ?? $account?->getUserId();
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4 differences
1aee7aad
<?php
namespace Jiminny\Services\Crm\Salesforce;
use Carbon\Carbon;
use Exception;
use Illuminate\Database\Eloquent\Relations\HasMany;
use Illuminate\Events\Dispatcher;
use Illuminate\Support\Facades\Cache;
use Illuminate\Support\Facades\Log;
use Illuminate\Support\Str;
use Jiminny\Component\Country\CountriesMap;
use Jiminny\Contracts\Acl\PermissionEnum;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\ImportsBusinessProcessesInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceBatchSyncInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\RemoteNoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SearchTaskInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SupportsObjectTypeParseInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmProfileRecordTypesInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Enums\CrmObject;
use Jiminny\Events\Activities\Crm\LeadConverted;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpBadRequestException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\NoResultsException;
use Jiminny\Exceptions\ServiceUnavailableException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Calendar\CalendarEvent;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\ContactRole;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Crm\RecordType;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\TeamSettings;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\Crm\RecordTypeFieldValuesRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Helpers\ArrayIterator;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Services\Crm\Salesforce\Fields\FieldHelper;
use Jiminny\Services\Crm\Salesforce\Fields\FieldTypeConverter;
use Jiminny\Services\Crm\Salesforce\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\FollowupActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\LogActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\RecordManipulationsTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\SyncFieldsTrait;
use Jiminny\Utils\CurrencyFormatter;
use Jiminny\Utils\StringUtil;
use Ramsey\Uuid\Uuid;
use Sentry\Laravel\Facade as Sentry;
class Service extends BaseService implements
SalesforceInterface,
SalesforceBatchSyncInterface,
SyncCrmEntitiesInterface,
SyncCrmProfileRecordTypesInterface,
ImportsBusinessProcessesInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SearchTaskInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
SupportsObjectTypeParseInterface,
RemoteNoteEntityManipulationInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncFieldsTrait;
use DeleteObjectsTrait;
use RecordManipulationsTrait;
use ServiceTraits\BatchSyncTrait;
use FollowupActivityTrait;
use LogActivityTrait;
/**
* Note Body Limit for the Old Note-Taking Tool
*
* @var int
*/
private const int CLASSIC_NOTE_MAX_LENGTH = 32000;
/**
* Note Content Limit for the New Notes
*
* @var int
*/
private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;
private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';
private const int CACHE_TTL = 600;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400
/**
* @var Client
*/
protected $client;
protected PayloadBuilder $payloadBuilder;
protected QueryHandler $queryHandler;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(
Client $client,
PayloadBuilder $payloadBuilder,
protected Dispatcher $eventDispatcher,
private readonly CountriesMap $countriesMap,
private readonly ProspectPhotoPathService $prospectPhotoPathService,
) {
parent::__construct();
$this->client = $client;
$this->payloadBuilder = $payloadBuilder;
$this->queryHandler = app(QueryHandler::class, [
'client' => $this->client,
'logger' => $this->logger,
]);
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Salesforce';
}
public function getJobDelay(): int
{
return 1;
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);
}
public function verifyTaskExists(Activity $activity): bool
{
$crmProviderId = $activity->getCrmProviderId();
$cacheKey = "crm_task_exists:{$this->config->getId()}:$crmProviderId";
return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {
$playbook = $this->getPlaybookFromActivity($activity);
if ($playbook === null) {
$this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [
'activity' => $activity->getId(),
'crm_provider_id' => $crmProviderId,
]);
return false;
}
$objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';
try {
$record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);
return ! empty($record) && ($record['IsDeleted'] ?? false) === false;
} catch (HttpNotFoundException|HttpBadRequestException) {
$this->logger->info('[Salesforce] Activity record not found during verification', [
'activity' => $activity->getId(),
'object_type' => $objectType,
'crm_provider_id' => $crmProviderId,
'config_id' => $this->config->getId(),
]);
return false;
}
});
}
public function query(string $queryToRun, array $parameters = []): QueryIterator
{
// Due to poorly designed external calls, this method cannot be entirely removed
return $this->queryHandler->query($queryToRun, $parameters);
}
/*=========== Organization Information ===============*/
/**
* Get a list of all the API Versions for the instance.
*
* @throws CrmException
*
* @return mixed
*
*/
public function getApiVersions()
{
$url = $this->config->crm_base_url . '/services/data';
$response = $this->client->get($url);
return json_decode($response->getBody(), true);
}
/**
* Gets the valid recordTypes for a given Salesforce Object via the describe API.
*/
private function getRecordTypes(string $crmObject): array
{
$url = $this->client->getObjectsUrl() . $crmObject . '/describe';
$response = $this->client->get($url);
$jsonResponse = json_decode($response->getBody(), true);
$fields = [];
foreach ($jsonResponse['recordTypeInfos'] as $row) {
$fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];
}
return $fields;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
$defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::defaultTaskFields()
: FieldDefinitions::defaultEventFields();
// 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
{
// Setup the activity field as the default Type.
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'Type',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::taskFollowupFieldsFilter()
: FieldDefinitions::eventFollowupFieldsFilter();
foreach ($fieldFilter as $eachFilter) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
/**
* This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually
* Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType
* Needs to be replaced later on
*/
public function syncField(Field $field): void
{
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)
? 'activity'
: $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$metadata = $sfField['Metadata'];
$field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);
$field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());
$field->is_mandatory = ($metadata['required'] === true);
$field->length = $metadata['length'];
$field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '"'), 0, 191);
$field->save();
} else {
$query = '
SELECT
Id, DataType, DeveloperName, Label, Length, Description
FROM
FieldDefinition
WHERE
DurableId = :entityName';
$entityName = $field->getEntityName();
$sfFields = $this->queryHandler->metadata($query, [
'entityName' => $entityName,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$convertedType = $this->convertFieldType($sfField['DataType'], $entityName);
$label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);
if ($field->isBusinessType()) {
$label = 'Opportunity Type';
}
$field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);
$field->label = $label;
$field->type = $convertedType;
$field->length = $sfField['Length'];
$field->save();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
private function convertFieldType(string $from, ?string $entityName = null): string
{
$converter = new FieldTypeConverter();
return $converter->convert($from, $entityName);
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?
'activity' : $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$valueSet = $sfField['Metadata']['valueSet'];
if ($valueSet['valueSetName'] === null) {
// Local picklist values can be obtained easily.
$picklistValues = $valueSet['valueSetDefinition']['value'];
} else {
// But for some fields, we just get the Global Value Picklist pointer so need to do more work.
$picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);
}
// Import all active values.
foreach ($picklistValues as $i => $sfFieldValue) {
// Setup default value.
if ($sfFieldValue['default']) {
$field->update(['default_value' => $sfFieldValue['valueName']]);
}
// This comes through as null if active (lol).
if ($sfFieldValue['isActive'] !== false) {
$values[] = [
'value' => $sfFieldValue['valueName'],
'label' => $sfFieldValue['valueName'],
'sequence' => $i,
'is_default' => $sfFieldValue['default'],
];
}
}
} else {
$objectFields = $this->getObjectFields($field->object_type);
$fieldId = $field->crm_provider_id;
// Only work with our field of interest.
$objectField = array_filter($objectFields, function ($item) use ($fieldId) {
return $item['name'] === $fieldId;
});
$objectField = array_shift($objectField);
if (empty($objectField['picklistValues']) === false) {
foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {
// Skip inactive values.
if ($sfFieldValue['active'] === false) {
continue;
}
// Setup default value.
if ($sfFieldValue['defaultValue']) {
$field->update(['default_value' => $sfFieldValue['value']]);
}
$values[] = [
'value' => $sfFieldValue['value'],
'label' => $sfFieldValue['label'],
'sequence' => $i,
'is_default' => $sfFieldValue['defaultValue'],
];
}
}
}
$fieldsToPurge = $field->values()->get()->pluck('value')->toArray();
foreach ($values as $value) {
$value['value'] = substr($value['value'] ?? '', 0, 255);
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $value['value'],
], $value);
// Remove this value from the ones we are going to purge.
if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
// Get IDs of the values to be deleted
$valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);
$valuesToDeleteIds = $valuesToDelete->pluck('id');
if (! $valuesToDeleteIds->isEmpty()) {
$recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);
$recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());
// Now safely delete from crm_field_values
$valuesToDelete->delete();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
return $fieldValues;
}
/**
* Gets values from Global Value Picklists.
*/
private function importGlobalValuePicklistValues(string $picklistName): array
{
$query = '
SELECT
Metadata
FROM
GlobalValueSet
WHERE
DeveloperName = :picklistName
LIMIT 1';
try {
$sfValues = $this->queryHandler->metadata($query, [
'picklistName' => $picklistName,
]);
// There is always 1 result at this point.
$sfValue = $sfValues->current();
return $sfValue['Metadata']['customValue'];
} catch (NoResultsException $noResultsException) {
// Nothing returned.
return [];
}
}
/**
* @inheritdoc
*/
public function syncProfileRecordTypes(): void
{
$objectTypes = [
'lead',
'account',
'contact',
'opportunity',
'task',
'event',
];
foreach ($objectTypes as $objectType) {
try {
$crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));
foreach ($crmRecordTypes as $crmRecordType) {
// If the record type is default and not the Master type, set this.
if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {
$recordType = $this->config->recordTypes()
->where('crm_provider_id', $crmRecordType['recordTypeId'])
->first();
if ($recordType) {
$this->profile->{$objectType . '_record_type_id'} = $recordType->id;
}
}
}
} catch (HttpNotFoundException $exception) {
Log::error('No access to ' . $objectType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
if ($this->profile->isDirty()) {
$this->profile->save();
}
}
/**
* Gets business processes.
*/
public function importBusinessProcesses(): void
{
$query = '
SELECT
Id, IsActive, Name, TableEnumOrId
FROM
BusinessProcess
WHERE
TableEnumOrId IN (\'Lead\',\'Opportunity\')';
try {
$sfProcesses = $this->queryHandler->query($query);
// Upsert all processes for the team.
foreach ($sfProcesses as $sfProcess) {
/** @var BusinessProcess $businessProcess */
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $sfProcess['Id'],
], [
'team_id' => $this->team->id,
'name' => $sfProcess['Name'],
'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',
'is_selectable' => $sfProcess['IsActive'],
]);
$this->importBusinessProcessStages($businessProcess);
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets business process stages.
*/
private function importBusinessProcessStages(BusinessProcess $businessProcess): void
{
$query = '
SELECT
Metadata
FROM
BusinessProcess
WHERE
Id = :processId';
try {
$stages = [];
$sfProcessStages = $this->queryHandler->metadata($query, [
'processId' => $businessProcess->crm_provider_id,
]);
// There is always 1 result at this point.
$sfProcessStage = $sfProcessStages->current();
// Upsert all processes for the team.
foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {
$sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: "%2C" becomes "," etc.
$stage = $businessProcess->crm->stages()
// This MUST match on label because this API doesn't use API Name.
->where('label', $sanitizedName)
->where('type', $businessProcess->type)
->where('is_selectable', 1)
->first();
if ($stage) {
$stages[] = $stage->id;
}
}
$businessProcess->stages()->sync($stages);
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets record types.
*/
public function importRecordTypes(): void
{
$query = '
SELECT
Id, IsActive, Name, BusinessProcessId, SobjectType
FROM
RecordType';
try {
$sfRecordTypes = $this->queryHandler->query($query);
// Upsert all record types for the process.
foreach ($sfRecordTypes as $sfRecordType) {
$businessProcess = null;
if ($sfRecordType['BusinessProcessId']) {
$businessProcess = $this->config->businessProcesses()
->where('crm_provider_id', $sfRecordType['BusinessProcessId'])
->first();
}
/** @var RecordType $recordType */
$recordType = $this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $sfRecordType['Id'],
], [
'team_id' => $this->team->id,
'type' => mb_strtolower($sfRecordType['SobjectType']),
'name' => $sfRecordType['Name'],
'is_selectable' => $sfRecordType['IsActive'],
'business_process_id' => $businessProcess->id ?? null,
]);
$this->importRecordTypeFieldValues($recordType);
}
} catch (NoResultsException $noResultsException) {
// Do nothing.
}
}
/**
* Import record type - field value mappings. This only works for standard fields.
*/
private function importRecordTypeFieldValues(RecordType $recordType): void
{
try {
$query = '
SELECT
Metadata
FROM
RecordType
WHERE
Id = :recordTypeId';
$sfFields = $this->queryHandler->metadata($query, [
'recordTypeId' => $recordType->crm_provider_id,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$picklists = $sfField['Metadata']['picklistValues'];
foreach ($picklists as $picklist) {
$field = $this->config->fields()->where([
'type' => Field::TYPE_PICKLIST,
'object_type' => $recordType->type,
'crm_provider_id' => $picklist['picklist'],
])->first();
if ($field) {
$fieldValues = [];
foreach ($picklist['values'] as $value) {
// Must decode: "%2C" becomes "," etc.
$fieldValue = $field->values()
->where('value', urldecode($value['valueName']))
->first();
if ($fieldValue) {
$fieldValues[] = $fieldValue->id;
}
}
$recordType->fieldValues()->sync($fieldValues);
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$params = [];
$missingStage = null;
if ($types === null) {
$types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];
}
foreach ($types as $type) {
if ($type === Stage::TYPE_LEAD) {
$query = '
SELECT
Id, ApiName, MasterLabel, SortOrder
FROM
LeadStatus';
} else {
$query = '
SELECT
Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability
FROM
OpportunityStage';
}
if ($missingStageName) {
$escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);
$query .= ' WHERE ApiName = :stageName';
$params = [
'stageName' => $escapedStageName,
];
}
try {
$sfStages = $this->queryHandler->query($query, $params);
} catch (NoResultsException $exception) {
$sfStages = [];
}
$missingStage = null;
// Upsert all stages for the team.
foreach ($sfStages as $sfStage) {
$selectable = true;
if (array_key_exists('IsActive', $sfStage)) {
$selectable = $sfStage['IsActive'];
}
$this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);
$stage = $this->config->stages()->updateOrCreate([
'crm_provider_id' => $sfStage['Id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),
'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),
'type' => $type,
'sequence' => $sfStage['SortOrder'] ?? 0,
'is_selectable' => $selectable,
'probability' => $sfStage['DefaultProbability'] ?? null,
]);
if ($missingStageName && $missingStageName === $sfStage['ApiName']) {
$missingStage = $stage;
}
}
if ($missingStageName && $missingStage === null) {
// If they requested a stage that still doesn't exist, it must be inactive so lazy create it.
$missingStage = $this->config->stages()->create([
'crm_provider_id' => Uuid::uuid4(),
'team_id' => $this->team->id,
'name' => mb_strimwidth($missingStageName, 0, 50),
'label' => mb_strimwidth($missingStageName, 0, 191),
'type' => $type,
'sequence' => 0,
'is_selectable' => 0,
]);
}
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('lead');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Lead
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfLeads = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfLeads as $sfLead) {
// Only sync if previously imported.
if ($this->hasLead($sfLead['Id'])) {
$this->importLead($sfLead);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
$fields = $this->getAllFieldsAsArray('lead');
$sfLead = $this->getRecord('Lead', $crmId, $fields);
return $this->importLead($sfLead);
}
private function importLead($crmData): ?Lead
{
/** @var ?Stage $stage */
$stage = null;
if (isset($crmData['Status'])) {
// Get the current stage.
$stage = $this->config
->stages()
->where('name', $crmData['Status'])
->where('type', Stage::TYPE_LEAD)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);
}
}
// If we have no way of importing this, just return null :(
if ($stage === null) {
return null;
}
$countryCode = $crmData['CountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country name.
if ($countryCode === null && empty($crmData['Country']) !== false) {
$countryCode = $this->convertCountryNameToCode($crmData['Country']);
}
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
$mobilePhone = null;
if (empty($crmData['MobilePhone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['MobilePhone'], 0, 25);
$mobilePhone = phone_e164($countryCode, $number);
}
$convertedDate = null;
$convertedAccount = null;
$convertedOpportunity = null;
$convertedContact = null;
if ($crmData['IsConverted'] == 'true') {
$convertedDate = $crmData['ConvertedDate'];
if (empty($crmData['ConvertedAccountId']) === false) {
$convertedAccount = $this->config
->accounts()
->where('crm_provider_id', $crmData['ConvertedAccountId'])
->first();
if ($convertedAccount === null) {
try {
$convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedOpportunityId']) === false) {
$convertedOpportunity = $this->config
->opportunities()
->where('crm_provider_id', $crmData['ConvertedOpportunityId'])
->first();
if ($convertedOpportunity === null) {
try {
$convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedContactId']) === false) {
$convertedContact = $this->team
->crm
->contacts()
->where('crm_provider_id', $crmData['ConvertedContactId'])
->first();
if ($convertedContact === null) {
try {
$convertedContact = $this->syncContact($crmData['ConvertedContactId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
}
if (empty($crmData['Company'])) {
$company = 'Unknown';
} else {
$company = mb_strimwidth($crmData['Company'], 0, 191);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'] ?? '',
'company' => $company,
'domain' => $domain,
'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',
'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,
'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,
'phone' => $parsedNumber['phone'],
'ext' => $parsedNumber['ext'] ?? null,
'mobile_phone' => $mobilePhone,
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Lead::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'stage_id' => $stage->id,
'record_type_id' => null,
'converted_at' => $convertedDate,
'converted_account_id' => $convertedAccount->id ?? null,
'converted_opportunity_id' => $convertedOpportunity->id ?? null,
'converted_contact_id' => $convertedContact->id ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);
/** @var Lead $lead */
$lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {
$this->eventDispatcher->dispatch(new LeadConverted($lead));
}
$this->handleObjectDeletion($lead, $crmData);
return $lead;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('account');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Account
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfAccounts = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfAccounts as $sfAccount) {
// Only sync if previously imported.
if ($this->hasAccount($sfAccount['Id'])) {
$this->importAccount($sfAccount);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
$fields = $this->getAllFieldsAsArray('account');
if (! in_array('Id', $fields, true)) {
$this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [
'crmId' => $crmId,
'userId' => $this->profile->getUserId(),
]);
return null;
}
$sfAccount = $this->getRecord('Account', $crmId, $fields);
return $this->importAccount($sfAccount);
}
private function importAccount($crmData): Account
{
$countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country names.
if ($countryCode === null && empty($crmData['BillingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);
}
if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);
}
if (empty($crmData['Phone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'], 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
$industry = null;
if (empty($crmData['Industry']) === false) {
$industry = mb_strimwidth($crmData['Industry'], 0, 40);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'],
'name' => mb_strimwidth($crmData['Name'], 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Account::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'industry' => $industry,
'domain' => $domain,
'phone' => $parsedNumber['phone'] ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);
/** @var Account $account */
$account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
$this->handleObjectDeletion($account, $crmData);
return $account;
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
$logParams = $parameters;
$parameters['profile'] = $this->profile;
$logParams['user'] = $this->profile->getUserId();
if (count($strategies) > 1) {
$this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [
'teamId' => $this->team->getUuid(),
'params' => $logParams,
'strategies_count' => count($strategies),
]);
}
foreach ($strategies as $syncStrategy) {
$name = $syncStrategy->getStrategyName();
try {
$sfOpportunities = $syncStrategy->fetchOpportunities($parameters);
$totalRecords = $sfOpportunities->count();
foreach ($sfOpportunities as $sfOpportunity) {
$this->importOpportunity($sfOpportunity);
$syncCount++;
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $noResultsException->getMessage(),
]);
} catch (CrmException $crmException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $crmException->getMessage(),
]);
}
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);
// debug to see how if count of opportunities reaches 1000
if ($syncCount >= 1000) {
$this->logger->info(
'[' . $this->getDisplayName() . '] Sync Opportunities - count warning',
[
'team_id' => $this->team->getId(),
'params' => $logParams,
'count' => $syncCount,
'strategies_count' => count($strategies),
'total_records' => $totalRecords ?? null,
]
);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY
);
$parameters = [
'profile' => $this->profile,
'crm_id' => $crmId,
];
try {
$sfOpportunity = $strategy->fetchOpportunities($parameters);
} catch (HttpNotFoundException $e) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
]);
return null;
} catch (CrmException $crmException) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
'exception' => $crmException->getMessage(),
]);
return null;
}
if ($sfOpportunity instanceof ArrayIterator) {
return $this->importOpportunity($sfOpportunity->getItems());
}
return $this->importOpportunity($sfOpportunity);
}
/**
* @throws HttpNotFoundException
*/
private function importOpportunity($crmData): ?Opportunity
{
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$account = null;
if (empty($crmData['AccountId']) === false) {
/** @var ?Account $account */
$account = $this->config->accounts()
->where('crm_provider_id', (string) $crmData['AccountId'])
->first();
if ($account === null) {
$account = $this->syncAccount($crmData['AccountId']);
}
}
$userId = $profile?->getUserId() ?? $account?->getUserId();
if ($us...
|
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differences","depth":1,"bounds":{"left":0.5511968,"top":0.41181165,"width":0.027260639,"height":0.022346368},"on_screen":true,"role_description":"text"},{"role":"AXTextField","text":"1aee7aad","depth":1,"bounds":{"left":0.26196808,"top":0.43415803,"width":0.022606382,"height":0.013567438},"on_screen":true,"value":"1aee7aad","help_text":"text/plain","role_description":"text field","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Salesforce;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Illuminate\\Database\\Eloquent\\Relations\\HasMany;\nuse Illuminate\\Events\\Dispatcher;\nuse Illuminate\\Support\\Facades\\Cache;\nuse Illuminate\\Support\\Facades\\Log;\nuse Illuminate\\Support\\Str;\nuse Jiminny\\Component\\Country\\CountriesMap;\nuse Jiminny\\Contracts\\Acl\\PermissionEnum;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ImportsBusinessProcessesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceBatchSyncInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteNoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SearchTaskInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmProfileRecordTypesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Enums\\CrmObject;\nuse Jiminny\\Events\\Activities\\Crm\\LeadConverted;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpBadRequestException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\NoResultsException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Calendar\\CalendarEvent;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\ContactRole;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Crm\\RecordType;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\TeamSettings;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\Crm\\RecordTypeFieldValuesRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Helpers\\ArrayIterator;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldHelper;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldTypeConverter;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\FollowupActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\LogActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\RecordManipulationsTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Jiminny\\Utils\\StringUtil;\nuse Ramsey\\Uuid\\Uuid;\nuse Sentry\\Laravel\\Facade as Sentry;\n\nclass Service extends BaseService implements\n SalesforceInterface,\n SalesforceBatchSyncInterface,\n SyncCrmEntitiesInterface,\n SyncCrmProfileRecordTypesInterface,\n ImportsBusinessProcessesInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SearchTaskInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n RemoteNoteEntityManipulationInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncFieldsTrait;\n use DeleteObjectsTrait;\n use RecordManipulationsTrait;\n use ServiceTraits\\BatchSyncTrait;\n use FollowupActivityTrait;\n use LogActivityTrait;\n\n /**\n * Note Body Limit for the Old Note-Taking Tool\n *\n * @var int\n */\n private const int CLASSIC_NOTE_MAX_LENGTH = 32000;\n\n /**\n * Note Content Limit for the New Notes\n *\n * @var int\n */\n private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;\n\n private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';\n\n private const int CACHE_TTL = 600;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400\n\n /**\n * @var Client\n */\n protected $client;\n\n protected PayloadBuilder $payloadBuilder;\n protected QueryHandler $queryHandler;\n\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(\n Client $client,\n PayloadBuilder $payloadBuilder,\n protected Dispatcher $eventDispatcher,\n private readonly CountriesMap $countriesMap,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->payloadBuilder = $payloadBuilder;\n $this->queryHandler = app(QueryHandler::class, [\n 'client' => $this->client,\n 'logger' => $this->logger,\n ]);\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Salesforce';\n }\n\n public function getJobDelay(): int\n {\n return 1;\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);\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 ($activity, $crmProviderId) {\n $playbook = $this->getPlaybookFromActivity($activity);\n\n if ($playbook === null) {\n $this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [\n 'activity' => $activity->getId(),\n 'crm_provider_id' => $crmProviderId,\n ]);\n\n return false;\n }\n\n $objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';\n\n try {\n $record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);\n\n return ! empty($record) && ($record['IsDeleted'] ?? false) === false;\n } catch (HttpNotFoundException|HttpBadRequestException) {\n $this->logger->info('[Salesforce] Activity record not found during verification', [\n 'activity' => $activity->getId(),\n 'object_type' => $objectType,\n 'crm_provider_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n });\n }\n\n public function query(string $queryToRun, array $parameters = []): QueryIterator\n {\n // Due to poorly designed external calls, this method cannot be entirely removed\n return $this->queryHandler->query($queryToRun, $parameters);\n }\n\n /*=========== Organization Information ===============*/\n\n /**\n * Get a list of all the API Versions for the instance.\n *\n * @throws CrmException\n *\n * @return mixed\n *\n */\n public function getApiVersions()\n {\n $url = $this->config->crm_base_url . '/services/data';\n\n $response = $this->client->get($url);\n\n return json_decode($response->getBody(), true);\n }\n\n /**\n * Gets the valid recordTypes for a given Salesforce Object via the describe API.\n */\n private function getRecordTypes(string $crmObject): array\n {\n $url = $this->client->getObjectsUrl() . $crmObject . '/describe';\n\n $response = $this->client->get($url);\n $jsonResponse = json_decode($response->getBody(), true);\n\n $fields = [];\n foreach ($jsonResponse['recordTypeInfos'] as $row) {\n $fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];\n }\n\n return $fields;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n $defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::defaultTaskFields()\n : FieldDefinitions::defaultEventFields();\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 return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'Type',\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, Playbook::ACTIVITY_TYPE_EVENT];\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::taskFollowupFieldsFilter()\n : FieldDefinitions::eventFollowupFieldsFilter();\n\n foreach ($fieldFilter as $eachFilter) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n /**\n * This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually\n * Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType\n * Needs to be replaced later on\n */\n public function syncField(Field $field): void\n {\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)\n ? 'activity'\n : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $metadata = $sfField['Metadata'];\n\n $field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);\n $field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());\n $field->is_mandatory = ($metadata['required'] === true);\n $field->length = $metadata['length'];\n $field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '\"'), 0, 191);\n $field->save();\n } else {\n $query = '\n SELECT\n Id, DataType, DeveloperName, Label, Length, Description\n FROM\n FieldDefinition\n WHERE\n DurableId = :entityName';\n\n $entityName = $field->getEntityName();\n $sfFields = $this->queryHandler->metadata($query, [\n 'entityName' => $entityName,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $convertedType = $this->convertFieldType($sfField['DataType'], $entityName);\n $label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);\n\n if ($field->isBusinessType()) {\n $label = 'Opportunity Type';\n }\n\n $field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);\n $field->label = $label;\n $field->type = $convertedType;\n $field->length = $sfField['Length'];\n $field->save();\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n private function convertFieldType(string $from, ?string $entityName = null): string\n {\n $converter = new FieldTypeConverter();\n\n return $converter->convert($from, $entityName);\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?\n 'activity' : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $valueSet = $sfField['Metadata']['valueSet'];\n\n if ($valueSet['valueSetName'] === null) {\n // Local picklist values can be obtained easily.\n $picklistValues = $valueSet['valueSetDefinition']['value'];\n } else {\n // But for some fields, we just get the Global Value Picklist pointer so need to do more work.\n $picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);\n }\n\n // Import all active values.\n foreach ($picklistValues as $i => $sfFieldValue) {\n // Setup default value.\n if ($sfFieldValue['default']) {\n $field->update(['default_value' => $sfFieldValue['valueName']]);\n }\n\n // This comes through as null if active (lol).\n if ($sfFieldValue['isActive'] !== false) {\n $values[] = [\n 'value' => $sfFieldValue['valueName'],\n 'label' => $sfFieldValue['valueName'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['default'],\n ];\n }\n }\n } else {\n $objectFields = $this->getObjectFields($field->object_type);\n $fieldId = $field->crm_provider_id;\n\n // Only work with our field of interest.\n $objectField = array_filter($objectFields, function ($item) use ($fieldId) {\n return $item['name'] === $fieldId;\n });\n\n $objectField = array_shift($objectField);\n if (empty($objectField['picklistValues']) === false) {\n foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {\n // Skip inactive values.\n if ($sfFieldValue['active'] === false) {\n continue;\n }\n\n // Setup default value.\n if ($sfFieldValue['defaultValue']) {\n $field->update(['default_value' => $sfFieldValue['value']]);\n }\n\n $values[] = [\n 'value' => $sfFieldValue['value'],\n 'label' => $sfFieldValue['label'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['defaultValue'],\n ];\n }\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'], $fieldsToPurge, true)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n // Get IDs of the values to be deleted\n $valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);\n $valuesToDeleteIds = $valuesToDelete->pluck('id');\n if (! $valuesToDeleteIds->isEmpty()) {\n $recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);\n $recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());\n\n // Now safely delete from crm_field_values\n $valuesToDelete->delete();\n }\n\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n return $fieldValues;\n }\n\n /**\n * Gets values from Global Value Picklists.\n */\n private function importGlobalValuePicklistValues(string $picklistName): array\n {\n $query = '\n SELECT\n Metadata\n FROM\n GlobalValueSet\n WHERE\n DeveloperName = :picklistName\n LIMIT 1';\n\n try {\n $sfValues = $this->queryHandler->metadata($query, [\n 'picklistName' => $picklistName,\n ]);\n\n // There is always 1 result at this point.\n $sfValue = $sfValues->current();\n\n return $sfValue['Metadata']['customValue'];\n } catch (NoResultsException $noResultsException) {\n // Nothing returned.\n\n return [];\n }\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileRecordTypes(): void\n {\n $objectTypes = [\n 'lead',\n 'account',\n 'contact',\n 'opportunity',\n 'task',\n 'event',\n ];\n\n foreach ($objectTypes as $objectType) {\n try {\n $crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));\n\n foreach ($crmRecordTypes as $crmRecordType) {\n // If the record type is default and not the Master type, set this.\n if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmRecordType['recordTypeId'])\n ->first();\n\n if ($recordType) {\n $this->profile->{$objectType . '_record_type_id'} = $recordType->id;\n }\n }\n }\n } catch (HttpNotFoundException $exception) {\n Log::error('No access to ' . $objectType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n if ($this->profile->isDirty()) {\n $this->profile->save();\n }\n }\n\n /**\n * Gets business processes.\n */\n public function importBusinessProcesses(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, TableEnumOrId\n FROM\n BusinessProcess\n WHERE\n TableEnumOrId IN (\\'Lead\\',\\'Opportunity\\')';\n\n try {\n $sfProcesses = $this->queryHandler->query($query);\n\n // Upsert all processes for the team.\n foreach ($sfProcesses as $sfProcess) {\n /** @var BusinessProcess $businessProcess */\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $sfProcess['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => $sfProcess['Name'],\n 'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',\n 'is_selectable' => $sfProcess['IsActive'],\n ]);\n\n $this->importBusinessProcessStages($businessProcess);\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets business process stages.\n */\n private function importBusinessProcessStages(BusinessProcess $businessProcess): void\n {\n $query = '\n SELECT\n Metadata\n FROM\n BusinessProcess\n WHERE\n Id = :processId';\n\n try {\n $stages = [];\n $sfProcessStages = $this->queryHandler->metadata($query, [\n 'processId' => $businessProcess->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfProcessStage = $sfProcessStages->current();\n\n // Upsert all processes for the team.\n foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {\n $sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: \"%2C\" becomes \",\" etc.\n\n $stage = $businessProcess->crm->stages()\n // This MUST match on label because this API doesn't use API Name.\n ->where('label', $sanitizedName)\n ->where('type', $businessProcess->type)\n ->where('is_selectable', 1)\n ->first();\n\n if ($stage) {\n $stages[] = $stage->id;\n }\n }\n\n $businessProcess->stages()->sync($stages);\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets record types.\n */\n public function importRecordTypes(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, BusinessProcessId, SobjectType\n FROM\n RecordType';\n\n try {\n $sfRecordTypes = $this->queryHandler->query($query);\n\n // Upsert all record types for the process.\n foreach ($sfRecordTypes as $sfRecordType) {\n $businessProcess = null;\n if ($sfRecordType['BusinessProcessId']) {\n $businessProcess = $this->config->businessProcesses()\n ->where('crm_provider_id', $sfRecordType['BusinessProcessId'])\n ->first();\n }\n\n /** @var RecordType $recordType */\n $recordType = $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $sfRecordType['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'type' => mb_strtolower($sfRecordType['SobjectType']),\n 'name' => $sfRecordType['Name'],\n 'is_selectable' => $sfRecordType['IsActive'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n $this->importRecordTypeFieldValues($recordType);\n }\n } catch (NoResultsException $noResultsException) {\n // Do nothing.\n }\n }\n\n /**\n * Import record type - field value mappings. This only works for standard fields.\n */\n private function importRecordTypeFieldValues(RecordType $recordType): void\n {\n try {\n $query = '\n SELECT\n Metadata\n FROM\n RecordType\n WHERE\n Id = :recordTypeId';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'recordTypeId' => $recordType->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $picklists = $sfField['Metadata']['picklistValues'];\n\n foreach ($picklists as $picklist) {\n $field = $this->config->fields()->where([\n 'type' => Field::TYPE_PICKLIST,\n 'object_type' => $recordType->type,\n 'crm_provider_id' => $picklist['picklist'],\n ])->first();\n\n if ($field) {\n $fieldValues = [];\n\n foreach ($picklist['values'] as $value) {\n // Must decode: \"%2C\" becomes \",\" etc.\n $fieldValue = $field->values()\n ->where('value', urldecode($value['valueName']))\n ->first();\n\n if ($fieldValue) {\n $fieldValues[] = $fieldValue->id;\n }\n }\n\n $recordType->fieldValues()->sync($fieldValues);\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $params = [];\n $missingStage = null;\n if ($types === null) {\n $types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];\n }\n\n foreach ($types as $type) {\n if ($type === Stage::TYPE_LEAD) {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, SortOrder\n FROM\n LeadStatus';\n } else {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability\n FROM\n OpportunityStage';\n }\n\n if ($missingStageName) {\n $escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);\n\n $query .= ' WHERE ApiName = :stageName';\n\n $params = [\n 'stageName' => $escapedStageName,\n ];\n }\n\n try {\n $sfStages = $this->queryHandler->query($query, $params);\n } catch (NoResultsException $exception) {\n $sfStages = [];\n }\n\n $missingStage = null;\n\n // Upsert all stages for the team.\n foreach ($sfStages as $sfStage) {\n $selectable = true;\n if (array_key_exists('IsActive', $sfStage)) {\n $selectable = $sfStage['IsActive'];\n }\n\n $this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);\n\n $stage = $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $sfStage['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),\n 'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),\n 'type' => $type,\n 'sequence' => $sfStage['SortOrder'] ?? 0,\n 'is_selectable' => $selectable,\n 'probability' => $sfStage['DefaultProbability'] ?? null,\n ]);\n\n if ($missingStageName && $missingStageName === $sfStage['ApiName']) {\n $missingStage = $stage;\n }\n }\n\n if ($missingStageName && $missingStage === null) {\n // If they requested a stage that still doesn't exist, it must be inactive so lazy create it.\n $missingStage = $this->config->stages()->create([\n 'crm_provider_id' => Uuid::uuid4(),\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($missingStageName, 0, 50),\n 'label' => mb_strimwidth($missingStageName, 0, 191),\n 'type' => $type,\n 'sequence' => 0,\n 'is_selectable' => 0,\n ]);\n }\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('lead');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Lead\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfLeads = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfLeads as $sfLead) {\n // Only sync if previously imported.\n if ($this->hasLead($sfLead['Id'])) {\n $this->importLead($sfLead);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n $fields = $this->getAllFieldsAsArray('lead');\n\n $sfLead = $this->getRecord('Lead', $crmId, $fields);\n\n return $this->importLead($sfLead);\n }\n\n private function importLead($crmData): ?Lead\n {\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['Status'])) {\n // Get the current stage.\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['Status'])\n ->where('type', Stage::TYPE_LEAD)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);\n }\n }\n\n // If we have no way of importing this, just return null :(\n if ($stage === null) {\n return null;\n }\n\n $countryCode = $crmData['CountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['Country']) !== false) {\n $countryCode = $this->convertCountryNameToCode($crmData['Country']);\n }\n\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n $mobilePhone = null;\n if (empty($crmData['MobilePhone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['MobilePhone'], 0, 25);\n $mobilePhone = phone_e164($countryCode, $number);\n }\n\n $convertedDate = null;\n $convertedAccount = null;\n $convertedOpportunity = null;\n $convertedContact = null;\n\n if ($crmData['IsConverted'] == 'true') {\n $convertedDate = $crmData['ConvertedDate'];\n\n if (empty($crmData['ConvertedAccountId']) === false) {\n $convertedAccount = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmData['ConvertedAccountId'])\n ->first();\n\n if ($convertedAccount === null) {\n try {\n $convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedOpportunityId']) === false) {\n $convertedOpportunity = $this->config\n ->opportunities()\n ->where('crm_provider_id', $crmData['ConvertedOpportunityId'])\n ->first();\n\n if ($convertedOpportunity === null) {\n try {\n $convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedContactId']) === false) {\n $convertedContact = $this->team\n ->crm\n ->contacts()\n ->where('crm_provider_id', $crmData['ConvertedContactId'])\n ->first();\n\n if ($convertedContact === null) {\n try {\n $convertedContact = $this->syncContact($crmData['ConvertedContactId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n }\n\n if (empty($crmData['Company'])) {\n $company = 'Unknown';\n } else {\n $company = mb_strimwidth($crmData['Company'], 0, 191);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? '',\n 'company' => $company,\n 'domain' => $domain,\n 'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',\n 'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,\n 'phone' => $parsedNumber['phone'],\n 'ext' => $parsedNumber['ext'] ?? null,\n 'mobile_phone' => $mobilePhone,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Lead::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'stage_id' => $stage->id,\n 'record_type_id' => null,\n 'converted_at' => $convertedDate,\n 'converted_account_id' => $convertedAccount->id ?? null,\n 'converted_opportunity_id' => $convertedOpportunity->id ?? null,\n 'converted_contact_id' => $convertedContact->id ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);\n\n /** @var Lead $lead */\n $lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {\n $this->eventDispatcher->dispatch(new LeadConverted($lead));\n }\n\n $this->handleObjectDeletion($lead, $crmData);\n\n return $lead;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('account');\n\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Account\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfAccounts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfAccounts as $sfAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($sfAccount['Id'])) {\n $this->importAccount($sfAccount);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n $fields = $this->getAllFieldsAsArray('account');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfAccount = $this->getRecord('Account', $crmId, $fields);\n\n return $this->importAccount($sfAccount);\n }\n\n private function importAccount($crmData): Account\n {\n $countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country names.\n if ($countryCode === null && empty($crmData['BillingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);\n }\n\n if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);\n }\n\n if (empty($crmData['Phone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'], 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n $industry = null;\n if (empty($crmData['Industry']) === false) {\n $industry = mb_strimwidth($crmData['Industry'], 0, 40);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'],\n 'name' => mb_strimwidth($crmData['Name'], 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Account::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'industry' => $industry,\n 'domain' => $domain,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);\n\n /** @var Account $account */\n $account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($account, $crmData);\n\n return $account;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n $logParams = $parameters;\n $parameters['profile'] = $this->profile;\n $logParams['user'] = $this->profile->getUserId();\n\n if (count($strategies) > 1) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [\n 'teamId' => $this->team->getUuid(),\n 'params' => $logParams,\n 'strategies_count' => count($strategies),\n ]);\n }\n\n foreach ($strategies as $syncStrategy) {\n $name = $syncStrategy->getStrategyName();\n\n try {\n $sfOpportunities = $syncStrategy->fetchOpportunities($parameters);\n $totalRecords = $sfOpportunities->count();\n\n foreach ($sfOpportunities as $sfOpportunity) {\n $this->importOpportunity($sfOpportunity);\n $syncCount++;\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $noResultsException->getMessage(),\n ]);\n } catch (CrmException $crmException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $crmException->getMessage(),\n ]);\n }\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);\n\n // debug to see how if count of opportunities reaches 1000\n if ($syncCount >= 1000) {\n $this->logger->info(\n '[' . $this->getDisplayName() . '] Sync Opportunities - count warning',\n [\n 'team_id' => $this->team->getId(),\n 'params' => $logParams,\n 'count' => $syncCount,\n 'strategies_count' => count($strategies),\n 'total_records' => $totalRecords ?? null,\n ]\n );\n }\n\n return $syncCount;\n }\n\n\n /**\n * @inheritdoc\n */\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategy = $this->opportunitySyncStrategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY\n );\n\n $parameters = [\n 'profile' => $this->profile,\n 'crm_id' => $crmId,\n ];\n\n try {\n $sfOpportunity = $strategy->fetchOpportunities($parameters);\n } catch (HttpNotFoundException $e) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n ]);\n\n return null;\n } catch (CrmException $crmException) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n 'exception' => $crmException->getMessage(),\n ]);\n\n return null;\n }\n\n if ($sfOpportunity instanceof ArrayIterator) {\n return $this->importOpportunity($sfOpportunity->getItems());\n }\n\n return $this->importOpportunity($sfOpportunity);\n }\n\n /**\n * @throws HttpNotFoundException\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $account = null;\n if (empty($crmData['AccountId']) === false) {\n /** @var ?Account $account */\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $userId = $profile?->getUserId() ?? $account?->getUserId();\n if ($userId === null) {\n $this->logger->error('[Salesforce] | Skip import, no user_id found', [\n 'id' => $crmData['Id'],\n ]);\n\n return null;\n }\n\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['StageName'])) {\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['StageName'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->orderBy('is_selectable', 'DESC')\n ->orderBy('id')\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData['StageName']);\n }\n }\n\n $recordType = null;\n if (empty($crmData['RecordTypeId']) === false) {\n /** @var ?RecordType $recordType */\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmData['RecordTypeId'])\n ->first();\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $closeDate = null;\n if (empty($crmData['CloseDate']) === false) {\n $closeDate = Carbon::parse($crmData['CloseDate'])->format('Y-m-d');\n }\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $userId,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => mb_strimwidth($crmData['Name'] ?? '', 0, 128),\n 'value' => $crmData[$valueFieldName],\n 'currency_code' => CurrencyFormatter::formatCode($crmData['CurrencyIsoCode'] ?? null),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData['IsClosed'],\n 'is_won' => $crmData['IsWon'],\n 'stage_id' => $stage?->id ?? null,\n 'record_type_id' => $recordType->id ?? null,\n 'remotely_created_at' => $createdDate,\n 'probability' => $crmData['Probability'] ?? null,\n 'forecast_category' => $crmData['ForecastCategoryName'] ?? null,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->opportunities(), $crmData['Id']);\n\n // Do not allow locked DB tables & other errors\n // to interrupt the process of reverting the trashed opportunities\n try {\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()\n ->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n\n $this->importOpportunityCrmFieldData($crmData, $crmFields, $opportunity->id);\n\n $this->handleObjectDeletion($opportunity, $crmData);\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n } catch (Exception $exception) {\n Sentry::captureException($exception);\n\n $this->logger->error('[Salesforce] importOpportunity failure.', [\n 'crm_provider_id' => $crmData['Id'],\n 'team_id' => $this->team->id,\n 'exception' => $exception->getMessage(),\n ]);\n\n $this->handleEntityDeletionByProviderId($this->config->opportunities(), $crmData);\n }\n\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('contact');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Contact\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfContacts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfContacts as $sfContact) {\n // Only sync if previously imported.\n if ($this->hasContact($sfContact['Id'])) {\n $this->importContact($sfContact);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::CONTACT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n $fields = $this->getAllFieldsAsArray('contact');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync contact cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfContact = $this->getRecord('Contact', $crmId, $fields);\n\n return $this->importContact($sfContact);\n }\n\n private function importContact($crmData): Contact\n {\n $account = null;\n // Contacts may not have accounts...\n if (isset($crmData['AccountId'])) {\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $countryCode = $crmData['MailingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['MailingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['MailingCountry']);\n\n if ($countryCode === null && $account) {\n $countryCode = $account->country_code;\n }\n }\n\n $ext = null;\n $parsedNumber = [];\n if (empty($crmData['Phone']) === false) {\n $number = Str::limit($crmData['Phone'], 25, '');\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n if (empty($parsedNumber['ext']) === false) {\n $ext = Str::limit($parsedNumber['ext'], 10, '');\n }\n }\n\n $mobileNumber = null;\n if (empty($crmData['MobilePhone']) === false) {\n $mobileNumber = Str::limit(phone_e164($countryCode, $crmData['MobilePhone']), 25, '');\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => ($crmData['Name'] ?? null) !== null ? mb_strimwidth($crmData['Name'], 0, 100) : '',\n 'title' => ($crmData['Title'] ?? null) !== null ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => ($crmData['Email'] ?? null) !== null ? mb_strimwidth($crmData['Email'], 0, 191) : null,\n 'country_code' => $countryCode,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $ext,\n 'mobile_phone' => $mobileNumber,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Contact::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->contacts(), $crmData['Id']);\n\n /** @var Contact $contact */\n $contact = $this->config->contacts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($contact, $crmData);\n\n return $contact;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n $fields = [\n 'InstanceName',\n 'OrganizationType',\n 'IsSandbox',\n ];\n\n $orgValues = $this->getRecord('Organization', $this->config->crm_provider_id, $fields);\n\n $edition = null;\n switch ($orgValues['OrganizationType']) {\n case 'Developer Edition':\n $edition = Configuration::EDITION_DEVELOPER;\n\n break;\n\n case 'Professional Edition':\n $edition = Configuration::EDITION_PROFESSIONAL;\n\n break;\n\n case 'Enterprise Edition':\n $edition = Configuration::EDITION_ENTERPRISE;\n\n break;\n }\n\n $this->config->edition = $edition;\n $this->config->instance = $orgValues['InstanceName'];\n\n // XXX: How can this state be possible?\n if ($this->config->version === null) {\n $this->config->version = Client::MIN_API_VERSION;\n }\n\n $installedVersion = $this->getInstalledAppVersion();\n if ($installedVersion !== null) {\n $installedVersion = (string) $this->getInstalledAppVersion();\n }\n\n $this->config->installed_app_version = $installedVersion;\n\n $this->config->save();\n }\n\n public function getInstalledAppVersion(): ?string\n {\n try {\n $query = '\n SELECT\n SubscriberPackageVersion.MajorVersion,\n SubscriberPackageVersion.MinorVersion,\n SubscriberPackageVersion.PatchVersion,\n SubscriberPackageVersion.BuildNumber\n FROM\n InstalledSubscriberPackage\n WHERE\n SubscriberPackageId = :packageId\n ';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'packageId' => self::INSTALLED_PACKAGE_ID,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Grab version number.\n $version = $sfField['SubscriberPackageVersion']['MajorVersion'] .\n $sfField['SubscriberPackageVersion']['MinorVersion'] .\n $sfField['SubscriberPackageVersion']['PatchVersion'] .\n $sfField['SubscriberPackageVersion']['BuildNumber'];\n } catch (\\Exception) {\n $version = null;\n }\n\n return $version;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws \\Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For SF we also check if Log Notes is enabled.\n if ($this->profile->log_notes === Profile::LOG_NOTE_NONE) {\n return;\n }\n\n if ($activity->opportunity_id && $activity->prospect === null) {\n return;\n }\n\n try {\n $transcriptionData = $this->generateTranscription($activity);\n\n $noteMaxLength = $this->profile->log_notes === Profile::LOG_NOTE_ENHANCED\n ? self::ENHANCED_NOTE_MAX_LENGTH\n : self::CLASSIC_NOTE_MAX_LENGTH;\n\n $title = 'Transcript for ';\n $title .= $activity->title ?? $activity->activity_title;\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($transcriptionData, 0, $noteMaxLength);\n\n if ($activity->opportunity_id) {\n $objectId = $activity->opportunity->crm_provider_id;\n } else {\n $objectId = $activity->prospect->crm_provider_id;\n }\n\n $noteId = $this->saveNote($title, $body, $objectId);\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 public function saveNote(string $title, string $body, string $objectId, ?NoteObject $noteObject = null): ?string\n {\n $noteId = null;\n\n try {\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $noteId = $this->buildEnhancedNote($title, $body, $objectId);\n } else {\n $noteId = $this->buildClassicNote($title, $body, $objectId);\n }\n } catch (HttpNotFoundException $exception) {\n // The profile not having access to create Enhanced Notes. Set their preference to Classic.\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $this->profile->update([\n 'log_notes' => Profile::LOG_NOTE_CLASSIC,\n ]);\n }\n }\n\n return $noteId;\n }\n\n /**\n * This is using the \"Enhanced\" Notes feature, NOT the \"Notes & Attachments\" feature being deprecated.\n *\n * @url https://salesforce.stackexchange.com/questions/104408/how-can-i-create-an-account-note-or-contact-note-via-api-that-is-visible-in-sale\n */\n private function buildEnhancedNote(string $title, string $body, string $objectId): string\n {\n // Decode stored entities, escape HTML (without quoting), then convert line breaks for Salesforce formatting\n $decodedBody = html_entity_decode($body, ENT_QUOTES | ENT_HTML5);\n $sanitizedBody = htmlspecialchars($decodedBody, ENT_NOQUOTES, 'UTF-8', false);\n $content = nl2br($sanitizedBody, false);\n $note = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'Title' => $title,\n 'Content' => base64_encode($content),\n ];\n\n $noteId = $this->createRecord('ContentNote', $note);\n\n $link = [\n 'ContentDocumentId' => $noteId,\n 'LinkedEntityId' => $objectId,\n 'ShareType' => 'I',\n ];\n\n $this->createRecord('ContentDocumentLink', $link);\n\n return $noteId;\n }\n\n private function buildClassicNote(string $title, string $body, string $objectId): string\n {\n if (in_array($this->parseObjectType($objectId), [Field::OBJECT_TASK, Field::OBJECT_EVENT])) {\n $this->logger->info('[Salesforce] Summary not sent', [\n 'profile_id' => $this->profile->id,\n 'objectId' => $objectId,\n 'reason' => 'Classical Note does not support Task/Event relation',\n ]);\n\n return '';\n }\n\n $titleTrimmed = null;\n\n if (mb_strlen($title) > 80) {\n $titleTrimmed = substr($title, 0, 77) . '...';\n }\n $payload = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'IsPrivate' => false,\n 'Title' => $titleTrimmed ?? $title,\n 'Body' => $titleTrimmed ? $title . PHP_EOL . $body : $body,\n 'ParentId' => $objectId,\n ];\n\n return $this->createRecord('Note', $payload);\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n if ($this->profile === null) {\n return [];\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $limitValues = ['limit' => $this->limit, 'offset' => $this->offset];\n $sosl = $queryBuilder->buildFindQuery($name, $scopes, $limitValues);\n\n $this->logger->info('[Salesforce] Find prospects', [\n 'profile_id' => $this->profile->id,\n 'sosl_query' => $sosl,\n 'search_string' => $name,\n 'scopes' => $scopes,\n ]);\n\n $data = Cache::remember($this->profile->id . $sosl, self::CACHE_TTL, function () use ($sosl) {\n $data = [];\n\n try {\n // Hit remote API.\n $objects = $this->queryHandler->search($sosl);\n\n // Build mapped list.\n foreach ($objects as $object) {\n $type = strtolower($object['attributes']['type']);\n\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n 'crmUrl' => $this->generateProviderUrl($object['Id'], $type),\n ];\n\n switch ($type) {\n case 'lead':\n if (empty($object['Company']) === false) {\n $record['organization'] = $object['Company'];\n }\n\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_LEAD)\n ->where('name', $object['Status'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_LEAD], $object['Status']);\n }\n\n if ($stage) {\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n }\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n break;\n\n case 'account':\n if (empty($object['Industry']) === false) {\n $record['industry'] = $object['Industry'];\n $record['detailsLine'] = $object['Industry'];\n }\n if (! empty($object['PersonEmail'])) {\n $record['detailsLine'] = $object['PersonEmail'];\n }\n\n break;\n\n case 'contact':\n // For contacts, we should try and fetch their account name too.\n if ($object['AccountId']) {\n // Cheaper to get this locally.\n $account = $this->config->accounts()\n ->where('crm_provider_id', $object['AccountId'])\n ->first(['name']);\n\n if ($account) {\n $record['organization'] = $account->name;\n }\n }\n\n if (! empty($object['IsPersonAccount']) && $object['Email']) {\n $record['detailsLine'] = $object['Email'];\n } else {\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n }\n\n break;\n }\n\n // Add phone numbers to record.\n if (empty($object['Phone']) === false && $object['Phone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['Phone'],\n 'nationalFormat' => phone_national($this->profile->user->country_code, $object['Phone']),\n 'type' => 'phone',\n ];\n }\n\n if (empty($object['MobilePhone']) === false && $object['MobilePhone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['MobilePhone'],\n 'nationalFormat' => phone_national(\n $this->profile->user->country_code,\n $object['MobilePhone']\n ),\n 'type' => 'mobile',\n ];\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n $data = [];\n }\n\n return $data;\n });\n\n return $data;\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 ? $profile->getCrmProviderId() : null;\n }\n\n try {\n // Perhaps their profile has no opportunity permissions.\n if ($this->profile === null || $this->profile->opportunity_fields === null) {\n return $data;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildFindOpportunitiesQuery();\n\n $objects = $this->queryHandler->query($query, ['accountId' => $crmAccountId]);\n\n foreach ($objects as $object) {\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'won' => $object['IsWon'],\n 'closed' => $object['IsClosed'],\n ];\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n if (empty($object[$valueFieldName]) === false) {\n $currency = $object['CurrencyIsoCode'] ?? $this->config->default_currency;\n $value = formatCurrency($object[$valueFieldName], $currency);\n\n $record += [\n 'value' => $value,\n ];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->where('name', $object['StageName'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $object['StageName']);\n }\n\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n if ($ownerId && isset($object['OwnerId']) && $object['OwnerId'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n return $data;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n public function getContactRolesFromCrm(?Carbon $since = null): array\n {\n $roles = [];\n\n if ($this->profile === null) {\n return $roles;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n\n $query = $queryBuilder->buildGetContactRolesQuery($since);\n\n try {\n $objects = $this->queryHandler->query($query);\n\n foreach ($objects as $object) {\n $roles[] = [\n 'id' => $object['Id'],\n 'contactId' => $object['ContactId'],\n 'opportunityId' => $object['OpportunityId'],\n 'ownerId' => $object['Opportunity']['OwnerId'] ?? null,\n 'isPrimary' => $object['IsPrimary'],\n 'role' => $object['Role'],\n ];\n }\n } catch (NoResultsException) {\n // Just return an empty array.\n $this->logger->info('[Salesforce] No contact roles found', [\n 'since' => $since?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n }\n\n return $roles;\n }\n\n public function syncContactRoles(Carbon $since): int\n {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $crmContactRoles = $this->getContactRolesFromCrm(since: $since);\n $syncCount = 0;\n $contactRoles = [];\n\n foreach ($crmContactRoles as $crmContactRole) {\n $contactRoles[] = $this->importContactRole($crmContactRole);\n $syncCount++;\n }\n\n $contactRoleRepository->saveContactRoles($contactRoles);\n\n $this->syncRemotelyDeletedContactRoles();\n\n return $syncCount;\n }\n\n private function importContactRole(array $contactRole): array\n {\n $contact = $this->config->contacts()\n ->where('crm_provider_id', $contactRole['contactId'])\n ->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($contactRole['contactId']);\n }\n\n $opportunity = $this->config->opportunities()\n ->where('crm_provider_id', $contactRole['opportunityId'])\n ->first();\n\n if ($opportunity === null) {\n $opportunity = $this->syncOpportunity($contactRole['opportunityId']);\n }\n\n $role = null;\n if (! empty($contactRole['role'])) {\n $role = mb_strimwidth($contactRole['role'], 0, 191);\n }\n\n return [\n 'crm_configuration_id' => $this->config->getId(),\n 'contact_id' => $contact->getId(),\n 'crm_provider_id' => $contactRole['id'],\n 'subject_type' => ContactRole::SUBJECT_TYPE_OPPORTUNITY,\n 'subject_id' => $opportunity->getId(),\n 'is_primary' => $contactRole['isPrimary'],\n 'role' => $role,\n ];\n }\n\n protected function syncRemotelyDeletedContactRoles(): bool\n {\n try {\n $deletedRemotely = $this->queryHandler->queryDeleted('OpportunityContactRole');\n } catch (NoResultsException $e) {\n return false;\n }\n\n $deletedOpportunities = $deletedRemotely->getResults();\n $deletedIds = array_column($deletedOpportunities, 'id');\n\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n foreach (array_chunk($deletedIds, self::HARD_DELETE_CHUNK) as $chunk) {\n $contactRoleRepository->deleteContactRoles($chunk);\n\n $this->logger->info('[' . $this->getDisplayName() . '] Remotely deleted opportunities synced', [\n 'teamId' => $this->team->id_string,\n 'remotelyDeletedOpportunities' => $chunk,\n 'count' => count($chunk),\n ]);\n }\n\n return true;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($this->profile->user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_TASK),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any open call for that user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Task\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsDeleted = false\n AND IsClosed = false\n AND (';\n\n if ($objectType === 'account') {\n // This covers tasks tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getEvents(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n $user = $this->profile?->user;\n if ($this->profile === null || $user === null) {\n return $data;\n }\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_EVENT),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any event starting in the last week and ending up until today owned by the user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Event\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= LAST_N_DAYS:7\n AND EndDateTime <= TODAY\n AND (';\n\n if ($objectType === 'account') {\n // This covers events tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['StartDateTime'] ? Carbon::parse($object['StartDateTime'])->toIso8601String() : null;\n\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\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 $userId = null): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($email, Field::TYPE_EMAIL);\n if ($sosl === null) {\n return null;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $email,\n QueryHandler::PRIORITISE_EMAIL\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException $e) {\n // Try the account next.\n if ($this->profile->account_fields === null) {\n return null;\n }\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n // SF improved search - strip the domain extension, min domain name length 4\n return $this->getCompanyNameFromEmail(email: $email, minNameLength: 4);\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 = $domain;\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByDomainQuery($companyName);\n\n try {\n $objects = $this->queryHandler->search($sosl);\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException) {\n return null;\n }\n }\n\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Don't bother looking up numbers that are masked.\n if (str_contains($phone, '**')) {\n return null;\n }\n\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $phoneNational = phone_national(null, $phone) ?? '';\n $possiblePhoneFormats = collect([\n preg_replace('/\\D/', '', ltrim($phone, '0+')),\n preg_replace('/\\D/', '', $phoneNational),\n formatDashPhoneNumber($phone),\n $phoneNational,\n ])\n ->filter() // Removes null and empty strings\n ->unique()\n ->values();\n\n foreach ($possiblePhoneFormats as $phone) {\n $sosl = $queryBuilder->buildMatchByQuery($phone, Field::TYPE_PHONE);\n if ($sosl === null) {\n continue;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $phone,\n QueryHandler::PRIORITISE_PHONE\n );\n\n return $this->convertCrmData($objects, $userId);\n } catch (NoResultsException) {\n continue;\n }\n }\n\n return null;\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 protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->profile->id . $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 /** Determine the CRM Objects which represent the call activity. */\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 if ($this->profile === null) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($name, 'name');\n if ($sosl === null) {\n return false;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n } catch (NoResultsException $e) {\n return false;\n }\n\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $name,\n QueryHandler::PRIORITISE_NAME\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return (! empty(array_filter($data))) ? $data : false;\n });\n\n return is_array($result) ? $result : 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(QueryIterator $objects, ?int $userId = null): array\n {\n $lead = null;\n $contact = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n if ($objects->count() > 0) {\n $object = $objects->current();\n\n if ($object['attributes']['type'] === 'Lead') {\n $lead = $this->importLead($object);\n\n // Lead might not be imported if the Stage is null for example.\n if ($lead) {\n $countryCode = $lead->country_code;\n $stage = $lead->stage;\n }\n } else {\n if ($object['attributes']['type'] === 'Contact') {\n $contact = $this->importContact($object);\n $account = $contact->account;\n } else {\n $account = $this->importAccount($object);\n }\n\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $sfOpportunities = $this->findOpportunities(\n $account?->getCrmProviderId(),\n $contact?->getCrmProviderId(),\n $userId\n );\n\n // Take the first opportunity, which will be ordered as priority based on their settings.\n if (! empty($sfOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($sfOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($stage->type === Stage::TYPE_LEAD) {\n $objectType = 'Lead';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'Status';\n } else {\n $objectType = 'Opportunity';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'StageName';\n }\n\n $headers = [];\n if ($this->config->trigger_assignment_rules === false) {\n // @see: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/headers_autoassign.htm\n $headers = [\n 'Sforce-Auto-Assign' => 'false',\n ];\n }\n\n $this->updateRecord($objectType, $objectId, [$objectStageType => $stage->name], $headers);\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, '001')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, '003')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, '00Q')) {\n return 'lead';\n }\n\n if (Str::startsWith($objectId, '006')) {\n return 'opportunity';\n }\n\n if (Str::startsWith($objectId, '00U')) {\n return 'event';\n }\n\n if (Str::startsWith($objectId, '00T')) {\n return 'task';\n }\n\n throw new \\InvalidArgumentException('Unsupported Object Type');\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n $query = $queryBuilder->buildGetUsersQuery($userToSearch);\n\n try {\n $salesforceUsers = $this->queryHandler->query($query, [\n 'active' => true,\n ]);\n } catch (NoResultsException $e) {\n $this->logger->info('[Salesforce] Sync Profiles. No users found', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n $teamRepository = app(TeamRepository::class);\n $customRules = $this->getCustomProfileRules($teamRepository);\n\n foreach ($salesforceUsers as $crmUser) {\n if ($crmUser['Email'] === null) {\n continue;\n }\n\n if (! $this->customProfileValidation($crmUser, $customRules)) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $crmUser['Email']);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $edition = $crmUser['UserPreferencesLightningExperiencePreferred']\n ? Profile::EDITION_LIGHTNING\n : Profile::EDITION_CLASSIC;\n\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->updateOrCreateProfile(\n $user,\n [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $crmUser['Id'],\n ],\n [\n 'user_id' => $user->getId(),\n 'edition' => $edition,\n 'has_external_cti' => ! empty($crmUser['CallCenterId']),\n 'crm_profile_id' => $crmUser['ProfileId'],\n ]\n );\n\n if ($userToSearch instanceof User && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n // Clean up inactive profiles\n try {\n $this->archiveInactiveProfiles();\n } catch (\\Exception $e) {\n $this->logger->warning('[Salesforce] Profile archiving failed', [\n 'teamId' => $this->team->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n // For Salesforce it's easy, we just point every object to the apex domain and they handle it.\n switch ($objectType) {\n case 'lead':\n case 'account':\n case 'contact':\n case 'opportunity':\n case 'task':\n case 'event':\n case 'activity':\n\n $url = $this->config->crm_base_url . '/' . $providerId;\n\n break;\n }\n\n return $url;\n }\n\n public function buildTaskSearchFields(): array\n {\n return ['Id', 'WhoId', 'WhatId', 'AccountId'];\n }\n\n public function getTaskByFilterConditions(\n array $fields,\n array $filters,\n bool $bulkSearch = false,\n bool $strictFilters = true\n ): ?array {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildSearchTaskQuery($fields, $filters, $bulkSearch, $strictFilters);\n\n try {\n if (! $bulkSearch) {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n }\n\n if ($bulkSearch) {\n $objects = $this->queryHandler->query($query);\n $records = [];\n foreach ($objects as $record) {\n $key = $record[end($fields)];\n $records[$key] = $record;\n }\n\n return $records;\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function mapCrmObjects(array $task): array\n {\n $activityData = [];\n\n if (! empty($task['WhoId'])) {\n $type = $this->parseObjectType($task['WhoId']);\n $activityData[$type] = $task['WhoId'];\n }\n if (! empty($task['AccountId'])) {\n $activityData['account'] = $task['AccountId'];\n }\n if (! empty($task['WhatId'])) {\n $activityData['opportunity'] = $task['WhatId'];\n }\n\n return $activityData;\n }\n\n /**\n * Get SF task by Outreach call id.\n */\n public function getTaskByFilter(\n string $activityFieldType,\n array $filters,\n string $operator = '=',\n array $additionalFields = []\n ): ?array {\n $data = [];\n\n try {\n // Default (base) fields.\n $fields = ['Id', 'Subject', 'Description', 'ActivityDate', 'WhoId', 'WhatId', $activityFieldType];\n\n foreach ($additionalFields as $additionalField) {\n $fields[] = $additionalField->crm_provider_id;\n }\n\n $fields = array_unique($fields);\n\n // Find task with the same Outreach id as the call id.\n $query = 'SELECT ' . implode(',', $fields) . '\n FROM Task\n WHERE IsArchived = false AND IsDeleted = false';\n\n foreach ($filters as $key => $value) {\n $key = preg_quote($key, '/');\n $key = str_replace(['\\'', '\"'], '', $key);\n // Prepare the substitution.\n $strKey = \":$key\";\n\n $query .= \" AND $key $operator $strKey\";\n }\n\n $query .= ' ORDER BY LastModifiedDate DESC LIMIT 1';\n\n $objects = $this->queryHandler->query($query, $filters);\n\n // There should be only one task related to this call if any.\n if ($objects->count() === 1) {\n $object = $objects->current();\n\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n\n $data = array_merge($object, [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'summary' => $object['Description'],\n 'due' => $dueDate,\n 'Type' => $object[$activityFieldType],\n ]);\n }\n } catch (NoResultsException $e) {\n // Filters don't match any records.\n } catch (ServiceUnavailableException $serviceUnavailableException) {\n // Service cannot be queried. We should probably log this.\n }\n\n return $data;\n }\n\n /**\n * Get Salesforce fields including datetime fields\n *\n * @param $objectType\n */\n private function getAllFieldsAsArray($objectType): array\n {\n $basicFields = [];\n // Not all users have access to all object fields.\n if ($this->profile->{$objectType . '_fields'}) {\n $basicFields = explode(',', $this->profile->{$objectType . '_fields'});\n }\n\n $extraFields = [\n 'CreatedDate',\n 'LastModifiedDate',\n 'IsDeleted',\n ];\n\n if ($objectType === self::OBJECT_OPPORTUNITY\n && $this->config->opportunity_value_field_id\n && ! in_array($this->config->opportunityValueField->crm_provider_id, $basicFields)\n ) {\n $extraFields[] = $this->config->opportunityValueField->crm_provider_id;\n }\n\n return array_unique(array_merge($basicFields, $extraFields));\n }\n\n /**\n * Generate transcription for activity description.\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 return $this->transcriptionService\n ->findTranscriptionByActivity($activity)\n ->map(static function (array $transcriptionSegment): string {\n return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];\n })\n ->implode(PHP_EOL);\n }\n\n /**\n * Find related Salesforce event based on activity data\n *\n * @return array<string>\n */\n public function fetchRelatedActivity(Activity $activity): array\n {\n $this->logger->info('[Salesforce] Searching for related activity', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n ]);\n\n $sfEvent = $this->fetchRelatedEvent($activity);\n if (empty($sfEvent)) {\n $this->logger->info('[Salesforce] No related activity found', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n 'account' => $activity->hasAccount()\n ? $activity->getAccount()->getCrmProviderId()\n : null,\n ]);\n\n return [];\n }\n\n return $sfEvent;\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n if ($activity->isTypeConference() === false) {\n return null;\n }\n\n if ($activity->hasActualStartTime() === false && $activity->hasScheduledStartTime() === false) {\n return null;\n }\n\n if (! $activity->hasProspect()) {\n $this->logger->info('[Salesforce] Skip look up, Activity not linked to Lead, Contact or Account', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n if ($playbook !== null && $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_TASK) {\n $this->logger->info('[Salesforce] Skip auto-sync for task-based playbook', [\n 'activityUuid' => $activity->getUuid(),\n 'playbookId' => $playbook->getId(),\n 'playbookType' => $playbook->getActivityType(),\n ]);\n\n return null;\n }\n\n try {\n $sfEvent = $this->fetchRelatedActivity($activity);\n if (empty($sfEvent)) {\n return null;\n }\n\n [$activityField, $activityType] = $this->resolveActivityTypeFromEvent($activity, $sfEvent);\n\n $this->logger->info('[Salesforce] Found related activity', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'activityFieldName' => $activityField,\n 'crmActivityType' => ($activityField !== null && isset($sfEvent[$activityField]))\n ? $sfEvent[$activityField]\n : null,\n 'activityType' => $activityType,\n ]);\n\n $userId = $this->findRelatedActivityUserId($activity, $sfEvent);\n\n if ($activity->getUserId() !== $userId) {\n $this->logger->info('[Salesforce] Updating meeting owner', [\n 'activityId' => $activity->getUuid(),\n 'oldUserId' => $activity->getUserId(),\n 'newUserId' => $userId,\n ]);\n }\n\n $this->updateSfEventDescription($activity, $sfEvent);\n\n $activity->update([\n 'user_id' => $userId,\n 'crm_provider_id' => $sfEvent['Id'],\n 'playbook_category_id' => $activityType->id ?? $activity->getCategory()?->getId(),\n ]);\n\n $this->logger->info('[Salesforce] Activity updated', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return $activity;\n } catch (\\Exception $exception) {\n \\Sentry::captureException($exception);\n\n throw $exception;\n }\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n *\n * @return array{0: string|null, 1: mixed}\n */\n private function resolveActivityTypeFromEvent(Activity $activity, array $sfEvent): array\n {\n $activityField = $this->getActivityFieldName($activity);\n $activityType = null;\n\n if ($activityField !== null && ! empty($sfEvent[$activityField])) {\n $playbook = $this->getPlaybook($activity->getUser());\n $activityType = $this->getPlaybookCategory($playbook, strval($sfEvent[$activityField]));\n }\n\n return [$activityField, $activityType];\n }\n\n /**\n * @param array<string> $sfEvent\n */\n private function findRelatedActivityUserId(Activity $activity, array $sfEvent): int\n {\n $userId = $activity->getUserId();\n\n if (empty($sfEvent['OwnerId']) === false) {\n $profile = $this\n ->config\n ->profiles()\n ->where('crm_provider_id', $sfEvent['OwnerId'])\n ->get()\n ->filter(static function (Profile $profile) use ($activity): bool {\n if (! $activity->isTypeConference()) {\n return ! empty($profile->user) ? $profile->user->isStatusActive() : false;\n }\n\n $participants = $activity->getParticipants();\n\n return ! empty($profile->user)\n ? $profile->user->isStatusActive()\n && $profile->user->hasPermission(PermissionEnum::RECORD_MEETING)\n && $participants->contains('user_id', $profile->user_id)\n : false;\n })\n ->first();\n\n if ($profile) {\n $userId = $profile->user_id;\n }\n }\n\n return $userId;\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n */\n private function updateSfEventDescription(Activity $activity, array $sfEvent): void\n {\n try {\n if (str_contains($sfEvent['Description'], $activity->id_string)) {\n return;\n }\n\n $payload = [\n 'Description' => $sfEvent['Description']\n . PHP_EOL\n . PHP_EOL\n . (new DecorateActivity())->generateDescription($activity),\n ];\n\n $this->logger->info('[Salesforce] Update record', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'payload' => $payload,\n ]);\n\n $payload = array_merge(\n $payload,\n $this->payloadBuilder->fetchCustomFieldData($activity, Field::OBJECT_EVENT)\n );\n\n $this->updateRecord('Event', $sfEvent['Id'], $payload);\n } catch (\\Exception) {\n $this->logger->error('[Salesforce] Failed to update record', [\n 'activityUuid' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n ]);\n }\n }\n\n /**\n * Returns the most recently modified Event within time range (if any).\n *\n * @return array|null An Event record from Salesforce.\n */\n private function fetchRelatedEvent(Activity $activity): ?array\n {\n $ownerId = $this->profile?->crm_provider_id;\n if ($ownerId === null) {\n return [];\n }\n\n /** @var ?Carbon $from */\n /** @var ?Carbon $to */\n [$from, $to] = $this->getFromToDates($activity);\n\n try {\n $whoId = null;\n $hasWho = $activity->lead_id || $activity->contact_id;\n if ($hasWho) {\n $whoId = $activity->hasLead()\n ? $activity->getLead()->crm_provider_id\n : $activity->getContact()->crm_provider_id;\n }\n\n if ($hasWho === false && $activity->account_id === null) {\n return null;\n }\n\n $query = $this->buildFetchRelatedEventQuery($activity);\n\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $ownerId,\n 'whoId' => $whoId,\n 'whatId' => $activity->hasOpportunity() ? $activity->getOpportunity()->crm_provider_id : null,\n 'accountId' => $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null,\n 'from' => $from?->format('Y-m-d\\TH:i:s\\Z'),\n 'to' => $to?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($objects as $object) {\n return $object;\n }\n } catch (NoResultsException $e) {\n return [];\n }\n\n return [];\n }\n\n private function getFromToDates(Activity $activity): array\n {\n $from = null;\n $to = null;\n\n /** @var ?CalendarEvent $calendarEvent */\n $calendarEvent = $activity->calendarEvent()->first();\n if ($calendarEvent !== null) {\n $from = $calendarEvent->getStartTime();\n $to = $calendarEvent->getEndTime();\n }\n\n // For non-calendar imported activities\n // Also double check if calendar event dates could be null?\n // If null use what we've got so far\n if ($from === null || $to === null) {\n $from = $activity->hasScheduledStartTime()\n ? $activity->getScheduledStartTime()\n : $activity->getActualStartTime();\n $to = $activity->hasScheduledEndTime()\n ? $activity->getScheduledEndTime()->addMinutes(15)\n : $activity->getActualEndTime();\n }\n\n return [$from, $to];\n }\n\n /**\n * Determines the appropriate activity field name for querying Salesforce events.\n *\n * This method follows a hierarchy to determine the field name:\n * 1. Uses the playbook's activity field if it exists and is in the profile's accessible fields\n * 2. Falls back to the default activity field if the profile has no event fields configured\n * 3. Returns null if no suitable field is found\n *\n * @param Activity $activity The activity to determine the field for\n *\n * @return string|null The field name to use in queries, or null if none is available\n */\n private function getActivityFieldName(Activity $activity): ?string\n {\n if ($this->profile === null) {\n $this->logger->warning('[Salesforce] Cannot determine activity field - profile not found', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $profileEventFields = $this->profile->getFieldsAsArray('event');\n\n if (empty($profileEventFields)) {\n $defaultActivityField = $this->getDefaultActivityField(Field::OBJECT_EVENT);\n $defaultFieldName = $defaultActivityField?->getAttribute('crm_provider_id');\n // Profile not yet synced — fall back to the default activity field.\n // There is a small chance that the profile won't have Default Activity Type field access\n // in which case the query will fail.\n // This is however an edge case and should be reviewed for profile sync issues.\n Sentry::withScope(function (\\Sentry\\State\\Scope $scope) use ($defaultFieldName): void {\n $scope->setContext('details', [\n 'profileId' => $this->profile->id,\n 'defaultField' => $defaultFieldName,\n ]);\n Sentry::captureMessage(\n '[Salesforce] Profile event fields empty, falling back to default activity field.',\n \\Sentry\\Severity::warning()\n );\n });\n\n return $defaultFieldName;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n\n if (! is_null($playbook) && ! is_null($playbook->getActivityField())) {\n $playbookFieldName = $playbook->getActivityField()->getAttribute('crm_provider_id');\n\n if (in_array($playbookFieldName, $profileEventFields, true)) {\n return $playbookFieldName;\n }\n\n $this->logger->warning('[Salesforce] Playbook activity field not found in profile fields', [\n 'activityId' => $activity->getUuid(),\n 'playbookField' => $playbookFieldName,\n 'profileId' => $this->profile->id,\n ]);\n }\n\n return null;\n }\n\n private function buildFetchRelatedEventQuery(Activity $activity): string\n {\n $hasWho = $activity->lead_id || $activity->contact_id;\n\n $activityFieldName = $this->getActivityFieldName($activity);\n $fields = array_filter(['Id', 'Description', 'OwnerId', $activityFieldName]);\n\n $ownerCondition = '(OwnerId = :ownerId OR CreatedById = :ownerId)';\n\n $query = '\n SELECT ' . implode(',', $fields) . '\n FROM Event\n WHERE ' . $ownerCondition . '\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= :from\n AND EndDateTime <= :to\n AND (';\n\n $operator = '';\n if ($activity->account_id) {\n // This covers events tied to a related contact or opportunity too.\n $query .= 'AccountId = :accountId';\n\n $operator = ' OR ';\n }\n\n if ($hasWho) {\n $query .= $operator . 'WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($activity->opportunity_id) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ') ORDER BY LastModifiedDate DESC';\n\n return $query;\n }\n\n public function fetchProspect(array $task): array\n {\n $lead = $account = $opportunity = $contact = $stage = $countryCode = null;\n $externalId = $task['WhoId'] ?? null;\n\n // Lead or Contact\n if ($externalId) {\n try {\n [$lead, $account, $opportunity, $contact, $stage, $countryCode] = $this->parseRecords($externalId);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n // If we happen to know the opportunity or account from the Task, figure that out.\n if (empty($task['WhatId']) === false) {\n // WhatId could be either Account ID or Opportunity ID.\n // If WhatId is Opportunity ID, get the opportunity and stage from the CRM.\n try {\n [, $account, $opportunity, , $stage, ] = $this->parseRecords($task['WhatId']);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n return [$lead, $account, $opportunity, $contact, $stage, $countryCode];\n }\n\n /**\n * Save activity transcription summary as note\n */\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n return $this->saveNote($title, $body, (string) $objectId);\n }\n\n public function getObjectByFilterConditions(string $objectType, array $fields, array $filters): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildObjectSearchQuery($objectType, $fields, $filters);\n\n try {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n private function getCustomProfileRules(TeamRepository $teamRepository): array\n {\n $teamSettings = $teamRepository->getTeamSetting($this->team, 'custom_profile_validation');\n\n if ($teamSettings instanceof TeamSettings && $teamSettings->getValueType() === 'array') {\n $customRules = json_decode($teamSettings->getValue(), true);\n if (is_array($customRules)) {\n return $customRules;\n }\n }\n\n return [];\n }\n\n private function customProfileValidation(array $crmUser, array $customRules): bool\n {\n foreach ($customRules as $customRule) {\n if ($crmUser[$customRule['field']] !== $customRule['value']) {\n return false;\n }\n }\n\n return true;\n }\n\n /**\n * When syncing Contact / Lead / Account / Opportunity / Stage crm entities,\n * validate and restore locally trashed objects,\n * before updating them. Objects are identified by CrmProviderId\n */\n private function restoreAnyTrashedEntity(HasMany $targetEntity, string $crmProviderId): void\n {\n $recordExists = $targetEntity->withTrashed()->where(['crm_provider_id' => $crmProviderId])->first();\n if ($recordExists && $recordExists->trashed()) {\n $recordExists->restore();\n }\n }\n\n #[\\Override] public function supportsNotes(): bool\n {\n return true;\n }\n\n private function getOwnerProfile(?string $ownerId): ?Profile\n {\n if ($ownerId === null) {\n return null;\n }\n\n return $this->config->profiles()\n ->where('crm_provider_id', $ownerId)\n ->first();\n }\n}","depth":2,"bounds":{"left":0.25531915,"top":0.42697525,"width":0.29089096,"height":0.57302475},"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Salesforce;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Illuminate\\Database\\Eloquent\\Relations\\HasMany;\nuse Illuminate\\Events\\Dispatcher;\nuse Illuminate\\Support\\Facades\\Cache;\nuse Illuminate\\Support\\Facades\\Log;\nuse Illuminate\\Support\\Str;\nuse Jiminny\\Component\\Country\\CountriesMap;\nuse Jiminny\\Contracts\\Acl\\PermissionEnum;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ImportsBusinessProcessesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceBatchSyncInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteNoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SearchTaskInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmProfileRecordTypesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Enums\\CrmObject;\nuse Jiminny\\Events\\Activities\\Crm\\LeadConverted;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpBadRequestException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\NoResultsException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Calendar\\CalendarEvent;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\ContactRole;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Crm\\RecordType;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\TeamSettings;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\Crm\\RecordTypeFieldValuesRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Helpers\\ArrayIterator;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldHelper;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldTypeConverter;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\FollowupActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\LogActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\RecordManipulationsTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Jiminny\\Utils\\StringUtil;\nuse Ramsey\\Uuid\\Uuid;\nuse Sentry\\Laravel\\Facade as Sentry;\n\nclass Service extends BaseService implements\n SalesforceInterface,\n SalesforceBatchSyncInterface,\n SyncCrmEntitiesInterface,\n SyncCrmProfileRecordTypesInterface,\n ImportsBusinessProcessesInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SearchTaskInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n RemoteNoteEntityManipulationInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncFieldsTrait;\n use DeleteObjectsTrait;\n use RecordManipulationsTrait;\n use ServiceTraits\\BatchSyncTrait;\n use FollowupActivityTrait;\n use LogActivityTrait;\n\n /**\n * Note Body Limit for the Old Note-Taking Tool\n *\n * @var int\n */\n private const int CLASSIC_NOTE_MAX_LENGTH = 32000;\n\n /**\n * Note Content Limit for the New Notes\n *\n * @var int\n */\n private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;\n\n private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';\n\n private const int CACHE_TTL = 600;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400\n\n /**\n * @var Client\n */\n protected $client;\n\n protected PayloadBuilder $payloadBuilder;\n protected QueryHandler $queryHandler;\n\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(\n Client $client,\n PayloadBuilder $payloadBuilder,\n protected Dispatcher $eventDispatcher,\n private readonly CountriesMap $countriesMap,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->payloadBuilder = $payloadBuilder;\n $this->queryHandler = app(QueryHandler::class, [\n 'client' => $this->client,\n 'logger' => $this->logger,\n ]);\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Salesforce';\n }\n\n public function getJobDelay(): int\n {\n return 1;\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);\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 ($activity, $crmProviderId) {\n $playbook = $this->getPlaybookFromActivity($activity);\n\n if ($playbook === null) {\n $this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [\n 'activity' => $activity->getId(),\n 'crm_provider_id' => $crmProviderId,\n ]);\n\n return false;\n }\n\n $objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';\n\n try {\n $record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);\n\n return ! empty($record) && ($record['IsDeleted'] ?? false) === false;\n } catch (HttpNotFoundException|HttpBadRequestException) {\n $this->logger->info('[Salesforce] Activity record not found during verification', [\n 'activity' => $activity->getId(),\n 'object_type' => $objectType,\n 'crm_provider_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n });\n }\n\n public function query(string $queryToRun, array $parameters = []): QueryIterator\n {\n // Due to poorly designed external calls, this method cannot be entirely removed\n return $this->queryHandler->query($queryToRun, $parameters);\n }\n\n /*=========== Organization Information ===============*/\n\n /**\n * Get a list of all the API Versions for the instance.\n *\n * @throws CrmException\n *\n * @return mixed\n *\n */\n public function getApiVersions()\n {\n $url = $this->config->crm_base_url . '/services/data';\n\n $response = $this->client->get($url);\n\n return json_decode($response->getBody(), true);\n }\n\n /**\n * Gets the valid recordTypes for a given Salesforce Object via the describe API.\n */\n private function getRecordTypes(string $crmObject): array\n {\n $url = $this->client->getObjectsUrl() . $crmObject . '/describe';\n\n $response = $this->client->get($url);\n $jsonResponse = json_decode($response->getBody(), true);\n\n $fields = [];\n foreach ($jsonResponse['recordTypeInfos'] as $row) {\n $fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];\n }\n\n return $fields;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n $defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::defaultTaskFields()\n : FieldDefinitions::defaultEventFields();\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 return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'Type',\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, Playbook::ACTIVITY_TYPE_EVENT];\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::taskFollowupFieldsFilter()\n : FieldDefinitions::eventFollowupFieldsFilter();\n\n foreach ($fieldFilter as $eachFilter) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n /**\n * This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually\n * Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType\n * Needs to be replaced later on\n */\n public function syncField(Field $field): void\n {\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)\n ? 'activity'\n : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $metadata = $sfField['Metadata'];\n\n $field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);\n $field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());\n $field->is_mandatory = ($metadata['required'] === true);\n $field->length = $metadata['length'];\n $field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '\"'), 0, 191);\n $field->save();\n } else {\n $query = '\n SELECT\n Id, DataType, DeveloperName, Label, Length, Description\n FROM\n FieldDefinition\n WHERE\n DurableId = :entityName';\n\n $entityName = $field->getEntityName();\n $sfFields = $this->queryHandler->metadata($query, [\n 'entityName' => $entityName,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $convertedType = $this->convertFieldType($sfField['DataType'], $entityName);\n $label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);\n\n if ($field->isBusinessType()) {\n $label = 'Opportunity Type';\n }\n\n $field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);\n $field->label = $label;\n $field->type = $convertedType;\n $field->length = $sfField['Length'];\n $field->save();\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n private function convertFieldType(string $from, ?string $entityName = null): string\n {\n $converter = new FieldTypeConverter();\n\n return $converter->convert($from, $entityName);\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?\n 'activity' : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $valueSet = $sfField['Metadata']['valueSet'];\n\n if ($valueSet['valueSetName'] === null) {\n // Local picklist values can be obtained easily.\n $picklistValues = $valueSet['valueSetDefinition']['value'];\n } else {\n // But for some fields, we just get the Global Value Picklist pointer so need to do more work.\n $picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);\n }\n\n // Import all active values.\n foreach ($picklistValues as $i => $sfFieldValue) {\n // Setup default value.\n if ($sfFieldValue['default']) {\n $field->update(['default_value' => $sfFieldValue['valueName']]);\n }\n\n // This comes through as null if active (lol).\n if ($sfFieldValue['isActive'] !== false) {\n $values[] = [\n 'value' => $sfFieldValue['valueName'],\n 'label' => $sfFieldValue['valueName'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['default'],\n ];\n }\n }\n } else {\n $objectFields = $this->getObjectFields($field->object_type);\n $fieldId = $field->crm_provider_id;\n\n // Only work with our field of interest.\n $objectField = array_filter($objectFields, function ($item) use ($fieldId) {\n return $item['name'] === $fieldId;\n });\n\n $objectField = array_shift($objectField);\n if (empty($objectField['picklistValues']) === false) {\n foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {\n // Skip inactive values.\n if ($sfFieldValue['active'] === false) {\n continue;\n }\n\n // Setup default value.\n if ($sfFieldValue['defaultValue']) {\n $field->update(['default_value' => $sfFieldValue['value']]);\n }\n\n $values[] = [\n 'value' => $sfFieldValue['value'],\n 'label' => $sfFieldValue['label'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['defaultValue'],\n ];\n }\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'], $fieldsToPurge, true)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n // Get IDs of the values to be deleted\n $valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);\n $valuesToDeleteIds = $valuesToDelete->pluck('id');\n if (! $valuesToDeleteIds->isEmpty()) {\n $recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);\n $recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());\n\n // Now safely delete from crm_field_values\n $valuesToDelete->delete();\n }\n\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n return $fieldValues;\n }\n\n /**\n * Gets values from Global Value Picklists.\n */\n private function importGlobalValuePicklistValues(string $picklistName): array\n {\n $query = '\n SELECT\n Metadata\n FROM\n GlobalValueSet\n WHERE\n DeveloperName = :picklistName\n LIMIT 1';\n\n try {\n $sfValues = $this->queryHandler->metadata($query, [\n 'picklistName' => $picklistName,\n ]);\n\n // There is always 1 result at this point.\n $sfValue = $sfValues->current();\n\n return $sfValue['Metadata']['customValue'];\n } catch (NoResultsException $noResultsException) {\n // Nothing returned.\n\n return [];\n }\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileRecordTypes(): void\n {\n $objectTypes = [\n 'lead',\n 'account',\n 'contact',\n 'opportunity',\n 'task',\n 'event',\n ];\n\n foreach ($objectTypes as $objectType) {\n try {\n $crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));\n\n foreach ($crmRecordTypes as $crmRecordType) {\n // If the record type is default and not the Master type, set this.\n if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmRecordType['recordTypeId'])\n ->first();\n\n if ($recordType) {\n $this->profile->{$objectType . '_record_type_id'} = $recordType->id;\n }\n }\n }\n } catch (HttpNotFoundException $exception) {\n Log::error('No access to ' . $objectType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n if ($this->profile->isDirty()) {\n $this->profile->save();\n }\n }\n\n /**\n * Gets business processes.\n */\n public function importBusinessProcesses(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, TableEnumOrId\n FROM\n BusinessProcess\n WHERE\n TableEnumOrId IN (\\'Lead\\',\\'Opportunity\\')';\n\n try {\n $sfProcesses = $this->queryHandler->query($query);\n\n // Upsert all processes for the team.\n foreach ($sfProcesses as $sfProcess) {\n /** @var BusinessProcess $businessProcess */\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $sfProcess['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => $sfProcess['Name'],\n 'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',\n 'is_selectable' => $sfProcess['IsActive'],\n ]);\n\n $this->importBusinessProcessStages($businessProcess);\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets business process stages.\n */\n private function importBusinessProcessStages(BusinessProcess $businessProcess): void\n {\n $query = '\n SELECT\n Metadata\n FROM\n BusinessProcess\n WHERE\n Id = :processId';\n\n try {\n $stages = [];\n $sfProcessStages = $this->queryHandler->metadata($query, [\n 'processId' => $businessProcess->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfProcessStage = $sfProcessStages->current();\n\n // Upsert all processes for the team.\n foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {\n $sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: \"%2C\" becomes \",\" etc.\n\n $stage = $businessProcess->crm->stages()\n // This MUST match on label because this API doesn't use API Name.\n ->where('label', $sanitizedName)\n ->where('type', $businessProcess->type)\n ->where('is_selectable', 1)\n ->first();\n\n if ($stage) {\n $stages[] = $stage->id;\n }\n }\n\n $businessProcess->stages()->sync($stages);\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets record types.\n */\n public function importRecordTypes(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, BusinessProcessId, SobjectType\n FROM\n RecordType';\n\n try {\n $sfRecordTypes = $this->queryHandler->query($query);\n\n // Upsert all record types for the process.\n foreach ($sfRecordTypes as $sfRecordType) {\n $businessProcess = null;\n if ($sfRecordType['BusinessProcessId']) {\n $businessProcess = $this->config->businessProcesses()\n ->where('crm_provider_id', $sfRecordType['BusinessProcessId'])\n ->first();\n }\n\n /** @var RecordType $recordType */\n $recordType = $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $sfRecordType['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'type' => mb_strtolower($sfRecordType['SobjectType']),\n 'name' => $sfRecordType['Name'],\n 'is_selectable' => $sfRecordType['IsActive'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n $this->importRecordTypeFieldValues($recordType);\n }\n } catch (NoResultsException $noResultsException) {\n // Do nothing.\n }\n }\n\n /**\n * Import record type - field value mappings. This only works for standard fields.\n */\n private function importRecordTypeFieldValues(RecordType $recordType): void\n {\n try {\n $query = '\n SELECT\n Metadata\n FROM\n RecordType\n WHERE\n Id = :recordTypeId';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'recordTypeId' => $recordType->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $picklists = $sfField['Metadata']['picklistValues'];\n\n foreach ($picklists as $picklist) {\n $field = $this->config->fields()->where([\n 'type' => Field::TYPE_PICKLIST,\n 'object_type' => $recordType->type,\n 'crm_provider_id' => $picklist['picklist'],\n ])->first();\n\n if ($field) {\n $fieldValues = [];\n\n foreach ($picklist['values'] as $value) {\n // Must decode: \"%2C\" becomes \",\" etc.\n $fieldValue = $field->values()\n ->where('value', urldecode($value['valueName']))\n ->first();\n\n if ($fieldValue) {\n $fieldValues[] = $fieldValue->id;\n }\n }\n\n $recordType->fieldValues()->sync($fieldValues);\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $params = [];\n $missingStage = null;\n if ($types === null) {\n $types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];\n }\n\n foreach ($types as $type) {\n if ($type === Stage::TYPE_LEAD) {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, SortOrder\n FROM\n LeadStatus';\n } else {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability\n FROM\n OpportunityStage';\n }\n\n if ($missingStageName) {\n $escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);\n\n $query .= ' WHERE ApiName = :stageName';\n\n $params = [\n 'stageName' => $escapedStageName,\n ];\n }\n\n try {\n $sfStages = $this->queryHandler->query($query, $params);\n } catch (NoResultsException $exception) {\n $sfStages = [];\n }\n\n $missingStage = null;\n\n // Upsert all stages for the team.\n foreach ($sfStages as $sfStage) {\n $selectable = true;\n if (array_key_exists('IsActive', $sfStage)) {\n $selectable = $sfStage['IsActive'];\n }\n\n $this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);\n\n $stage = $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $sfStage['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),\n 'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),\n 'type' => $type,\n 'sequence' => $sfStage['SortOrder'] ?? 0,\n 'is_selectable' => $selectable,\n 'probability' => $sfStage['DefaultProbability'] ?? null,\n ]);\n\n if ($missingStageName && $missingStageName === $sfStage['ApiName']) {\n $missingStage = $stage;\n }\n }\n\n if ($missingStageName && $missingStage === null) {\n // If they requested a stage that still doesn't exist, it must be inactive so lazy create it.\n $missingStage = $this->config->stages()->create([\n 'crm_provider_id' => Uuid::uuid4(),\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($missingStageName, 0, 50),\n 'label' => mb_strimwidth($missingStageName, 0, 191),\n 'type' => $type,\n 'sequence' => 0,\n 'is_selectable' => 0,\n ]);\n }\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('lead');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Lead\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfLeads = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfLeads as $sfLead) {\n // Only sync if previously imported.\n if ($this->hasLead($sfLead['Id'])) {\n $this->importLead($sfLead);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n $fields = $this->getAllFieldsAsArray('lead');\n\n $sfLead = $this->getRecord('Lead', $crmId, $fields);\n\n return $this->importLead($sfLead);\n }\n\n private function importLead($crmData): ?Lead\n {\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['Status'])) {\n // Get the current stage.\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['Status'])\n ->where('type', Stage::TYPE_LEAD)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);\n }\n }\n\n // If we have no way of importing this, just return null :(\n if ($stage === null) {\n return null;\n }\n\n $countryCode = $crmData['CountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['Country']) !== false) {\n $countryCode = $this->convertCountryNameToCode($crmData['Country']);\n }\n\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n $mobilePhone = null;\n if (empty($crmData['MobilePhone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['MobilePhone'], 0, 25);\n $mobilePhone = phone_e164($countryCode, $number);\n }\n\n $convertedDate = null;\n $convertedAccount = null;\n $convertedOpportunity = null;\n $convertedContact = null;\n\n if ($crmData['IsConverted'] == 'true') {\n $convertedDate = $crmData['ConvertedDate'];\n\n if (empty($crmData['ConvertedAccountId']) === false) {\n $convertedAccount = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmData['ConvertedAccountId'])\n ->first();\n\n if ($convertedAccount === null) {\n try {\n $convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedOpportunityId']) === false) {\n $convertedOpportunity = $this->config\n ->opportunities()\n ->where('crm_provider_id', $crmData['ConvertedOpportunityId'])\n ->first();\n\n if ($convertedOpportunity === null) {\n try {\n $convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedContactId']) === false) {\n $convertedContact = $this->team\n ->crm\n ->contacts()\n ->where('crm_provider_id', $crmData['ConvertedContactId'])\n ->first();\n\n if ($convertedContact === null) {\n try {\n $convertedContact = $this->syncContact($crmData['ConvertedContactId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n }\n\n if (empty($crmData['Company'])) {\n $company = 'Unknown';\n } else {\n $company = mb_strimwidth($crmData['Company'], 0, 191);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? '',\n 'company' => $company,\n 'domain' => $domain,\n 'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',\n 'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,\n 'phone' => $parsedNumber['phone'],\n 'ext' => $parsedNumber['ext'] ?? null,\n 'mobile_phone' => $mobilePhone,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Lead::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'stage_id' => $stage->id,\n 'record_type_id' => null,\n 'converted_at' => $convertedDate,\n 'converted_account_id' => $convertedAccount->id ?? null,\n 'converted_opportunity_id' => $convertedOpportunity->id ?? null,\n 'converted_contact_id' => $convertedContact->id ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);\n\n /** @var Lead $lead */\n $lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {\n $this->eventDispatcher->dispatch(new LeadConverted($lead));\n }\n\n $this->handleObjectDeletion($lead, $crmData);\n\n return $lead;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('account');\n\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Account\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfAccounts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfAccounts as $sfAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($sfAccount['Id'])) {\n $this->importAccount($sfAccount);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n $fields = $this->getAllFieldsAsArray('account');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfAccount = $this->getRecord('Account', $crmId, $fields);\n\n return $this->importAccount($sfAccount);\n }\n\n private function importAccount($crmData): Account\n {\n $countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country names.\n if ($countryCode === null && empty($crmData['BillingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);\n }\n\n if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);\n }\n\n if (empty($crmData['Phone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'], 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n $industry = null;\n if (empty($crmData['Industry']) === false) {\n $industry = mb_strimwidth($crmData['Industry'], 0, 40);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'],\n 'name' => mb_strimwidth($crmData['Name'], 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Account::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'industry' => $industry,\n 'domain' => $domain,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);\n\n /** @var Account $account */\n $account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($account, $crmData);\n\n return $account;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n $logParams = $parameters;\n $parameters['profile'] = $this->profile;\n $logParams['user'] = $this->profile->getUserId();\n\n if (count($strategies) > 1) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [\n 'teamId' => $this->team->getUuid(),\n 'params' => $logParams,\n 'strategies_count' => count($strategies),\n ]);\n }\n\n foreach ($strategies as $syncStrategy) {\n $name = $syncStrategy->getStrategyName();\n\n try {\n $sfOpportunities = $syncStrategy->fetchOpportunities($parameters);\n $totalRecords = $sfOpportunities->count();\n\n foreach ($sfOpportunities as $sfOpportunity) {\n $this->importOpportunity($sfOpportunity);\n $syncCount++;\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $noResultsException->getMessage(),\n ]);\n } catch (CrmException $crmException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $crmException->getMessage(),\n ]);\n }\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);\n\n // debug to see how if count of opportunities reaches 1000\n if ($syncCount >= 1000) {\n $this->logger->info(\n '[' . $this->getDisplayName() . '] Sync Opportunities - count warning',\n [\n 'team_id' => $this->team->getId(),\n 'params' => $logParams,\n 'count' => $syncCount,\n 'strategies_count' => count($strategies),\n 'total_records' => $totalRecords ?? null,\n ]\n );\n }\n\n return $syncCount;\n }\n\n\n /**\n * @inheritdoc\n */\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategy = $this->opportunitySyncStrategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY\n );\n\n $parameters = [\n 'profile' => $this->profile,\n 'crm_id' => $crmId,\n ];\n\n try {\n $sfOpportunity = $strategy->fetchOpportunities($parameters);\n } catch (HttpNotFoundException $e) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n ]);\n\n return null;\n } catch (CrmException $crmException) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n 'exception' => $crmException->getMessage(),\n ]);\n\n return null;\n }\n\n if ($sfOpportunity instanceof ArrayIterator) {\n return $this->importOpportunity($sfOpportunity->getItems());\n }\n\n return $this->importOpportunity($sfOpportunity);\n }\n\n /**\n * @throws HttpNotFoundException\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $account = null;\n if (empty($crmData['AccountId']) === false) {\n /** @var ?Account $account */\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $userId = $profile?->getUserId() ?? $account?->getUserId();\n if ($userId === null) {\n $this->logger->error('[Salesforce] | Skip import, no user_id found', [\n 'id' => $crmData['Id'],\n ]);\n\n return null;\n }\n\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['StageName'])) {\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['StageName'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->orderBy('is_selectable', 'DESC')\n ->orderBy('id')\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData['StageName']);\n }\n }\n\n $recordType = null;\n if (empty($crmData['RecordTypeId']) === false) {\n /** @var ?RecordType $recordType */\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmData['RecordTypeId'])\n ->first();\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $closeDate = null;\n if (empty($crmData['CloseDate']) === false) {\n $closeDate = Carbon::parse($crmData['CloseDate'])->format('Y-m-d');\n }\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $userId,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => mb_strimwidth($crmData['Name'] ?? '', 0, 128),\n 'value' => $crmData[$valueFieldName],\n 'currency_code' => CurrencyFormatter::formatCode($crmData['CurrencyIsoCode'] ?? null),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData['IsClosed'],\n 'is_won' => $crmData['IsWon'],\n 'stage_id' => $stage?->id ?? null,\n 'record_type_id' => $recordType->id ?? null,\n 'remotely_created_at' => $createdDate,\n 'probability' => $crmData['Probability'] ?? null,\n 'forecast_category' => $crmData['ForecastCategoryName'] ?? null,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->opportunities(), $crmData['Id']);\n\n // Do not allow locked DB tables & other errors\n // to interrupt the process of reverting the trashed opportunities\n try {\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()\n ->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n\n $this->importOpportunityCrmFieldData($crmData, $crmFields, $opportunity->id);\n\n $this->handleObjectDeletion($opportunity, $crmData);\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n } catch (Exception $exception) {\n Sentry::captureException($exception);\n\n $this->logger->error('[Salesforce] importOpportunity failure.', [\n 'crm_provider_id' => $crmData['Id'],\n 'team_id' => $this->team->id,\n 'exception' => $exception->getMessage(),\n ]);\n\n $this->handleEntityDeletionByProviderId($this->config->opportunities(), $crmData);\n }\n\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('contact');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Contact\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfContacts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfContacts as $sfContact) {\n // Only sync if previously imported.\n if ($this->hasContact($sfContact['Id'])) {\n $this->importContact($sfContact);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::CONTACT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n $fields = $this->getAllFieldsAsArray('contact');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync contact cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfContact = $this->getRecord('Contact', $crmId, $fields);\n\n return $this->importContact($sfContact);\n }\n\n private function importContact($crmData): Contact\n {\n $account = null;\n // Contacts may not have accounts...\n if (isset($crmData['AccountId'])) {\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $countryCode = $crmData['MailingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['MailingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['MailingCountry']);\n\n if ($countryCode === null && $account) {\n $countryCode = $account->country_code;\n }\n }\n\n $ext = null;\n $parsedNumber = [];\n if (empty($crmData['Phone']) === false) {\n $number = Str::limit($crmData['Phone'], 25, '');\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n if (empty($parsedNumber['ext']) === false) {\n $ext = Str::limit($parsedNumber['ext'], 10, '');\n }\n }\n\n $mobileNumber = null;\n if (empty($crmData['MobilePhone']) === false) {\n $mobileNumber = Str::limit(phone_e164($countryCode, $crmData['MobilePhone']), 25, '');\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => ($crmData['Name'] ?? null) !== null ? mb_strimwidth($crmData['Name'], 0, 100) : '',\n 'title' => ($crmData['Title'] ?? null) !== null ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => ($crmData['Email'] ?? null) !== null ? mb_strimwidth($crmData['Email'], 0, 191) : null,\n 'country_code' => $countryCode,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $ext,\n 'mobile_phone' => $mobileNumber,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Contact::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->contacts(), $crmData['Id']);\n\n /** @var Contact $contact */\n $contact = $this->config->contacts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($contact, $crmData);\n\n return $contact;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n $fields = [\n 'InstanceName',\n 'OrganizationType',\n 'IsSandbox',\n ];\n\n $orgValues = $this->getRecord('Organization', $this->config->crm_provider_id, $fields);\n\n $edition = null;\n switch ($orgValues['OrganizationType']) {\n case 'Developer Edition':\n $edition = Configuration::EDITION_DEVELOPER;\n\n break;\n\n case 'Professional Edition':\n $edition = Configuration::EDITION_PROFESSIONAL;\n\n break;\n\n case 'Enterprise Edition':\n $edition = Configuration::EDITION_ENTERPRISE;\n\n break;\n }\n\n $this->config->edition = $edition;\n $this->config->instance = $orgValues['InstanceName'];\n\n // XXX: How can this state be possible?\n if ($this->config->version === null) {\n $this->config->version = Client::MIN_API_VERSION;\n }\n\n $installedVersion = $this->getInstalledAppVersion();\n if ($installedVersion !== null) {\n $installedVersion = (string) $this->getInstalledAppVersion();\n }\n\n $this->config->installed_app_version = $installedVersion;\n\n $this->config->save();\n }\n\n public function getInstalledAppVersion(): ?string\n {\n try {\n $query = '\n SELECT\n SubscriberPackageVersion.MajorVersion,\n SubscriberPackageVersion.MinorVersion,\n SubscriberPackageVersion.PatchVersion,\n SubscriberPackageVersion.BuildNumber\n FROM\n InstalledSubscriberPackage\n WHERE\n SubscriberPackageId = :packageId\n ';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'packageId' => self::INSTALLED_PACKAGE_ID,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Grab version number.\n $version = $sfField['SubscriberPackageVersion']['MajorVersion'] .\n $sfField['SubscriberPackageVersion']['MinorVersion'] .\n $sfField['SubscriberPackageVersion']['PatchVersion'] .\n $sfField['SubscriberPackageVersion']['BuildNumber'];\n } catch (\\Exception) {\n $version = null;\n }\n\n return $version;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws \\Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For SF we also check if Log Notes is enabled.\n if ($this->profile->log_notes === Profile::LOG_NOTE_NONE) {\n return;\n }\n\n if ($activity->opportunity_id && $activity->prospect === null) {\n return;\n }\n\n try {\n $transcriptionData = $this->generateTranscription($activity);\n\n $noteMaxLength = $this->profile->log_notes === Profile::LOG_NOTE_ENHANCED\n ? self::ENHANCED_NOTE_MAX_LENGTH\n : self::CLASSIC_NOTE_MAX_LENGTH;\n\n $title = 'Transcript for ';\n $title .= $activity->title ?? $activity->activity_title;\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($transcriptionData, 0, $noteMaxLength);\n\n if ($activity->opportunity_id) {\n $objectId = $activity->opportunity->crm_provider_id;\n } else {\n $objectId = $activity->prospect->crm_provider_id;\n }\n\n $noteId = $this->saveNote($title, $body, $objectId);\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 public function saveNote(string $title, string $body, string $objectId, ?NoteObject $noteObject = null): ?string\n {\n $noteId = null;\n\n try {\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $noteId = $this->buildEnhancedNote($title, $body, $objectId);\n } else {\n $noteId = $this->buildClassicNote($title, $body, $objectId);\n }\n } catch (HttpNotFoundException $exception) {\n // The profile not having access to create Enhanced Notes. Set their preference to Classic.\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $this->profile->update([\n 'log_notes' => Profile::LOG_NOTE_CLASSIC,\n ]);\n }\n }\n\n return $noteId;\n }\n\n /**\n * This is using the \"Enhanced\" Notes feature, NOT the \"Notes & Attachments\" feature being deprecated.\n *\n * @url https://salesforce.stackexchange.com/questions/104408/how-can-i-create-an-account-note-or-contact-note-via-api-that-is-visible-in-sale\n */\n private function buildEnhancedNote(string $title, string $body, string $objectId): string\n {\n // Decode stored entities, escape HTML (without quoting), then convert line breaks for Salesforce formatting\n $decodedBody = html_entity_decode($body, ENT_QUOTES | ENT_HTML5);\n $sanitizedBody = htmlspecialchars($decodedBody, ENT_NOQUOTES, 'UTF-8', false);\n $content = nl2br($sanitizedBody, false);\n $note = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'Title' => $title,\n 'Content' => base64_encode($content),\n ];\n\n $noteId = $this->createRecord('ContentNote', $note);\n\n $link = [\n 'ContentDocumentId' => $noteId,\n 'LinkedEntityId' => $objectId,\n 'ShareType' => 'I',\n ];\n\n $this->createRecord('ContentDocumentLink', $link);\n\n return $noteId;\n }\n\n private function buildClassicNote(string $title, string $body, string $objectId): string\n {\n if (in_array($this->parseObjectType($objectId), [Field::OBJECT_TASK, Field::OBJECT_EVENT])) {\n $this->logger->info('[Salesforce] Summary not sent', [\n 'profile_id' => $this->profile->id,\n 'objectId' => $objectId,\n 'reason' => 'Classical Note does not support Task/Event relation',\n ]);\n\n return '';\n }\n\n $titleTrimmed = null;\n\n if (mb_strlen($title) > 80) {\n $titleTrimmed = substr($title, 0, 77) . '...';\n }\n $payload = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'IsPrivate' => false,\n 'Title' => $titleTrimmed ?? $title,\n 'Body' => $titleTrimmed ? $title . PHP_EOL . $body : $body,\n 'ParentId' => $objectId,\n ];\n\n return $this->createRecord('Note', $payload);\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n if ($this->profile === null) {\n return [];\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $limitValues = ['limit' => $this->limit, 'offset' => $this->offset];\n $sosl = $queryBuilder->buildFindQuery($name, $scopes, $limitValues);\n\n $this->logger->info('[Salesforce] Find prospects', [\n 'profile_id' => $this->profile->id,\n 'sosl_query' => $sosl,\n 'search_string' => $name,\n 'scopes' => $scopes,\n ]);\n\n $data = Cache::remember($this->profile->id . $sosl, self::CACHE_TTL, function () use ($sosl) {\n $data = [];\n\n try {\n // Hit remote API.\n $objects = $this->queryHandler->search($sosl);\n\n // Build mapped list.\n foreach ($objects as $object) {\n $type = strtolower($object['attributes']['type']);\n\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n 'crmUrl' => $this->generateProviderUrl($object['Id'], $type),\n ];\n\n switch ($type) {\n case 'lead':\n if (empty($object['Company']) === false) {\n $record['organization'] = $object['Company'];\n }\n\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_LEAD)\n ->where('name', $object['Status'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_LEAD], $object['Status']);\n }\n\n if ($stage) {\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n }\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n break;\n\n case 'account':\n if (empty($object['Industry']) === false) {\n $record['industry'] = $object['Industry'];\n $record['detailsLine'] = $object['Industry'];\n }\n if (! empty($object['PersonEmail'])) {\n $record['detailsLine'] = $object['PersonEmail'];\n }\n\n break;\n\n case 'contact':\n // For contacts, we should try and fetch their account name too.\n if ($object['AccountId']) {\n // Cheaper to get this locally.\n $account = $this->config->accounts()\n ->where('crm_provider_id', $object['AccountId'])\n ->first(['name']);\n\n if ($account) {\n $record['organization'] = $account->name;\n }\n }\n\n if (! empty($object['IsPersonAccount']) && $object['Email']) {\n $record['detailsLine'] = $object['Email'];\n } else {\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n }\n\n break;\n }\n\n // Add phone numbers to record.\n if (empty($object['Phone']) === false && $object['Phone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['Phone'],\n 'nationalFormat' => phone_national($this->profile->user->country_code, $object['Phone']),\n 'type' => 'phone',\n ];\n }\n\n if (empty($object['MobilePhone']) === false && $object['MobilePhone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['MobilePhone'],\n 'nationalFormat' => phone_national(\n $this->profile->user->country_code,\n $object['MobilePhone']\n ),\n 'type' => 'mobile',\n ];\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n $data = [];\n }\n\n return $data;\n });\n\n return $data;\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 ? $profile->getCrmProviderId() : null;\n }\n\n try {\n // Perhaps their profile has no opportunity permissions.\n if ($this->profile === null || $this->profile->opportunity_fields === null) {\n return $data;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildFindOpportunitiesQuery();\n\n $objects = $this->queryHandler->query($query, ['accountId' => $crmAccountId]);\n\n foreach ($objects as $object) {\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'won' => $object['IsWon'],\n 'closed' => $object['IsClosed'],\n ];\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n if (empty($object[$valueFieldName]) === false) {\n $currency = $object['CurrencyIsoCode'] ?? $this->config->default_currency;\n $value = formatCurrency($object[$valueFieldName], $currency);\n\n $record += [\n 'value' => $value,\n ];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->where('name', $object['StageName'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $object['StageName']);\n }\n\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n if ($ownerId && isset($object['OwnerId']) && $object['OwnerId'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n return $data;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n public function getContactRolesFromCrm(?Carbon $since = null): array\n {\n $roles = [];\n\n if ($this->profile === null) {\n return $roles;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n\n $query = $queryBuilder->buildGetContactRolesQuery($since);\n\n try {\n $objects = $this->queryHandler->query($query);\n\n foreach ($objects as $object) {\n $roles[] = [\n 'id' => $object['Id'],\n 'contactId' => $object['ContactId'],\n 'opportunityId' => $object['OpportunityId'],\n 'ownerId' => $object['Opportunity']['OwnerId'] ?? null,\n 'isPrimary' => $object['IsPrimary'],\n 'role' => $object['Role'],\n ];\n }\n } catch (NoResultsException) {\n // Just return an empty array.\n $this->logger->info('[Salesforce] No contact roles found', [\n 'since' => $since?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n }\n\n return $roles;\n }\n\n public function syncContactRoles(Carbon $since): int\n {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $crmContactRoles = $this->getContactRolesFromCrm(since: $since);\n $syncCount = 0;\n $contactRoles = [];\n\n foreach ($crmContactRoles as $crmContactRole) {\n $contactRoles[] = $this->importContactRole($crmContactRole);\n $syncCount++;\n }\n\n $contactRoleRepository->saveContactRoles($contactRoles);\n\n $this->syncRemotelyDeletedContactRoles();\n\n return $syncCount;\n }\n\n private function importContactRole(array $contactRole): array\n {\n $contact = $this->config->contacts()\n ->where('crm_provider_id', $contactRole['contactId'])\n ->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($contactRole['contactId']);\n }\n\n $opportunity = $this->config->opportunities()\n ->where('crm_provider_id', $contactRole['opportunityId'])\n ->first();\n\n if ($opportunity === null) {\n $opportunity = $this->syncOpportunity($contactRole['opportunityId']);\n }\n\n $role = null;\n if (! empty($contactRole['role'])) {\n $role = mb_strimwidth($contactRole['role'], 0, 191);\n }\n\n return [\n 'crm_configuration_id' => $this->config->getId(),\n 'contact_id' => $contact->getId(),\n 'crm_provider_id' => $contactRole['id'],\n 'subject_type' => ContactRole::SUBJECT_TYPE_OPPORTUNITY,\n 'subject_id' => $opportunity->getId(),\n 'is_primary' => $contactRole['isPrimary'],\n 'role' => $role,\n ];\n }\n\n protected function syncRemotelyDeletedContactRoles(): bool\n {\n try {\n $deletedRemotely = $this->queryHandler->queryDeleted('OpportunityContactRole');\n } catch (NoResultsException $e) {\n return false;\n }\n\n $deletedOpportunities = $deletedRemotely->getResults();\n $deletedIds = array_column($deletedOpportunities, 'id');\n\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n foreach (array_chunk($deletedIds, self::HARD_DELETE_CHUNK) as $chunk) {\n $contactRoleRepository->deleteContactRoles($chunk);\n\n $this->logger->info('[' . $this->getDisplayName() . '] Remotely deleted opportunities synced', [\n 'teamId' => $this->team->id_string,\n 'remotelyDeletedOpportunities' => $chunk,\n 'count' => count($chunk),\n ]);\n }\n\n return true;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($this->profile->user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_TASK),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any open call for that user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Task\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsDeleted = false\n AND IsClosed = false\n AND (';\n\n if ($objectType === 'account') {\n // This covers tasks tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getEvents(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n $user = $this->profile?->user;\n if ($this->profile === null || $user === null) {\n return $data;\n }\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_EVENT),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any event starting in the last week and ending up until today owned by the user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Event\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= LAST_N_DAYS:7\n AND EndDateTime <= TODAY\n AND (';\n\n if ($objectType === 'account') {\n // This covers events tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['StartDateTime'] ? Carbon::parse($object['StartDateTime'])->toIso8601String() : null;\n\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\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 $userId = null): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($email, Field::TYPE_EMAIL);\n if ($sosl === null) {\n return null;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $email,\n QueryHandler::PRIORITISE_EMAIL\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException $e) {\n // Try the account next.\n if ($this->profile->account_fields === null) {\n return null;\n }\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n // SF improved search - strip the domain extension, min domain name length 4\n return $this->getCompanyNameFromEmail(email: $email, minNameLength: 4);\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 = $domain;\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByDomainQuery($companyName);\n\n try {\n $objects = $this->queryHandler->search($sosl);\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException) {\n return null;\n }\n }\n\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Don't bother looking up numbers that are masked.\n if (str_contains($phone, '**')) {\n return null;\n }\n\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $phoneNational = phone_national(null, $phone) ?? '';\n $possiblePhoneFormats = collect([\n preg_replace('/\\D/', '', ltrim($phone, '0+')),\n preg_replace('/\\D/', '', $phoneNational),\n formatDashPhoneNumber($phone),\n $phoneNational,\n ])\n ->filter() // Removes null and empty strings\n ->unique()\n ->values();\n\n foreach ($possiblePhoneFormats as $phone) {\n $sosl = $queryBuilder->buildMatchByQuery($phone, Field::TYPE_PHONE);\n if ($sosl === null) {\n continue;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $phone,\n QueryHandler::PRIORITISE_PHONE\n );\n\n return $this->convertCrmData($objects, $userId);\n } catch (NoResultsException) {\n continue;\n }\n }\n\n return null;\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 protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->profile->id . $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 /** Determine the CRM Objects which represent the call activity. */\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 if ($this->profile === null) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($name, 'name');\n if ($sosl === null) {\n return false;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n } catch (NoResultsException $e) {\n return false;\n }\n\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $name,\n QueryHandler::PRIORITISE_NAME\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return (! empty(array_filter($data))) ? $data : false;\n });\n\n return is_array($result) ? $result : 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(QueryIterator $objects, ?int $userId = null): array\n {\n $lead = null;\n $contact = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n if ($objects->count() > 0) {\n $object = $objects->current();\n\n if ($object['attributes']['type'] === 'Lead') {\n $lead = $this->importLead($object);\n\n // Lead might not be imported if the Stage is null for example.\n if ($lead) {\n $countryCode = $lead->country_code;\n $stage = $lead->stage;\n }\n } else {\n if ($object['attributes']['type'] === 'Contact') {\n $contact = $this->importContact($object);\n $account = $contact->account;\n } else {\n $account = $this->importAccount($object);\n }\n\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $sfOpportunities = $this->findOpportunities(\n $account?->getCrmProviderId(),\n $contact?->getCrmProviderId(),\n $userId\n );\n\n // Take the first opportunity, which will be ordered as priority based on their settings.\n if (! empty($sfOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($sfOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($stage->type === Stage::TYPE_LEAD) {\n $objectType = 'Lead';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'Status';\n } else {\n $objectType = 'Opportunity';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'StageName';\n }\n\n $headers = [];\n if ($this->config->trigger_assignment_rules === false) {\n // @see: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/headers_autoassign.htm\n $headers = [\n 'Sforce-Auto-Assign' => 'false',\n ];\n }\n\n $this->updateRecord($objectType, $objectId, [$objectStageType => $stage->name], $headers);\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, '001')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, '003')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, '00Q')) {\n return 'lead';\n }\n\n if (Str::startsWith($objectId, '006')) {\n return 'opportunity';\n }\n\n if (Str::startsWith($objectId, '00U')) {\n return 'event';\n }\n\n if (Str::startsWith($objectId, '00T')) {\n return 'task';\n }\n\n throw new \\InvalidArgumentException('Unsupported Object Type');\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n $query = $queryBuilder->buildGetUsersQuery($userToSearch);\n\n try {\n $salesforceUsers = $this->queryHandler->query($query, [\n 'active' => true,\n ]);\n } catch (NoResultsException $e) {\n $this->logger->info('[Salesforce] Sync Profiles. No users found', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n $teamRepository = app(TeamRepository::class);\n $customRules = $this->getCustomProfileRules($teamRepository);\n\n foreach ($salesforceUsers as $crmUser) {\n if ($crmUser['Email'] === null) {\n continue;\n }\n\n if (! $this->customProfileValidation($crmUser, $customRules)) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $crmUser['Email']);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $edition = $crmUser['UserPreferencesLightningExperiencePreferred']\n ? Profile::EDITION_LIGHTNING\n : Profile::EDITION_CLASSIC;\n\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->updateOrCreateProfile(\n $user,\n [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $crmUser['Id'],\n ],\n [\n 'user_id' => $user->getId(),\n 'edition' => $edition,\n 'has_external_cti' => ! empty($crmUser['CallCenterId']),\n 'crm_profile_id' => $crmUser['ProfileId'],\n ]\n );\n\n if ($userToSearch instanceof User && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n // Clean up inactive profiles\n try {\n $this->archiveInactiveProfiles();\n } catch (\\Exception $e) {\n $this->logger->warning('[Salesforce] Profile archiving failed', [\n 'teamId' => $this->team->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n // For Salesforce it's easy, we just point every object to the apex domain and they handle it.\n switch ($objectType) {\n case 'lead':\n case 'account':\n case 'contact':\n case 'opportunity':\n case 'task':\n case 'event':\n case 'activity':\n\n $url = $this->config->crm_base_url . '/' . $providerId;\n\n break;\n }\n\n return $url;\n }\n\n public function buildTaskSearchFields(): array\n {\n return ['Id', 'WhoId', 'WhatId', 'AccountId'];\n }\n\n public function getTaskByFilterConditions(\n array $fields,\n array $filters,\n bool $bulkSearch = false,\n bool $strictFilters = true\n ): ?array {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildSearchTaskQuery($fields, $filters, $bulkSearch, $strictFilters);\n\n try {\n if (! $bulkSearch) {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n }\n\n if ($bulkSearch) {\n $objects = $this->queryHandler->query($query);\n $records = [];\n foreach ($objects as $record) {\n $key = $record[end($fields)];\n $records[$key] = $record;\n }\n\n return $records;\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function mapCrmObjects(array $task): array\n {\n $activityData = [];\n\n if (! empty($task['WhoId'])) {\n $type = $this->parseObjectType($task['WhoId']);\n $activityData[$type] = $task['WhoId'];\n }\n if (! empty($task['AccountId'])) {\n $activityData['account'] = $task['AccountId'];\n }\n if (! empty($task['WhatId'])) {\n $activityData['opportunity'] = $task['WhatId'];\n }\n\n return $activityData;\n }\n\n /**\n * Get SF task by Outreach call id.\n */\n public function getTaskByFilter(\n string $activityFieldType,\n array $filters,\n string $operator = '=',\n array $additionalFields = []\n ): ?array {\n $data = [];\n\n try {\n // Default (base) fields.\n $fields = ['Id', 'Subject', 'Description', 'ActivityDate', 'WhoId', 'WhatId', $activityFieldType];\n\n foreach ($additionalFields as $additionalField) {\n $fields[] = $additionalField->crm_provider_id;\n }\n\n $fields = array_unique($fields);\n\n // Find task with the same Outreach id as the call id.\n $query = 'SELECT ' . implode(',', $fields) . '\n FROM Task\n WHERE IsArchived = false AND IsDeleted = false';\n\n foreach ($filters as $key => $value) {\n $key = preg_quote($key, '/');\n $key = str_replace(['\\'', '\"'], '', $key);\n // Prepare the substitution.\n $strKey = \":$key\";\n\n $query .= \" AND $key $operator $strKey\";\n }\n\n $query .= ' ORDER BY LastModifiedDate DESC LIMIT 1';\n\n $objects = $this->queryHandler->query($query, $filters);\n\n // There should be only one task related to this call if any.\n if ($objects->count() === 1) {\n $object = $objects->current();\n\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n\n $data = array_merge($object, [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'summary' => $object['Description'],\n 'due' => $dueDate,\n 'Type' => $object[$activityFieldType],\n ]);\n }\n } catch (NoResultsException $e) {\n // Filters don't match any records.\n } catch (ServiceUnavailableException $serviceUnavailableException) {\n // Service cannot be queried. We should probably log this.\n }\n\n return $data;\n }\n\n /**\n * Get Salesforce fields including datetime fields\n *\n * @param $objectType\n */\n private function getAllFieldsAsArray($objectType): array\n {\n $basicFields = [];\n // Not all users have access to all object fields.\n if ($this->profile->{$objectType . '_fields'}) {\n $basicFields = explode(',', $this->profile->{$objectType . '_fields'});\n }\n\n $extraFields = [\n 'CreatedDate',\n 'LastModifiedDate',\n 'IsDeleted',\n ];\n\n if ($objectType === self::OBJECT_OPPORTUNITY\n && $this->config->opportunity_value_field_id\n && ! in_array($this->config->opportunityValueField->crm_provider_id, $basicFields)\n ) {\n $extraFields[] = $this->config->opportunityValueField->crm_provider_id;\n }\n\n return array_unique(array_merge($basicFields, $extraFields));\n }\n\n /**\n * Generate transcription for activity description.\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 return $this->transcriptionService\n ->findTranscriptionByActivity($activity)\n ->map(static function (array $transcriptionSegment): string {\n return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];\n })\n ->implode(PHP_EOL);\n }\n\n /**\n * Find related Salesforce event based on activity data\n *\n * @return array<string>\n */\n public function fetchRelatedActivity(Activity $activity): array\n {\n $this->logger->info('[Salesforce] Searching for related activity', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n ]);\n\n $sfEvent = $this->fetchRelatedEvent($activity);\n if (empty($sfEvent)) {\n $this->logger->info('[Salesforce] No related activity found', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n 'account' => $activity->hasAccount()\n ? $activity->getAccount()->getCrmProviderId()\n : null,\n ]);\n\n return [];\n }\n\n return $sfEvent;\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n if ($activity->isTypeConference() === false) {\n return null;\n }\n\n if ($activity->hasActualStartTime() === false && $activity->hasScheduledStartTime() === false) {\n return null;\n }\n\n if (! $activity->hasProspect()) {\n $this->logger->info('[Salesforce] Skip look up, Activity not linked to Lead, Contact or Account', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n if ($playbook !== null && $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_TASK) {\n $this->logger->info('[Salesforce] Skip auto-sync for task-based playbook', [\n 'activityUuid' => $activity->getUuid(),\n 'playbookId' => $playbook->getId(),\n 'playbookType' => $playbook->getActivityType(),\n ]);\n\n return null;\n }\n\n try {\n $sfEvent = $this->fetchRelatedActivity($activity);\n if (empty($sfEvent)) {\n return null;\n }\n\n [$activityField, $activityType] = $this->resolveActivityTypeFromEvent($activity, $sfEvent);\n\n $this->logger->info('[Salesforce] Found related activity', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'activityFieldName' => $activityField,\n 'crmActivityType' => ($activityField !== null && isset($sfEvent[$activityField]))\n ? $sfEvent[$activityField]\n : null,\n 'activityType' => $activityType,\n ]);\n\n $userId = $this->findRelatedActivityUserId($activity, $sfEvent);\n\n if ($activity->getUserId() !== $userId) {\n $this->logger->info('[Salesforce] Updating meeting owner', [\n 'activityId' => $activity->getUuid(),\n 'oldUserId' => $activity->getUserId(),\n 'newUserId' => $userId,\n ]);\n }\n\n $this->updateSfEventDescription($activity, $sfEvent);\n\n $activity->update([\n 'user_id' => $userId,\n 'crm_provider_id' => $sfEvent['Id'],\n 'playbook_category_id' => $activityType->id ?? $activity->getCategory()?->getId(),\n ]);\n\n $this->logger->info('[Salesforce] Activity updated', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return $activity;\n } catch (\\Exception $exception) {\n \\Sentry::captureException($exception);\n\n throw $exception;\n }\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n *\n * @return array{0: string|null, 1: mixed}\n */\n private function resolveActivityTypeFromEvent(Activity $activity, array $sfEvent): array\n {\n $activityField = $this->getActivityFieldName($activity);\n $activityType = null;\n\n if ($activityField !== null && ! empty($sfEvent[$activityField])) {\n $playbook = $this->getPlaybook($activity->getUser());\n $activityType = $this->getPlaybookCategory($playbook, strval($sfEvent[$activityField]));\n }\n\n return [$activityField, $activityType];\n }\n\n /**\n * @param array<string> $sfEvent\n */\n private function findRelatedActivityUserId(Activity $activity, array $sfEvent): int\n {\n $userId = $activity->getUserId();\n\n if (empty($sfEvent['OwnerId']) === false) {\n $profile = $this\n ->config\n ->profiles()\n ->where('crm_provider_id', $sfEvent['OwnerId'])\n ->get()\n ->filter(static function (Profile $profile) use ($activity): bool {\n if (! $activity->isTypeConference()) {\n return ! empty($profile->user) ? $profile->user->isStatusActive() : false;\n }\n\n $participants = $activity->getParticipants();\n\n return ! empty($profile->user)\n ? $profile->user->isStatusActive()\n && $profile->user->hasPermission(PermissionEnum::RECORD_MEETING)\n && $participants->contains('user_id', $profile->user_id)\n : false;\n })\n ->first();\n\n if ($profile) {\n $userId = $profile->user_id;\n }\n }\n\n return $userId;\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n */\n private function updateSfEventDescription(Activity $activity, array $sfEvent): void\n {\n try {\n if (str_contains($sfEvent['Description'], $activity->id_string)) {\n return;\n }\n\n $payload = [\n 'Description' => $sfEvent['Description']\n . PHP_EOL\n . PHP_EOL\n . (new DecorateActivity())->generateDescription($activity),\n ];\n\n $this->logger->info('[Salesforce] Update record', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'payload' => $payload,\n ]);\n\n $payload = array_merge(\n $payload,\n $this->payloadBuilder->fetchCustomFieldData($activity, Field::OBJECT_EVENT)\n );\n\n $this->updateRecord('Event', $sfEvent['Id'], $payload);\n } catch (\\Exception) {\n $this->logger->error('[Salesforce] Failed to update record', [\n 'activityUuid' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n ]);\n }\n }\n\n /**\n * Returns the most recently modified Event within time range (if any).\n *\n * @return array|null An Event record from Salesforce.\n */\n private function fetchRelatedEvent(Activity $activity): ?array\n {\n $ownerId = $this->profile?->crm_provider_id;\n if ($ownerId === null) {\n return [];\n }\n\n /** @var ?Carbon $from */\n /** @var ?Carbon $to */\n [$from, $to] = $this->getFromToDates($activity);\n\n try {\n $whoId = null;\n $hasWho = $activity->lead_id || $activity->contact_id;\n if ($hasWho) {\n $whoId = $activity->hasLead()\n ? $activity->getLead()->crm_provider_id\n : $activity->getContact()->crm_provider_id;\n }\n\n if ($hasWho === false && $activity->account_id === null) {\n return null;\n }\n\n $query = $this->buildFetchRelatedEventQuery($activity);\n\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $ownerId,\n 'whoId' => $whoId,\n 'whatId' => $activity->hasOpportunity() ? $activity->getOpportunity()->crm_provider_id : null,\n 'accountId' => $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null,\n 'from' => $from?->format('Y-m-d\\TH:i:s\\Z'),\n 'to' => $to?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($objects as $object) {\n return $object;\n }\n } catch (NoResultsException $e) {\n return [];\n }\n\n return [];\n }\n\n private function getFromToDates(Activity $activity): array\n {\n $from = null;\n $to = null;\n\n /** @var ?CalendarEvent $calendarEvent */\n $calendarEvent = $activity->calendarEvent()->first();\n if ($calendarEvent !== null) {\n $from = $calendarEvent->getStartTime();\n $to = $calendarEvent->getEndTime();\n }\n\n // For non-calendar imported activities\n // Also double check if calendar event dates could be null?\n // If null use what we've got so far\n if ($from === null || $to === null) {\n $from = $activity->hasScheduledStartTime()\n ? $activity->getScheduledStartTime()\n : $activity->getActualStartTime();\n $to = $activity->hasScheduledEndTime()\n ? $activity->getScheduledEndTime()->addMinutes(15)\n : $activity->getActualEndTime();\n }\n\n return [$from, $to];\n }\n\n /**\n * Determines the appropriate activity field name for querying Salesforce events.\n *\n * This method follows a hierarchy to determine the field name:\n * 1. Uses the playbook's activity field if it exists and is in the profile's accessible fields\n * 2. Falls back to the default activity field if the profile has no event fields configured\n * 3. Returns null if no suitable field is found\n *\n * @param Activity $activity The activity to determine the field for\n *\n * @return string|null The field name to use in queries, or null if none is available\n */\n private function getActivityFieldName(Activity $activity): ?string\n {\n if ($this->profile === null) {\n $this->logger->warning('[Salesforce] Cannot determine activity field - profile not found', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $profileEventFields = $this->profile->getFieldsAsArray('event');\n\n if (empty($profileEventFields)) {\n $defaultActivityField = $this->getDefaultActivityField(Field::OBJECT_EVENT);\n $defaultFieldName = $defaultActivityField?->getAttribute('crm_provider_id');\n // Profile not yet synced — fall back to the default activity field.\n // There is a small chance that the profile won't have Default Activity Type field access\n // in which case the query will fail.\n // This is however an edge case and should be reviewed for profile sync issues.\n Sentry::withScope(function (\\Sentry\\State\\Scope $scope) use ($defaultFieldName): void {\n $scope->setContext('details', [\n 'profileId' => $this->profile->id,\n 'defaultField' => $defaultFieldName,\n ]);\n Sentry::captureMessage(\n '[Salesforce] Profile event fields empty, falling back to default activity field.',\n \\Sentry\\Severity::warning()\n );\n });\n\n return $defaultFieldName;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n\n if (! is_null($playbook) && ! is_null($playbook->getActivityField())) {\n $playbookFieldName = $playbook->getActivityField()->getAttribute('crm_provider_id');\n\n if (in_array($playbookFieldName, $profileEventFields, true)) {\n return $playbookFieldName;\n }\n\n $this->logger->warning('[Salesforce] Playbook activity field not found in profile fields', [\n 'activityId' => $activity->getUuid(),\n 'playbookField' => $playbookFieldName,\n 'profileId' => $this->profile->id,\n ]);\n }\n\n return null;\n }\n\n private function buildFetchRelatedEventQuery(Activity $activity): string\n {\n $hasWho = $activity->lead_id || $activity->contact_id;\n\n $activityFieldName = $this->getActivityFieldName($activity);\n $fields = array_filter(['Id', 'Description', 'OwnerId', $activityFieldName]);\n\n $ownerCondition = '(OwnerId = :ownerId OR CreatedById = :ownerId)';\n\n $query = '\n SELECT ' . implode(',', $fields) . '\n FROM Event\n WHERE ' . $ownerCondition . '\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= :from\n AND EndDateTime <= :to\n AND (';\n\n $operator = '';\n if ($activity->account_id) {\n // This covers events tied to a related contact or opportunity too.\n $query .= 'AccountId = :accountId';\n\n $operator = ' OR ';\n }\n\n if ($hasWho) {\n $query .= $operator . 'WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($activity->opportunity_id) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ') ORDER BY LastModifiedDate DESC';\n\n return $query;\n }\n\n public function fetchProspect(array $task): array\n {\n $lead = $account = $opportunity = $contact = $stage = $countryCode = null;\n $externalId = $task['WhoId'] ?? null;\n\n // Lead or Contact\n if ($externalId) {\n try {\n [$lead, $account, $opportunity, $contact, $stage, $countryCode] = $this->parseRecords($externalId);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n // If we happen to know the opportunity or account from the Task, figure that out.\n if (empty($task['WhatId']) === false) {\n // WhatId could be either Account ID or Opportunity ID.\n // If WhatId is Opportunity ID, get the opportunity and stage from the CRM.\n try {\n [, $account, $opportunity, , $stage, ] = $this->parseRecords($task['WhatId']);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n return [$lead, $account, $opportunity, $contact, $stage, $countryCode];\n }\n\n /**\n * Save activity transcription summary as note\n */\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n return $this->saveNote($title, $body, (string) $objectId);\n }\n\n public function getObjectByFilterConditions(string $objectType, array $fields, array $filters): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildObjectSearchQuery($objectType, $fields, $filters);\n\n try {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n private function getCustomProfileRules(TeamRepository $teamRepository): array\n {\n $teamSettings = $teamRepository->getTeamSetting($this->team, 'custom_profile_validation');\n\n if ($teamSettings instanceof TeamSettings && $teamSettings->getValueType() === 'array') {\n $customRules = json_decode($teamSettings->getValue(), true);\n if (is_array($customRules)) {\n return $customRules;\n }\n }\n\n return [];\n }\n\n private function customProfileValidation(array $crmUser, array $customRules): bool\n {\n foreach ($customRules as $customRule) {\n if ($crmUser[$customRule['field']] !== $customRule['value']) {\n return false;\n }\n }\n\n return true;\n }\n\n /**\n * When syncing Contact / Lead / Account / Opportunity / Stage crm entities,\n * validate and restore locally trashed objects,\n * before updating them. Objects are identified by CrmProviderId\n */\n private function restoreAnyTrashedEntity(HasMany $targetEntity, string $crmProviderId): void\n {\n $recordExists = $targetEntity->withTrashed()->where(['crm_provider_id' => $crmProviderId])->first();\n if ($recordExists && $recordExists->trashed()) {\n $recordExists->restore();\n }\n }\n\n #[\\Override] public function supportsNotes(): bool\n {\n return true;\n }\n\n private function getOwnerProfile(?string $ownerId): ?Profile\n {\n if ($ownerId === null) {\n return null;\n }\n\n return $this->config->profiles()\n ->where('crm_provider_id', $ownerId)\n ->first();\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextField","text":"Current version","depth":1,"bounds":{"left":0.4398271,"top":0.43415803,"width":0.13863032,"height":0.013567438},"on_screen":true,"value":"Current version","help_text":"text/plain","role_description":"text field","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Salesforce;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Illuminate\\Database\\Eloquent\\Relations\\HasMany;\nuse Illuminate\\Events\\Dispatcher;\nuse Illuminate\\Support\\Facades\\Cache;\nuse Illuminate\\Support\\Facades\\Log;\nuse Illuminate\\Support\\Str;\nuse Jiminny\\Component\\Country\\CountriesMap;\nuse Jiminny\\Contracts\\Acl\\PermissionEnum;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ImportsBusinessProcessesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceBatchSyncInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteNoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SearchTaskInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmProfileRecordTypesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Enums\\CrmObject;\nuse Jiminny\\Events\\Activities\\Crm\\LeadConverted;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpBadRequestException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\NoResultsException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Calendar\\CalendarEvent;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\ContactRole;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Crm\\RecordType;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\TeamSettings;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\Crm\\RecordTypeFieldValuesRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Helpers\\ArrayIterator;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldHelper;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldTypeConverter;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\FollowupActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\LogActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\RecordManipulationsTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Jiminny\\Utils\\StringUtil;\nuse Ramsey\\Uuid\\Uuid;\nuse Sentry\\Laravel\\Facade as Sentry;\n\nclass Service extends BaseService implements\n SalesforceInterface,\n SalesforceBatchSyncInterface,\n SyncCrmEntitiesInterface,\n SyncCrmProfileRecordTypesInterface,\n ImportsBusinessProcessesInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SearchTaskInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n RemoteNoteEntityManipulationInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncFieldsTrait;\n use DeleteObjectsTrait;\n use RecordManipulationsTrait;\n use ServiceTraits\\BatchSyncTrait;\n use FollowupActivityTrait;\n use LogActivityTrait;\n\n /**\n * Note Body Limit for the Old Note-Taking Tool\n *\n * @var int\n */\n private const int CLASSIC_NOTE_MAX_LENGTH = 32000;\n\n /**\n * Note Content Limit for the New Notes\n *\n * @var int\n */\n private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;\n\n private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';\n\n private const int CACHE_TTL = 600;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400\n\n /**\n * @var Client\n */\n protected $client;\n\n protected PayloadBuilder $payloadBuilder;\n protected QueryHandler $queryHandler;\n\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(\n Client $client,\n PayloadBuilder $payloadBuilder,\n protected Dispatcher $eventDispatcher,\n private readonly CountriesMap $countriesMap,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->payloadBuilder = $payloadBuilder;\n $this->queryHandler = app(QueryHandler::class, [\n 'client' => $this->client,\n 'logger' => $this->logger,\n ]);\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Salesforce';\n }\n\n public function getJobDelay(): int\n {\n return 1;\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);\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 ($activity, $crmProviderId) {\n $playbook = $this->getPlaybookFromActivity($activity);\n\n if ($playbook === null) {\n $this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [\n 'activity' => $activity->getId(),\n 'crm_provider_id' => $crmProviderId,\n ]);\n\n return false;\n }\n\n $objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';\n\n try {\n $record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);\n\n return ! empty($record) && ($record['IsDeleted'] ?? false) === false;\n } catch (HttpNotFoundException|HttpBadRequestException) {\n $this->logger->info('[Salesforce] Activity record not found during verification', [\n 'activity' => $activity->getId(),\n 'object_type' => $objectType,\n 'crm_provider_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n });\n }\n\n public function query(string $queryToRun, array $parameters = []): QueryIterator\n {\n // Due to poorly designed external calls, this method cannot be entirely removed\n return $this->queryHandler->query($queryToRun, $parameters);\n }\n\n /*=========== Organization Information ===============*/\n\n /**\n * Get a list of all the API Versions for the instance.\n *\n * @throws CrmException\n *\n * @return mixed\n *\n */\n public function getApiVersions()\n {\n $url = $this->config->crm_base_url . '/services/data';\n\n $response = $this->client->get($url);\n\n return json_decode($response->getBody(), true);\n }\n\n /**\n * Gets the valid recordTypes for a given Salesforce Object via the describe API.\n */\n private function getRecordTypes(string $crmObject): array\n {\n $url = $this->client->getObjectsUrl() . $crmObject . '/describe';\n\n $response = $this->client->get($url);\n $jsonResponse = json_decode($response->getBody(), true);\n\n $fields = [];\n foreach ($jsonResponse['recordTypeInfos'] as $row) {\n $fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];\n }\n\n return $fields;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n $defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::defaultTaskFields()\n : FieldDefinitions::defaultEventFields();\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 return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'Type',\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, Playbook::ACTIVITY_TYPE_EVENT];\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::taskFollowupFieldsFilter()\n : FieldDefinitions::eventFollowupFieldsFilter();\n\n foreach ($fieldFilter as $eachFilter) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n /**\n * This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually\n * Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType\n * Needs to be replaced later on\n */\n public function syncField(Field $field): void\n {\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)\n ? 'activity'\n : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $metadata = $sfField['Metadata'];\n\n $field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);\n $field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());\n $field->is_mandatory = ($metadata['required'] === true);\n $field->length = $metadata['length'];\n $field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '\"'), 0, 191);\n $field->save();\n } else {\n $query = '\n SELECT\n Id, DataType, DeveloperName, Label, Length, Description\n FROM\n FieldDefinition\n WHERE\n DurableId = :entityName';\n\n $entityName = $field->getEntityName();\n $sfFields = $this->queryHandler->metadata($query, [\n 'entityName' => $entityName,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $convertedType = $this->convertFieldType($sfField['DataType'], $entityName);\n $label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);\n\n if ($field->isBusinessType()) {\n $label = 'Opportunity Type';\n }\n\n $field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);\n $field->label = $label;\n $field->type = $convertedType;\n $field->length = $sfField['Length'];\n $field->save();\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n private function convertFieldType(string $from, ?string $entityName = null): string\n {\n $converter = new FieldTypeConverter();\n\n return $converter->convert($from, $entityName);\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?\n 'activity' : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $valueSet = $sfField['Metadata']['valueSet'];\n\n if ($valueSet['valueSetName'] === null) {\n // Local picklist values can be obtained easily.\n $picklistValues = $valueSet['valueSetDefinition']['value'];\n } else {\n // But for some fields, we just get the Global Value Picklist pointer so need to do more work.\n $picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);\n }\n\n // Import all active values.\n foreach ($picklistValues as $i => $sfFieldValue) {\n // Setup default value.\n if ($sfFieldValue['default']) {\n $field->update(['default_value' => $sfFieldValue['valueName']]);\n }\n\n // This comes through as null if active (lol).\n if ($sfFieldValue['isActive'] !== false) {\n $values[] = [\n 'value' => $sfFieldValue['valueName'],\n 'label' => $sfFieldValue['valueName'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['default'],\n ];\n }\n }\n } else {\n $objectFields = $this->getObjectFields($field->object_type);\n $fieldId = $field->crm_provider_id;\n\n // Only work with our field of interest.\n $objectField = array_filter($objectFields, function ($item) use ($fieldId) {\n return $item['name'] === $fieldId;\n });\n\n $objectField = array_shift($objectField);\n if (empty($objectField['picklistValues']) === false) {\n foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {\n // Skip inactive values.\n if ($sfFieldValue['active'] === false) {\n continue;\n }\n\n // Setup default value.\n if ($sfFieldValue['defaultValue']) {\n $field->update(['default_value' => $sfFieldValue['value']]);\n }\n\n $values[] = [\n 'value' => $sfFieldValue['value'],\n 'label' => $sfFieldValue['label'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['defaultValue'],\n ];\n }\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'], $fieldsToPurge, true)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n // Get IDs of the values to be deleted\n $valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);\n $valuesToDeleteIds = $valuesToDelete->pluck('id');\n if (! $valuesToDeleteIds->isEmpty()) {\n $recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);\n $recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());\n\n // Now safely delete from crm_field_values\n $valuesToDelete->delete();\n }\n\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n return $fieldValues;\n }\n\n /**\n * Gets values from Global Value Picklists.\n */\n private function importGlobalValuePicklistValues(string $picklistName): array\n {\n $query = '\n SELECT\n Metadata\n FROM\n GlobalValueSet\n WHERE\n DeveloperName = :picklistName\n LIMIT 1';\n\n try {\n $sfValues = $this->queryHandler->metadata($query, [\n 'picklistName' => $picklistName,\n ]);\n\n // There is always 1 result at this point.\n $sfValue = $sfValues->current();\n\n return $sfValue['Metadata']['customValue'];\n } catch (NoResultsException $noResultsException) {\n // Nothing returned.\n\n return [];\n }\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileRecordTypes(): void\n {\n $objectTypes = [\n 'lead',\n 'account',\n 'contact',\n 'opportunity',\n 'task',\n 'event',\n ];\n\n foreach ($objectTypes as $objectType) {\n try {\n $crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));\n\n foreach ($crmRecordTypes as $crmRecordType) {\n // If the record type is default and not the Master type, set this.\n if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmRecordType['recordTypeId'])\n ->first();\n\n if ($recordType) {\n $this->profile->{$objectType . '_record_type_id'} = $recordType->id;\n }\n }\n }\n } catch (HttpNotFoundException $exception) {\n Log::error('No access to ' . $objectType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n if ($this->profile->isDirty()) {\n $this->profile->save();\n }\n }\n\n /**\n * Gets business processes.\n */\n public function importBusinessProcesses(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, TableEnumOrId\n FROM\n BusinessProcess\n WHERE\n TableEnumOrId IN (\\'Lead\\',\\'Opportunity\\')';\n\n try {\n $sfProcesses = $this->queryHandler->query($query);\n\n // Upsert all processes for the team.\n foreach ($sfProcesses as $sfProcess) {\n /** @var BusinessProcess $businessProcess */\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $sfProcess['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => $sfProcess['Name'],\n 'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',\n 'is_selectable' => $sfProcess['IsActive'],\n ]);\n\n $this->importBusinessProcessStages($businessProcess);\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets business process stages.\n */\n private function importBusinessProcessStages(BusinessProcess $businessProcess): void\n {\n $query = '\n SELECT\n Metadata\n FROM\n BusinessProcess\n WHERE\n Id = :processId';\n\n try {\n $stages = [];\n $sfProcessStages = $this->queryHandler->metadata($query, [\n 'processId' => $businessProcess->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfProcessStage = $sfProcessStages->current();\n\n // Upsert all processes for the team.\n foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {\n $sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: \"%2C\" becomes \",\" etc.\n\n $stage = $businessProcess->crm->stages()\n // This MUST match on label because this API doesn't use API Name.\n ->where('label', $sanitizedName)\n ->where('type', $businessProcess->type)\n ->where('is_selectable', 1)\n ->first();\n\n if ($stage) {\n $stages[] = $stage->id;\n }\n }\n\n $businessProcess->stages()->sync($stages);\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets record types.\n */\n public function importRecordTypes(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, BusinessProcessId, SobjectType\n FROM\n RecordType';\n\n try {\n $sfRecordTypes = $this->queryHandler->query($query);\n\n // Upsert all record types for the process.\n foreach ($sfRecordTypes as $sfRecordType) {\n $businessProcess = null;\n if ($sfRecordType['BusinessProcessId']) {\n $businessProcess = $this->config->businessProcesses()\n ->where('crm_provider_id', $sfRecordType['BusinessProcessId'])\n ->first();\n }\n\n /** @var RecordType $recordType */\n $recordType = $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $sfRecordType['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'type' => mb_strtolower($sfRecordType['SobjectType']),\n 'name' => $sfRecordType['Name'],\n 'is_selectable' => $sfRecordType['IsActive'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n $this->importRecordTypeFieldValues($recordType);\n }\n } catch (NoResultsException $noResultsException) {\n // Do nothing.\n }\n }\n\n /**\n * Import record type - field value mappings. This only works for standard fields.\n */\n private function importRecordTypeFieldValues(RecordType $recordType): void\n {\n try {\n $query = '\n SELECT\n Metadata\n FROM\n RecordType\n WHERE\n Id = :recordTypeId';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'recordTypeId' => $recordType->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $picklists = $sfField['Metadata']['picklistValues'];\n\n foreach ($picklists as $picklist) {\n $field = $this->config->fields()->where([\n 'type' => Field::TYPE_PICKLIST,\n 'object_type' => $recordType->type,\n 'crm_provider_id' => $picklist['picklist'],\n ])->first();\n\n if ($field) {\n $fieldValues = [];\n\n foreach ($picklist['values'] as $value) {\n // Must decode: \"%2C\" becomes \",\" etc.\n $fieldValue = $field->values()\n ->where('value', urldecode($value['valueName']))\n ->first();\n\n if ($fieldValue) {\n $fieldValues[] = $fieldValue->id;\n }\n }\n\n $recordType->fieldValues()->sync($fieldValues);\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $params = [];\n $missingStage = null;\n if ($types === null) {\n $types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];\n }\n\n foreach ($types as $type) {\n if ($type === Stage::TYPE_LEAD) {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, SortOrder\n FROM\n LeadStatus';\n } else {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability\n FROM\n OpportunityStage';\n }\n\n if ($missingStageName) {\n $escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);\n\n $query .= ' WHERE ApiName = :stageName';\n\n $params = [\n 'stageName' => $escapedStageName,\n ];\n }\n\n try {\n $sfStages = $this->queryHandler->query($query, $params);\n } catch (NoResultsException $exception) {\n $sfStages = [];\n }\n\n $missingStage = null;\n\n // Upsert all stages for the team.\n foreach ($sfStages as $sfStage) {\n $selectable = true;\n if (array_key_exists('IsActive', $sfStage)) {\n $selectable = $sfStage['IsActive'];\n }\n\n $this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);\n\n $stage = $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $sfStage['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),\n 'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),\n 'type' => $type,\n 'sequence' => $sfStage['SortOrder'] ?? 0,\n 'is_selectable' => $selectable,\n 'probability' => $sfStage['DefaultProbability'] ?? null,\n ]);\n\n if ($missingStageName && $missingStageName === $sfStage['ApiName']) {\n $missingStage = $stage;\n }\n }\n\n if ($missingStageName && $missingStage === null) {\n // If they requested a stage that still doesn't exist, it must be inactive so lazy create it.\n $missingStage = $this->config->stages()->create([\n 'crm_provider_id' => Uuid::uuid4(),\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($missingStageName, 0, 50),\n 'label' => mb_strimwidth($missingStageName, 0, 191),\n 'type' => $type,\n 'sequence' => 0,\n 'is_selectable' => 0,\n ]);\n }\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('lead');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Lead\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfLeads = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfLeads as $sfLead) {\n // Only sync if previously imported.\n if ($this->hasLead($sfLead['Id'])) {\n $this->importLead($sfLead);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n $fields = $this->getAllFieldsAsArray('lead');\n\n $sfLead = $this->getRecord('Lead', $crmId, $fields);\n\n return $this->importLead($sfLead);\n }\n\n private function importLead($crmData): ?Lead\n {\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['Status'])) {\n // Get the current stage.\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['Status'])\n ->where('type', Stage::TYPE_LEAD)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);\n }\n }\n\n // If we have no way of importing this, just return null :(\n if ($stage === null) {\n return null;\n }\n\n $countryCode = $crmData['CountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['Country']) !== false) {\n $countryCode = $this->convertCountryNameToCode($crmData['Country']);\n }\n\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n $mobilePhone = null;\n if (empty($crmData['MobilePhone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['MobilePhone'], 0, 25);\n $mobilePhone = phone_e164($countryCode, $number);\n }\n\n $convertedDate = null;\n $convertedAccount = null;\n $convertedOpportunity = null;\n $convertedContact = null;\n\n if ($crmData['IsConverted'] == 'true') {\n $convertedDate = $crmData['ConvertedDate'];\n\n if (empty($crmData['ConvertedAccountId']) === false) {\n $convertedAccount = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmData['ConvertedAccountId'])\n ->first();\n\n if ($convertedAccount === null) {\n try {\n $convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedOpportunityId']) === false) {\n $convertedOpportunity = $this->config\n ->opportunities()\n ->where('crm_provider_id', $crmData['ConvertedOpportunityId'])\n ->first();\n\n if ($convertedOpportunity === null) {\n try {\n $convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedContactId']) === false) {\n $convertedContact = $this->team\n ->crm\n ->contacts()\n ->where('crm_provider_id', $crmData['ConvertedContactId'])\n ->first();\n\n if ($convertedContact === null) {\n try {\n $convertedContact = $this->syncContact($crmData['ConvertedContactId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n }\n\n if (empty($crmData['Company'])) {\n $company = 'Unknown';\n } else {\n $company = mb_strimwidth($crmData['Company'], 0, 191);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? '',\n 'company' => $company,\n 'domain' => $domain,\n 'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',\n 'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,\n 'phone' => $parsedNumber['phone'],\n 'ext' => $parsedNumber['ext'] ?? null,\n 'mobile_phone' => $mobilePhone,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Lead::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'stage_id' => $stage->id,\n 'record_type_id' => null,\n 'converted_at' => $convertedDate,\n 'converted_account_id' => $convertedAccount->id ?? null,\n 'converted_opportunity_id' => $convertedOpportunity->id ?? null,\n 'converted_contact_id' => $convertedContact->id ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);\n\n /** @var Lead $lead */\n $lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {\n $this->eventDispatcher->dispatch(new LeadConverted($lead));\n }\n\n $this->handleObjectDeletion($lead, $crmData);\n\n if ($lead->trashed()) {\n return null;\n }\n\n return $lead;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('account');\n\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Account\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfAccounts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfAccounts as $sfAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($sfAccount['Id'])) {\n $this->importAccount($sfAccount);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n $fields = $this->getAllFieldsAsArray('account');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfAccount = $this->getRecord('Account', $crmId, $fields);\n\n return $this->importAccount($sfAccount);\n }\n\n private function importAccount($crmData): Account\n {\n $countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country names.\n if ($countryCode === null && empty($crmData['BillingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);\n }\n\n if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);\n }\n\n if (empty($crmData['Phone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'], 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n $industry = null;\n if (empty($crmData['Industry']) === false) {\n $industry = mb_strimwidth($crmData['Industry'], 0, 40);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'],\n 'name' => mb_strimwidth($crmData['Name'], 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Account::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'industry' => $industry,\n 'domain' => $domain,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);\n\n /** @var Account $account */\n $account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($account, $crmData);\n\n return $account;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n $logParams = $parameters;\n $parameters['profile'] = $this->profile;\n $logParams['user'] = $this->profile->getUserId();\n\n if (count($strategies) > 1) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [\n 'teamId' => $this->team->getUuid(),\n 'params' => $logParams,\n 'strategies_count' => count($strategies),\n ]);\n }\n\n foreach ($strategies as $syncStrategy) {\n $name = $syncStrategy->getStrategyName();\n\n try {\n $sfOpportunities = $syncStrategy->fetchOpportunities($parameters);\n $totalRecords = $sfOpportunities->count();\n\n foreach ($sfOpportunities as $sfOpportunity) {\n $this->importOpportunity($sfOpportunity);\n $syncCount++;\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $noResultsException->getMessage(),\n ]);\n } catch (CrmException $crmException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $crmException->getMessage(),\n ]);\n }\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);\n\n // debug to see how if count of opportunities reaches 1000\n if ($syncCount >= 1000) {\n $this->logger->info(\n '[' . $this->getDisplayName() . '] Sync Opportunities - count warning',\n [\n 'team_id' => $this->team->getId(),\n 'params' => $logParams,\n 'count' => $syncCount,\n 'strategies_count' => count($strategies),\n 'total_records' => $totalRecords ?? null,\n ]\n );\n }\n\n return $syncCount;\n }\n\n\n /**\n * @inheritdoc\n */\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategy = $this->opportunitySyncStrategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY\n );\n\n $parameters = [\n 'profile' => $this->profile,\n 'crm_id' => $crmId,\n ];\n\n try {\n $sfOpportunity = $strategy->fetchOpportunities($parameters);\n } catch (HttpNotFoundException $e) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n ]);\n\n return null;\n } catch (CrmException $crmException) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n 'exception' => $crmException->getMessage(),\n ]);\n\n return null;\n }\n\n if ($sfOpportunity instanceof ArrayIterator) {\n return $this->importOpportunity($sfOpportunity->getItems());\n }\n\n return $this->importOpportunity($sfOpportunity);\n }\n\n /**\n * @throws HttpNotFoundException\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $account = null;\n if (empty($crmData['AccountId']) === false) {\n /** @var ?Account $account */\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $userId = $profile?->getUserId() ?? $account?->getUserId();\n if ($userId === null) {\n $this->logger->error('[Salesforce] | Skip import, no user_id found', [\n 'id' => $crmData['Id'],\n ]);\n\n return null;\n }\n\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['StageName'])) {\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['StageName'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->orderBy('is_selectable', 'DESC')\n ->orderBy('id')\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData['StageName']);\n }\n }\n\n $recordType = null;\n if (empty($crmData['RecordTypeId']) === false) {\n /** @var ?RecordType $recordType */\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmData['RecordTypeId'])\n ->first();\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $closeDate = null;\n if (empty($crmData['CloseDate']) === false) {\n $closeDate = Carbon::parse($crmData['CloseDate'])->format('Y-m-d');\n }\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $userId,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => mb_strimwidth($crmData['Name'] ?? '', 0, 128),\n 'value' => $crmData[$valueFieldName],\n 'currency_code' => CurrencyFormatter::formatCode($crmData['CurrencyIsoCode'] ?? null),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData['IsClosed'],\n 'is_won' => $crmData['IsWon'],\n 'stage_id' => $stage?->id ?? null,\n 'record_type_id' => $recordType->id ?? null,\n 'remotely_created_at' => $createdDate,\n 'probability' => $crmData['Probability'] ?? null,\n 'forecast_category' => $crmData['ForecastCategoryName'] ?? null,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->opportunities(), $crmData['Id']);\n\n // Do not allow locked DB tables & other errors\n // to interrupt the process of reverting the trashed opportunities\n try {\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()\n ->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n\n $this->importOpportunityCrmFieldData($crmData, $crmFields, $opportunity->id);\n\n $this->handleObjectDeletion($opportunity, $crmData);\n\n if ($opportunity->trashed()) {\n return null;\n }\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n } catch (Exception $exception) {\n Sentry::captureException($exception);\n\n $this->logger->error('[Salesforce] importOpportunity failure.', [\n 'crm_provider_id' => $crmData['Id'],\n 'team_id' => $this->team->id,\n 'exception' => $exception->getMessage(),\n ]);\n\n $this->handleEntityDeletionByProviderId($this->config->opportunities(), $crmData);\n }\n\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('contact');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Contact\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfContacts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfContacts as $sfContact) {\n // Only sync if previously imported.\n if ($this->hasContact($sfContact['Id'])) {\n $this->importContact($sfContact);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::CONTACT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n $fields = $this->getAllFieldsAsArray('contact');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync contact cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfContact = $this->getRecord('Contact', $crmId, $fields);\n\n return $this->importContact($sfContact);\n }\n\n private function importContact($crmData): ?Contact\n {\n $account = null;\n // Contacts may not have accounts...\n if (isset($crmData['AccountId'])) {\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $countryCode = $crmData['MailingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['MailingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['MailingCountry']);\n\n if ($countryCode === null && $account) {\n $countryCode = $account->country_code;\n }\n }\n\n $ext = null;\n $parsedNumber = [];\n if (empty($crmData['Phone']) === false) {\n $number = Str::limit($crmData['Phone'], 25, '');\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n if (empty($parsedNumber['ext']) === false) {\n $ext = Str::limit($parsedNumber['ext'], 10, '');\n }\n }\n\n $mobileNumber = null;\n if (empty($crmData['MobilePhone']) === false) {\n $mobileNumber = Str::limit(phone_e164($countryCode, $crmData['MobilePhone']), 25, '');\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => ($crmData['Name'] ?? null) !== null ? mb_strimwidth($crmData['Name'], 0, 100) : '',\n 'title' => ($crmData['Title'] ?? null) !== null ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => ($crmData['Email'] ?? null) !== null ? mb_strimwidth($crmData['Email'], 0, 191) : null,\n 'country_code' => $countryCode,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $ext,\n 'mobile_phone' => $mobileNumber,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Contact::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->contacts(), $crmData['Id']);\n\n /** @var Contact $contact */\n $contact = $this->config->contacts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($contact, $crmData);\n\n if ($contact->trashed()) {\n return null;\n }\n\n return $contact;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n $fields = [\n 'InstanceName',\n 'OrganizationType',\n 'IsSandbox',\n ];\n\n $orgValues = $this->getRecord('Organization', $this->config->crm_provider_id, $fields);\n\n $edition = null;\n switch ($orgValues['OrganizationType']) {\n case 'Developer Edition':\n $edition = Configuration::EDITION_DEVELOPER;\n\n break;\n\n case 'Professional Edition':\n $edition = Configuration::EDITION_PROFESSIONAL;\n\n break;\n\n case 'Enterprise Edition':\n $edition = Configuration::EDITION_ENTERPRISE;\n\n break;\n }\n\n $this->config->edition = $edition;\n $this->config->instance = $orgValues['InstanceName'];\n\n // XXX: How can this state be possible?\n if ($this->config->version === null) {\n $this->config->version = Client::MIN_API_VERSION;\n }\n\n $installedVersion = $this->getInstalledAppVersion();\n if ($installedVersion !== null) {\n $installedVersion = (string) $this->getInstalledAppVersion();\n }\n\n $this->config->installed_app_version = $installedVersion;\n\n $this->config->save();\n }\n\n public function getInstalledAppVersion(): ?string\n {\n try {\n $query = '\n SELECT\n SubscriberPackageVersion.MajorVersion,\n SubscriberPackageVersion.MinorVersion,\n SubscriberPackageVersion.PatchVersion,\n SubscriberPackageVersion.BuildNumber\n FROM\n InstalledSubscriberPackage\n WHERE\n SubscriberPackageId = :packageId\n ';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'packageId' => self::INSTALLED_PACKAGE_ID,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Grab version number.\n $version = $sfField['SubscriberPackageVersion']['MajorVersion'] .\n $sfField['SubscriberPackageVersion']['MinorVersion'] .\n $sfField['SubscriberPackageVersion']['PatchVersion'] .\n $sfField['SubscriberPackageVersion']['BuildNumber'];\n } catch (\\Exception) {\n $version = null;\n }\n\n return $version;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws \\Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For SF we also check if Log Notes is enabled.\n if ($this->profile->log_notes === Profile::LOG_NOTE_NONE) {\n return;\n }\n\n if ($activity->opportunity_id && $activity->prospect === null) {\n return;\n }\n\n try {\n $transcriptionData = $this->generateTranscription($activity);\n\n $noteMaxLength = $this->profile->log_notes === Profile::LOG_NOTE_ENHANCED\n ? self::ENHANCED_NOTE_MAX_LENGTH\n : self::CLASSIC_NOTE_MAX_LENGTH;\n\n $title = 'Transcript for ';\n $title .= $activity->title ?? $activity->activity_title;\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($transcriptionData, 0, $noteMaxLength);\n\n if ($activity->opportunity_id) {\n $objectId = $activity->opportunity->crm_provider_id;\n } else {\n $objectId = $activity->prospect->crm_provider_id;\n }\n\n $noteId = $this->saveNote($title, $body, $objectId);\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 public function saveNote(string $title, string $body, string $objectId, ?NoteObject $noteObject = null): ?string\n {\n $noteId = null;\n\n try {\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $noteId = $this->buildEnhancedNote($title, $body, $objectId);\n } else {\n $noteId = $this->buildClassicNote($title, $body, $objectId);\n }\n } catch (HttpNotFoundException $exception) {\n // The profile not having access to create Enhanced Notes. Set their preference to Classic.\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $this->profile->update([\n 'log_notes' => Profile::LOG_NOTE_CLASSIC,\n ]);\n }\n }\n\n return $noteId;\n }\n\n /**\n * This is using the \"Enhanced\" Notes feature, NOT the \"Notes & Attachments\" feature being deprecated.\n *\n * @url https://salesforce.stackexchange.com/questions/104408/how-can-i-create-an-account-note-or-contact-note-via-api-that-is-visible-in-sale\n */\n private function buildEnhancedNote(string $title, string $body, string $objectId): string\n {\n // Decode stored entities, escape HTML (without quoting), then convert line breaks for Salesforce formatting\n $decodedBody = html_entity_decode($body, ENT_QUOTES | ENT_HTML5);\n $sanitizedBody = htmlspecialchars($decodedBody, ENT_NOQUOTES, 'UTF-8', false);\n $content = nl2br($sanitizedBody, false);\n $note = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'Title' => $title,\n 'Content' => base64_encode($content),\n ];\n\n $noteId = $this->createRecord('ContentNote', $note);\n\n $link = [\n 'ContentDocumentId' => $noteId,\n 'LinkedEntityId' => $objectId,\n 'ShareType' => 'I',\n ];\n\n $this->createRecord('ContentDocumentLink', $link);\n\n return $noteId;\n }\n\n private function buildClassicNote(string $title, string $body, string $objectId): string\n {\n if (in_array($this->parseObjectType($objectId), [Field::OBJECT_TASK, Field::OBJECT_EVENT])) {\n $this->logger->info('[Salesforce] Summary not sent', [\n 'profile_id' => $this->profile->id,\n 'objectId' => $objectId,\n 'reason' => 'Classical Note does not support Task/Event relation',\n ]);\n\n return '';\n }\n\n $titleTrimmed = null;\n\n if (mb_strlen($title) > 80) {\n $titleTrimmed = substr($title, 0, 77) . '...';\n }\n $payload = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'IsPrivate' => false,\n 'Title' => $titleTrimmed ?? $title,\n 'Body' => $titleTrimmed ? $title . PHP_EOL . $body : $body,\n 'ParentId' => $objectId,\n ];\n\n return $this->createRecord('Note', $payload);\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n if ($this->profile === null) {\n return [];\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $limitValues = ['limit' => $this->limit, 'offset' => $this->offset];\n $sosl = $queryBuilder->buildFindQuery($name, $scopes, $limitValues);\n\n $this->logger->info('[Salesforce] Find prospects', [\n 'profile_id' => $this->profile->id,\n 'sosl_query' => $sosl,\n 'search_string' => $name,\n 'scopes' => $scopes,\n ]);\n\n $data = Cache::remember($this->profile->id . $sosl, self::CACHE_TTL, function () use ($sosl) {\n $data = [];\n\n try {\n // Hit remote API.\n $objects = $this->queryHandler->search($sosl);\n\n // Build mapped list.\n foreach ($objects as $object) {\n $type = strtolower($object['attributes']['type']);\n\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n 'crmUrl' => $this->generateProviderUrl($object['Id'], $type),\n ];\n\n switch ($type) {\n case 'lead':\n if (empty($object['Company']) === false) {\n $record['organization'] = $object['Company'];\n }\n\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_LEAD)\n ->where('name', $object['Status'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_LEAD], $object['Status']);\n }\n\n if ($stage) {\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n }\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n break;\n\n case 'account':\n if (empty($object['Industry']) === false) {\n $record['industry'] = $object['Industry'];\n $record['detailsLine'] = $object['Industry'];\n }\n if (! empty($object['PersonEmail'])) {\n $record['detailsLine'] = $object['PersonEmail'];\n }\n\n break;\n\n case 'contact':\n // For contacts, we should try and fetch their account name too.\n if ($object['AccountId']) {\n // Cheaper to get this locally.\n $account = $this->config->accounts()\n ->where('crm_provider_id', $object['AccountId'])\n ->first(['name']);\n\n if ($account) {\n $record['organization'] = $account->name;\n }\n }\n\n if (! empty($object['IsPersonAccount']) && $object['Email']) {\n $record['detailsLine'] = $object['Email'];\n } else {\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n }\n\n break;\n }\n\n // Add phone numbers to record.\n if (empty($object['Phone']) === false && $object['Phone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['Phone'],\n 'nationalFormat' => phone_national($this->profile->user->country_code, $object['Phone']),\n 'type' => 'phone',\n ];\n }\n\n if (empty($object['MobilePhone']) === false && $object['MobilePhone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['MobilePhone'],\n 'nationalFormat' => phone_national(\n $this->profile->user->country_code,\n $object['MobilePhone']\n ),\n 'type' => 'mobile',\n ];\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n $data = [];\n }\n\n return $data;\n });\n\n return $data;\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 ? $profile->getCrmProviderId() : null;\n }\n\n try {\n // Perhaps their profile has no opportunity permissions.\n if ($this->profile === null || $this->profile->opportunity_fields === null) {\n return $data;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildFindOpportunitiesQuery();\n\n $objects = $this->queryHandler->query($query, ['accountId' => $crmAccountId]);\n\n foreach ($objects as $object) {\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'won' => $object['IsWon'],\n 'closed' => $object['IsClosed'],\n ];\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n if (empty($object[$valueFieldName]) === false) {\n $currency = $object['CurrencyIsoCode'] ?? $this->config->default_currency;\n $value = formatCurrency($object[$valueFieldName], $currency);\n\n $record += [\n 'value' => $value,\n ];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->where('name', $object['StageName'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $object['StageName']);\n }\n\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n if ($ownerId && isset($object['OwnerId']) && $object['OwnerId'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n return $data;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n public function getContactRolesFromCrm(?Carbon $since = null): array\n {\n $roles = [];\n\n if ($this->profile === null) {\n return $roles;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n\n $query = $queryBuilder->buildGetContactRolesQuery($since);\n\n try {\n $objects = $this->queryHandler->query($query);\n\n foreach ($objects as $object) {\n $roles[] = [\n 'id' => $object['Id'],\n 'contactId' => $object['ContactId'],\n 'opportunityId' => $object['OpportunityId'],\n 'ownerId' => $object['Opportunity']['OwnerId'] ?? null,\n 'isPrimary' => $object['IsPrimary'],\n 'role' => $object['Role'],\n ];\n }\n } catch (NoResultsException) {\n // Just return an empty array.\n $this->logger->info('[Salesforce] No contact roles found', [\n 'since' => $since?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n }\n\n return $roles;\n }\n\n public function syncContactRoles(Carbon $since): int\n {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $crmContactRoles = $this->getContactRolesFromCrm(since: $since);\n $syncCount = 0;\n $contactRoles = [];\n\n foreach ($crmContactRoles as $crmContactRole) {\n $contactRoles[] = $this->importContactRole($crmContactRole);\n $syncCount++;\n }\n\n $contactRoleRepository->saveContactRoles($contactRoles);\n\n $this->syncRemotelyDeletedContactRoles();\n\n return $syncCount;\n }\n\n private function importContactRole(array $contactRole): array\n {\n $contact = $this->config->contacts()\n ->where('crm_provider_id', $contactRole['contactId'])\n ->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($contactRole['contactId']);\n }\n\n $opportunity = $this->config->opportunities()\n ->where('crm_provider_id', $contactRole['opportunityId'])\n ->first();\n\n if ($opportunity === null) {\n $opportunity = $this->syncOpportunity($contactRole['opportunityId']);\n }\n\n $role = null;\n if (! empty($contactRole['role'])) {\n $role = mb_strimwidth($contactRole['role'], 0, 191);\n }\n\n return [\n 'crm_configuration_id' => $this->config->getId(),\n 'contact_id' => $contact->getId(),\n 'crm_provider_id' => $contactRole['id'],\n 'subject_type' => ContactRole::SUBJECT_TYPE_OPPORTUNITY,\n 'subject_id' => $opportunity->getId(),\n 'is_primary' => $contactRole['isPrimary'],\n 'role' => $role,\n ];\n }\n\n protected function syncRemotelyDeletedContactRoles(): bool\n {\n try {\n $deletedRemotely = $this->queryHandler->queryDeleted('OpportunityContactRole');\n } catch (NoResultsException $e) {\n return false;\n }\n\n $deletedOpportunities = $deletedRemotely->getResults();\n $deletedIds = array_column($deletedOpportunities, 'id');\n\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n foreach (array_chunk($deletedIds, self::HARD_DELETE_CHUNK) as $chunk) {\n $contactRoleRepository->deleteContactRoles($chunk);\n\n $this->logger->info('[' . $this->getDisplayName() . '] Remotely deleted opportunities synced', [\n 'teamId' => $this->team->id_string,\n 'remotelyDeletedOpportunities' => $chunk,\n 'count' => count($chunk),\n ]);\n }\n\n return true;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($this->profile->user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_TASK),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any open call for that user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Task\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsDeleted = false\n AND IsClosed = false\n AND (';\n\n if ($objectType === 'account') {\n // This covers tasks tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getEvents(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n $user = $this->profile?->user;\n if ($this->profile === null || $user === null) {\n return $data;\n }\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_EVENT),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any event starting in the last week and ending up until today owned by the user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Event\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= LAST_N_DAYS:7\n AND EndDateTime <= TODAY\n AND (';\n\n if ($objectType === 'account') {\n // This covers events tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['StartDateTime'] ? Carbon::parse($object['StartDateTime'])->toIso8601String() : null;\n\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\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 $userId = null): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($email, Field::TYPE_EMAIL);\n if ($sosl === null) {\n return null;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $email,\n QueryHandler::PRIORITISE_EMAIL\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException $e) {\n // Try the account next.\n if ($this->profile->account_fields === null) {\n return null;\n }\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n // SF improved search - strip the domain extension, min domain name length 4\n return $this->getCompanyNameFromEmail(email: $email, minNameLength: 4);\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 = $domain;\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByDomainQuery($companyName);\n\n try {\n $objects = $this->queryHandler->search($sosl);\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException) {\n return null;\n }\n }\n\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Don't bother looking up numbers that are masked.\n if (str_contains($phone, '**')) {\n return null;\n }\n\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $phoneNational = phone_national(null, $phone) ?? '';\n $possiblePhoneFormats = collect([\n preg_replace('/\\D/', '', ltrim($phone, '0+')),\n preg_replace('/\\D/', '', $phoneNational),\n formatDashPhoneNumber($phone),\n $phoneNational,\n ])\n ->filter() // Removes null and empty strings\n ->unique()\n ->values();\n\n foreach ($possiblePhoneFormats as $phone) {\n $sosl = $queryBuilder->buildMatchByQuery($phone, Field::TYPE_PHONE);\n if ($sosl === null) {\n continue;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $phone,\n QueryHandler::PRIORITISE_PHONE\n );\n\n return $this->convertCrmData($objects, $userId);\n } catch (NoResultsException) {\n continue;\n }\n }\n\n return null;\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 protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->profile->id . $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 /** Determine the CRM Objects which represent the call activity. */\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 if ($this->profile === null) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($name, 'name');\n if ($sosl === null) {\n return false;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n } catch (NoResultsException $e) {\n return false;\n }\n\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $name,\n QueryHandler::PRIORITISE_NAME\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return (! empty(array_filter($data))) ? $data : false;\n });\n\n return is_array($result) ? $result : 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(QueryIterator $objects, ?int $userId = null): array\n {\n $lead = null;\n $contact = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n if ($objects->count() > 0) {\n $object = $objects->current();\n\n if ($object['attributes']['type'] === 'Lead') {\n $lead = $this->importLead($object);\n\n // Lead might not be imported if the Stage is null for example.\n if ($lead) {\n $countryCode = $lead->country_code;\n $stage = $lead->stage;\n }\n } else {\n if ($object['attributes']['type'] === 'Contact') {\n $contact = $this->importContact($object);\n $account = $contact->account;\n } else {\n $account = $this->importAccount($object);\n }\n\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $sfOpportunities = $this->findOpportunities(\n $account?->getCrmProviderId(),\n $contact?->getCrmProviderId(),\n $userId\n );\n\n // Take the first opportunity, which will be ordered as priority based on their settings.\n if (! empty($sfOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($sfOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($stage->type === Stage::TYPE_LEAD) {\n $objectType = 'Lead';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'Status';\n } else {\n $objectType = 'Opportunity';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'StageName';\n }\n\n $headers = [];\n if ($this->config->trigger_assignment_rules === false) {\n // @see: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/headers_autoassign.htm\n $headers = [\n 'Sforce-Auto-Assign' => 'false',\n ];\n }\n\n $this->updateRecord($objectType, $objectId, [$objectStageType => $stage->name], $headers);\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, '001')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, '003')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, '00Q')) {\n return 'lead';\n }\n\n if (Str::startsWith($objectId, '006')) {\n return 'opportunity';\n }\n\n if (Str::startsWith($objectId, '00U')) {\n return 'event';\n }\n\n if (Str::startsWith($objectId, '00T')) {\n return 'task';\n }\n\n throw new \\InvalidArgumentException('Unsupported Object Type');\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n $query = $queryBuilder->buildGetUsersQuery($userToSearch);\n\n try {\n $salesforceUsers = $this->queryHandler->query($query, [\n 'active' => true,\n ]);\n } catch (NoResultsException $e) {\n $this->logger->info('[Salesforce] Sync Profiles. No users found', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n $teamRepository = app(TeamRepository::class);\n $customRules = $this->getCustomProfileRules($teamRepository);\n\n foreach ($salesforceUsers as $crmUser) {\n if ($crmUser['Email'] === null) {\n continue;\n }\n\n if (! $this->customProfileValidation($crmUser, $customRules)) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $crmUser['Email']);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $edition = $crmUser['UserPreferencesLightningExperiencePreferred']\n ? Profile::EDITION_LIGHTNING\n : Profile::EDITION_CLASSIC;\n\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->updateOrCreateProfile(\n $user,\n [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $crmUser['Id'],\n ],\n [\n 'user_id' => $user->getId(),\n 'edition' => $edition,\n 'has_external_cti' => ! empty($crmUser['CallCenterId']),\n 'crm_profile_id' => $crmUser['ProfileId'],\n ]\n );\n\n if ($userToSearch instanceof User && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n // Clean up inactive profiles\n try {\n $this->archiveInactiveProfiles();\n } catch (\\Exception $e) {\n $this->logger->warning('[Salesforce] Profile archiving failed', [\n 'teamId' => $this->team->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n // For Salesforce it's easy, we just point every object to the apex domain and they handle it.\n switch ($objectType) {\n case 'lead':\n case 'account':\n case 'contact':\n case 'opportunity':\n case 'task':\n case 'event':\n case 'activity':\n\n $url = $this->config->crm_base_url . '/' . $providerId;\n\n break;\n }\n\n return $url;\n }\n\n public function buildTaskSearchFields(): array\n {\n return ['Id', 'WhoId', 'WhatId', 'AccountId'];\n }\n\n public function getTaskByFilterConditions(\n array $fields,\n array $filters,\n bool $bulkSearch = false,\n bool $strictFilters = true\n ): ?array {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildSearchTaskQuery($fields, $filters, $bulkSearch, $strictFilters);\n\n try {\n if (! $bulkSearch) {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n }\n\n if ($bulkSearch) {\n $objects = $this->queryHandler->query($query);\n $records = [];\n foreach ($objects as $record) {\n $key = $record[end($fields)];\n $records[$key] = $record;\n }\n\n return $records;\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function mapCrmObjects(array $task): array\n {\n $activityData = [];\n\n if (! empty($task['WhoId'])) {\n $type = $this->parseObjectType($task['WhoId']);\n $activityData[$type] = $task['WhoId'];\n }\n if (! empty($task['AccountId'])) {\n $activityData['account'] = $task['AccountId'];\n }\n if (! empty($task['WhatId'])) {\n $activityData['opportunity'] = $task['WhatId'];\n }\n\n return $activityData;\n }\n\n /**\n * Get SF task by Outreach call id.\n */\n public function getTaskByFilter(\n string $activityFieldType,\n array $filters,\n string $operator = '=',\n array $additionalFields = []\n ): ?array {\n $data = [];\n\n try {\n // Default (base) fields.\n $fields = ['Id', 'Subject', 'Description', 'ActivityDate', 'WhoId', 'WhatId', $activityFieldType];\n\n foreach ($additionalFields as $additionalField) {\n $fields[] = $additionalField->crm_provider_id;\n }\n\n $fields = array_unique($fields);\n\n // Find task with the same Outreach id as the call id.\n $query = 'SELECT ' . implode(',', $fields) . '\n FROM Task\n WHERE IsArchived = false AND IsDeleted = false';\n\n foreach ($filters as $key => $value) {\n $key = preg_quote($key, '/');\n $key = str_replace(['\\'', '\"'], '', $key);\n // Prepare the substitution.\n $strKey = \":$key\";\n\n $query .= \" AND $key $operator $strKey\";\n }\n\n $query .= ' ORDER BY LastModifiedDate DESC LIMIT 1';\n\n $objects = $this->queryHandler->query($query, $filters);\n\n // There should be only one task related to this call if any.\n if ($objects->count() === 1) {\n $object = $objects->current();\n\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n\n $data = array_merge($object, [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'summary' => $object['Description'],\n 'due' => $dueDate,\n 'Type' => $object[$activityFieldType],\n ]);\n }\n } catch (NoResultsException $e) {\n // Filters don't match any records.\n } catch (ServiceUnavailableException $serviceUnavailableException) {\n // Service cannot be queried. We should probably log this.\n }\n\n return $data;\n }\n\n /**\n * Get Salesforce fields including datetime fields\n *\n * @param $objectType\n */\n private function getAllFieldsAsArray($objectType): array\n {\n $basicFields = [];\n // Not all users have access to all object fields.\n if ($this->profile->{$objectType . '_fields'}) {\n $basicFields = explode(',', $this->profile->{$objectType . '_fields'});\n }\n\n $extraFields = [\n 'CreatedDate',\n 'LastModifiedDate',\n 'IsDeleted',\n ];\n\n if ($objectType === self::OBJECT_OPPORTUNITY\n && $this->config->opportunity_value_field_id\n && ! in_array($this->config->opportunityValueField->crm_provider_id, $basicFields)\n ) {\n $extraFields[] = $this->config->opportunityValueField->crm_provider_id;\n }\n\n return array_unique(array_merge($basicFields, $extraFields));\n }\n\n /**\n * Generate transcription for activity description.\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 return $this->transcriptionService\n ->findTranscriptionByActivity($activity)\n ->map(static function (array $transcriptionSegment): string {\n return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];\n })\n ->implode(PHP_EOL);\n }\n\n /**\n * Find related Salesforce event based on activity data\n *\n * @return array<string>\n */\n public function fetchRelatedActivity(Activity $activity): array\n {\n $this->logger->info('[Salesforce] Searching for related activity', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n ]);\n\n $sfEvent = $this->fetchRelatedEvent($activity);\n if (empty($sfEvent)) {\n $this->logger->info('[Salesforce] No related activity found', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n 'account' => $activity->hasAccount()\n ? $activity->getAccount()->getCrmProviderId()\n : null,\n ]);\n\n return [];\n }\n\n return $sfEvent;\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n if ($activity->isTypeConference() === false) {\n return null;\n }\n\n if ($activity->hasActualStartTime() === false && $activity->hasScheduledStartTime() === false) {\n return null;\n }\n\n if (! $activity->hasProspect()) {\n $this->logger->info('[Salesforce] Skip look up, Activity not linked to Lead, Contact or Account', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n if ($playbook !== null && $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_TASK) {\n $this->logger->info('[Salesforce] Skip auto-sync for task-based playbook', [\n 'activityUuid' => $activity->getUuid(),\n 'playbookId' => $playbook->getId(),\n 'playbookType' => $playbook->getActivityType(),\n ]);\n\n return null;\n }\n\n try {\n $sfEvent = $this->fetchRelatedActivity($activity);\n if (empty($sfEvent)) {\n return null;\n }\n\n [$activityField, $activityType] = $this->resolveActivityTypeFromEvent($activity, $sfEvent);\n\n $this->logger->info('[Salesforce] Found related activity', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'activityFieldName' => $activityField,\n 'crmActivityType' => ($activityField !== null && isset($sfEvent[$activityField]))\n ? $sfEvent[$activityField]\n : null,\n 'activityType' => $activityType,\n ]);\n\n $userId = $this->findRelatedActivityUserId($activity, $sfEvent);\n\n if ($activity->getUserId() !== $userId) {\n $this->logger->info('[Salesforce] Updating meeting owner', [\n 'activityId' => $activity->getUuid(),\n 'oldUserId' => $activity->getUserId(),\n 'newUserId' => $userId,\n ]);\n }\n\n $this->updateSfEventDescription($activity, $sfEvent);\n\n $activity->update([\n 'user_id' => $userId,\n 'crm_provider_id' => $sfEvent['Id'],\n 'playbook_category_id' => $activityType->id ?? $activity->getCategory()?->getId(),\n ]);\n\n $this->logger->info('[Salesforce] Activity updated', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return $activity;\n } catch (\\Exception $exception) {\n \\Sentry::captureException($exception);\n\n throw $exception;\n }\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n *\n * @return array{0: string|null, 1: mixed}\n */\n private function resolveActivityTypeFromEvent(Activity $activity, array $sfEvent): array\n {\n $activityField = $this->getActivityFieldName($activity);\n $activityType = null;\n\n if ($activityField !== null && ! empty($sfEvent[$activityField])) {\n $playbook = $this->getPlaybook($activity->getUser());\n $activityType = $this->getPlaybookCategory($playbook, strval($sfEvent[$activityField]));\n }\n\n return [$activityField, $activityType];\n }\n\n /**\n * @param array<string> $sfEvent\n */\n private function findRelatedActivityUserId(Activity $activity, array $sfEvent): int\n {\n $userId = $activity->getUserId();\n\n if (empty($sfEvent['OwnerId']) === false) {\n $profile = $this\n ->config\n ->profiles()\n ->where('crm_provider_id', $sfEvent['OwnerId'])\n ->get()\n ->filter(static function (Profile $profile) use ($activity): bool {\n if (! $activity->isTypeConference()) {\n return ! empty($profile->user) ? $profile->user->isStatusActive() : false;\n }\n\n $participants = $activity->getParticipants();\n\n return ! empty($profile->user)\n ? $profile->user->isStatusActive()\n && $profile->user->hasPermission(PermissionEnum::RECORD_MEETING)\n && $participants->contains('user_id', $profile->user_id)\n : false;\n })\n ->first();\n\n if ($profile) {\n $userId = $profile->user_id;\n }\n }\n\n return $userId;\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n */\n private function updateSfEventDescription(Activity $activity, array $sfEvent): void\n {\n try {\n if (str_contains($sfEvent['Description'], $activity->id_string)) {\n return;\n }\n\n $payload = [\n 'Description' => $sfEvent['Description']\n . PHP_EOL\n . PHP_EOL\n . (new DecorateActivity())->generateDescription($activity),\n ];\n\n $this->logger->info('[Salesforce] Update record', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'payload' => $payload,\n ]);\n\n $payload = array_merge(\n $payload,\n $this->payloadBuilder->fetchCustomFieldData($activity, Field::OBJECT_EVENT)\n );\n\n $this->updateRecord('Event', $sfEvent['Id'], $payload);\n } catch (\\Exception) {\n $this->logger->error('[Salesforce] Failed to update record', [\n 'activityUuid' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n ]);\n }\n }\n\n /**\n * Returns the most recently modified Event within time range (if any).\n *\n * @return array|null An Event record from Salesforce.\n */\n private function fetchRelatedEvent(Activity $activity): ?array\n {\n $ownerId = $this->profile?->crm_provider_id;\n if ($ownerId === null) {\n return [];\n }\n\n /** @var ?Carbon $from */\n /** @var ?Carbon $to */\n [$from, $to] = $this->getFromToDates($activity);\n\n try {\n $whoId = null;\n $hasWho = $activity->lead_id || $activity->contact_id;\n if ($hasWho) {\n $whoId = $activity->hasLead()\n ? $activity->getLead()->crm_provider_id\n : $activity->getContact()->crm_provider_id;\n }\n\n if ($hasWho === false && $activity->account_id === null) {\n return null;\n }\n\n $query = $this->buildFetchRelatedEventQuery($activity);\n\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $ownerId,\n 'whoId' => $whoId,\n 'whatId' => $activity->hasOpportunity() ? $activity->getOpportunity()->crm_provider_id : null,\n 'accountId' => $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null,\n 'from' => $from?->format('Y-m-d\\TH:i:s\\Z'),\n 'to' => $to?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($objects as $object) {\n return $object;\n }\n } catch (NoResultsException $e) {\n return [];\n }\n\n return [];\n }\n\n private function getFromToDates(Activity $activity): array\n {\n $from = null;\n $to = null;\n\n /** @var ?CalendarEvent $calendarEvent */\n $calendarEvent = $activity->calendarEvent()->first();\n if ($calendarEvent !== null) {\n $from = $calendarEvent->getStartTime();\n $to = $calendarEvent->getEndTime();\n }\n\n // For non-calendar imported activities\n // Also double check if calendar event dates could be null?\n // If null use what we've got so far\n if ($from === null || $to === null) {\n $from = $activity->hasScheduledStartTime()\n ? $activity->getScheduledStartTime()\n : $activity->getActualStartTime();\n $to = $activity->hasScheduledEndTime()\n ? $activity->getScheduledEndTime()->addMinutes(15)\n : $activity->getActualEndTime();\n }\n\n return [$from, $to];\n }\n\n /**\n * Determines the appropriate activity field name for querying Salesforce events.\n *\n * This method follows a hierarchy to determine the field name:\n * 1. Uses the playbook's activity field if it exists and is in the profile's accessible fields\n * 2. Falls back to the default activity field if the profile has no event fields configured\n * 3. Returns null if no suitable field is found\n *\n * @param Activity $activity The activity to determine the field for\n *\n * @return string|null The field name to use in queries, or null if none is available\n */\n private function getActivityFieldName(Activity $activity): ?string\n {\n if ($this->profile === null) {\n $this->logger->warning('[Salesforce] Cannot determine activity field - profile not found', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $profileEventFields = $this->profile->getFieldsAsArray('event');\n\n if (empty($profileEventFields)) {\n $defaultActivityField = $this->getDefaultActivityField(Field::OBJECT_EVENT);\n $defaultFieldName = $defaultActivityField?->getAttribute('crm_provider_id');\n // Profile not yet synced — fall back to the default activity field.\n // There is a small chance that the profile won't have Default Activity Type field access\n // in which case the query will fail.\n // This is however an edge case and should be reviewed for profile sync issues.\n Sentry::withScope(function (\\Sentry\\State\\Scope $scope) use ($defaultFieldName): void {\n $scope->setContext('details', [\n 'profileId' => $this->profile->id,\n 'defaultField' => $defaultFieldName,\n ]);\n Sentry::captureMessage(\n '[Salesforce] Profile event fields empty, falling back to default activity field.',\n \\Sentry\\Severity::warning()\n );\n });\n\n return $defaultFieldName;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n\n if (! is_null($playbook) && ! is_null($playbook->getActivityField())) {\n $playbookFieldName = $playbook->getActivityField()->getAttribute('crm_provider_id');\n\n if (in_array($playbookFieldName, $profileEventFields, true)) {\n return $playbookFieldName;\n }\n\n $this->logger->warning('[Salesforce] Playbook activity field not found in profile fields', [\n 'activityId' => $activity->getUuid(),\n 'playbookField' => $playbookFieldName,\n 'profileId' => $this->profile->id,\n ]);\n }\n\n return null;\n }\n\n private function buildFetchRelatedEventQuery(Activity $activity): string\n {\n $hasWho = $activity->lead_id || $activity->contact_id;\n\n $activityFieldName = $this->getActivityFieldName($activity);\n $fields = array_filter(['Id', 'Description', 'OwnerId', $activityFieldName]);\n\n $ownerCondition = '(OwnerId = :ownerId OR CreatedById = :ownerId)';\n\n $query = '\n SELECT ' . implode(',', $fields) . '\n FROM Event\n WHERE ' . $ownerCondition . '\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= :from\n AND EndDateTime <= :to\n AND (';\n\n $operator = '';\n if ($activity->account_id) {\n // This covers events tied to a related contact or opportunity too.\n $query .= 'AccountId = :accountId';\n\n $operator = ' OR ';\n }\n\n if ($hasWho) {\n $query .= $operator . 'WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($activity->opportunity_id) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ') ORDER BY LastModifiedDate DESC';\n\n return $query;\n }\n\n public function fetchProspect(array $task): array\n {\n $lead = $account = $opportunity = $contact = $stage = $countryCode = null;\n $externalId = $task['WhoId'] ?? null;\n\n // Lead or Contact\n if ($externalId) {\n try {\n [$lead, $account, $opportunity, $contact, $stage, $countryCode] = $this->parseRecords($externalId);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n // If we happen to know the opportunity or account from the Task, figure that out.\n if (empty($task['WhatId']) === false) {\n // WhatId could be either Account ID or Opportunity ID.\n // If WhatId is Opportunity ID, get the opportunity and stage from the CRM.\n try {\n [, $account, $opportunity, , $stage, ] = $this->parseRecords($task['WhatId']);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n return [$lead, $account, $opportunity, $contact, $stage, $countryCode];\n }\n\n /**\n * Save activity transcription summary as note\n */\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n return $this->saveNote($title, $body, (string) $objectId);\n }\n\n public function getObjectByFilterConditions(string $objectType, array $fields, array $filters): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildObjectSearchQuery($objectType, $fields, $filters);\n\n try {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n private function getCustomProfileRules(TeamRepository $teamRepository): array\n {\n $teamSettings = $teamRepository->getTeamSetting($this->team, 'custom_profile_validation');\n\n if ($teamSettings instanceof TeamSettings && $teamSettings->getValueType() === 'array') {\n $customRules = json_decode($teamSettings->getValue(), true);\n if (is_array($customRules)) {\n return $customRules;\n }\n }\n\n return [];\n }\n\n private function customProfileValidation(array $crmUser, array $customRules): bool\n {\n foreach ($customRules as $customRule) {\n if ($crmUser[$customRule['field']] !== $customRule['value']) {\n return false;\n }\n }\n\n return true;\n }\n\n /**\n * When syncing Contact / Lead / Account / Opportunity / Stage crm entities,\n * validate and restore locally trashed objects,\n * before updating them. Objects are identified by CrmProviderId\n */\n private function restoreAnyTrashedEntity(HasMany $targetEntity, string $crmProviderId): void\n {\n $recordExists = $targetEntity->withTrashed()->where(['crm_provider_id' => $crmProviderId])->first();\n if ($recordExists && $recordExists->trashed()) {\n $recordExists->restore();\n }\n }\n\n #[\\Override] public function supportsNotes(): bool\n {\n return true;\n }\n\n private function getOwnerProfile(?string $ownerId): ?Profile\n {\n if ($ownerId === null) {\n return null;\n }\n\n return $this->config->profiles()\n ->where('crm_provider_id', $ownerId)\n ->first();\n }\n}","depth":2,"bounds":{"left":0.44448137,"top":0.42697525,"width":0.28490692,"height":0.57302475},"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Salesforce;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Illuminate\\Database\\Eloquent\\Relations\\HasMany;\nuse Illuminate\\Events\\Dispatcher;\nuse Illuminate\\Support\\Facades\\Cache;\nuse Illuminate\\Support\\Facades\\Log;\nuse Illuminate\\Support\\Str;\nuse Jiminny\\Component\\Country\\CountriesMap;\nuse Jiminny\\Contracts\\Acl\\PermissionEnum;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ImportsBusinessProcessesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceBatchSyncInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteNoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SearchTaskInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmProfileRecordTypesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Enums\\CrmObject;\nuse Jiminny\\Events\\Activities\\Crm\\LeadConverted;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpBadRequestException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\NoResultsException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Calendar\\CalendarEvent;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\ContactRole;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Crm\\RecordType;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\TeamSettings;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\Crm\\RecordTypeFieldValuesRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Helpers\\ArrayIterator;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldHelper;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldTypeConverter;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\FollowupActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\LogActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\RecordManipulationsTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Jiminny\\Utils\\StringUtil;\nuse Ramsey\\Uuid\\Uuid;\nuse Sentry\\Laravel\\Facade as Sentry;\n\nclass Service extends BaseService implements\n SalesforceInterface,\n SalesforceBatchSyncInterface,\n SyncCrmEntitiesInterface,\n SyncCrmProfileRecordTypesInterface,\n ImportsBusinessProcessesInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SearchTaskInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n RemoteNoteEntityManipulationInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncFieldsTrait;\n use DeleteObjectsTrait;\n use RecordManipulationsTrait;\n use ServiceTraits\\BatchSyncTrait;\n use FollowupActivityTrait;\n use LogActivityTrait;\n\n /**\n * Note Body Limit for the Old Note-Taking Tool\n *\n * @var int\n */\n private const int CLASSIC_NOTE_MAX_LENGTH = 32000;\n\n /**\n * Note Content Limit for the New Notes\n *\n * @var int\n */\n private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;\n\n private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';\n\n private const int CACHE_TTL = 600;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400\n\n /**\n * @var Client\n */\n protected $client;\n\n protected PayloadBuilder $payloadBuilder;\n protected QueryHandler $queryHandler;\n\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(\n Client $client,\n PayloadBuilder $payloadBuilder,\n protected Dispatcher $eventDispatcher,\n private readonly CountriesMap $countriesMap,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->payloadBuilder = $payloadBuilder;\n $this->queryHandler = app(QueryHandler::class, [\n 'client' => $this->client,\n 'logger' => $this->logger,\n ]);\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Salesforce';\n }\n\n public function getJobDelay(): int\n {\n return 1;\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);\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 ($activity, $crmProviderId) {\n $playbook = $this->getPlaybookFromActivity($activity);\n\n if ($playbook === null) {\n $this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [\n 'activity' => $activity->getId(),\n 'crm_provider_id' => $crmProviderId,\n ]);\n\n return false;\n }\n\n $objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';\n\n try {\n $record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);\n\n return ! empty($record) && ($record['IsDeleted'] ?? false) === false;\n } catch (HttpNotFoundException|HttpBadRequestException) {\n $this->logger->info('[Salesforce] Activity record not found during verification', [\n 'activity' => $activity->getId(),\n 'object_type' => $objectType,\n 'crm_provider_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n });\n }\n\n public function query(string $queryToRun, array $parameters = []): QueryIterator\n {\n // Due to poorly designed external calls, this method cannot be entirely removed\n return $this->queryHandler->query($queryToRun, $parameters);\n }\n\n /*=========== Organization Information ===============*/\n\n /**\n * Get a list of all the API Versions for the instance.\n *\n * @throws CrmException\n *\n * @return mixed\n *\n */\n public function getApiVersions()\n {\n $url = $this->config->crm_base_url . '/services/data';\n\n $response = $this->client->get($url);\n\n return json_decode($response->getBody(), true);\n }\n\n /**\n * Gets the valid recordTypes for a given Salesforce Object via the describe API.\n */\n private function getRecordTypes(string $crmObject): array\n {\n $url = $this->client->getObjectsUrl() . $crmObject . '/describe';\n\n $response = $this->client->get($url);\n $jsonResponse = json_decode($response->getBody(), true);\n\n $fields = [];\n foreach ($jsonResponse['recordTypeInfos'] as $row) {\n $fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];\n }\n\n return $fields;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n $defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::defaultTaskFields()\n : FieldDefinitions::defaultEventFields();\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 return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'Type',\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, Playbook::ACTIVITY_TYPE_EVENT];\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::taskFollowupFieldsFilter()\n : FieldDefinitions::eventFollowupFieldsFilter();\n\n foreach ($fieldFilter as $eachFilter) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n /**\n * This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually\n * Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType\n * Needs to be replaced later on\n */\n public function syncField(Field $field): void\n {\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)\n ? 'activity'\n : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $metadata = $sfField['Metadata'];\n\n $field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);\n $field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());\n $field->is_mandatory = ($metadata['required'] === true);\n $field->length = $metadata['length'];\n $field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '\"'), 0, 191);\n $field->save();\n } else {\n $query = '\n SELECT\n Id, DataType, DeveloperName, Label, Length, Description\n FROM\n FieldDefinition\n WHERE\n DurableId = :entityName';\n\n $entityName = $field->getEntityName();\n $sfFields = $this->queryHandler->metadata($query, [\n 'entityName' => $entityName,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $convertedType = $this->convertFieldType($sfField['DataType'], $entityName);\n $label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);\n\n if ($field->isBusinessType()) {\n $label = 'Opportunity Type';\n }\n\n $field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);\n $field->label = $label;\n $field->type = $convertedType;\n $field->length = $sfField['Length'];\n $field->save();\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n private function convertFieldType(string $from, ?string $entityName = null): string\n {\n $converter = new FieldTypeConverter();\n\n return $converter->convert($from, $entityName);\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?\n 'activity' : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $valueSet = $sfField['Metadata']['valueSet'];\n\n if ($valueSet['valueSetName'] === null) {\n // Local picklist values can be obtained easily.\n $picklistValues = $valueSet['valueSetDefinition']['value'];\n } else {\n // But for some fields, we just get the Global Value Picklist pointer so need to do more work.\n $picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);\n }\n\n // Import all active values.\n foreach ($picklistValues as $i => $sfFieldValue) {\n // Setup default value.\n if ($sfFieldValue['default']) {\n $field->update(['default_value' => $sfFieldValue['valueName']]);\n }\n\n // This comes through as null if active (lol).\n if ($sfFieldValue['isActive'] !== false) {\n $values[] = [\n 'value' => $sfFieldValue['valueName'],\n 'label' => $sfFieldValue['valueName'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['default'],\n ];\n }\n }\n } else {\n $objectFields = $this->getObjectFields($field->object_type);\n $fieldId = $field->crm_provider_id;\n\n // Only work with our field of interest.\n $objectField = array_filter($objectFields, function ($item) use ($fieldId) {\n return $item['name'] === $fieldId;\n });\n\n $objectField = array_shift($objectField);\n if (empty($objectField['picklistValues']) === false) {\n foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {\n // Skip inactive values.\n if ($sfFieldValue['active'] === false) {\n continue;\n }\n\n // Setup default value.\n if ($sfFieldValue['defaultValue']) {\n $field->update(['default_value' => $sfFieldValue['value']]);\n }\n\n $values[] = [\n 'value' => $sfFieldValue['value'],\n 'label' => $sfFieldValue['label'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['defaultValue'],\n ];\n }\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'], $fieldsToPurge, true)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n // Get IDs of the values to be deleted\n $valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);\n $valuesToDeleteIds = $valuesToDelete->pluck('id');\n if (! $valuesToDeleteIds->isEmpty()) {\n $recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);\n $recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());\n\n // Now safely delete from crm_field_values\n $valuesToDelete->delete();\n }\n\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n return $fieldValues;\n }\n\n /**\n * Gets values from Global Value Picklists.\n */\n private function importGlobalValuePicklistValues(string $picklistName): array\n {\n $query = '\n SELECT\n Metadata\n FROM\n GlobalValueSet\n WHERE\n DeveloperName = :picklistName\n LIMIT 1';\n\n try {\n $sfValues = $this->queryHandler->metadata($query, [\n 'picklistName' => $picklistName,\n ]);\n\n // There is always 1 result at this point.\n $sfValue = $sfValues->current();\n\n return $sfValue['Metadata']['customValue'];\n } catch (NoResultsException $noResultsException) {\n // Nothing returned.\n\n return [];\n }\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileRecordTypes(): void\n {\n $objectTypes = [\n 'lead',\n 'account',\n 'contact',\n 'opportunity',\n 'task',\n 'event',\n ];\n\n foreach ($objectTypes as $objectType) {\n try {\n $crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));\n\n foreach ($crmRecordTypes as $crmRecordType) {\n // If the record type is default and not the Master type, set this.\n if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmRecordType['recordTypeId'])\n ->first();\n\n if ($recordType) {\n $this->profile->{$objectType . '_record_type_id'} = $recordType->id;\n }\n }\n }\n } catch (HttpNotFoundException $exception) {\n Log::error('No access to ' . $objectType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n if ($this->profile->isDirty()) {\n $this->profile->save();\n }\n }\n\n /**\n * Gets business processes.\n */\n public function importBusinessProcesses(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, TableEnumOrId\n FROM\n BusinessProcess\n WHERE\n TableEnumOrId IN (\\'Lead\\',\\'Opportunity\\')';\n\n try {\n $sfProcesses = $this->queryHandler->query($query);\n\n // Upsert all processes for the team.\n foreach ($sfProcesses as $sfProcess) {\n /** @var BusinessProcess $businessProcess */\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $sfProcess['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => $sfProcess['Name'],\n 'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',\n 'is_selectable' => $sfProcess['IsActive'],\n ]);\n\n $this->importBusinessProcessStages($businessProcess);\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets business process stages.\n */\n private function importBusinessProcessStages(BusinessProcess $businessProcess): void\n {\n $query = '\n SELECT\n Metadata\n FROM\n BusinessProcess\n WHERE\n Id = :processId';\n\n try {\n $stages = [];\n $sfProcessStages = $this->queryHandler->metadata($query, [\n 'processId' => $businessProcess->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfProcessStage = $sfProcessStages->current();\n\n // Upsert all processes for the team.\n foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {\n $sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: \"%2C\" becomes \",\" etc.\n\n $stage = $businessProcess->crm->stages()\n // This MUST match on label because this API doesn't use API Name.\n ->where('label', $sanitizedName)\n ->where('type', $businessProcess->type)\n ->where('is_selectable', 1)\n ->first();\n\n if ($stage) {\n $stages[] = $stage->id;\n }\n }\n\n $businessProcess->stages()->sync($stages);\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets record types.\n */\n public function importRecordTypes(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, BusinessProcessId, SobjectType\n FROM\n RecordType';\n\n try {\n $sfRecordTypes = $this->queryHandler->query($query);\n\n // Upsert all record types for the process.\n foreach ($sfRecordTypes as $sfRecordType) {\n $businessProcess = null;\n if ($sfRecordType['BusinessProcessId']) {\n $businessProcess = $this->config->businessProcesses()\n ->where('crm_provider_id', $sfRecordType['BusinessProcessId'])\n ->first();\n }\n\n /** @var RecordType $recordType */\n $recordType = $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $sfRecordType['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'type' => mb_strtolower($sfRecordType['SobjectType']),\n 'name' => $sfRecordType['Name'],\n 'is_selectable' => $sfRecordType['IsActive'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n $this->importRecordTypeFieldValues($recordType);\n }\n } catch (NoResultsException $noResultsException) {\n // Do nothing.\n }\n }\n\n /**\n * Import record type - field value mappings. This only works for standard fields.\n */\n private function importRecordTypeFieldValues(RecordType $recordType): void\n {\n try {\n $query = '\n SELECT\n Metadata\n FROM\n RecordType\n WHERE\n Id = :recordTypeId';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'recordTypeId' => $recordType->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $picklists = $sfField['Metadata']['picklistValues'];\n\n foreach ($picklists as $picklist) {\n $field = $this->config->fields()->where([\n 'type' => Field::TYPE_PICKLIST,\n 'object_type' => $recordType->type,\n 'crm_provider_id' => $picklist['picklist'],\n ])->first();\n\n if ($field) {\n $fieldValues = [];\n\n foreach ($picklist['values'] as $value) {\n // Must decode: \"%2C\" becomes \",\" etc.\n $fieldValue = $field->values()\n ->where('value', urldecode($value['valueName']))\n ->first();\n\n if ($fieldValue) {\n $fieldValues[] = $fieldValue->id;\n }\n }\n\n $recordType->fieldValues()->sync($fieldValues);\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $params = [];\n $missingStage = null;\n if ($types === null) {\n $types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];\n }\n\n foreach ($types as $type) {\n if ($type === Stage::TYPE_LEAD) {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, SortOrder\n FROM\n LeadStatus';\n } else {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability\n FROM\n OpportunityStage';\n }\n\n if ($missingStageName) {\n $escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);\n\n $query .= ' WHERE ApiName = :stageName';\n\n $params = [\n 'stageName' => $escapedStageName,\n ];\n }\n\n try {\n $sfStages = $this->queryHandler->query($query, $params);\n } catch (NoResultsException $exception) {\n $sfStages = [];\n }\n\n $missingStage = null;\n\n // Upsert all stages for the team.\n foreach ($sfStages as $sfStage) {\n $selectable = true;\n if (array_key_exists('IsActive', $sfStage)) {\n $selectable = $sfStage['IsActive'];\n }\n\n $this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);\n\n $stage = $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $sfStage['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),\n 'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),\n 'type' => $type,\n 'sequence' => $sfStage['SortOrder'] ?? 0,\n 'is_selectable' => $selectable,\n 'probability' => $sfStage['DefaultProbability'] ?? null,\n ]);\n\n if ($missingStageName && $missingStageName === $sfStage['ApiName']) {\n $missingStage = $stage;\n }\n }\n\n if ($missingStageName && $missingStage === null) {\n // If they requested a stage that still doesn't exist, it must be inactive so lazy create it.\n $missingStage = $this->config->stages()->create([\n 'crm_provider_id' => Uuid::uuid4(),\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($missingStageName, 0, 50),\n 'label' => mb_strimwidth($missingStageName, 0, 191),\n 'type' => $type,\n 'sequence' => 0,\n 'is_selectable' => 0,\n ]);\n }\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('lead');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Lead\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfLeads = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfLeads as $sfLead) {\n // Only sync if previously imported.\n if ($this->hasLead($sfLead['Id'])) {\n $this->importLead($sfLead);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n $fields = $this->getAllFieldsAsArray('lead');\n\n $sfLead = $this->getRecord('Lead', $crmId, $fields);\n\n return $this->importLead($sfLead);\n }\n\n private function importLead($crmData): ?Lead\n {\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['Status'])) {\n // Get the current stage.\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['Status'])\n ->where('type', Stage::TYPE_LEAD)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);\n }\n }\n\n // If we have no way of importing this, just return null :(\n if ($stage === null) {\n return null;\n }\n\n $countryCode = $crmData['CountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['Country']) !== false) {\n $countryCode = $this->convertCountryNameToCode($crmData['Country']);\n }\n\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n $mobilePhone = null;\n if (empty($crmData['MobilePhone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['MobilePhone'], 0, 25);\n $mobilePhone = phone_e164($countryCode, $number);\n }\n\n $convertedDate = null;\n $convertedAccount = null;\n $convertedOpportunity = null;\n $convertedContact = null;\n\n if ($crmData['IsConverted'] == 'true') {\n $convertedDate = $crmData['ConvertedDate'];\n\n if (empty($crmData['ConvertedAccountId']) === false) {\n $convertedAccount = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmData['ConvertedAccountId'])\n ->first();\n\n if ($convertedAccount === null) {\n try {\n $convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedOpportunityId']) === false) {\n $convertedOpportunity = $this->config\n ->opportunities()\n ->where('crm_provider_id', $crmData['ConvertedOpportunityId'])\n ->first();\n\n if ($convertedOpportunity === null) {\n try {\n $convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedContactId']) === false) {\n $convertedContact = $this->team\n ->crm\n ->contacts()\n ->where('crm_provider_id', $crmData['ConvertedContactId'])\n ->first();\n\n if ($convertedContact === null) {\n try {\n $convertedContact = $this->syncContact($crmData['ConvertedContactId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n }\n\n if (empty($crmData['Company'])) {\n $company = 'Unknown';\n } else {\n $company = mb_strimwidth($crmData['Company'], 0, 191);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? '',\n 'company' => $company,\n 'domain' => $domain,\n 'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',\n 'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,\n 'phone' => $parsedNumber['phone'],\n 'ext' => $parsedNumber['ext'] ?? null,\n 'mobile_phone' => $mobilePhone,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Lead::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'stage_id' => $stage->id,\n 'record_type_id' => null,\n 'converted_at' => $convertedDate,\n 'converted_account_id' => $convertedAccount->id ?? null,\n 'converted_opportunity_id' => $convertedOpportunity->id ?? null,\n 'converted_contact_id' => $convertedContact->id ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);\n\n /** @var Lead $lead */\n $lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {\n $this->eventDispatcher->dispatch(new LeadConverted($lead));\n }\n\n $this->handleObjectDeletion($lead, $crmData);\n\n if ($lead->trashed()) {\n return null;\n }\n\n return $lead;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('account');\n\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Account\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfAccounts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfAccounts as $sfAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($sfAccount['Id'])) {\n $this->importAccount($sfAccount);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n $fields = $this->getAllFieldsAsArray('account');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfAccount = $this->getRecord('Account', $crmId, $fields);\n\n return $this->importAccount($sfAccount);\n }\n\n private function importAccount($crmData): Account\n {\n $countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country names.\n if ($countryCode === null && empty($crmData['BillingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);\n }\n\n if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);\n }\n\n if (empty($crmData['Phone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'], 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n $industry = null;\n if (empty($crmData['Industry']) === false) {\n $industry = mb_strimwidth($crmData['Industry'], 0, 40);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'],\n 'name' => mb_strimwidth($crmData['Name'], 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Account::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'industry' => $industry,\n 'domain' => $domain,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);\n\n /** @var Account $account */\n $account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($account, $crmData);\n\n return $account;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n $logParams = $parameters;\n $parameters['profile'] = $this->profile;\n $logParams['user'] = $this->profile->getUserId();\n\n if (count($strategies) > 1) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [\n 'teamId' => $this->team->getUuid(),\n 'params' => $logParams,\n 'strategies_count' => count($strategies),\n ]);\n }\n\n foreach ($strategies as $syncStrategy) {\n $name = $syncStrategy->getStrategyName();\n\n try {\n $sfOpportunities = $syncStrategy->fetchOpportunities($parameters);\n $totalRecords = $sfOpportunities->count();\n\n foreach ($sfOpportunities as $sfOpportunity) {\n $this->importOpportunity($sfOpportunity);\n $syncCount++;\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $noResultsException->getMessage(),\n ]);\n } catch (CrmException $crmException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $crmException->getMessage(),\n ]);\n }\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);\n\n // debug to see how if count of opportunities reaches 1000\n if ($syncCount >= 1000) {\n $this->logger->info(\n '[' . $this->getDisplayName() . '] Sync Opportunities - count warning',\n [\n 'team_id' => $this->team->getId(),\n 'params' => $logParams,\n 'count' => $syncCount,\n 'strategies_count' => count($strategies),\n 'total_records' => $totalRecords ?? null,\n ]\n );\n }\n\n return $syncCount;\n }\n\n\n /**\n * @inheritdoc\n */\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategy = $this->opportunitySyncStrategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY\n );\n\n $parameters = [\n 'profile' => $this->profile,\n 'crm_id' => $crmId,\n ];\n\n try {\n $sfOpportunity = $strategy->fetchOpportunities($parameters);\n } catch (HttpNotFoundException $e) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n ]);\n\n return null;\n } catch (CrmException $crmException) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n 'exception' => $crmException->getMessage(),\n ]);\n\n return null;\n }\n\n if ($sfOpportunity instanceof ArrayIterator) {\n return $this->importOpportunity($sfOpportunity->getItems());\n }\n\n return $this->importOpportunity($sfOpportunity);\n }\n\n /**\n * @throws HttpNotFoundException\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $account = null;\n if (empty($crmData['AccountId']) === false) {\n /** @var ?Account $account */\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $userId = $profile?->getUserId() ?? $account?->getUserId();\n if ($userId === null) {\n $this->logger->error('[Salesforce] | Skip import, no user_id found', [\n 'id' => $crmData['Id'],\n ]);\n\n return null;\n }\n\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['StageName'])) {\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['StageName'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->orderBy('is_selectable', 'DESC')\n ->orderBy('id')\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData['StageName']);\n }\n }\n\n $recordType = null;\n if (empty($crmData['RecordTypeId']) === false) {\n /** @var ?RecordType $recordType */\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmData['RecordTypeId'])\n ->first();\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $closeDate = null;\n if (empty($crmData['CloseDate']) === false) {\n $closeDate = Carbon::parse($crmData['CloseDate'])->format('Y-m-d');\n }\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $userId,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => mb_strimwidth($crmData['Name'] ?? '', 0, 128),\n 'value' => $crmData[$valueFieldName],\n 'currency_code' => CurrencyFormatter::formatCode($crmData['CurrencyIsoCode'] ?? null),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData['IsClosed'],\n 'is_won' => $crmData['IsWon'],\n 'stage_id' => $stage?->id ?? null,\n 'record_type_id' => $recordType->id ?? null,\n 'remotely_created_at' => $createdDate,\n 'probability' => $crmData['Probability'] ?? null,\n 'forecast_category' => $crmData['ForecastCategoryName'] ?? null,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->opportunities(), $crmData['Id']);\n\n // Do not allow locked DB tables & other errors\n // to interrupt the process of reverting the trashed opportunities\n try {\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()\n ->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n\n $this->importOpportunityCrmFieldData($crmData, $crmFields, $opportunity->id);\n\n $this->handleObjectDeletion($opportunity, $crmData);\n\n if ($opportunity->trashed()) {\n return null;\n }\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n } catch (Exception $exception) {\n Sentry::captureException($exception);\n\n $this->logger->error('[Salesforce] importOpportunity failure.', [\n 'crm_provider_id' => $crmData['Id'],\n 'team_id' => $this->team->id,\n 'exception' => $exception->getMessage(),\n ]);\n\n $this->handleEntityDeletionByProviderId($this->config->opportunities(), $crmData);\n }\n\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('contact');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Contact\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfContacts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfContacts as $sfContact) {\n // Only sync if previously imported.\n if ($this->hasContact($sfContact['Id'])) {\n $this->importContact($sfContact);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::CONTACT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n $fields = $this->getAllFieldsAsArray('contact');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync contact cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfContact = $this->getRecord('Contact', $crmId, $fields);\n\n return $this->importContact($sfContact);\n }\n\n private function importContact($crmData): ?Contact\n {\n $account = null;\n // Contacts may not have accounts...\n if (isset($crmData['AccountId'])) {\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $countryCode = $crmData['MailingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['MailingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['MailingCountry']);\n\n if ($countryCode === null && $account) {\n $countryCode = $account->country_code;\n }\n }\n\n $ext = null;\n $parsedNumber = [];\n if (empty($crmData['Phone']) === false) {\n $number = Str::limit($crmData['Phone'], 25, '');\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n if (empty($parsedNumber['ext']) === false) {\n $ext = Str::limit($parsedNumber['ext'], 10, '');\n }\n }\n\n $mobileNumber = null;\n if (empty($crmData['MobilePhone']) === false) {\n $mobileNumber = Str::limit(phone_e164($countryCode, $crmData['MobilePhone']), 25, '');\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => ($crmData['Name'] ?? null) !== null ? mb_strimwidth($crmData['Name'], 0, 100) : '',\n 'title' => ($crmData['Title'] ?? null) !== null ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => ($crmData['Email'] ?? null) !== null ? mb_strimwidth($crmData['Email'], 0, 191) : null,\n 'country_code' => $countryCode,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $ext,\n 'mobile_phone' => $mobileNumber,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Contact::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->contacts(), $crmData['Id']);\n\n /** @var Contact $contact */\n $contact = $this->config->contacts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($contact, $crmData);\n\n if ($contact->trashed()) {\n return null;\n }\n\n return $contact;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n $fields = [\n 'InstanceName',\n 'OrganizationType',\n 'IsSandbox',\n ];\n\n $orgValues = $this->getRecord('Organization', $this->config->crm_provider_id, $fields);\n\n $edition = null;\n switch ($orgValues['OrganizationType']) {\n case 'Developer Edition':\n $edition = Configuration::EDITION_DEVELOPER;\n\n break;\n\n case 'Professional Edition':\n $edition = Configuration::EDITION_PROFESSIONAL;\n\n break;\n\n case 'Enterprise Edition':\n $edition = Configuration::EDITION_ENTERPRISE;\n\n break;\n }\n\n $this->config->edition = $edition;\n $this->config->instance = $orgValues['InstanceName'];\n\n // XXX: How can this state be possible?\n if ($this->config->version === null) {\n $this->config->version = Client::MIN_API_VERSION;\n }\n\n $installedVersion = $this->getInstalledAppVersion();\n if ($installedVersion !== null) {\n $installedVersion = (string) $this->getInstalledAppVersion();\n }\n\n $this->config->installed_app_version = $installedVersion;\n\n $this->config->save();\n }\n\n public function getInstalledAppVersion(): ?string\n {\n try {\n $query = '\n SELECT\n SubscriberPackageVersion.MajorVersion,\n SubscriberPackageVersion.MinorVersion,\n SubscriberPackageVersion.PatchVersion,\n SubscriberPackageVersion.BuildNumber\n FROM\n InstalledSubscriberPackage\n WHERE\n SubscriberPackageId = :packageId\n ';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'packageId' => self::INSTALLED_PACKAGE_ID,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Grab version number.\n $version = $sfField['SubscriberPackageVersion']['MajorVersion'] .\n $sfField['SubscriberPackageVersion']['MinorVersion'] .\n $sfField['SubscriberPackageVersion']['PatchVersion'] .\n $sfField['SubscriberPackageVersion']['BuildNumber'];\n } catch (\\Exception) {\n $version = null;\n }\n\n return $version;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws \\Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For SF we also check if Log Notes is enabled.\n if ($this->profile->log_notes === Profile::LOG_NOTE_NONE) {\n return;\n }\n\n if ($activity->opportunity_id && $activity->prospect === null) {\n return;\n }\n\n try {\n $transcriptionData = $this->generateTranscription($activity);\n\n $noteMaxLength = $this->profile->log_notes === Profile::LOG_NOTE_ENHANCED\n ? self::ENHANCED_NOTE_MAX_LENGTH\n : self::CLASSIC_NOTE_MAX_LENGTH;\n\n $title = 'Transcript for ';\n $title .= $activity->title ?? $activity->activity_title;\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($transcriptionData, 0, $noteMaxLength);\n\n if ($activity->opportunity_id) {\n $objectId = $activity->opportunity->crm_provider_id;\n } else {\n $objectId = $activity->prospect->crm_provider_id;\n }\n\n $noteId = $this->saveNote($title, $body, $objectId);\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 public function saveNote(string $title, string $body, string $objectId, ?NoteObject $noteObject = null): ?string\n {\n $noteId = null;\n\n try {\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $noteId = $this->buildEnhancedNote($title, $body, $objectId);\n } else {\n $noteId = $this->buildClassicNote($title, $body, $objectId);\n }\n } catch (HttpNotFoundException $exception) {\n // The profile not having access to create Enhanced Notes. Set their preference to Classic.\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $this->profile->update([\n 'log_notes' => Profile::LOG_NOTE_CLASSIC,\n ]);\n }\n }\n\n return $noteId;\n }\n\n /**\n * This is using the \"Enhanced\" Notes feature, NOT the \"Notes & Attachments\" feature being deprecated.\n *\n * @url https://salesforce.stackexchange.com/questions/104408/how-can-i-create-an-account-note-or-contact-note-via-api-that-is-visible-in-sale\n */\n private function buildEnhancedNote(string $title, string $body, string $objectId): string\n {\n // Decode stored entities, escape HTML (without quoting), then convert line breaks for Salesforce formatting\n $decodedBody = html_entity_decode($body, ENT_QUOTES | ENT_HTML5);\n $sanitizedBody = htmlspecialchars($decodedBody, ENT_NOQUOTES, 'UTF-8', false);\n $content = nl2br($sanitizedBody, false);\n $note = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'Title' => $title,\n 'Content' => base64_encode($content),\n ];\n\n $noteId = $this->createRecord('ContentNote', $note);\n\n $link = [\n 'ContentDocumentId' => $noteId,\n 'LinkedEntityId' => $objectId,\n 'ShareType' => 'I',\n ];\n\n $this->createRecord('ContentDocumentLink', $link);\n\n return $noteId;\n }\n\n private function buildClassicNote(string $title, string $body, string $objectId): string\n {\n if (in_array($this->parseObjectType($objectId), [Field::OBJECT_TASK, Field::OBJECT_EVENT])) {\n $this->logger->info('[Salesforce] Summary not sent', [\n 'profile_id' => $this->profile->id,\n 'objectId' => $objectId,\n 'reason' => 'Classical Note does not support Task/Event relation',\n ]);\n\n return '';\n }\n\n $titleTrimmed = null;\n\n if (mb_strlen($title) > 80) {\n $titleTrimmed = substr($title, 0, 77) . '...';\n }\n $payload = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'IsPrivate' => false,\n 'Title' => $titleTrimmed ?? $title,\n 'Body' => $titleTrimmed ? $title . PHP_EOL . $body : $body,\n 'ParentId' => $objectId,\n ];\n\n return $this->createRecord('Note', $payload);\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n if ($this->profile === null) {\n return [];\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $limitValues = ['limit' => $this->limit, 'offset' => $this->offset];\n $sosl = $queryBuilder->buildFindQuery($name, $scopes, $limitValues);\n\n $this->logger->info('[Salesforce] Find prospects', [\n 'profile_id' => $this->profile->id,\n 'sosl_query' => $sosl,\n 'search_string' => $name,\n 'scopes' => $scopes,\n ]);\n\n $data = Cache::remember($this->profile->id . $sosl, self::CACHE_TTL, function () use ($sosl) {\n $data = [];\n\n try {\n // Hit remote API.\n $objects = $this->queryHandler->search($sosl);\n\n // Build mapped list.\n foreach ($objects as $object) {\n $type = strtolower($object['attributes']['type']);\n\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n 'crmUrl' => $this->generateProviderUrl($object['Id'], $type),\n ];\n\n switch ($type) {\n case 'lead':\n if (empty($object['Company']) === false) {\n $record['organization'] = $object['Company'];\n }\n\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_LEAD)\n ->where('name', $object['Status'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_LEAD], $object['Status']);\n }\n\n if ($stage) {\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n }\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n break;\n\n case 'account':\n if (empty($object['Industry']) === false) {\n $record['industry'] = $object['Industry'];\n $record['detailsLine'] = $object['Industry'];\n }\n if (! empty($object['PersonEmail'])) {\n $record['detailsLine'] = $object['PersonEmail'];\n }\n\n break;\n\n case 'contact':\n // For contacts, we should try and fetch their account name too.\n if ($object['AccountId']) {\n // Cheaper to get this locally.\n $account = $this->config->accounts()\n ->where('crm_provider_id', $object['AccountId'])\n ->first(['name']);\n\n if ($account) {\n $record['organization'] = $account->name;\n }\n }\n\n if (! empty($object['IsPersonAccount']) && $object['Email']) {\n $record['detailsLine'] = $object['Email'];\n } else {\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n }\n\n break;\n }\n\n // Add phone numbers to record.\n if (empty($object['Phone']) === false && $object['Phone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['Phone'],\n 'nationalFormat' => phone_national($this->profile->user->country_code, $object['Phone']),\n 'type' => 'phone',\n ];\n }\n\n if (empty($object['MobilePhone']) === false && $object['MobilePhone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['MobilePhone'],\n 'nationalFormat' => phone_national(\n $this->profile->user->country_code,\n $object['MobilePhone']\n ),\n 'type' => 'mobile',\n ];\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n $data = [];\n }\n\n return $data;\n });\n\n return $data;\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 ? $profile->getCrmProviderId() : null;\n }\n\n try {\n // Perhaps their profile has no opportunity permissions.\n if ($this->profile === null || $this->profile->opportunity_fields === null) {\n return $data;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildFindOpportunitiesQuery();\n\n $objects = $this->queryHandler->query($query, ['accountId' => $crmAccountId]);\n\n foreach ($objects as $object) {\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'won' => $object['IsWon'],\n 'closed' => $object['IsClosed'],\n ];\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n if (empty($object[$valueFieldName]) === false) {\n $currency = $object['CurrencyIsoCode'] ?? $this->config->default_currency;\n $value = formatCurrency($object[$valueFieldName], $currency);\n\n $record += [\n 'value' => $value,\n ];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->where('name', $object['StageName'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $object['StageName']);\n }\n\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n if ($ownerId && isset($object['OwnerId']) && $object['OwnerId'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n return $data;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n public function getContactRolesFromCrm(?Carbon $since = null): array\n {\n $roles = [];\n\n if ($this->profile === null) {\n return $roles;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n\n $query = $queryBuilder->buildGetContactRolesQuery($since);\n\n try {\n $objects = $this->queryHandler->query($query);\n\n foreach ($objects as $object) {\n $roles[] = [\n 'id' => $object['Id'],\n 'contactId' => $object['ContactId'],\n 'opportunityId' => $object['OpportunityId'],\n 'ownerId' => $object['Opportunity']['OwnerId'] ?? null,\n 'isPrimary' => $object['IsPrimary'],\n 'role' => $object['Role'],\n ];\n }\n } catch (NoResultsException) {\n // Just return an empty array.\n $this->logger->info('[Salesforce] No contact roles found', [\n 'since' => $since?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n }\n\n return $roles;\n }\n\n public function syncContactRoles(Carbon $since): int\n {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $crmContactRoles = $this->getContactRolesFromCrm(since: $since);\n $syncCount = 0;\n $contactRoles = [];\n\n foreach ($crmContactRoles as $crmContactRole) {\n $contactRoles[] = $this->importContactRole($crmContactRole);\n $syncCount++;\n }\n\n $contactRoleRepository->saveContactRoles($contactRoles);\n\n $this->syncRemotelyDeletedContactRoles();\n\n return $syncCount;\n }\n\n private function importContactRole(array $contactRole): array\n {\n $contact = $this->config->contacts()\n ->where('crm_provider_id', $contactRole['contactId'])\n ->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($contactRole['contactId']);\n }\n\n $opportunity = $this->config->opportunities()\n ->where('crm_provider_id', $contactRole['opportunityId'])\n ->first();\n\n if ($opportunity === null) {\n $opportunity = $this->syncOpportunity($contactRole['opportunityId']);\n }\n\n $role = null;\n if (! empty($contactRole['role'])) {\n $role = mb_strimwidth($contactRole['role'], 0, 191);\n }\n\n return [\n 'crm_configuration_id' => $this->config->getId(),\n 'contact_id' => $contact->getId(),\n 'crm_provider_id' => $contactRole['id'],\n 'subject_type' => ContactRole::SUBJECT_TYPE_OPPORTUNITY,\n 'subject_id' => $opportunity->getId(),\n 'is_primary' => $contactRole['isPrimary'],\n 'role' => $role,\n ];\n }\n\n protected function syncRemotelyDeletedContactRoles(): bool\n {\n try {\n $deletedRemotely = $this->queryHandler->queryDeleted('OpportunityContactRole');\n } catch (NoResultsException $e) {\n return false;\n }\n\n $deletedOpportunities = $deletedRemotely->getResults();\n $deletedIds = array_column($deletedOpportunities, 'id');\n\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n foreach (array_chunk($deletedIds, self::HARD_DELETE_CHUNK) as $chunk) {\n $contactRoleRepository->deleteContactRoles($chunk);\n\n $this->logger->info('[' . $this->getDisplayName() . '] Remotely deleted opportunities synced', [\n 'teamId' => $this->team->id_string,\n 'remotelyDeletedOpportunities' => $chunk,\n 'count' => count($chunk),\n ]);\n }\n\n return true;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($this->profile->user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_TASK),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any open call for that user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Task\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsDeleted = false\n AND IsClosed = false\n AND (';\n\n if ($objectType === 'account') {\n // This covers tasks tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getEvents(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n $user = $this->profile?->user;\n if ($this->profile === null || $user === null) {\n return $data;\n }\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_EVENT),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any event starting in the last week and ending up until today owned by the user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Event\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= LAST_N_DAYS:7\n AND EndDateTime <= TODAY\n AND (';\n\n if ($objectType === 'account') {\n // This covers events tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['StartDateTime'] ? Carbon::parse($object['StartDateTime'])->toIso8601String() : null;\n\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\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 $userId = null): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($email, Field::TYPE_EMAIL);\n if ($sosl === null) {\n return null;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $email,\n QueryHandler::PRIORITISE_EMAIL\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException $e) {\n // Try the account next.\n if ($this->profile->account_fields === null) {\n return null;\n }\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n // SF improved search - strip the domain extension, min domain name length 4\n return $this->getCompanyNameFromEmail(email: $email, minNameLength: 4);\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 = $domain;\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByDomainQuery($companyName);\n\n try {\n $objects = $this->queryHandler->search($sosl);\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException) {\n return null;\n }\n }\n\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Don't bother looking up numbers that are masked.\n if (str_contains($phone, '**')) {\n return null;\n }\n\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $phoneNational = phone_national(null, $phone) ?? '';\n $possiblePhoneFormats = collect([\n preg_replace('/\\D/', '', ltrim($phone, '0+')),\n preg_replace('/\\D/', '', $phoneNational),\n formatDashPhoneNumber($phone),\n $phoneNational,\n ])\n ->filter() // Removes null and empty strings\n ->unique()\n ->values();\n\n foreach ($possiblePhoneFormats as $phone) {\n $sosl = $queryBuilder->buildMatchByQuery($phone, Field::TYPE_PHONE);\n if ($sosl === null) {\n continue;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $phone,\n QueryHandler::PRIORITISE_PHONE\n );\n\n return $this->convertCrmData($objects, $userId);\n } catch (NoResultsException) {\n continue;\n }\n }\n\n return null;\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 protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->profile->id . $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 /** Determine the CRM Objects which represent the call activity. */\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 if ($this->profile === null) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($name, 'name');\n if ($sosl === null) {\n return false;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n } catch (NoResultsException $e) {\n return false;\n }\n\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $name,\n QueryHandler::PRIORITISE_NAME\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return (! empty(array_filter($data))) ? $data : false;\n });\n\n return is_array($result) ? $result : 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(QueryIterator $objects, ?int $userId = null): array\n {\n $lead = null;\n $contact = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n if ($objects->count() > 0) {\n $object = $objects->current();\n\n if ($object['attributes']['type'] === 'Lead') {\n $lead = $this->importLead($object);\n\n // Lead might not be imported if the Stage is null for example.\n if ($lead) {\n $countryCode = $lead->country_code;\n $stage = $lead->stage;\n }\n } else {\n if ($object['attributes']['type'] === 'Contact') {\n $contact = $this->importContact($object);\n $account = $contact->account;\n } else {\n $account = $this->importAccount($object);\n }\n\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $sfOpportunities = $this->findOpportunities(\n $account?->getCrmProviderId(),\n $contact?->getCrmProviderId(),\n $userId\n );\n\n // Take the first opportunity, which will be ordered as priority based on their settings.\n if (! empty($sfOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($sfOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($stage->type === Stage::TYPE_LEAD) {\n $objectType = 'Lead';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'Status';\n } else {\n $objectType = 'Opportunity';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'StageName';\n }\n\n $headers = [];\n if ($this->config->trigger_assignment_rules === false) {\n // @see: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/headers_autoassign.htm\n $headers = [\n 'Sforce-Auto-Assign' => 'false',\n ];\n }\n\n $this->updateRecord($objectType, $objectId, [$objectStageType => $stage->name], $headers);\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, '001')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, '003')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, '00Q')) {\n return 'lead';\n }\n\n if (Str::startsWith($objectId, '006')) {\n return 'opportunity';\n }\n\n if (Str::startsWith($objectId, '00U')) {\n return 'event';\n }\n\n if (Str::startsWith($objectId, '00T')) {\n return 'task';\n }\n\n throw new \\InvalidArgumentException('Unsupported Object Type');\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n $query = $queryBuilder->buildGetUsersQuery($userToSearch);\n\n try {\n $salesforceUsers = $this->queryHandler->query($query, [\n 'active' => true,\n ]);\n } catch (NoResultsException $e) {\n $this->logger->info('[Salesforce] Sync Profiles. No users found', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n $teamRepository = app(TeamRepository::class);\n $customRules = $this->getCustomProfileRules($teamRepository);\n\n foreach ($salesforceUsers as $crmUser) {\n if ($crmUser['Email'] === null) {\n continue;\n }\n\n if (! $this->customProfileValidation($crmUser, $customRules)) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $crmUser['Email']);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $edition = $crmUser['UserPreferencesLightningExperiencePreferred']\n ? Profile::EDITION_LIGHTNING\n : Profile::EDITION_CLASSIC;\n\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->updateOrCreateProfile(\n $user,\n [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $crmUser['Id'],\n ],\n [\n 'user_id' => $user->getId(),\n 'edition' => $edition,\n 'has_external_cti' => ! empty($crmUser['CallCenterId']),\n 'crm_profile_id' => $crmUser['ProfileId'],\n ]\n );\n\n if ($userToSearch instanceof User && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n // Clean up inactive profiles\n try {\n $this->archiveInactiveProfiles();\n } catch (\\Exception $e) {\n $this->logger->warning('[Salesforce] Profile archiving failed', [\n 'teamId' => $this->team->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n // For Salesforce it's easy, we just point every object to the apex domain and they handle it.\n switch ($objectType) {\n case 'lead':\n case 'account':\n case 'contact':\n case 'opportunity':\n case 'task':\n case 'event':\n case 'activity':\n\n $url = $this->config->crm_base_url . '/' . $providerId;\n\n break;\n }\n\n return $url;\n }\n\n public function buildTaskSearchFields(): array\n {\n return ['Id', 'WhoId', 'WhatId', 'AccountId'];\n }\n\n public function getTaskByFilterConditions(\n array $fields,\n array $filters,\n bool $bulkSearch = false,\n bool $strictFilters = true\n ): ?array {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildSearchTaskQuery($fields, $filters, $bulkSearch, $strictFilters);\n\n try {\n if (! $bulkSearch) {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n }\n\n if ($bulkSearch) {\n $objects = $this->queryHandler->query($query);\n $records = [];\n foreach ($objects as $record) {\n $key = $record[end($fields)];\n $records[$key] = $record;\n }\n\n return $records;\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function mapCrmObjects(array $task): array\n {\n $activityData = [];\n\n if (! empty($task['WhoId'])) {\n $type = $this->parseObjectType($task['WhoId']);\n $activityData[$type] = $task['WhoId'];\n }\n if (! empty($task['AccountId'])) {\n $activityData['account'] = $task['AccountId'];\n }\n if (! empty($task['WhatId'])) {\n $activityData['opportunity'] = $task['WhatId'];\n }\n\n return $activityData;\n }\n\n /**\n * Get SF task by Outreach call id.\n */\n public function getTaskByFilter(\n string $activityFieldType,\n array $filters,\n string $operator = '=',\n array $additionalFields = []\n ): ?array {\n $data = [];\n\n try {\n // Default (base) fields.\n $fields = ['Id', 'Subject', 'Description', 'ActivityDate', 'WhoId', 'WhatId', $activityFieldType];\n\n foreach ($additionalFields as $additionalField) {\n $fields[] = $additionalField->crm_provider_id;\n }\n\n $fields = array_unique($fields);\n\n // Find task with the same Outreach id as the call id.\n $query = 'SELECT ' . implode(',', $fields) . '\n FROM Task\n WHERE IsArchived = false AND IsDeleted = false';\n\n foreach ($filters as $key => $value) {\n $key = preg_quote($key, '/');\n $key = str_replace(['\\'', '\"'], '', $key);\n // Prepare the substitution.\n $strKey = \":$key\";\n\n $query .= \" AND $key $operator $strKey\";\n }\n\n $query .= ' ORDER BY LastModifiedDate DESC LIMIT 1';\n\n $objects = $this->queryHandler->query($query, $filters);\n\n // There should be only one task related to this call if any.\n if ($objects->count() === 1) {\n $object = $objects->current();\n\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n\n $data = array_merge($object, [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'summary' => $object['Description'],\n 'due' => $dueDate,\n 'Type' => $object[$activityFieldType],\n ]);\n }\n } catch (NoResultsException $e) {\n // Filters don't match any records.\n } catch (ServiceUnavailableException $serviceUnavailableException) {\n // Service cannot be queried. We should probably log this.\n }\n\n return $data;\n }\n\n /**\n * Get Salesforce fields including datetime fields\n *\n * @param $objectType\n */\n private function getAllFieldsAsArray($objectType): array\n {\n $basicFields = [];\n // Not all users have access to all object fields.\n if ($this->profile->{$objectType . '_fields'}) {\n $basicFields = explode(',', $this->profile->{$objectType . '_fields'});\n }\n\n $extraFields = [\n 'CreatedDate',\n 'LastModifiedDate',\n 'IsDeleted',\n ];\n\n if ($objectType === self::OBJECT_OPPORTUNITY\n && $this->config->opportunity_value_field_id\n && ! in_array($this->config->opportunityValueField->crm_provider_id, $basicFields)\n ) {\n $extraFields[] = $this->config->opportunityValueField->crm_provider_id;\n }\n\n return array_unique(array_merge($basicFields, $extraFields));\n }\n\n /**\n * Generate transcription for activity description.\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 return $this->transcriptionService\n ->findTranscriptionByActivity($activity)\n ->map(static function (array $transcriptionSegment): string {\n return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];\n })\n ->implode(PHP_EOL);\n }\n\n /**\n * Find related Salesforce event based on activity data\n *\n * @return array<string>\n */\n public function fetchRelatedActivity(Activity $activity): array\n {\n $this->logger->info('[Salesforce] Searching for related activity', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n ]);\n\n $sfEvent = $this->fetchRelatedEvent($activity);\n if (empty($sfEvent)) {\n $this->logger->info('[Salesforce] No related activity found', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n 'account' => $activity->hasAccount()\n ? $activity->getAccount()->getCrmProviderId()\n : null,\n ]);\n\n return [];\n }\n\n return $sfEvent;\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n if ($activity->isTypeConference() === false) {\n return null;\n }\n\n if ($activity->hasActualStartTime() === false && $activity->hasScheduledStartTime() === false) {\n return null;\n }\n\n if (! $activity->hasProspect()) {\n $this->logger->info('[Salesforce] Skip look up, Activity not linked to Lead, Contact or Account', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n if ($playbook !== null && $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_TASK) {\n $this->logger->info('[Salesforce] Skip auto-sync for task-based playbook', [\n 'activityUuid' => $activity->getUuid(),\n 'playbookId' => $playbook->getId(),\n 'playbookType' => $playbook->getActivityType(),\n ]);\n\n return null;\n }\n\n try {\n $sfEvent = $this->fetchRelatedActivity($activity);\n if (empty($sfEvent)) {\n return null;\n }\n\n [$activityField, $activityType] = $this->resolveActivityTypeFromEvent($activity, $sfEvent);\n\n $this->logger->info('[Salesforce] Found related activity', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'activityFieldName' => $activityField,\n 'crmActivityType' => ($activityField !== null && isset($sfEvent[$activityField]))\n ? $sfEvent[$activityField]\n : null,\n 'activityType' => $activityType,\n ]);\n\n $userId = $this->findRelatedActivityUserId($activity, $sfEvent);\n\n if ($activity->getUserId() !== $userId) {\n $this->logger->info('[Salesforce] Updating meeting owner', [\n 'activityId' => $activity->getUuid(),\n 'oldUserId' => $activity->getUserId(),\n 'newUserId' => $userId,\n ]);\n }\n\n $this->updateSfEventDescription($activity, $sfEvent);\n\n $activity->update([\n 'user_id' => $userId,\n 'crm_provider_id' => $sfEvent['Id'],\n 'playbook_category_id' => $activityType->id ?? $activity->getCategory()?->getId(),\n ]);\n\n $this->logger->info('[Salesforce] Activity updated', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return $activity;\n } catch (\\Exception $exception) {\n \\Sentry::captureException($exception);\n\n throw $exception;\n }\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n *\n * @return array{0: string|null, 1: mixed}\n */\n private function resolveActivityTypeFromEvent(Activity $activity, array $sfEvent): array\n {\n $activityField = $this->getActivityFieldName($activity);\n $activityType = null;\n\n if ($activityField !== null && ! empty($sfEvent[$activityField])) {\n $playbook = $this->getPlaybook($activity->getUser());\n $activityType = $this->getPlaybookCategory($playbook, strval($sfEvent[$activityField]));\n }\n\n return [$activityField, $activityType];\n }\n\n /**\n * @param array<string> $sfEvent\n */\n private function findRelatedActivityUserId(Activity $activity, array $sfEvent): int\n {\n $userId = $activity->getUserId();\n\n if (empty($sfEvent['OwnerId']) === false) {\n $profile = $this\n ->config\n ->profiles()\n ->where('crm_provider_id', $sfEvent['OwnerId'])\n ->get()\n ->filter(static function (Profile $profile) use ($activity): bool {\n if (! $activity->isTypeConference()) {\n return ! empty($profile->user) ? $profile->user->isStatusActive() : false;\n }\n\n $participants = $activity->getParticipants();\n\n return ! empty($profile->user)\n ? $profile->user->isStatusActive()\n && $profile->user->hasPermission(PermissionEnum::RECORD_MEETING)\n && $participants->contains('user_id', $profile->user_id)\n : false;\n })\n ->first();\n\n if ($profile) {\n $userId = $profile->user_id;\n }\n }\n\n return $userId;\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n */\n private function updateSfEventDescription(Activity $activity, array $sfEvent): void\n {\n try {\n if (str_contains($sfEvent['Description'], $activity->id_string)) {\n return;\n }\n\n $payload = [\n 'Description' => $sfEvent['Description']\n . PHP_EOL\n . PHP_EOL\n . (new DecorateActivity())->generateDescription($activity),\n ];\n\n $this->logger->info('[Salesforce] Update record', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'payload' => $payload,\n ]);\n\n $payload = array_merge(\n $payload,\n $this->payloadBuilder->fetchCustomFieldData($activity, Field::OBJECT_EVENT)\n );\n\n $this->updateRecord('Event', $sfEvent['Id'], $payload);\n } catch (\\Exception) {\n $this->logger->error('[Salesforce] Failed to update record', [\n 'activityUuid' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n ]);\n }\n }\n\n /**\n * Returns the most recently modified Event within time range (if any).\n *\n * @return array|null An Event record from Salesforce.\n */\n private function fetchRelatedEvent(Activity $activity): ?array\n {\n $ownerId = $this->profile?->crm_provider_id;\n if ($ownerId === null) {\n return [];\n }\n\n /** @var ?Carbon $from */\n /** @var ?Carbon $to */\n [$from, $to] = $this->getFromToDates($activity);\n\n try {\n $whoId = null;\n $hasWho = $activity->lead_id || $activity->contact_id;\n if ($hasWho) {\n $whoId = $activity->hasLead()\n ? $activity->getLead()->crm_provider_id\n : $activity->getContact()->crm_provider_id;\n }\n\n if ($hasWho === false && $activity->account_id === null) {\n return null;\n }\n\n $query = $this->buildFetchRelatedEventQuery($activity);\n\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $ownerId,\n 'whoId' => $whoId,\n 'whatId' => $activity->hasOpportunity() ? $activity->getOpportunity()->crm_provider_id : null,\n 'accountId' => $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null,\n 'from' => $from?->format('Y-m-d\\TH:i:s\\Z'),\n 'to' => $to?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($objects as $object) {\n return $object;\n }\n } catch (NoResultsException $e) {\n return [];\n }\n\n return [];\n }\n\n private function getFromToDates(Activity $activity): array\n {\n $from = null;\n $to = null;\n\n /** @var ?CalendarEvent $calendarEvent */\n $calendarEvent = $activity->calendarEvent()->first();\n if ($calendarEvent !== null) {\n $from = $calendarEvent->getStartTime();\n $to = $calendarEvent->getEndTime();\n }\n\n // For non-calendar imported activities\n // Also double check if calendar event dates could be null?\n // If null use what we've got so far\n if ($from === null || $to === null) {\n $from = $activity->hasScheduledStartTime()\n ? $activity->getScheduledStartTime()\n : $activity->getActualStartTime();\n $to = $activity->hasScheduledEndTime()\n ? $activity->getScheduledEndTime()->addMinutes(15)\n : $activity->getActualEndTime();\n }\n\n return [$from, $to];\n }\n\n /**\n * Determines the appropriate activity field name for querying Salesforce events.\n *\n * This method follows a hierarchy to determine the field name:\n * 1. Uses the playbook's activity field if it exists and is in the profile's accessible fields\n * 2. Falls back to the default activity field if the profile has no event fields configured\n * 3. Returns null if no suitable field is found\n *\n * @param Activity $activity The activity to determine the field for\n *\n * @return string|null The field name to use in queries, or null if none is available\n */\n private function getActivityFieldName(Activity $activity): ?string\n {\n if ($this->profile === null) {\n $this->logger->warning('[Salesforce] Cannot determine activity field - profile not found', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $profileEventFields = $this->profile->getFieldsAsArray('event');\n\n if (empty($profileEventFields)) {\n $defaultActivityField = $this->getDefaultActivityField(Field::OBJECT_EVENT);\n $defaultFieldName = $defaultActivityField?->getAttribute('crm_provider_id');\n // Profile not yet synced — fall back to the default activity field.\n // There is a small chance that the profile won't have Default Activity Type field access\n // in which case the query will fail.\n // This is however an edge case and should be reviewed for profile sync issues.\n Sentry::withScope(function (\\Sentry\\State\\Scope $scope) use ($defaultFieldName): void {\n $scope->setContext('details', [\n 'profileId' => $this->profile->id,\n 'defaultField' => $defaultFieldName,\n ]);\n Sentry::captureMessage(\n '[Salesforce] Profile event fields empty, falling back to default activity field.',\n \\Sentry\\Severity::warning()\n );\n });\n\n return $defaultFieldName;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n\n if (! is_null($playbook) && ! is_null($playbook->getActivityField())) {\n $playbookFieldName = $playbook->getActivityField()->getAttribute('crm_provider_id');\n\n if (in_array($playbookFieldName, $profileEventFields, true)) {\n return $playbookFieldName;\n }\n\n $this->logger->warning('[Salesforce] Playbook activity field not found in profile fields', [\n 'activityId' => $activity->getUuid(),\n 'playbookField' => $playbookFieldName,\n 'profileId' => $this->profile->id,\n ]);\n }\n\n return null;\n }\n\n private function buildFetchRelatedEventQuery(Activity $activity): string\n {\n $hasWho = $activity->lead_id || $activity->contact_id;\n\n $activityFieldName = $this->getActivityFieldName($activity);\n $fields = array_filter(['Id', 'Description', 'OwnerId', $activityFieldName]);\n\n $ownerCondition = '(OwnerId = :ownerId OR CreatedById = :ownerId)';\n\n $query = '\n SELECT ' . implode(',', $fields) . '\n FROM Event\n WHERE ' . $ownerCondition . '\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= :from\n AND EndDateTime <= :to\n AND (';\n\n $operator = '';\n if ($activity->account_id) {\n // This covers events tied to a related contact or opportunity too.\n $query .= 'AccountId = :accountId';\n\n $operator = ' OR ';\n }\n\n if ($hasWho) {\n $query .= $operator . 'WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($activity->opportunity_id) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ') ORDER BY LastModifiedDate DESC';\n\n return $query;\n }\n\n public function fetchProspect(array $task): array\n {\n $lead = $account = $opportunity = $contact = $stage = $countryCode = null;\n $externalId = $task['WhoId'] ?? null;\n\n // Lead or Contact\n if ($externalId) {\n try {\n [$lead, $account, $opportunity, $contact, $stage, $countryCode] = $this->parseRecords($externalId);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n // If we happen to know the opportunity or account from the Task, figure that out.\n if (empty($task['WhatId']) === false) {\n // WhatId could be either Account ID or Opportunity ID.\n // If WhatId is Opportunity ID, get the opportunity and stage from the CRM.\n try {\n [, $account, $opportunity, , $stage, ] = $this->parseRecords($task['WhatId']);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n return [$lead, $account, $opportunity, $contact, $stage, $countryCode];\n }\n\n /**\n * Save activity transcription summary as note\n */\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n return $this->saveNote($title, $body, (string) $objectId);\n }\n\n public function getObjectByFilterConditions(string $objectType, array $fields, array $filters): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildObjectSearchQuery($objectType, $fields, $filters);\n\n try {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n private function getCustomProfileRules(TeamRepository $teamRepository): array\n {\n $teamSettings = $teamRepository->getTeamSetting($this->team, 'custom_profile_validation');\n\n if ($teamSettings instanceof TeamSettings && $teamSettings->getValueType() === 'array') {\n $customRules = json_decode($teamSettings->getValue(), true);\n if (is_array($customRules)) {\n return $customRules;\n }\n }\n\n return [];\n }\n\n private function customProfileValidation(array $crmUser, array $customRules): bool\n {\n foreach ($customRules as $customRule) {\n if ($crmUser[$customRule['field']] !== $customRule['value']) {\n return false;\n }\n }\n\n return true;\n }\n\n /**\n * When syncing Contact / Lead / Account / Opportunity / Stage crm entities,\n * validate and restore locally trashed objects,\n * before updating them. Objects are identified by CrmProviderId\n */\n private function restoreAnyTrashedEntity(HasMany $targetEntity, string $crmProviderId): void\n {\n $recordExists = $targetEntity->withTrashed()->where(['crm_provider_id' => $crmProviderId])->first();\n if ($recordExists && $recordExists->trashed()) {\n $recordExists->restore();\n }\n }\n\n #[\\Override] public function supportsNotes(): bool\n {\n return true;\n }\n\n private function getOwnerProfile(?string $ownerId): ?Profile\n {\n if ($ownerId === null) {\n return null;\n }\n\n return $this->config->profiles()\n ->where('crm_provider_id', $ownerId)\n ->first();\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Help","depth":1,"bounds":{"left":0.25531915,"top":0.65363127,"width":0.00930851,"height":0.027134877},"on_screen":true,"help_text":"Show help contents","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Cancel","depth":1,"bounds":{"left":0.5142952,"top":0.65363127,"width":0.025930852,"height":0.027134877},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Commit","depth":1,"bounds":{"left":0.5422208,"top":0.65363127,"width":0.03756649,"height":0.027134877},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Commit","depth":2,"bounds":{"left":0.5422208,"top":0.65363127,"width":0.027260639,"height":0.027134877},"on_screen":true,"help_text":"Show drop-down menu (⌥⇧⏎)","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Commit Changes","depth":1,"bounds":{"left":0.39827126,"top":0.13248204,"width":0.038231384,"height":0.012769354},"on_screen":true,"role_description":"text"}]...
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1aee7aad
<?php
namespace Jiminny\Services\Crm\Salesforce;
use Carbon\Carbon;
use Exception;
use Illuminate\Database\Eloquent\Relations\HasMany;
use Illuminate\Events\Dispatcher;
use Illuminate\Support\Facades\Cache;
use Illuminate\Support\Facades\Log;
use Illuminate\Support\Str;
use Jiminny\Component\Country\CountriesMap;
use Jiminny\Contracts\Acl\PermissionEnum;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\ImportsBusinessProcessesInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceBatchSyncInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\RemoteNoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SearchTaskInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SupportsObjectTypeParseInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmProfileRecordTypesInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Enums\CrmObject;
use Jiminny\Events\Activities\Crm\LeadConverted;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpBadRequestException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\NoResultsException;
use Jiminny\Exceptions\ServiceUnavailableException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Calendar\CalendarEvent;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\ContactRole;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Crm\RecordType;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\TeamSettings;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\Crm\RecordTypeFieldValuesRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Helpers\ArrayIterator;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Services\Crm\Salesforce\Fields\FieldHelper;
use Jiminny\Services\Crm\Salesforce\Fields\FieldTypeConverter;
use Jiminny\Services\Crm\Salesforce\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\FollowupActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\LogActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\RecordManipulationsTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\SyncFieldsTrait;
use Jiminny\Utils\CurrencyFormatter;
use Jiminny\Utils\StringUtil;
use Ramsey\Uuid\Uuid;
use Sentry\Laravel\Facade as Sentry;
class Service extends BaseService implements
SalesforceInterface,
SalesforceBatchSyncInterface,
SyncCrmEntitiesInterface,
SyncCrmProfileRecordTypesInterface,
ImportsBusinessProcessesInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SearchTaskInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
SupportsObjectTypeParseInterface,
RemoteNoteEntityManipulationInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncFieldsTrait;
use DeleteObjectsTrait;
use RecordManipulationsTrait;
use ServiceTraits\BatchSyncTrait;
use FollowupActivityTrait;
use LogActivityTrait;
/**
* Note Body Limit for the Old Note-Taking Tool
*
* @var int
*/
private const int CLASSIC_NOTE_MAX_LENGTH = 32000;
/**
* Note Content Limit for the New Notes
*
* @var int
*/
private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;
private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';
private const int CACHE_TTL = 600;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400
/**
* @var Client
*/
protected $client;
protected PayloadBuilder $payloadBuilder;
protected QueryHandler $queryHandler;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(
Client $client,
PayloadBuilder $payloadBuilder,
protected Dispatcher $eventDispatcher,
private readonly CountriesMap $countriesMap,
private readonly ProspectPhotoPathService $prospectPhotoPathService,
) {
parent::__construct();
$this->client = $client;
$this->payloadBuilder = $payloadBuilder;
$this->queryHandler = app(QueryHandler::class, [
'client' => $this->client,
'logger' => $this->logger,
]);
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Salesforce';
}
public function getJobDelay(): int
{
return 1;
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);
}
public function verifyTaskExists(Activity $activity): bool
{
$crmProviderId = $activity->getCrmProviderId();
$cacheKey = "crm_task_exists:{$this->config->getId()}:$crmProviderId";
return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {
$playbook = $this->getPlaybookFromActivity($activity);
if ($playbook === null) {
$this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [
'activity' => $activity->getId(),
'crm_provider_id' => $crmProviderId,
]);
return false;
}
$objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';
try {
$record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);
return ! empty($record) && ($record['IsDeleted'] ?? false) === false;
} catch (HttpNotFoundException|HttpBadRequestException) {
$this->logger->info('[Salesforce] Activity record not found during verification', [
'activity' => $activity->getId(),
'object_type' => $objectType,
'crm_provider_id' => $crmProviderId,
'config_id' => $this->config->getId(),
]);
return false;
}
});
}
public function query(string $queryToRun, array $parameters = []): QueryIterator
{
// Due to poorly designed external calls, this method cannot be entirely removed
return $this->queryHandler->query($queryToRun, $parameters);
}
/*=========== Organization Information ===============*/
/**
* Get a list of all the API Versions for the instance.
*
* @throws CrmException
*
* @return mixed
*
*/
public function getApiVersions()
{
$url = $this->config->crm_base_url . '/services/data';
$response = $this->client->get($url);
return json_decode($response->getBody(), true);
}
/**
* Gets the valid recordTypes for a given Salesforce Object via the describe API.
*/
private function getRecordTypes(string $crmObject): array
{
$url = $this->client->getObjectsUrl() . $crmObject . '/describe';
$response = $this->client->get($url);
$jsonResponse = json_decode($response->getBody(), true);
$fields = [];
foreach ($jsonResponse['recordTypeInfos'] as $row) {
$fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];
}
return $fields;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
$defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::defaultTaskFields()
: FieldDefinitions::defaultEventFields();
// 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
{
// Setup the activity field as the default Type.
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'Type',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::taskFollowupFieldsFilter()
: FieldDefinitions::eventFollowupFieldsFilter();
foreach ($fieldFilter as $eachFilter) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
/**
* This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually
* Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType
* Needs to be replaced later on
*/
public function syncField(Field $field): void
{
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)
? 'activity'
: $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$metadata = $sfField['Metadata'];
$field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);
$field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());
$field->is_mandatory = ($metadata['required'] === true);
$field->length = $metadata['length'];
$field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '"'), 0, 191);
$field->save();
} else {
$query = '
SELECT
Id, DataType, DeveloperName, Label, Length, Description
FROM
FieldDefinition
WHERE
DurableId = :entityName';
$entityName = $field->getEntityName();
$sfFields = $this->queryHandler->metadata($query, [
'entityName' => $entityName,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$convertedType = $this->convertFieldType($sfField['DataType'], $entityName);
$label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);
if ($field->isBusinessType()) {
$label = 'Opportunity Type';
}
$field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);
$field->label = $label;
$field->type = $convertedType;
$field->length = $sfField['Length'];
$field->save();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
private function convertFieldType(string $from, ?string $entityName = null): string
{
$converter = new FieldTypeConverter();
return $converter->convert($from, $entityName);
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?
'activity' : $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$valueSet = $sfField['Metadata']['valueSet'];
if ($valueSet['valueSetName'] === null) {
// Local picklist values can be obtained easily.
$picklistValues = $valueSet['valueSetDefinition']['value'];
} else {
// But for some fields, we just get the Global Value Picklist pointer so need to do more work.
$picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);
}
// Import all active values.
foreach ($picklistValues as $i => $sfFieldValue) {
// Setup default value.
if ($sfFieldValue['default']) {
$field->update(['default_value' => $sfFieldValue['valueName']]);
}
// This comes through as null if active (lol).
if ($sfFieldValue['isActive'] !== false) {
$values[] = [
'value' => $sfFieldValue['valueName'],
'label' => $sfFieldValue['valueName'],
'sequence' => $i,
'is_default' => $sfFieldValue['default'],
];
}
}
} else {
$objectFields = $this->getObjectFields($field->object_type);
$fieldId = $field->crm_provider_id;
// Only work with our field of interest.
$objectField = array_filter($objectFields, function ($item) use ($fieldId) {
return $item['name'] === $fieldId;
});
$objectField = array_shift($objectField);
if (empty($objectField['picklistValues']) === false) {
foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {
// Skip inactive values.
if ($sfFieldValue['active'] === false) {
continue;
}
// Setup default value.
if ($sfFieldValue['defaultValue']) {
$field->update(['default_value' => $sfFieldValue['value']]);
}
$values[] = [
'value' => $sfFieldValue['value'],
'label' => $sfFieldValue['label'],
'sequence' => $i,
'is_default' => $sfFieldValue['defaultValue'],
];
}
}
}
$fieldsToPurge = $field->values()->get()->pluck('value')->toArray();
foreach ($values as $value) {
$value['value'] = substr($value['value'] ?? '', 0, 255);
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $value['value'],
], $value);
// Remove this value from the ones we are going to purge.
if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
// Get IDs of the values to be deleted
$valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);
$valuesToDeleteIds = $valuesToDelete->pluck('id');
if (! $valuesToDeleteIds->isEmpty()) {
$recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);
$recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());
// Now safely delete from crm_field_values
$valuesToDelete->delete();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
return $fieldValues;
}
/**
* Gets values from Global Value Picklists.
*/
private function importGlobalValuePicklistValues(string $picklistName): array
{
$query = '
SELECT
Metadata
FROM
GlobalValueSet
WHERE
DeveloperName = :picklistName
LIMIT 1';
try {
$sfValues = $this->queryHandler->metadata($query, [
'picklistName' => $picklistName,
]);
// There is always 1 result at this point.
$sfValue = $sfValues->current();
return $sfValue['Metadata']['customValue'];
} catch (NoResultsException $noResultsException) {
// Nothing returned.
return [];
}
}
/**
* @inheritdoc
*/
public function syncProfileRecordTypes(): void
{
$objectTypes = [
'lead',
'account',
'contact',
'opportunity',
'task',
'event',
];
foreach ($objectTypes as $objectType) {
try {
$crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));
foreach ($crmRecordTypes as $crmRecordType) {
// If the record type is default and not the Master type, set this.
if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {
$recordType = $this->config->recordTypes()
->where('crm_provider_id', $crmRecordType['recordTypeId'])
->first();
if ($recordType) {
$this->profile->{$objectType . '_record_type_id'} = $recordType->id;
}
}
}
} catch (HttpNotFoundException $exception) {
Log::error('No access to ' . $objectType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
if ($this->profile->isDirty()) {
$this->profile->save();
}
}
/**
* Gets business processes.
*/
public function importBusinessProcesses(): void
{
$query = '
SELECT
Id, IsActive, Name, TableEnumOrId
FROM
BusinessProcess
WHERE
TableEnumOrId IN (\'Lead\',\'Opportunity\')';
try {
$sfProcesses = $this->queryHandler->query($query);
// Upsert all processes for the team.
foreach ($sfProcesses as $sfProcess) {
/** @var BusinessProcess $businessProcess */
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $sfProcess['Id'],
], [
'team_id' => $this->team->id,
'name' => $sfProcess['Name'],
'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',
'is_selectable' => $sfProcess['IsActive'],
]);
$this->importBusinessProcessStages($businessProcess);
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets business process stages.
*/
private function importBusinessProcessStages(BusinessProcess $businessProcess): void
{
$query = '
SELECT
Metadata
FROM
BusinessProcess
WHERE
Id = :processId';
try {
$stages = [];
$sfProcessStages = $this->queryHandler->metadata($query, [
'processId' => $businessProcess->crm_provider_id,
]);
// There is always 1 result at this point.
$sfProcessStage = $sfProcessStages->current();
// Upsert all processes for the team.
foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {
$sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: "%2C" becomes "," etc.
$stage = $businessProcess->crm->stages()
// This MUST match on label because this API doesn't use API Name.
->where('label', $sanitizedName)
->where('type', $businessProcess->type)
->where('is_selectable', 1)
->first();
if ($stage) {
$stages[] = $stage->id;
}
}
$businessProcess->stages()->sync($stages);
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets record types.
*/
public function importRecordTypes(): void
{
$query = '
SELECT
Id, IsActive, Name, BusinessProcessId, SobjectType
FROM
RecordType';
try {
$sfRecordTypes = $this->queryHandler->query($query);
// Upsert all record types for the process.
foreach ($sfRecordTypes as $sfRecordType) {
$businessProcess = null;
if ($sfRecordType['BusinessProcessId']) {
$businessProcess = $this->config->businessProcesses()
->where('crm_provider_id', $sfRecordType['BusinessProcessId'])
->first();
}
/** @var RecordType $recordType */
$recordType = $this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $sfRecordType['Id'],
], [
'team_id' => $this->team->id,
'type' => mb_strtolower($sfRecordType['SobjectType']),
'name' => $sfRecordType['Name'],
'is_selectable' => $sfRecordType['IsActive'],
'business_process_id' => $businessProcess->id ?? null,
]);
$this->importRecordTypeFieldValues($recordType);
}
} catch (NoResultsException $noResultsException) {
// Do nothing.
}
}
/**
* Import record type - field value mappings. This only works for standard fields.
*/
private function importRecordTypeFieldValues(RecordType $recordType): void
{
try {
$query = '
SELECT
Metadata
FROM
RecordType
WHERE
Id = :recordTypeId';
$sfFields = $this->queryHandler->metadata($query, [
'recordTypeId' => $recordType->crm_provider_id,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$picklists = $sfField['Metadata']['picklistValues'];
foreach ($picklists as $picklist) {
$field = $this->config->fields()->where([
'type' => Field::TYPE_PICKLIST,
'object_type' => $recordType->type,
'crm_provider_id' => $picklist['picklist'],
])->first();
if ($field) {
$fieldValues = [];
foreach ($picklist['values'] as $value) {
// Must decode: "%2C" becomes "," etc.
$fieldValue = $field->values()
->where('value', urldecode($value['valueName']))
->first();
if ($fieldValue) {
$fieldValues[] = $fieldValue->id;
}
}
$recordType->fieldValues()->sync($fieldValues);
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$params = [];
$missingStage = null;
if ($types === null) {
$types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];
}
foreach ($types as $type) {
if ($type === Stage::TYPE_LEAD) {
$query = '
SELECT
Id, ApiName, MasterLabel, SortOrder
FROM
LeadStatus';
} else {
$query = '
SELECT
Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability
FROM
OpportunityStage';
}
if ($missingStageName) {
$escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);
$query .= ' WHERE ApiName = :stageName';
$params = [
'stageName' => $escapedStageName,
];
}
try {
$sfStages = $this->queryHandler->query($query, $params);
} catch (NoResultsException $exception) {
$sfStages = [];
}
$missingStage = null;
// Upsert all stages for the team.
foreach ($sfStages as $sfStage) {
$selectable = true;
if (array_key_exists('IsActive', $sfStage)) {
$selectable = $sfStage['IsActive'];
}
$this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);
$stage = $this->config->stages()->updateOrCreate([
'crm_provider_id' => $sfStage['Id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),
'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),
'type' => $type,
'sequence' => $sfStage['SortOrder'] ?? 0,
'is_selectable' => $selectable,
'probability' => $sfStage['DefaultProbability'] ?? null,
]);
if ($missingStageName && $missingStageName === $sfStage['ApiName']) {
$missingStage = $stage;
}
}
if ($missingStageName && $missingStage === null) {
// If they requested a stage that still doesn't exist, it must be inactive so lazy create it.
$missingStage = $this->config->stages()->create([
'crm_provider_id' => Uuid::uuid4(),
'team_id' => $this->team->id,
'name' => mb_strimwidth($missingStageName, 0, 50),
'label' => mb_strimwidth($missingStageName, 0, 191),
'type' => $type,
'sequence' => 0,
'is_selectable' => 0,
]);
}
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('lead');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Lead
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfLeads = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfLeads as $sfLead) {
// Only sync if previously imported.
if ($this->hasLead($sfLead['Id'])) {
$this->importLead($sfLead);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
$fields = $this->getAllFieldsAsArray('lead');
$sfLead = $this->getRecord('Lead', $crmId, $fields);
return $this->importLead($sfLead);
}
private function importLead($crmData): ?Lead
{
/** @var ?Stage $stage */
$stage = null;
if (isset($crmData['Status'])) {
// Get the current stage.
$stage = $this->config
->stages()
->where('name', $crmData['Status'])
->where('type', Stage::TYPE_LEAD)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);
}
}
// If we have no way of importing this, just return null :(
if ($stage === null) {
return null;
}
$countryCode = $crmData['CountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country name.
if ($countryCode === null && empty($crmData['Country']) !== false) {
$countryCode = $this->convertCountryNameToCode($crmData['Country']);
}
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
$mobilePhone = null;
if (empty($crmData['MobilePhone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['MobilePhone'], 0, 25);
$mobilePhone = phone_e164($countryCode, $number);
}
$convertedDate = null;
$convertedAccount = null;
$convertedOpportunity = null;
$convertedContact = null;
if ($crmData['IsConverted'] == 'true') {
$convertedDate = $crmData['ConvertedDate'];
if (empty($crmData['ConvertedAccountId']) === false) {
$convertedAccount = $this->config
->accounts()
->where('crm_provider_id', $crmData['ConvertedAccountId'])
->first();
if ($convertedAccount === null) {
try {
$convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedOpportunityId']) === false) {
$convertedOpportunity = $this->config
->opportunities()
->where('crm_provider_id', $crmData['ConvertedOpportunityId'])
->first();
if ($convertedOpportunity === null) {
try {
$convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedContactId']) === false) {
$convertedContact = $this->team
->crm
->contacts()
->where('crm_provider_id', $crmData['ConvertedContactId'])
->first();
if ($convertedContact === null) {
try {
$convertedContact = $this->syncContact($crmData['ConvertedContactId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
}
if (empty($crmData['Company'])) {
$company = 'Unknown';
} else {
$company = mb_strimwidth($crmData['Company'], 0, 191);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'] ?? '',
'company' => $company,
'domain' => $domain,
'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',
'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,
'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,
'phone' => $parsedNumber['phone'],
'ext' => $parsedNumber['ext'] ?? null,
'mobile_phone' => $mobilePhone,
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Lead::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'stage_id' => $stage->id,
'record_type_id' => null,
'converted_at' => $convertedDate,
'converted_account_id' => $convertedAccount->id ?? null,
'converted_opportunity_id' => $convertedOpportunity->id ?? null,
'converted_contact_id' => $convertedContact->id ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);
/** @var Lead $lead */
$lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {
$this->eventDispatcher->dispatch(new LeadConverted($lead));
}
$this->handleObjectDeletion($lead, $crmData);
return $lead;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('account');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Account
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfAccounts = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfAccounts as $sfAccount) {
// Only sync if previously imported.
if ($this->hasAccount($sfAccount['Id'])) {
$this->importAccount($sfAccount);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
$fields = $this->getAllFieldsAsArray('account');
if (! in_array('Id', $fields, true)) {
$this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [
'crmId' => $crmId,
'userId' => $this->profile->getUserId(),
]);
return null;
}
$sfAccount = $this->getRecord('Account', $crmId, $fields);
return $this->importAccount($sfAccount);
}
private function importAccount($crmData): Account
{
$countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country names.
if ($countryCode === null && empty($crmData['BillingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);
}
if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);
}
if (empty($crmData['Phone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'], 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
$industry = null;
if (empty($crmData['Industry']) === false) {
$industry = mb_strimwidth($crmData['Industry'], 0, 40);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'],
'name' => mb_strimwidth($crmData['Name'], 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Account::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'industry' => $industry,
'domain' => $domain,
'phone' => $parsedNumber['phone'] ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);
/** @var Account $account */
$account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
$this->handleObjectDeletion($account, $crmData);
return $account;
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
$logParams = $parameters;
$parameters['profile'] = $this->profile;
$logParams['user'] = $this->profile->getUserId();
if (count($strategies) > 1) {
$this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [
'teamId' => $this->team->getUuid(),
'params' => $logParams,
'strategies_count' => count($strategies),
]);
}
foreach ($strategies as $syncStrategy) {
$name = $syncStrategy->getStrategyName();
try {
$sfOpportunities = $syncStrategy->fetchOpportunities($parameters);
$totalRecords = $sfOpportunities->count();
foreach ($sfOpportunities as $sfOpportunity) {
$this->importOpportunity($sfOpportunity);
$syncCount++;
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $noResultsException->getMessage(),
]);
} catch (CrmException $crmException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $crmException->getMessage(),
]);
}
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);
// debug to see how if count of opportunities reaches 1000
if ($syncCount >= 1000) {
$this->logger->info(
'[' . $this->getDisplayName() . '] Sync Opportunities - count warning',
[
'team_id' => $this->team->getId(),
'params' => $logParams,
'count' => $syncCount,
'strategies_count' => count($strategies),
'total_records' => $totalRecords ?? null,
]
);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY
);
$parameters = [
'profile' => $this->profile,
'crm_id' => $crmId,
];
try {
$sfOpportunity = $strategy->fetchOpportunities($parameters);
} catch (HttpNotFoundException $e) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
]);
return null;
} catch (CrmException $crmException) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
'exception' => $crmException->getMessage(),
]);
return null;
}
if ($sfOpportunity instanceof ArrayIterator) {
return $this->importOpportunity($sfOpportunity->getItems());
}
return $this->importOpportunity($sfOpportunity);
}
/**
* @throws HttpNotFoundException
*/
private function importOpportunity($crmData): ?Opportunity
{
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$account = null;
if (empty($crmData['AccountId']) === false) {
/** @var ?Account $account */
$account = $this->config->accounts()
->where('crm_provider_id', (string) $crmData['AccountId'])
->first();
if ($account === null) {
$account = $this->syncAccount($crmData['AccountId']);
}
}
$userId = $profile?->getUserId() ?? $account?->getUserId();
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1aee7aad
<?php
namespace Jiminny\Services\Crm\Salesforce;
use Carbon\Carbon;
use Exception;
use Illuminate\Database\Eloquent\Relations\HasMany;
use Illuminate\Events\Dispatcher;
use Illuminate\Support\Facades\Cache;
use Illuminate\Support\Facades\Log;
use Illuminate\Support\Str;
use Jiminny\Component\Country\CountriesMap;
use Jiminny\Contracts\Acl\PermissionEnum;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\ImportsBusinessProcessesInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceBatchSyncInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\RemoteNoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SearchTaskInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SupportsObjectTypeParseInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmProfileRecordTypesInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Enums\CrmObject;
use Jiminny\Events\Activities\Crm\LeadConverted;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpBadRequestException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\NoResultsException;
use Jiminny\Exceptions\ServiceUnavailableException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Calendar\CalendarEvent;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\ContactRole;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Crm\RecordType;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\TeamSettings;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\Crm\RecordTypeFieldValuesRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Helpers\ArrayIterator;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Services\Crm\Salesforce\Fields\FieldHelper;
use Jiminny\Services\Crm\Salesforce\Fields\FieldTypeConverter;
use Jiminny\Services\Crm\Salesforce\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\FollowupActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\LogActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\RecordManipulationsTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\SyncFieldsTrait;
use Jiminny\Utils\CurrencyFormatter;
use Jiminny\Utils\StringUtil;
use Ramsey\Uuid\Uuid;
use Sentry\Laravel\Facade as Sentry;
class Service extends BaseService implements
SalesforceInterface,
SalesforceBatchSyncInterface,
SyncCrmEntitiesInterface,
SyncCrmProfileRecordTypesInterface,
ImportsBusinessProcessesInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SearchTaskInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
SupportsObjectTypeParseInterface,
RemoteNoteEntityManipulationInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncFieldsTrait;
use DeleteObjectsTrait;
use RecordManipulationsTrait;
use ServiceTraits\BatchSyncTrait;
use FollowupActivityTrait;
use LogActivityTrait;
/**
* Note Body Limit for the Old Note-Taking Tool
*
* @var int
*/
private const int CLASSIC_NOTE_MAX_LENGTH = 32000;
/**
* Note Content Limit for the New Notes
*
* @var int
*/
private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;
private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';
private const int CACHE_TTL = 600;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400
/**
* @var Client
*/
protected $client;
protected PayloadBuilder $payloadBuilder;
protected QueryHandler $queryHandler;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(
Client $client,
PayloadBuilder $payloadBuilder,
protected Dispatcher $eventDispatcher,
private readonly CountriesMap $countriesMap,
private readonly ProspectPhotoPathService $prospectPhotoPathService,
) {
parent::__construct();
$this->client = $client;
$this->payloadBuilder = $payloadBuilder;
$this->queryHandler = app(QueryHandler::class, [
'client' => $this->client,
'logger' => $this->logger,
]);
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Salesforce';
}
public function getJobDelay(): int
{
return 1;
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);
}
public function verifyTaskExists(Activity $activity): bool
{
$crmProviderId = $activity->getCrmProviderId();
$cacheKey = "crm_task_exists:{$this->config->getId()}:$crmProviderId";
return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {
$playbook = $this->getPlaybookFromActivity($activity);
if ($playbook === null) {
$this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [
'activity' => $activity->getId(),
'crm_provider_id' => $crmProviderId,
]);
return false;
}
$objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';
try {
$record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);
return ! empty($record) && ($record['IsDeleted'] ?? false) === false;
} catch (HttpNotFoundException|HttpBadRequestException) {
$this->logger->info('[Salesforce] Activity record not found during verification', [
'activity' => $activity->getId(),
'object_type' => $objectType,
'crm_provider_id' => $crmProviderId,
'config_id' => $this->config->getId(),
]);
return false;
}
});
}
public function query(string $queryToRun, array $parameters = []): QueryIterator
{
// Due to poorly designed external calls, this method cannot be entirely removed
return $this->queryHandler->query($queryToRun, $parameters);
}
/*=========== Organization Information ===============*/
/**
* Get a list of all the API Versions for the instance.
*
* @throws CrmException
*
* @return mixed
*
*/
public function getApiVersions()
{
$url = $this->config->crm_base_url . '/services/data';
$response = $this->client->get($url);
return json_decode($response->getBody(), true);
}
/**
* Gets the valid recordTypes for a given Salesforce Object via the describe API.
*/
private function getRecordTypes(string $crmObject): array
{
$url = $this->client->getObjectsUrl() . $crmObject . '/describe';
$response = $this->client->get($url);
$jsonResponse = json_decode($response->getBody(), true);
$fields = [];
foreach ($jsonResponse['recordTypeInfos'] as $row) {
$fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];
}
return $fields;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
$defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::defaultTaskFields()
: FieldDefinitions::defaultEventFields();
// 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
{
// Setup the activity field as the default Type.
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'Type',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::taskFollowupFieldsFilter()
: FieldDefinitions::eventFollowupFieldsFilter();
foreach ($fieldFilter as $eachFilter) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
/**
* This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually
* Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType
* Needs to be replaced later on
*/
public function syncField(Field $field): void
{
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)
? 'activity'
: $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$metadata = $sfField['Metadata'];
$field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);
$field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());
$field->is_mandatory = ($metadata['required'] === true);
$field->length = $metadata['length'];
$field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '"'), 0, 191);
$field->save();
} else {
$query = '
SELECT
Id, DataType, DeveloperName, Label, Length, Description
FROM
FieldDefinition
WHERE
DurableId = :entityName';
$entityName = $field->getEntityName();
$sfFields = $this->queryHandler->metadata($query, [
'entityName' => $entityName,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$convertedType = $this->convertFieldType($sfField['DataType'], $entityName);
$label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);
if ($field->isBusinessType()) {
$label = 'Opportunity Type';
}
$field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);
$field->label = $label;
$field->type = $convertedType;
$field->length = $sfField['Length'];
$field->save();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
private function convertFieldType(string $from, ?string $entityName = null): string
{
$converter = new FieldTypeConverter();
return $converter->convert($from, $entityName);
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?
'activity' : $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$valueSet = $sfField['Metadata']['valueSet'];
if ($valueSet['valueSetName'] === null) {
// Local picklist values can be obtained easily.
$picklistValues = $valueSet['valueSetDefinition']['value'];
} else {
// But for some fields, we just get the Global Value Picklist pointer so need to do more work.
$picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);
}
// Import all active values.
foreach ($picklistValues as $i => $sfFieldValue) {
// Setup default value.
if ($sfFieldValue['default']) {
$field->update(['default_value' => $sfFieldValue['valueName']]);
}
// This comes through as null if active (lol).
if ($sfFieldValue['isActive'] !== false) {
$values[] = [
'value' => $sfFieldValue['valueName'],
'label' => $sfFieldValue['valueName'],
'sequence' => $i,
'is_default' => $sfFieldValue['default'],
];
}
}
} else {
$objectFields = $this->getObjectFields($field->object_type);
$fieldId = $field->crm_provider_id;
// Only work with our field of interest.
$objectField = array_filter($objectFields, function ($item) use ($fieldId) {
return $item['name'] === $fieldId;
});
$objectField = array_shift($objectField);
if (empty($objectField['picklistValues']) === false) {
foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {
// Skip inactive values.
if ($sfFieldValue['active'] === false) {
continue;
}
// Setup default value.
if ($sfFieldValue['defaultValue']) {
$field->update(['default_value' => $sfFieldValue['value']]);
}
$values[] = [
'value' => $sfFieldValue['value'],
'label' => $sfFieldValue['label'],
'sequence' => $i,
'is_default' => $sfFieldValue['defaultValue'],
];
}
}
}
$fieldsToPurge = $field->values()->get()->pluck('value')->toArray();
foreach ($values as $value) {
$value['value'] = substr($value['value'] ?? '', 0, 255);
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $value['value'],
], $value);
// Remove this value from the ones we are going to purge.
if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
// Get IDs of the values to be deleted
$valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);
$valuesToDeleteIds = $valuesToDelete->pluck('id');
if (! $valuesToDeleteIds->isEmpty()) {
$recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);
$recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());
// Now safely delete from crm_field_values
$valuesToDelete->delete();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
return $fieldValues;
}
/**
* Gets values from Global Value Picklists.
*/
private function importGlobalValuePicklistValues(string $picklistName): array
{
$query = '
SELECT
Metadata
FROM
GlobalValueSet
WHERE
DeveloperName = :picklistName
LIMIT 1';
try {
$sfValues = $this->queryHandler->metadata($query, [
'picklistName' => $picklistName,
]);
// There is always 1 result at this point.
$sfValue = $sfValues->current();
return $sfValue['Metadata']['customValue'];
} catch (NoResultsException $noResultsException) {
// Nothing returned.
return [];
}
}
/**
* @inheritdoc
*/
public function syncProfileRecordTypes(): void
{
$objectTypes = [
'lead',
'account',
'contact',
'opportunity',
'task',
'event',
];
foreach ($objectTypes as $objectType) {
try {
$crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));
foreach ($crmRecordTypes as $crmRecordType) {
// If the record type is default and not the Master type, set this.
if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {
$recordType = $this->config->recordTypes()
->where('crm_provider_id', $crmRecordType['recordTypeId'])
->first();
if ($recordType) {
$this->profile->{$objectType . '_record_type_id'} = $recordType->id;
}
}
}
} catch (HttpNotFoundException $exception) {
Log::error('No access to ' . $objectType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
if ($this->profile->isDirty()) {
$this->profile->save();
}
}
/**
* Gets business processes.
*/
public function importBusinessProcesses(): void
{
$query = '
SELECT
Id, IsActive, Name, TableEnumOrId
FROM
BusinessProcess
WHERE
TableEnumOrId IN (\'Lead\',\'Opportunity\')';
try {
$sfProcesses = $this->queryHandler->query($query);
// Upsert all processes for the team.
foreach ($sfProcesses as $sfProcess) {
/** @var BusinessProcess $businessProcess */
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $sfProcess['Id'],
], [
'team_id' => $this->team->id,
'name' => $sfProcess['Name'],
'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',
'is_selectable' => $sfProcess['IsActive'],
]);
$this->importBusinessProcessStages($businessProcess);
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets business process stages.
*/
private function importBusinessProcessStages(BusinessProcess $businessProcess): void
{
$query = '
SELECT
Metadata
FROM
BusinessProcess
WHERE
Id = :processId';
try {
$stages = [];
$sfProcessStages = $this->queryHandler->metadata($query, [
'processId' => $businessProcess->crm_provider_id,
]);
// There is always 1 result at this point.
$sfProcessStage = $sfProcessStages->current();
// Upsert all processes for the team.
foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {
$sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: "%2C" becomes "," etc.
$stage = $businessProcess->crm->stages()
// This MUST match on label because this API doesn't use API Name.
->where('label', $sanitizedName)
->where('type', $businessProcess->type)
->where('is_selectable', 1)
->first();
if ($stage) {
$stages[] = $stage->id;
}
}
$businessProcess->stages()->sync($stages);
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets record types.
*/
public function importRecordTypes(): void
{
$query = '
SELECT
Id, IsActive, Name, BusinessProcessId, SobjectType
FROM
RecordType';
try {
$sfRecordTypes = $this->queryHandler->query($query);
// Upsert all record types for the process.
foreach ($sfRecordTypes as $sfRecordType) {
$businessProcess = null;
if ($sfRecordType['BusinessProcessId']) {
$businessProcess = $this->config->businessProcesses()
->where('crm_provider_id', $sfRecordType['BusinessProcessId'])
->first();
}
/** @var RecordType $recordType */
$recordType = $this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $sfRecordType['Id'],
], [
'team_id' => $this->team->id,
'type' => mb_strtolower($sfRecordType['SobjectType']),
'name' => $sfRecordType['Name'],
'is_selectable' => $sfRecordType['IsActive'],
'business_process_id' => $businessProcess->id ?? null,
]);
$this->importRecordTypeFieldValues($recordType);
}
} catch (NoResultsException $noResultsException) {
// Do nothing.
}
}
/**
* Import record type - field value mappings. This only works for standard fields.
*/
private function importRecordTypeFieldValues(RecordType $recordType): void
{
try {
$query = '
SELECT
Metadata
FROM
RecordType
WHERE
Id = :recordTypeId';
$sfFields = $this->queryHandler->metadata($query, [
'recordTypeId' => $recordType->crm_provider_id,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$picklists = $sfField['Metadata']['picklistValues'];
foreach ($picklists as $picklist) {
$field = $this->config->fields()->where([
'type' => Field::TYPE_PICKLIST,
'object_type' => $recordType->type,
'crm_provider_id' => $picklist['picklist'],
])->first();
if ($field) {
$fieldValues = [];
foreach ($picklist['values'] as $value) {
// Must decode: "%2C" becomes "," etc.
$fieldValue = $field->values()
->where('value', urldecode($value['valueName']))
->first();
if ($fieldValue) {
$fieldValues[] = $fieldValue->id;
}
}
$recordType->fieldValues()->sync($fieldValues);
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$params = [];
$missingStage = null;
if ($types === null) {
$types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];
}
foreach ($types as $type) {
if ($type === Stage::TYPE_LEAD) {
$query = '
SELECT
Id, ApiName, MasterLabel, SortOrder
FROM
LeadStatus';
} else {
$query = '
SELECT
Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability
FROM
OpportunityStage';
}
if ($missingStageName) {
$escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);
$query .= ' WHERE ApiName = :stageName';
$params = [
'stageName' => $escapedStageName,
];
}
try {
$sfStages = $this->queryHandler->query($query, $params);
} catch (NoResultsException $exception) {
$sfStages = [];
}
$missingStage = null;
// Upsert all stages for the team.
foreach ($sfStages as $sfStage) {
$selectable = true;
if (array_key_exists('IsActive', $sfStage)) {
$selectable = $sfStage['IsActive'];
}
$this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);
$stage = $this->config->stages()->updateOrCreate([
'crm_provider_id' => $sfStage['Id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),
'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),
'type' => $type,
'sequence' => $sfStage['SortOrder'] ?? 0,
'is_selectable' => $selectable,
'probability' => $sfStage['DefaultProbability'] ?? null,
]);
if ($missingStageName && $missingStageName === $sfStage['ApiName']) {
$missingStage = $stage;
}
}
if ($missingStageName && $missingStage === null) {
// If they requested a stage that still doesn't exist, it must be inactive so lazy create it.
$missingStage = $this->config->stages()->create([
'crm_provider_id' => Uuid::uuid4(),
'team_id' => $this->team->id,
'name' => mb_strimwidth($missingStageName, 0, 50),
'label' => mb_strimwidth($missingStageName, 0, 191),
'type' => $type,
'sequence' => 0,
'is_selectable' => 0,
]);
}
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('lead');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Lead
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfLeads = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfLeads as $sfLead) {
// Only sync if previously imported.
if ($this->hasLead($sfLead['Id'])) {
$this->importLead($sfLead);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
$fields = $this->getAllFieldsAsArray('lead');
$sfLead = $this->getRecord('Lead', $crmId, $fields);
return $this->importLead($sfLead);
}
private function importLead($crmData): ?Lead
{
/** @var ?Stage $stage */
$stage = null;
if (isset($crmData['Status'])) {
// Get the current stage.
$stage = $this->config
->stages()
->where('name', $crmData['Status'])
->where('type', Stage::TYPE_LEAD)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);
}
}
// If we have no way of importing this, just return null :(
if ($stage === null) {
return null;
}
$countryCode = $crmData['CountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country name.
if ($countryCode === null && empty($crmData['Country']) !== false) {
$countryCode = $this->convertCountryNameToCode($crmData['Country']);
}
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
$mobilePhone = null;
if (empty($crmData['MobilePhone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['MobilePhone'], 0, 25);
$mobilePhone = phone_e164($countryCode, $number);
}
$convertedDate = null;
$convertedAccount = null;
$convertedOpportunity = null;
$convertedContact = null;
if ($crmData['IsConverted'] == 'true') {
$convertedDate = $crmData['ConvertedDate'];
if (empty($crmData['ConvertedAccountId']) === false) {
$convertedAccount = $this->config
->accounts()
->where('crm_provider_id', $crmData['ConvertedAccountId'])
->first();
if ($convertedAccount === null) {
try {
$convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedOpportunityId']) === false) {
$convertedOpportunity = $this->config
->opportunities()
->where('crm_provider_id', $crmData['ConvertedOpportunityId'])
->first();
if ($convertedOpportunity === null) {
try {
$convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedContactId']) === false) {
$convertedContact = $this->team
->crm
->contacts()
->where('crm_provider_id', $crmData['ConvertedContactId'])
->first();
if ($convertedContact === null) {
try {
$convertedContact = $this->syncContact($crmData['ConvertedContactId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
}
if (empty($crmData['Company'])) {
$company = 'Unknown';
} else {
$company = mb_strimwidth($crmData['Company'], 0, 191);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'] ?? '',
'company' => $company,
'domain' => $domain,
'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',
'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,
'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,
'phone' => $parsedNumber['phone'],
'ext' => $parsedNumber['ext'] ?? null,
'mobile_phone' => $mobilePhone,
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Lead::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'stage_id' => $stage->id,
'record_type_id' => null,
'converted_at' => $convertedDate,
'converted_account_id' => $convertedAccount->id ?? null,
'converted_opportunity_id' => $convertedOpportunity->id ?? null,
'converted_contact_id' => $convertedContact->id ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);
/** @var Lead $lead */
$lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {
$this->eventDispatcher->dispatch(new LeadConverted($lead));
}
$this->handleObjectDeletion($lead, $crmData);
return $lead;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('account');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Account
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfAccounts = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfAccounts as $sfAccount) {
// Only sync if previously imported.
if ($this->hasAccount($sfAccount['Id'])) {
$this->importAccount($sfAccount);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
$fields = $this->getAllFieldsAsArray('account');
if (! in_array('Id', $fields, true)) {
$this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [
'crmId' => $crmId,
'userId' => $this->profile->getUserId(),
]);
return null;
}
$sfAccount = $this->getRecord('Account', $crmId, $fields);
return $this->importAccount($sfAccount);
}
private function importAccount($crmData): Account
{
$countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country names.
if ($countryCode === null && empty($crmData['BillingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);
}
if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);
}
if (empty($crmData['Phone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'], 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
$industry = null;
if (empty($crmData['Industry']) === false) {
$industry = mb_strimwidth($crmData['Industry'], 0, 40);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'],
'name' => mb_strimwidth($crmData['Name'], 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Account::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'industry' => $industry,
'domain' => $domain,
'phone' => $parsedNumber['phone'] ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);
/** @var Account $account */
$account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
$this->handleObjectDeletion($account, $crmData);
return $account;
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
$logParams = $parameters;
$parameters['profile'] = $this->profile;
$logParams['user'] = $this->profile->getUserId();
if (count($strategies) > 1) {
$this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [
'teamId' => $this->team->getUuid(),
'params' => $logParams,
'strategies_count' => count($strategies),
]);
}
foreach ($strategies as $syncStrategy) {
$name = $syncStrategy->getStrategyName();
try {
$sfOpportunities = $syncStrategy->fetchOpportunities($parameters);
$totalRecords = $sfOpportunities->count();
foreach ($sfOpportunities as $sfOpportunity) {
$this->importOpportunity($sfOpportunity);
$syncCount++;
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $noResultsException->getMessage(),
]);
} catch (CrmException $crmException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $crmException->getMessage(),
]);
}
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);
// debug to see how if count of opportunities reaches 1000
if ($syncCount >= 1000) {
$this->logger->info(
'[' . $this->getDisplayName() . '] Sync Opportunities - count warning',
[
'team_id' => $this->team->getId(),
'params' => $logParams,
'count' => $syncCount,
'strategies_count' => count($strategies),
'total_records' => $totalRecords ?? null,
]
);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY
);
$parameters = [
'profile' => $this->profile,
'crm_id' => $crmId,
];
try {
$sfOpportunity = $strategy->fetchOpportunities($parameters);
} catch (HttpNotFoundException $e) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
]);
return null;
} catch (CrmException $crmException) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
'exception' => $crmException->getMessage(),
]);
return null;
}
if ($sfOpportunity instanceof ArrayIterator) {
return $this->importOpportunity($sfOpportunity->getItems());
}
return $this->importOpportunity($sfOpportunity);
}
/**
* @throws HttpNotFoundException
*/
private function importOpportunity($crmData): ?Opportunity
{
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$account = null;
if (empty($crmData['AccountId']) === false) {
/** @var ?Account $account */
$account = $this->config->accounts()
->where('crm_provider_id', (string) $crmData['AccountId'])
->first();
if ($account === null) {
$account = $this->syncAccount($crmData['AccountId']);
}
}
$userId = $profile?->getUserId() ?? $account?->getUserId();
if ($...
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differences","depth":1,"on_screen":true,"role_description":"text"},{"role":"AXTextField","text":"1aee7aad","depth":1,"on_screen":true,"value":"1aee7aad","help_text":"text/plain","role_description":"text field","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Salesforce;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Illuminate\\Database\\Eloquent\\Relations\\HasMany;\nuse Illuminate\\Events\\Dispatcher;\nuse Illuminate\\Support\\Facades\\Cache;\nuse Illuminate\\Support\\Facades\\Log;\nuse Illuminate\\Support\\Str;\nuse Jiminny\\Component\\Country\\CountriesMap;\nuse Jiminny\\Contracts\\Acl\\PermissionEnum;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ImportsBusinessProcessesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceBatchSyncInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteNoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SearchTaskInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmProfileRecordTypesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Enums\\CrmObject;\nuse Jiminny\\Events\\Activities\\Crm\\LeadConverted;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpBadRequestException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\NoResultsException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Calendar\\CalendarEvent;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\ContactRole;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Crm\\RecordType;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\TeamSettings;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\Crm\\RecordTypeFieldValuesRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Helpers\\ArrayIterator;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldHelper;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldTypeConverter;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\FollowupActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\LogActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\RecordManipulationsTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Jiminny\\Utils\\StringUtil;\nuse Ramsey\\Uuid\\Uuid;\nuse Sentry\\Laravel\\Facade as Sentry;\n\nclass Service extends BaseService implements\n SalesforceInterface,\n SalesforceBatchSyncInterface,\n SyncCrmEntitiesInterface,\n SyncCrmProfileRecordTypesInterface,\n ImportsBusinessProcessesInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SearchTaskInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n RemoteNoteEntityManipulationInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncFieldsTrait;\n use DeleteObjectsTrait;\n use RecordManipulationsTrait;\n use ServiceTraits\\BatchSyncTrait;\n use FollowupActivityTrait;\n use LogActivityTrait;\n\n /**\n * Note Body Limit for the Old Note-Taking Tool\n *\n * @var int\n */\n private const int CLASSIC_NOTE_MAX_LENGTH = 32000;\n\n /**\n * Note Content Limit for the New Notes\n *\n * @var int\n */\n private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;\n\n private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';\n\n private const int CACHE_TTL = 600;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400\n\n /**\n * @var Client\n */\n protected $client;\n\n protected PayloadBuilder $payloadBuilder;\n protected QueryHandler $queryHandler;\n\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(\n Client $client,\n PayloadBuilder $payloadBuilder,\n protected Dispatcher $eventDispatcher,\n private readonly CountriesMap $countriesMap,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->payloadBuilder = $payloadBuilder;\n $this->queryHandler = app(QueryHandler::class, [\n 'client' => $this->client,\n 'logger' => $this->logger,\n ]);\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Salesforce';\n }\n\n public function getJobDelay(): int\n {\n return 1;\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);\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 ($activity, $crmProviderId) {\n $playbook = $this->getPlaybookFromActivity($activity);\n\n if ($playbook === null) {\n $this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [\n 'activity' => $activity->getId(),\n 'crm_provider_id' => $crmProviderId,\n ]);\n\n return false;\n }\n\n $objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';\n\n try {\n $record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);\n\n return ! empty($record) && ($record['IsDeleted'] ?? false) === false;\n } catch (HttpNotFoundException|HttpBadRequestException) {\n $this->logger->info('[Salesforce] Activity record not found during verification', [\n 'activity' => $activity->getId(),\n 'object_type' => $objectType,\n 'crm_provider_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n });\n }\n\n public function query(string $queryToRun, array $parameters = []): QueryIterator\n {\n // Due to poorly designed external calls, this method cannot be entirely removed\n return $this->queryHandler->query($queryToRun, $parameters);\n }\n\n /*=========== Organization Information ===============*/\n\n /**\n * Get a list of all the API Versions for the instance.\n *\n * @throws CrmException\n *\n * @return mixed\n *\n */\n public function getApiVersions()\n {\n $url = $this->config->crm_base_url . '/services/data';\n\n $response = $this->client->get($url);\n\n return json_decode($response->getBody(), true);\n }\n\n /**\n * Gets the valid recordTypes for a given Salesforce Object via the describe API.\n */\n private function getRecordTypes(string $crmObject): array\n {\n $url = $this->client->getObjectsUrl() . $crmObject . '/describe';\n\n $response = $this->client->get($url);\n $jsonResponse = json_decode($response->getBody(), true);\n\n $fields = [];\n foreach ($jsonResponse['recordTypeInfos'] as $row) {\n $fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];\n }\n\n return $fields;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n $defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::defaultTaskFields()\n : FieldDefinitions::defaultEventFields();\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 return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'Type',\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, Playbook::ACTIVITY_TYPE_EVENT];\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::taskFollowupFieldsFilter()\n : FieldDefinitions::eventFollowupFieldsFilter();\n\n foreach ($fieldFilter as $eachFilter) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n /**\n * This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually\n * Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType\n * Needs to be replaced later on\n */\n public function syncField(Field $field): void\n {\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)\n ? 'activity'\n : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $metadata = $sfField['Metadata'];\n\n $field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);\n $field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());\n $field->is_mandatory = ($metadata['required'] === true);\n $field->length = $metadata['length'];\n $field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '\"'), 0, 191);\n $field->save();\n } else {\n $query = '\n SELECT\n Id, DataType, DeveloperName, Label, Length, Description\n FROM\n FieldDefinition\n WHERE\n DurableId = :entityName';\n\n $entityName = $field->getEntityName();\n $sfFields = $this->queryHandler->metadata($query, [\n 'entityName' => $entityName,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $convertedType = $this->convertFieldType($sfField['DataType'], $entityName);\n $label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);\n\n if ($field->isBusinessType()) {\n $label = 'Opportunity Type';\n }\n\n $field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);\n $field->label = $label;\n $field->type = $convertedType;\n $field->length = $sfField['Length'];\n $field->save();\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n private function convertFieldType(string $from, ?string $entityName = null): string\n {\n $converter = new FieldTypeConverter();\n\n return $converter->convert($from, $entityName);\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?\n 'activity' : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $valueSet = $sfField['Metadata']['valueSet'];\n\n if ($valueSet['valueSetName'] === null) {\n // Local picklist values can be obtained easily.\n $picklistValues = $valueSet['valueSetDefinition']['value'];\n } else {\n // But for some fields, we just get the Global Value Picklist pointer so need to do more work.\n $picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);\n }\n\n // Import all active values.\n foreach ($picklistValues as $i => $sfFieldValue) {\n // Setup default value.\n if ($sfFieldValue['default']) {\n $field->update(['default_value' => $sfFieldValue['valueName']]);\n }\n\n // This comes through as null if active (lol).\n if ($sfFieldValue['isActive'] !== false) {\n $values[] = [\n 'value' => $sfFieldValue['valueName'],\n 'label' => $sfFieldValue['valueName'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['default'],\n ];\n }\n }\n } else {\n $objectFields = $this->getObjectFields($field->object_type);\n $fieldId = $field->crm_provider_id;\n\n // Only work with our field of interest.\n $objectField = array_filter($objectFields, function ($item) use ($fieldId) {\n return $item['name'] === $fieldId;\n });\n\n $objectField = array_shift($objectField);\n if (empty($objectField['picklistValues']) === false) {\n foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {\n // Skip inactive values.\n if ($sfFieldValue['active'] === false) {\n continue;\n }\n\n // Setup default value.\n if ($sfFieldValue['defaultValue']) {\n $field->update(['default_value' => $sfFieldValue['value']]);\n }\n\n $values[] = [\n 'value' => $sfFieldValue['value'],\n 'label' => $sfFieldValue['label'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['defaultValue'],\n ];\n }\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'], $fieldsToPurge, true)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n // Get IDs of the values to be deleted\n $valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);\n $valuesToDeleteIds = $valuesToDelete->pluck('id');\n if (! $valuesToDeleteIds->isEmpty()) {\n $recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);\n $recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());\n\n // Now safely delete from crm_field_values\n $valuesToDelete->delete();\n }\n\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n return $fieldValues;\n }\n\n /**\n * Gets values from Global Value Picklists.\n */\n private function importGlobalValuePicklistValues(string $picklistName): array\n {\n $query = '\n SELECT\n Metadata\n FROM\n GlobalValueSet\n WHERE\n DeveloperName = :picklistName\n LIMIT 1';\n\n try {\n $sfValues = $this->queryHandler->metadata($query, [\n 'picklistName' => $picklistName,\n ]);\n\n // There is always 1 result at this point.\n $sfValue = $sfValues->current();\n\n return $sfValue['Metadata']['customValue'];\n } catch (NoResultsException $noResultsException) {\n // Nothing returned.\n\n return [];\n }\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileRecordTypes(): void\n {\n $objectTypes = [\n 'lead',\n 'account',\n 'contact',\n 'opportunity',\n 'task',\n 'event',\n ];\n\n foreach ($objectTypes as $objectType) {\n try {\n $crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));\n\n foreach ($crmRecordTypes as $crmRecordType) {\n // If the record type is default and not the Master type, set this.\n if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmRecordType['recordTypeId'])\n ->first();\n\n if ($recordType) {\n $this->profile->{$objectType . '_record_type_id'} = $recordType->id;\n }\n }\n }\n } catch (HttpNotFoundException $exception) {\n Log::error('No access to ' . $objectType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n if ($this->profile->isDirty()) {\n $this->profile->save();\n }\n }\n\n /**\n * Gets business processes.\n */\n public function importBusinessProcesses(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, TableEnumOrId\n FROM\n BusinessProcess\n WHERE\n TableEnumOrId IN (\\'Lead\\',\\'Opportunity\\')';\n\n try {\n $sfProcesses = $this->queryHandler->query($query);\n\n // Upsert all processes for the team.\n foreach ($sfProcesses as $sfProcess) {\n /** @var BusinessProcess $businessProcess */\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $sfProcess['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => $sfProcess['Name'],\n 'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',\n 'is_selectable' => $sfProcess['IsActive'],\n ]);\n\n $this->importBusinessProcessStages($businessProcess);\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets business process stages.\n */\n private function importBusinessProcessStages(BusinessProcess $businessProcess): void\n {\n $query = '\n SELECT\n Metadata\n FROM\n BusinessProcess\n WHERE\n Id = :processId';\n\n try {\n $stages = [];\n $sfProcessStages = $this->queryHandler->metadata($query, [\n 'processId' => $businessProcess->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfProcessStage = $sfProcessStages->current();\n\n // Upsert all processes for the team.\n foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {\n $sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: \"%2C\" becomes \",\" etc.\n\n $stage = $businessProcess->crm->stages()\n // This MUST match on label because this API doesn't use API Name.\n ->where('label', $sanitizedName)\n ->where('type', $businessProcess->type)\n ->where('is_selectable', 1)\n ->first();\n\n if ($stage) {\n $stages[] = $stage->id;\n }\n }\n\n $businessProcess->stages()->sync($stages);\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets record types.\n */\n public function importRecordTypes(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, BusinessProcessId, SobjectType\n FROM\n RecordType';\n\n try {\n $sfRecordTypes = $this->queryHandler->query($query);\n\n // Upsert all record types for the process.\n foreach ($sfRecordTypes as $sfRecordType) {\n $businessProcess = null;\n if ($sfRecordType['BusinessProcessId']) {\n $businessProcess = $this->config->businessProcesses()\n ->where('crm_provider_id', $sfRecordType['BusinessProcessId'])\n ->first();\n }\n\n /** @var RecordType $recordType */\n $recordType = $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $sfRecordType['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'type' => mb_strtolower($sfRecordType['SobjectType']),\n 'name' => $sfRecordType['Name'],\n 'is_selectable' => $sfRecordType['IsActive'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n $this->importRecordTypeFieldValues($recordType);\n }\n } catch (NoResultsException $noResultsException) {\n // Do nothing.\n }\n }\n\n /**\n * Import record type - field value mappings. This only works for standard fields.\n */\n private function importRecordTypeFieldValues(RecordType $recordType): void\n {\n try {\n $query = '\n SELECT\n Metadata\n FROM\n RecordType\n WHERE\n Id = :recordTypeId';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'recordTypeId' => $recordType->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $picklists = $sfField['Metadata']['picklistValues'];\n\n foreach ($picklists as $picklist) {\n $field = $this->config->fields()->where([\n 'type' => Field::TYPE_PICKLIST,\n 'object_type' => $recordType->type,\n 'crm_provider_id' => $picklist['picklist'],\n ])->first();\n\n if ($field) {\n $fieldValues = [];\n\n foreach ($picklist['values'] as $value) {\n // Must decode: \"%2C\" becomes \",\" etc.\n $fieldValue = $field->values()\n ->where('value', urldecode($value['valueName']))\n ->first();\n\n if ($fieldValue) {\n $fieldValues[] = $fieldValue->id;\n }\n }\n\n $recordType->fieldValues()->sync($fieldValues);\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $params = [];\n $missingStage = null;\n if ($types === null) {\n $types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];\n }\n\n foreach ($types as $type) {\n if ($type === Stage::TYPE_LEAD) {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, SortOrder\n FROM\n LeadStatus';\n } else {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability\n FROM\n OpportunityStage';\n }\n\n if ($missingStageName) {\n $escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);\n\n $query .= ' WHERE ApiName = :stageName';\n\n $params = [\n 'stageName' => $escapedStageName,\n ];\n }\n\n try {\n $sfStages = $this->queryHandler->query($query, $params);\n } catch (NoResultsException $exception) {\n $sfStages = [];\n }\n\n $missingStage = null;\n\n // Upsert all stages for the team.\n foreach ($sfStages as $sfStage) {\n $selectable = true;\n if (array_key_exists('IsActive', $sfStage)) {\n $selectable = $sfStage['IsActive'];\n }\n\n $this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);\n\n $stage = $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $sfStage['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),\n 'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),\n 'type' => $type,\n 'sequence' => $sfStage['SortOrder'] ?? 0,\n 'is_selectable' => $selectable,\n 'probability' => $sfStage['DefaultProbability'] ?? null,\n ]);\n\n if ($missingStageName && $missingStageName === $sfStage['ApiName']) {\n $missingStage = $stage;\n }\n }\n\n if ($missingStageName && $missingStage === null) {\n // If they requested a stage that still doesn't exist, it must be inactive so lazy create it.\n $missingStage = $this->config->stages()->create([\n 'crm_provider_id' => Uuid::uuid4(),\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($missingStageName, 0, 50),\n 'label' => mb_strimwidth($missingStageName, 0, 191),\n 'type' => $type,\n 'sequence' => 0,\n 'is_selectable' => 0,\n ]);\n }\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('lead');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Lead\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfLeads = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfLeads as $sfLead) {\n // Only sync if previously imported.\n if ($this->hasLead($sfLead['Id'])) {\n $this->importLead($sfLead);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n $fields = $this->getAllFieldsAsArray('lead');\n\n $sfLead = $this->getRecord('Lead', $crmId, $fields);\n\n return $this->importLead($sfLead);\n }\n\n private function importLead($crmData): ?Lead\n {\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['Status'])) {\n // Get the current stage.\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['Status'])\n ->where('type', Stage::TYPE_LEAD)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);\n }\n }\n\n // If we have no way of importing this, just return null :(\n if ($stage === null) {\n return null;\n }\n\n $countryCode = $crmData['CountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['Country']) !== false) {\n $countryCode = $this->convertCountryNameToCode($crmData['Country']);\n }\n\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n $mobilePhone = null;\n if (empty($crmData['MobilePhone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['MobilePhone'], 0, 25);\n $mobilePhone = phone_e164($countryCode, $number);\n }\n\n $convertedDate = null;\n $convertedAccount = null;\n $convertedOpportunity = null;\n $convertedContact = null;\n\n if ($crmData['IsConverted'] == 'true') {\n $convertedDate = $crmData['ConvertedDate'];\n\n if (empty($crmData['ConvertedAccountId']) === false) {\n $convertedAccount = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmData['ConvertedAccountId'])\n ->first();\n\n if ($convertedAccount === null) {\n try {\n $convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedOpportunityId']) === false) {\n $convertedOpportunity = $this->config\n ->opportunities()\n ->where('crm_provider_id', $crmData['ConvertedOpportunityId'])\n ->first();\n\n if ($convertedOpportunity === null) {\n try {\n $convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedContactId']) === false) {\n $convertedContact = $this->team\n ->crm\n ->contacts()\n ->where('crm_provider_id', $crmData['ConvertedContactId'])\n ->first();\n\n if ($convertedContact === null) {\n try {\n $convertedContact = $this->syncContact($crmData['ConvertedContactId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n }\n\n if (empty($crmData['Company'])) {\n $company = 'Unknown';\n } else {\n $company = mb_strimwidth($crmData['Company'], 0, 191);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? '',\n 'company' => $company,\n 'domain' => $domain,\n 'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',\n 'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,\n 'phone' => $parsedNumber['phone'],\n 'ext' => $parsedNumber['ext'] ?? null,\n 'mobile_phone' => $mobilePhone,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Lead::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'stage_id' => $stage->id,\n 'record_type_id' => null,\n 'converted_at' => $convertedDate,\n 'converted_account_id' => $convertedAccount->id ?? null,\n 'converted_opportunity_id' => $convertedOpportunity->id ?? null,\n 'converted_contact_id' => $convertedContact->id ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);\n\n /** @var Lead $lead */\n $lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {\n $this->eventDispatcher->dispatch(new LeadConverted($lead));\n }\n\n $this->handleObjectDeletion($lead, $crmData);\n\n return $lead;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('account');\n\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Account\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfAccounts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfAccounts as $sfAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($sfAccount['Id'])) {\n $this->importAccount($sfAccount);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n $fields = $this->getAllFieldsAsArray('account');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfAccount = $this->getRecord('Account', $crmId, $fields);\n\n return $this->importAccount($sfAccount);\n }\n\n private function importAccount($crmData): Account\n {\n $countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country names.\n if ($countryCode === null && empty($crmData['BillingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);\n }\n\n if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);\n }\n\n if (empty($crmData['Phone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'], 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n $industry = null;\n if (empty($crmData['Industry']) === false) {\n $industry = mb_strimwidth($crmData['Industry'], 0, 40);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'],\n 'name' => mb_strimwidth($crmData['Name'], 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Account::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'industry' => $industry,\n 'domain' => $domain,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);\n\n /** @var Account $account */\n $account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($account, $crmData);\n\n return $account;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n $logParams = $parameters;\n $parameters['profile'] = $this->profile;\n $logParams['user'] = $this->profile->getUserId();\n\n if (count($strategies) > 1) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [\n 'teamId' => $this->team->getUuid(),\n 'params' => $logParams,\n 'strategies_count' => count($strategies),\n ]);\n }\n\n foreach ($strategies as $syncStrategy) {\n $name = $syncStrategy->getStrategyName();\n\n try {\n $sfOpportunities = $syncStrategy->fetchOpportunities($parameters);\n $totalRecords = $sfOpportunities->count();\n\n foreach ($sfOpportunities as $sfOpportunity) {\n $this->importOpportunity($sfOpportunity);\n $syncCount++;\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $noResultsException->getMessage(),\n ]);\n } catch (CrmException $crmException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $crmException->getMessage(),\n ]);\n }\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);\n\n // debug to see how if count of opportunities reaches 1000\n if ($syncCount >= 1000) {\n $this->logger->info(\n '[' . $this->getDisplayName() . '] Sync Opportunities - count warning',\n [\n 'team_id' => $this->team->getId(),\n 'params' => $logParams,\n 'count' => $syncCount,\n 'strategies_count' => count($strategies),\n 'total_records' => $totalRecords ?? null,\n ]\n );\n }\n\n return $syncCount;\n }\n\n\n /**\n * @inheritdoc\n */\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategy = $this->opportunitySyncStrategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY\n );\n\n $parameters = [\n 'profile' => $this->profile,\n 'crm_id' => $crmId,\n ];\n\n try {\n $sfOpportunity = $strategy->fetchOpportunities($parameters);\n } catch (HttpNotFoundException $e) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n ]);\n\n return null;\n } catch (CrmException $crmException) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n 'exception' => $crmException->getMessage(),\n ]);\n\n return null;\n }\n\n if ($sfOpportunity instanceof ArrayIterator) {\n return $this->importOpportunity($sfOpportunity->getItems());\n }\n\n return $this->importOpportunity($sfOpportunity);\n }\n\n /**\n * @throws HttpNotFoundException\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $account = null;\n if (empty($crmData['AccountId']) === false) {\n /** @var ?Account $account */\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $userId = $profile?->getUserId() ?? $account?->getUserId();\n if ($userId === null) {\n $this->logger->error('[Salesforce] | Skip import, no user_id found', [\n 'id' => $crmData['Id'],\n ]);\n\n return null;\n }\n\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['StageName'])) {\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['StageName'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->orderBy('is_selectable', 'DESC')\n ->orderBy('id')\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData['StageName']);\n }\n }\n\n $recordType = null;\n if (empty($crmData['RecordTypeId']) === false) {\n /** @var ?RecordType $recordType */\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmData['RecordTypeId'])\n ->first();\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $closeDate = null;\n if (empty($crmData['CloseDate']) === false) {\n $closeDate = Carbon::parse($crmData['CloseDate'])->format('Y-m-d');\n }\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $userId,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => mb_strimwidth($crmData['Name'] ?? '', 0, 128),\n 'value' => $crmData[$valueFieldName],\n 'currency_code' => CurrencyFormatter::formatCode($crmData['CurrencyIsoCode'] ?? null),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData['IsClosed'],\n 'is_won' => $crmData['IsWon'],\n 'stage_id' => $stage?->id ?? null,\n 'record_type_id' => $recordType->id ?? null,\n 'remotely_created_at' => $createdDate,\n 'probability' => $crmData['Probability'] ?? null,\n 'forecast_category' => $crmData['ForecastCategoryName'] ?? null,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->opportunities(), $crmData['Id']);\n\n // Do not allow locked DB tables & other errors\n // to interrupt the process of reverting the trashed opportunities\n try {\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()\n ->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n\n $this->importOpportunityCrmFieldData($crmData, $crmFields, $opportunity->id);\n\n $this->handleObjectDeletion($opportunity, $crmData);\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n } catch (Exception $exception) {\n Sentry::captureException($exception);\n\n $this->logger->error('[Salesforce] importOpportunity failure.', [\n 'crm_provider_id' => $crmData['Id'],\n 'team_id' => $this->team->id,\n 'exception' => $exception->getMessage(),\n ]);\n\n $this->handleEntityDeletionByProviderId($this->config->opportunities(), $crmData);\n }\n\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('contact');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Contact\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfContacts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfContacts as $sfContact) {\n // Only sync if previously imported.\n if ($this->hasContact($sfContact['Id'])) {\n $this->importContact($sfContact);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::CONTACT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n $fields = $this->getAllFieldsAsArray('contact');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync contact cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfContact = $this->getRecord('Contact', $crmId, $fields);\n\n return $this->importContact($sfContact);\n }\n\n private function importContact($crmData): Contact\n {\n $account = null;\n // Contacts may not have accounts...\n if (isset($crmData['AccountId'])) {\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $countryCode = $crmData['MailingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['MailingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['MailingCountry']);\n\n if ($countryCode === null && $account) {\n $countryCode = $account->country_code;\n }\n }\n\n $ext = null;\n $parsedNumber = [];\n if (empty($crmData['Phone']) === false) {\n $number = Str::limit($crmData['Phone'], 25, '');\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n if (empty($parsedNumber['ext']) === false) {\n $ext = Str::limit($parsedNumber['ext'], 10, '');\n }\n }\n\n $mobileNumber = null;\n if (empty($crmData['MobilePhone']) === false) {\n $mobileNumber = Str::limit(phone_e164($countryCode, $crmData['MobilePhone']), 25, '');\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => ($crmData['Name'] ?? null) !== null ? mb_strimwidth($crmData['Name'], 0, 100) : '',\n 'title' => ($crmData['Title'] ?? null) !== null ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => ($crmData['Email'] ?? null) !== null ? mb_strimwidth($crmData['Email'], 0, 191) : null,\n 'country_code' => $countryCode,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $ext,\n 'mobile_phone' => $mobileNumber,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Contact::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->contacts(), $crmData['Id']);\n\n /** @var Contact $contact */\n $contact = $this->config->contacts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($contact, $crmData);\n\n return $contact;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n $fields = [\n 'InstanceName',\n 'OrganizationType',\n 'IsSandbox',\n ];\n\n $orgValues = $this->getRecord('Organization', $this->config->crm_provider_id, $fields);\n\n $edition = null;\n switch ($orgValues['OrganizationType']) {\n case 'Developer Edition':\n $edition = Configuration::EDITION_DEVELOPER;\n\n break;\n\n case 'Professional Edition':\n $edition = Configuration::EDITION_PROFESSIONAL;\n\n break;\n\n case 'Enterprise Edition':\n $edition = Configuration::EDITION_ENTERPRISE;\n\n break;\n }\n\n $this->config->edition = $edition;\n $this->config->instance = $orgValues['InstanceName'];\n\n // XXX: How can this state be possible?\n if ($this->config->version === null) {\n $this->config->version = Client::MIN_API_VERSION;\n }\n\n $installedVersion = $this->getInstalledAppVersion();\n if ($installedVersion !== null) {\n $installedVersion = (string) $this->getInstalledAppVersion();\n }\n\n $this->config->installed_app_version = $installedVersion;\n\n $this->config->save();\n }\n\n public function getInstalledAppVersion(): ?string\n {\n try {\n $query = '\n SELECT\n SubscriberPackageVersion.MajorVersion,\n SubscriberPackageVersion.MinorVersion,\n SubscriberPackageVersion.PatchVersion,\n SubscriberPackageVersion.BuildNumber\n FROM\n InstalledSubscriberPackage\n WHERE\n SubscriberPackageId = :packageId\n ';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'packageId' => self::INSTALLED_PACKAGE_ID,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Grab version number.\n $version = $sfField['SubscriberPackageVersion']['MajorVersion'] .\n $sfField['SubscriberPackageVersion']['MinorVersion'] .\n $sfField['SubscriberPackageVersion']['PatchVersion'] .\n $sfField['SubscriberPackageVersion']['BuildNumber'];\n } catch (\\Exception) {\n $version = null;\n }\n\n return $version;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws \\Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For SF we also check if Log Notes is enabled.\n if ($this->profile->log_notes === Profile::LOG_NOTE_NONE) {\n return;\n }\n\n if ($activity->opportunity_id && $activity->prospect === null) {\n return;\n }\n\n try {\n $transcriptionData = $this->generateTranscription($activity);\n\n $noteMaxLength = $this->profile->log_notes === Profile::LOG_NOTE_ENHANCED\n ? self::ENHANCED_NOTE_MAX_LENGTH\n : self::CLASSIC_NOTE_MAX_LENGTH;\n\n $title = 'Transcript for ';\n $title .= $activity->title ?? $activity->activity_title;\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($transcriptionData, 0, $noteMaxLength);\n\n if ($activity->opportunity_id) {\n $objectId = $activity->opportunity->crm_provider_id;\n } else {\n $objectId = $activity->prospect->crm_provider_id;\n }\n\n $noteId = $this->saveNote($title, $body, $objectId);\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 public function saveNote(string $title, string $body, string $objectId, ?NoteObject $noteObject = null): ?string\n {\n $noteId = null;\n\n try {\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $noteId = $this->buildEnhancedNote($title, $body, $objectId);\n } else {\n $noteId = $this->buildClassicNote($title, $body, $objectId);\n }\n } catch (HttpNotFoundException $exception) {\n // The profile not having access to create Enhanced Notes. Set their preference to Classic.\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $this->profile->update([\n 'log_notes' => Profile::LOG_NOTE_CLASSIC,\n ]);\n }\n }\n\n return $noteId;\n }\n\n /**\n * This is using the \"Enhanced\" Notes feature, NOT the \"Notes & Attachments\" feature being deprecated.\n *\n * @url https://salesforce.stackexchange.com/questions/104408/how-can-i-create-an-account-note-or-contact-note-via-api-that-is-visible-in-sale\n */\n private function buildEnhancedNote(string $title, string $body, string $objectId): string\n {\n // Decode stored entities, escape HTML (without quoting), then convert line breaks for Salesforce formatting\n $decodedBody = html_entity_decode($body, ENT_QUOTES | ENT_HTML5);\n $sanitizedBody = htmlspecialchars($decodedBody, ENT_NOQUOTES, 'UTF-8', false);\n $content = nl2br($sanitizedBody, false);\n $note = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'Title' => $title,\n 'Content' => base64_encode($content),\n ];\n\n $noteId = $this->createRecord('ContentNote', $note);\n\n $link = [\n 'ContentDocumentId' => $noteId,\n 'LinkedEntityId' => $objectId,\n 'ShareType' => 'I',\n ];\n\n $this->createRecord('ContentDocumentLink', $link);\n\n return $noteId;\n }\n\n private function buildClassicNote(string $title, string $body, string $objectId): string\n {\n if (in_array($this->parseObjectType($objectId), [Field::OBJECT_TASK, Field::OBJECT_EVENT])) {\n $this->logger->info('[Salesforce] Summary not sent', [\n 'profile_id' => $this->profile->id,\n 'objectId' => $objectId,\n 'reason' => 'Classical Note does not support Task/Event relation',\n ]);\n\n return '';\n }\n\n $titleTrimmed = null;\n\n if (mb_strlen($title) > 80) {\n $titleTrimmed = substr($title, 0, 77) . '...';\n }\n $payload = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'IsPrivate' => false,\n 'Title' => $titleTrimmed ?? $title,\n 'Body' => $titleTrimmed ? $title . PHP_EOL . $body : $body,\n 'ParentId' => $objectId,\n ];\n\n return $this->createRecord('Note', $payload);\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n if ($this->profile === null) {\n return [];\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $limitValues = ['limit' => $this->limit, 'offset' => $this->offset];\n $sosl = $queryBuilder->buildFindQuery($name, $scopes, $limitValues);\n\n $this->logger->info('[Salesforce] Find prospects', [\n 'profile_id' => $this->profile->id,\n 'sosl_query' => $sosl,\n 'search_string' => $name,\n 'scopes' => $scopes,\n ]);\n\n $data = Cache::remember($this->profile->id . $sosl, self::CACHE_TTL, function () use ($sosl) {\n $data = [];\n\n try {\n // Hit remote API.\n $objects = $this->queryHandler->search($sosl);\n\n // Build mapped list.\n foreach ($objects as $object) {\n $type = strtolower($object['attributes']['type']);\n\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n 'crmUrl' => $this->generateProviderUrl($object['Id'], $type),\n ];\n\n switch ($type) {\n case 'lead':\n if (empty($object['Company']) === false) {\n $record['organization'] = $object['Company'];\n }\n\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_LEAD)\n ->where('name', $object['Status'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_LEAD], $object['Status']);\n }\n\n if ($stage) {\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n }\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n break;\n\n case 'account':\n if (empty($object['Industry']) === false) {\n $record['industry'] = $object['Industry'];\n $record['detailsLine'] = $object['Industry'];\n }\n if (! empty($object['PersonEmail'])) {\n $record['detailsLine'] = $object['PersonEmail'];\n }\n\n break;\n\n case 'contact':\n // For contacts, we should try and fetch their account name too.\n if ($object['AccountId']) {\n // Cheaper to get this locally.\n $account = $this->config->accounts()\n ->where('crm_provider_id', $object['AccountId'])\n ->first(['name']);\n\n if ($account) {\n $record['organization'] = $account->name;\n }\n }\n\n if (! empty($object['IsPersonAccount']) && $object['Email']) {\n $record['detailsLine'] = $object['Email'];\n } else {\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n }\n\n break;\n }\n\n // Add phone numbers to record.\n if (empty($object['Phone']) === false && $object['Phone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['Phone'],\n 'nationalFormat' => phone_national($this->profile->user->country_code, $object['Phone']),\n 'type' => 'phone',\n ];\n }\n\n if (empty($object['MobilePhone']) === false && $object['MobilePhone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['MobilePhone'],\n 'nationalFormat' => phone_national(\n $this->profile->user->country_code,\n $object['MobilePhone']\n ),\n 'type' => 'mobile',\n ];\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n $data = [];\n }\n\n return $data;\n });\n\n return $data;\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 ? $profile->getCrmProviderId() : null;\n }\n\n try {\n // Perhaps their profile has no opportunity permissions.\n if ($this->profile === null || $this->profile->opportunity_fields === null) {\n return $data;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildFindOpportunitiesQuery();\n\n $objects = $this->queryHandler->query($query, ['accountId' => $crmAccountId]);\n\n foreach ($objects as $object) {\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'won' => $object['IsWon'],\n 'closed' => $object['IsClosed'],\n ];\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n if (empty($object[$valueFieldName]) === false) {\n $currency = $object['CurrencyIsoCode'] ?? $this->config->default_currency;\n $value = formatCurrency($object[$valueFieldName], $currency);\n\n $record += [\n 'value' => $value,\n ];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->where('name', $object['StageName'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $object['StageName']);\n }\n\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n if ($ownerId && isset($object['OwnerId']) && $object['OwnerId'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n return $data;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n public function getContactRolesFromCrm(?Carbon $since = null): array\n {\n $roles = [];\n\n if ($this->profile === null) {\n return $roles;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n\n $query = $queryBuilder->buildGetContactRolesQuery($since);\n\n try {\n $objects = $this->queryHandler->query($query);\n\n foreach ($objects as $object) {\n $roles[] = [\n 'id' => $object['Id'],\n 'contactId' => $object['ContactId'],\n 'opportunityId' => $object['OpportunityId'],\n 'ownerId' => $object['Opportunity']['OwnerId'] ?? null,\n 'isPrimary' => $object['IsPrimary'],\n 'role' => $object['Role'],\n ];\n }\n } catch (NoResultsException) {\n // Just return an empty array.\n $this->logger->info('[Salesforce] No contact roles found', [\n 'since' => $since?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n }\n\n return $roles;\n }\n\n public function syncContactRoles(Carbon $since): int\n {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $crmContactRoles = $this->getContactRolesFromCrm(since: $since);\n $syncCount = 0;\n $contactRoles = [];\n\n foreach ($crmContactRoles as $crmContactRole) {\n $contactRoles[] = $this->importContactRole($crmContactRole);\n $syncCount++;\n }\n\n $contactRoleRepository->saveContactRoles($contactRoles);\n\n $this->syncRemotelyDeletedContactRoles();\n\n return $syncCount;\n }\n\n private function importContactRole(array $contactRole): array\n {\n $contact = $this->config->contacts()\n ->where('crm_provider_id', $contactRole['contactId'])\n ->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($contactRole['contactId']);\n }\n\n $opportunity = $this->config->opportunities()\n ->where('crm_provider_id', $contactRole['opportunityId'])\n ->first();\n\n if ($opportunity === null) {\n $opportunity = $this->syncOpportunity($contactRole['opportunityId']);\n }\n\n $role = null;\n if (! empty($contactRole['role'])) {\n $role = mb_strimwidth($contactRole['role'], 0, 191);\n }\n\n return [\n 'crm_configuration_id' => $this->config->getId(),\n 'contact_id' => $contact->getId(),\n 'crm_provider_id' => $contactRole['id'],\n 'subject_type' => ContactRole::SUBJECT_TYPE_OPPORTUNITY,\n 'subject_id' => $opportunity->getId(),\n 'is_primary' => $contactRole['isPrimary'],\n 'role' => $role,\n ];\n }\n\n protected function syncRemotelyDeletedContactRoles(): bool\n {\n try {\n $deletedRemotely = $this->queryHandler->queryDeleted('OpportunityContactRole');\n } catch (NoResultsException $e) {\n return false;\n }\n\n $deletedOpportunities = $deletedRemotely->getResults();\n $deletedIds = array_column($deletedOpportunities, 'id');\n\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n foreach (array_chunk($deletedIds, self::HARD_DELETE_CHUNK) as $chunk) {\n $contactRoleRepository->deleteContactRoles($chunk);\n\n $this->logger->info('[' . $this->getDisplayName() . '] Remotely deleted opportunities synced', [\n 'teamId' => $this->team->id_string,\n 'remotelyDeletedOpportunities' => $chunk,\n 'count' => count($chunk),\n ]);\n }\n\n return true;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($this->profile->user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_TASK),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any open call for that user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Task\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsDeleted = false\n AND IsClosed = false\n AND (';\n\n if ($objectType === 'account') {\n // This covers tasks tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getEvents(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n $user = $this->profile?->user;\n if ($this->profile === null || $user === null) {\n return $data;\n }\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_EVENT),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any event starting in the last week and ending up until today owned by the user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Event\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= LAST_N_DAYS:7\n AND EndDateTime <= TODAY\n AND (';\n\n if ($objectType === 'account') {\n // This covers events tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['StartDateTime'] ? Carbon::parse($object['StartDateTime'])->toIso8601String() : null;\n\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\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 $userId = null): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($email, Field::TYPE_EMAIL);\n if ($sosl === null) {\n return null;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $email,\n QueryHandler::PRIORITISE_EMAIL\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException $e) {\n // Try the account next.\n if ($this->profile->account_fields === null) {\n return null;\n }\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n // SF improved search - strip the domain extension, min domain name length 4\n return $this->getCompanyNameFromEmail(email: $email, minNameLength: 4);\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 = $domain;\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByDomainQuery($companyName);\n\n try {\n $objects = $this->queryHandler->search($sosl);\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException) {\n return null;\n }\n }\n\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Don't bother looking up numbers that are masked.\n if (str_contains($phone, '**')) {\n return null;\n }\n\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $phoneNational = phone_national(null, $phone) ?? '';\n $possiblePhoneFormats = collect([\n preg_replace('/\\D/', '', ltrim($phone, '0+')),\n preg_replace('/\\D/', '', $phoneNational),\n formatDashPhoneNumber($phone),\n $phoneNational,\n ])\n ->filter() // Removes null and empty strings\n ->unique()\n ->values();\n\n foreach ($possiblePhoneFormats as $phone) {\n $sosl = $queryBuilder->buildMatchByQuery($phone, Field::TYPE_PHONE);\n if ($sosl === null) {\n continue;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $phone,\n QueryHandler::PRIORITISE_PHONE\n );\n\n return $this->convertCrmData($objects, $userId);\n } catch (NoResultsException) {\n continue;\n }\n }\n\n return null;\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 protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->profile->id . $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 /** Determine the CRM Objects which represent the call activity. */\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 if ($this->profile === null) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($name, 'name');\n if ($sosl === null) {\n return false;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n } catch (NoResultsException $e) {\n return false;\n }\n\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $name,\n QueryHandler::PRIORITISE_NAME\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return (! empty(array_filter($data))) ? $data : false;\n });\n\n return is_array($result) ? $result : 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(QueryIterator $objects, ?int $userId = null): array\n {\n $lead = null;\n $contact = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n if ($objects->count() > 0) {\n $object = $objects->current();\n\n if ($object['attributes']['type'] === 'Lead') {\n $lead = $this->importLead($object);\n\n // Lead might not be imported if the Stage is null for example.\n if ($lead) {\n $countryCode = $lead->country_code;\n $stage = $lead->stage;\n }\n } else {\n if ($object['attributes']['type'] === 'Contact') {\n $contact = $this->importContact($object);\n $account = $contact->account;\n } else {\n $account = $this->importAccount($object);\n }\n\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $sfOpportunities = $this->findOpportunities(\n $account?->getCrmProviderId(),\n $contact?->getCrmProviderId(),\n $userId\n );\n\n // Take the first opportunity, which will be ordered as priority based on their settings.\n if (! empty($sfOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($sfOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($stage->type === Stage::TYPE_LEAD) {\n $objectType = 'Lead';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'Status';\n } else {\n $objectType = 'Opportunity';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'StageName';\n }\n\n $headers = [];\n if ($this->config->trigger_assignment_rules === false) {\n // @see: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/headers_autoassign.htm\n $headers = [\n 'Sforce-Auto-Assign' => 'false',\n ];\n }\n\n $this->updateRecord($objectType, $objectId, [$objectStageType => $stage->name], $headers);\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, '001')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, '003')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, '00Q')) {\n return 'lead';\n }\n\n if (Str::startsWith($objectId, '006')) {\n return 'opportunity';\n }\n\n if (Str::startsWith($objectId, '00U')) {\n return 'event';\n }\n\n if (Str::startsWith($objectId, '00T')) {\n return 'task';\n }\n\n throw new \\InvalidArgumentException('Unsupported Object Type');\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n $query = $queryBuilder->buildGetUsersQuery($userToSearch);\n\n try {\n $salesforceUsers = $this->queryHandler->query($query, [\n 'active' => true,\n ]);\n } catch (NoResultsException $e) {\n $this->logger->info('[Salesforce] Sync Profiles. No users found', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n $teamRepository = app(TeamRepository::class);\n $customRules = $this->getCustomProfileRules($teamRepository);\n\n foreach ($salesforceUsers as $crmUser) {\n if ($crmUser['Email'] === null) {\n continue;\n }\n\n if (! $this->customProfileValidation($crmUser, $customRules)) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $crmUser['Email']);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $edition = $crmUser['UserPreferencesLightningExperiencePreferred']\n ? Profile::EDITION_LIGHTNING\n : Profile::EDITION_CLASSIC;\n\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->updateOrCreateProfile(\n $user,\n [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $crmUser['Id'],\n ],\n [\n 'user_id' => $user->getId(),\n 'edition' => $edition,\n 'has_external_cti' => ! empty($crmUser['CallCenterId']),\n 'crm_profile_id' => $crmUser['ProfileId'],\n ]\n );\n\n if ($userToSearch instanceof User && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n // Clean up inactive profiles\n try {\n $this->archiveInactiveProfiles();\n } catch (\\Exception $e) {\n $this->logger->warning('[Salesforce] Profile archiving failed', [\n 'teamId' => $this->team->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n // For Salesforce it's easy, we just point every object to the apex domain and they handle it.\n switch ($objectType) {\n case 'lead':\n case 'account':\n case 'contact':\n case 'opportunity':\n case 'task':\n case 'event':\n case 'activity':\n\n $url = $this->config->crm_base_url . '/' . $providerId;\n\n break;\n }\n\n return $url;\n }\n\n public function buildTaskSearchFields(): array\n {\n return ['Id', 'WhoId', 'WhatId', 'AccountId'];\n }\n\n public function getTaskByFilterConditions(\n array $fields,\n array $filters,\n bool $bulkSearch = false,\n bool $strictFilters = true\n ): ?array {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildSearchTaskQuery($fields, $filters, $bulkSearch, $strictFilters);\n\n try {\n if (! $bulkSearch) {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n }\n\n if ($bulkSearch) {\n $objects = $this->queryHandler->query($query);\n $records = [];\n foreach ($objects as $record) {\n $key = $record[end($fields)];\n $records[$key] = $record;\n }\n\n return $records;\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function mapCrmObjects(array $task): array\n {\n $activityData = [];\n\n if (! empty($task['WhoId'])) {\n $type = $this->parseObjectType($task['WhoId']);\n $activityData[$type] = $task['WhoId'];\n }\n if (! empty($task['AccountId'])) {\n $activityData['account'] = $task['AccountId'];\n }\n if (! empty($task['WhatId'])) {\n $activityData['opportunity'] = $task['WhatId'];\n }\n\n return $activityData;\n }\n\n /**\n * Get SF task by Outreach call id.\n */\n public function getTaskByFilter(\n string $activityFieldType,\n array $filters,\n string $operator = '=',\n array $additionalFields = []\n ): ?array {\n $data = [];\n\n try {\n // Default (base) fields.\n $fields = ['Id', 'Subject', 'Description', 'ActivityDate', 'WhoId', 'WhatId', $activityFieldType];\n\n foreach ($additionalFields as $additionalField) {\n $fields[] = $additionalField->crm_provider_id;\n }\n\n $fields = array_unique($fields);\n\n // Find task with the same Outreach id as the call id.\n $query = 'SELECT ' . implode(',', $fields) . '\n FROM Task\n WHERE IsArchived = false AND IsDeleted = false';\n\n foreach ($filters as $key => $value) {\n $key = preg_quote($key, '/');\n $key = str_replace(['\\'', '\"'], '', $key);\n // Prepare the substitution.\n $strKey = \":$key\";\n\n $query .= \" AND $key $operator $strKey\";\n }\n\n $query .= ' ORDER BY LastModifiedDate DESC LIMIT 1';\n\n $objects = $this->queryHandler->query($query, $filters);\n\n // There should be only one task related to this call if any.\n if ($objects->count() === 1) {\n $object = $objects->current();\n\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n\n $data = array_merge($object, [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'summary' => $object['Description'],\n 'due' => $dueDate,\n 'Type' => $object[$activityFieldType],\n ]);\n }\n } catch (NoResultsException $e) {\n // Filters don't match any records.\n } catch (ServiceUnavailableException $serviceUnavailableException) {\n // Service cannot be queried. We should probably log this.\n }\n\n return $data;\n }\n\n /**\n * Get Salesforce fields including datetime fields\n *\n * @param $objectType\n */\n private function getAllFieldsAsArray($objectType): array\n {\n $basicFields = [];\n // Not all users have access to all object fields.\n if ($this->profile->{$objectType . '_fields'}) {\n $basicFields = explode(',', $this->profile->{$objectType . '_fields'});\n }\n\n $extraFields = [\n 'CreatedDate',\n 'LastModifiedDate',\n 'IsDeleted',\n ];\n\n if ($objectType === self::OBJECT_OPPORTUNITY\n && $this->config->opportunity_value_field_id\n && ! in_array($this->config->opportunityValueField->crm_provider_id, $basicFields)\n ) {\n $extraFields[] = $this->config->opportunityValueField->crm_provider_id;\n }\n\n return array_unique(array_merge($basicFields, $extraFields));\n }\n\n /**\n * Generate transcription for activity description.\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 return $this->transcriptionService\n ->findTranscriptionByActivity($activity)\n ->map(static function (array $transcriptionSegment): string {\n return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];\n })\n ->implode(PHP_EOL);\n }\n\n /**\n * Find related Salesforce event based on activity data\n *\n * @return array<string>\n */\n public function fetchRelatedActivity(Activity $activity): array\n {\n $this->logger->info('[Salesforce] Searching for related activity', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n ]);\n\n $sfEvent = $this->fetchRelatedEvent($activity);\n if (empty($sfEvent)) {\n $this->logger->info('[Salesforce] No related activity found', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n 'account' => $activity->hasAccount()\n ? $activity->getAccount()->getCrmProviderId()\n : null,\n ]);\n\n return [];\n }\n\n return $sfEvent;\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n if ($activity->isTypeConference() === false) {\n return null;\n }\n\n if ($activity->hasActualStartTime() === false && $activity->hasScheduledStartTime() === false) {\n return null;\n }\n\n if (! $activity->hasProspect()) {\n $this->logger->info('[Salesforce] Skip look up, Activity not linked to Lead, Contact or Account', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n if ($playbook !== null && $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_TASK) {\n $this->logger->info('[Salesforce] Skip auto-sync for task-based playbook', [\n 'activityUuid' => $activity->getUuid(),\n 'playbookId' => $playbook->getId(),\n 'playbookType' => $playbook->getActivityType(),\n ]);\n\n return null;\n }\n\n try {\n $sfEvent = $this->fetchRelatedActivity($activity);\n if (empty($sfEvent)) {\n return null;\n }\n\n [$activityField, $activityType] = $this->resolveActivityTypeFromEvent($activity, $sfEvent);\n\n $this->logger->info('[Salesforce] Found related activity', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'activityFieldName' => $activityField,\n 'crmActivityType' => ($activityField !== null && isset($sfEvent[$activityField]))\n ? $sfEvent[$activityField]\n : null,\n 'activityType' => $activityType,\n ]);\n\n $userId = $this->findRelatedActivityUserId($activity, $sfEvent);\n\n if ($activity->getUserId() !== $userId) {\n $this->logger->info('[Salesforce] Updating meeting owner', [\n 'activityId' => $activity->getUuid(),\n 'oldUserId' => $activity->getUserId(),\n 'newUserId' => $userId,\n ]);\n }\n\n $this->updateSfEventDescription($activity, $sfEvent);\n\n $activity->update([\n 'user_id' => $userId,\n 'crm_provider_id' => $sfEvent['Id'],\n 'playbook_category_id' => $activityType->id ?? $activity->getCategory()?->getId(),\n ]);\n\n $this->logger->info('[Salesforce] Activity updated', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return $activity;\n } catch (\\Exception $exception) {\n \\Sentry::captureException($exception);\n\n throw $exception;\n }\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n *\n * @return array{0: string|null, 1: mixed}\n */\n private function resolveActivityTypeFromEvent(Activity $activity, array $sfEvent): array\n {\n $activityField = $this->getActivityFieldName($activity);\n $activityType = null;\n\n if ($activityField !== null && ! empty($sfEvent[$activityField])) {\n $playbook = $this->getPlaybook($activity->getUser());\n $activityType = $this->getPlaybookCategory($playbook, strval($sfEvent[$activityField]));\n }\n\n return [$activityField, $activityType];\n }\n\n /**\n * @param array<string> $sfEvent\n */\n private function findRelatedActivityUserId(Activity $activity, array $sfEvent): int\n {\n $userId = $activity->getUserId();\n\n if (empty($sfEvent['OwnerId']) === false) {\n $profile = $this\n ->config\n ->profiles()\n ->where('crm_provider_id', $sfEvent['OwnerId'])\n ->get()\n ->filter(static function (Profile $profile) use ($activity): bool {\n if (! $activity->isTypeConference()) {\n return ! empty($profile->user) ? $profile->user->isStatusActive() : false;\n }\n\n $participants = $activity->getParticipants();\n\n return ! empty($profile->user)\n ? $profile->user->isStatusActive()\n && $profile->user->hasPermission(PermissionEnum::RECORD_MEETING)\n && $participants->contains('user_id', $profile->user_id)\n : false;\n })\n ->first();\n\n if ($profile) {\n $userId = $profile->user_id;\n }\n }\n\n return $userId;\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n */\n private function updateSfEventDescription(Activity $activity, array $sfEvent): void\n {\n try {\n if (str_contains($sfEvent['Description'], $activity->id_string)) {\n return;\n }\n\n $payload = [\n 'Description' => $sfEvent['Description']\n . PHP_EOL\n . PHP_EOL\n . (new DecorateActivity())->generateDescription($activity),\n ];\n\n $this->logger->info('[Salesforce] Update record', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'payload' => $payload,\n ]);\n\n $payload = array_merge(\n $payload,\n $this->payloadBuilder->fetchCustomFieldData($activity, Field::OBJECT_EVENT)\n );\n\n $this->updateRecord('Event', $sfEvent['Id'], $payload);\n } catch (\\Exception) {\n $this->logger->error('[Salesforce] Failed to update record', [\n 'activityUuid' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n ]);\n }\n }\n\n /**\n * Returns the most recently modified Event within time range (if any).\n *\n * @return array|null An Event record from Salesforce.\n */\n private function fetchRelatedEvent(Activity $activity): ?array\n {\n $ownerId = $this->profile?->crm_provider_id;\n if ($ownerId === null) {\n return [];\n }\n\n /** @var ?Carbon $from */\n /** @var ?Carbon $to */\n [$from, $to] = $this->getFromToDates($activity);\n\n try {\n $whoId = null;\n $hasWho = $activity->lead_id || $activity->contact_id;\n if ($hasWho) {\n $whoId = $activity->hasLead()\n ? $activity->getLead()->crm_provider_id\n : $activity->getContact()->crm_provider_id;\n }\n\n if ($hasWho === false && $activity->account_id === null) {\n return null;\n }\n\n $query = $this->buildFetchRelatedEventQuery($activity);\n\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $ownerId,\n 'whoId' => $whoId,\n 'whatId' => $activity->hasOpportunity() ? $activity->getOpportunity()->crm_provider_id : null,\n 'accountId' => $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null,\n 'from' => $from?->format('Y-m-d\\TH:i:s\\Z'),\n 'to' => $to?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($objects as $object) {\n return $object;\n }\n } catch (NoResultsException $e) {\n return [];\n }\n\n return [];\n }\n\n private function getFromToDates(Activity $activity): array\n {\n $from = null;\n $to = null;\n\n /** @var ?CalendarEvent $calendarEvent */\n $calendarEvent = $activity->calendarEvent()->first();\n if ($calendarEvent !== null) {\n $from = $calendarEvent->getStartTime();\n $to = $calendarEvent->getEndTime();\n }\n\n // For non-calendar imported activities\n // Also double check if calendar event dates could be null?\n // If null use what we've got so far\n if ($from === null || $to === null) {\n $from = $activity->hasScheduledStartTime()\n ? $activity->getScheduledStartTime()\n : $activity->getActualStartTime();\n $to = $activity->hasScheduledEndTime()\n ? $activity->getScheduledEndTime()->addMinutes(15)\n : $activity->getActualEndTime();\n }\n\n return [$from, $to];\n }\n\n /**\n * Determines the appropriate activity field name for querying Salesforce events.\n *\n * This method follows a hierarchy to determine the field name:\n * 1. Uses the playbook's activity field if it exists and is in the profile's accessible fields\n * 2. Falls back to the default activity field if the profile has no event fields configured\n * 3. Returns null if no suitable field is found\n *\n * @param Activity $activity The activity to determine the field for\n *\n * @return string|null The field name to use in queries, or null if none is available\n */\n private function getActivityFieldName(Activity $activity): ?string\n {\n if ($this->profile === null) {\n $this->logger->warning('[Salesforce] Cannot determine activity field - profile not found', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $profileEventFields = $this->profile->getFieldsAsArray('event');\n\n if (empty($profileEventFields)) {\n $defaultActivityField = $this->getDefaultActivityField(Field::OBJECT_EVENT);\n $defaultFieldName = $defaultActivityField?->getAttribute('crm_provider_id');\n // Profile not yet synced — fall back to the default activity field.\n // There is a small chance that the profile won't have Default Activity Type field access\n // in which case the query will fail.\n // This is however an edge case and should be reviewed for profile sync issues.\n Sentry::withScope(function (\\Sentry\\State\\Scope $scope) use ($defaultFieldName): void {\n $scope->setContext('details', [\n 'profileId' => $this->profile->id,\n 'defaultField' => $defaultFieldName,\n ]);\n Sentry::captureMessage(\n '[Salesforce] Profile event fields empty, falling back to default activity field.',\n \\Sentry\\Severity::warning()\n );\n });\n\n return $defaultFieldName;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n\n if (! is_null($playbook) && ! is_null($playbook->getActivityField())) {\n $playbookFieldName = $playbook->getActivityField()->getAttribute('crm_provider_id');\n\n if (in_array($playbookFieldName, $profileEventFields, true)) {\n return $playbookFieldName;\n }\n\n $this->logger->warning('[Salesforce] Playbook activity field not found in profile fields', [\n 'activityId' => $activity->getUuid(),\n 'playbookField' => $playbookFieldName,\n 'profileId' => $this->profile->id,\n ]);\n }\n\n return null;\n }\n\n private function buildFetchRelatedEventQuery(Activity $activity): string\n {\n $hasWho = $activity->lead_id || $activity->contact_id;\n\n $activityFieldName = $this->getActivityFieldName($activity);\n $fields = array_filter(['Id', 'Description', 'OwnerId', $activityFieldName]);\n\n $ownerCondition = '(OwnerId = :ownerId OR CreatedById = :ownerId)';\n\n $query = '\n SELECT ' . implode(',', $fields) . '\n FROM Event\n WHERE ' . $ownerCondition . '\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= :from\n AND EndDateTime <= :to\n AND (';\n\n $operator = '';\n if ($activity->account_id) {\n // This covers events tied to a related contact or opportunity too.\n $query .= 'AccountId = :accountId';\n\n $operator = ' OR ';\n }\n\n if ($hasWho) {\n $query .= $operator . 'WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($activity->opportunity_id) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ') ORDER BY LastModifiedDate DESC';\n\n return $query;\n }\n\n public function fetchProspect(array $task): array\n {\n $lead = $account = $opportunity = $contact = $stage = $countryCode = null;\n $externalId = $task['WhoId'] ?? null;\n\n // Lead or Contact\n if ($externalId) {\n try {\n [$lead, $account, $opportunity, $contact, $stage, $countryCode] = $this->parseRecords($externalId);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n // If we happen to know the opportunity or account from the Task, figure that out.\n if (empty($task['WhatId']) === false) {\n // WhatId could be either Account ID or Opportunity ID.\n // If WhatId is Opportunity ID, get the opportunity and stage from the CRM.\n try {\n [, $account, $opportunity, , $stage, ] = $this->parseRecords($task['WhatId']);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n return [$lead, $account, $opportunity, $contact, $stage, $countryCode];\n }\n\n /**\n * Save activity transcription summary as note\n */\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n return $this->saveNote($title, $body, (string) $objectId);\n }\n\n public function getObjectByFilterConditions(string $objectType, array $fields, array $filters): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildObjectSearchQuery($objectType, $fields, $filters);\n\n try {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n private function getCustomProfileRules(TeamRepository $teamRepository): array\n {\n $teamSettings = $teamRepository->getTeamSetting($this->team, 'custom_profile_validation');\n\n if ($teamSettings instanceof TeamSettings && $teamSettings->getValueType() === 'array') {\n $customRules = json_decode($teamSettings->getValue(), true);\n if (is_array($customRules)) {\n return $customRules;\n }\n }\n\n return [];\n }\n\n private function customProfileValidation(array $crmUser, array $customRules): bool\n {\n foreach ($customRules as $customRule) {\n if ($crmUser[$customRule['field']] !== $customRule['value']) {\n return false;\n }\n }\n\n return true;\n }\n\n /**\n * When syncing Contact / Lead / Account / Opportunity / Stage crm entities,\n * validate and restore locally trashed objects,\n * before updating them. Objects are identified by CrmProviderId\n */\n private function restoreAnyTrashedEntity(HasMany $targetEntity, string $crmProviderId): void\n {\n $recordExists = $targetEntity->withTrashed()->where(['crm_provider_id' => $crmProviderId])->first();\n if ($recordExists && $recordExists->trashed()) {\n $recordExists->restore();\n }\n }\n\n #[\\Override] public function supportsNotes(): bool\n {\n return true;\n }\n\n private function getOwnerProfile(?string $ownerId): ?Profile\n {\n if ($ownerId === null) {\n return null;\n }\n\n return $this->config->profiles()\n ->where('crm_provider_id', $ownerId)\n ->first();\n }\n}","depth":2,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Salesforce;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Illuminate\\Database\\Eloquent\\Relations\\HasMany;\nuse Illuminate\\Events\\Dispatcher;\nuse Illuminate\\Support\\Facades\\Cache;\nuse Illuminate\\Support\\Facades\\Log;\nuse Illuminate\\Support\\Str;\nuse Jiminny\\Component\\Country\\CountriesMap;\nuse Jiminny\\Contracts\\Acl\\PermissionEnum;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ImportsBusinessProcessesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceBatchSyncInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteNoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SearchTaskInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmProfileRecordTypesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Enums\\CrmObject;\nuse Jiminny\\Events\\Activities\\Crm\\LeadConverted;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpBadRequestException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\NoResultsException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Calendar\\CalendarEvent;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\ContactRole;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Crm\\RecordType;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\TeamSettings;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\Crm\\RecordTypeFieldValuesRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Helpers\\ArrayIterator;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldHelper;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldTypeConverter;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\FollowupActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\LogActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\RecordManipulationsTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Jiminny\\Utils\\StringUtil;\nuse Ramsey\\Uuid\\Uuid;\nuse Sentry\\Laravel\\Facade as Sentry;\n\nclass Service extends BaseService implements\n SalesforceInterface,\n SalesforceBatchSyncInterface,\n SyncCrmEntitiesInterface,\n SyncCrmProfileRecordTypesInterface,\n ImportsBusinessProcessesInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SearchTaskInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n RemoteNoteEntityManipulationInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncFieldsTrait;\n use DeleteObjectsTrait;\n use RecordManipulationsTrait;\n use ServiceTraits\\BatchSyncTrait;\n use FollowupActivityTrait;\n use LogActivityTrait;\n\n /**\n * Note Body Limit for the Old Note-Taking Tool\n *\n * @var int\n */\n private const int CLASSIC_NOTE_MAX_LENGTH = 32000;\n\n /**\n * Note Content Limit for the New Notes\n *\n * @var int\n */\n private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;\n\n private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';\n\n private const int CACHE_TTL = 600;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400\n\n /**\n * @var Client\n */\n protected $client;\n\n protected PayloadBuilder $payloadBuilder;\n protected QueryHandler $queryHandler;\n\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(\n Client $client,\n PayloadBuilder $payloadBuilder,\n protected Dispatcher $eventDispatcher,\n private readonly CountriesMap $countriesMap,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->payloadBuilder = $payloadBuilder;\n $this->queryHandler = app(QueryHandler::class, [\n 'client' => $this->client,\n 'logger' => $this->logger,\n ]);\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Salesforce';\n }\n\n public function getJobDelay(): int\n {\n return 1;\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);\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 ($activity, $crmProviderId) {\n $playbook = $this->getPlaybookFromActivity($activity);\n\n if ($playbook === null) {\n $this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [\n 'activity' => $activity->getId(),\n 'crm_provider_id' => $crmProviderId,\n ]);\n\n return false;\n }\n\n $objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';\n\n try {\n $record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);\n\n return ! empty($record) && ($record['IsDeleted'] ?? false) === false;\n } catch (HttpNotFoundException|HttpBadRequestException) {\n $this->logger->info('[Salesforce] Activity record not found during verification', [\n 'activity' => $activity->getId(),\n 'object_type' => $objectType,\n 'crm_provider_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n });\n }\n\n public function query(string $queryToRun, array $parameters = []): QueryIterator\n {\n // Due to poorly designed external calls, this method cannot be entirely removed\n return $this->queryHandler->query($queryToRun, $parameters);\n }\n\n /*=========== Organization Information ===============*/\n\n /**\n * Get a list of all the API Versions for the instance.\n *\n * @throws CrmException\n *\n * @return mixed\n *\n */\n public function getApiVersions()\n {\n $url = $this->config->crm_base_url . '/services/data';\n\n $response = $this->client->get($url);\n\n return json_decode($response->getBody(), true);\n }\n\n /**\n * Gets the valid recordTypes for a given Salesforce Object via the describe API.\n */\n private function getRecordTypes(string $crmObject): array\n {\n $url = $this->client->getObjectsUrl() . $crmObject . '/describe';\n\n $response = $this->client->get($url);\n $jsonResponse = json_decode($response->getBody(), true);\n\n $fields = [];\n foreach ($jsonResponse['recordTypeInfos'] as $row) {\n $fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];\n }\n\n return $fields;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n $defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::defaultTaskFields()\n : FieldDefinitions::defaultEventFields();\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 return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'Type',\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, Playbook::ACTIVITY_TYPE_EVENT];\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::taskFollowupFieldsFilter()\n : FieldDefinitions::eventFollowupFieldsFilter();\n\n foreach ($fieldFilter as $eachFilter) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n /**\n * This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually\n * Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType\n * Needs to be replaced later on\n */\n public function syncField(Field $field): void\n {\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)\n ? 'activity'\n : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $metadata = $sfField['Metadata'];\n\n $field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);\n $field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());\n $field->is_mandatory = ($metadata['required'] === true);\n $field->length = $metadata['length'];\n $field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '\"'), 0, 191);\n $field->save();\n } else {\n $query = '\n SELECT\n Id, DataType, DeveloperName, Label, Length, Description\n FROM\n FieldDefinition\n WHERE\n DurableId = :entityName';\n\n $entityName = $field->getEntityName();\n $sfFields = $this->queryHandler->metadata($query, [\n 'entityName' => $entityName,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $convertedType = $this->convertFieldType($sfField['DataType'], $entityName);\n $label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);\n\n if ($field->isBusinessType()) {\n $label = 'Opportunity Type';\n }\n\n $field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);\n $field->label = $label;\n $field->type = $convertedType;\n $field->length = $sfField['Length'];\n $field->save();\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n private function convertFieldType(string $from, ?string $entityName = null): string\n {\n $converter = new FieldTypeConverter();\n\n return $converter->convert($from, $entityName);\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?\n 'activity' : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $valueSet = $sfField['Metadata']['valueSet'];\n\n if ($valueSet['valueSetName'] === null) {\n // Local picklist values can be obtained easily.\n $picklistValues = $valueSet['valueSetDefinition']['value'];\n } else {\n // But for some fields, we just get the Global Value Picklist pointer so need to do more work.\n $picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);\n }\n\n // Import all active values.\n foreach ($picklistValues as $i => $sfFieldValue) {\n // Setup default value.\n if ($sfFieldValue['default']) {\n $field->update(['default_value' => $sfFieldValue['valueName']]);\n }\n\n // This comes through as null if active (lol).\n if ($sfFieldValue['isActive'] !== false) {\n $values[] = [\n 'value' => $sfFieldValue['valueName'],\n 'label' => $sfFieldValue['valueName'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['default'],\n ];\n }\n }\n } else {\n $objectFields = $this->getObjectFields($field->object_type);\n $fieldId = $field->crm_provider_id;\n\n // Only work with our field of interest.\n $objectField = array_filter($objectFields, function ($item) use ($fieldId) {\n return $item['name'] === $fieldId;\n });\n\n $objectField = array_shift($objectField);\n if (empty($objectField['picklistValues']) === false) {\n foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {\n // Skip inactive values.\n if ($sfFieldValue['active'] === false) {\n continue;\n }\n\n // Setup default value.\n if ($sfFieldValue['defaultValue']) {\n $field->update(['default_value' => $sfFieldValue['value']]);\n }\n\n $values[] = [\n 'value' => $sfFieldValue['value'],\n 'label' => $sfFieldValue['label'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['defaultValue'],\n ];\n }\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'], $fieldsToPurge, true)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n // Get IDs of the values to be deleted\n $valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);\n $valuesToDeleteIds = $valuesToDelete->pluck('id');\n if (! $valuesToDeleteIds->isEmpty()) {\n $recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);\n $recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());\n\n // Now safely delete from crm_field_values\n $valuesToDelete->delete();\n }\n\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n return $fieldValues;\n }\n\n /**\n * Gets values from Global Value Picklists.\n */\n private function importGlobalValuePicklistValues(string $picklistName): array\n {\n $query = '\n SELECT\n Metadata\n FROM\n GlobalValueSet\n WHERE\n DeveloperName = :picklistName\n LIMIT 1';\n\n try {\n $sfValues = $this->queryHandler->metadata($query, [\n 'picklistName' => $picklistName,\n ]);\n\n // There is always 1 result at this point.\n $sfValue = $sfValues->current();\n\n return $sfValue['Metadata']['customValue'];\n } catch (NoResultsException $noResultsException) {\n // Nothing returned.\n\n return [];\n }\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileRecordTypes(): void\n {\n $objectTypes = [\n 'lead',\n 'account',\n 'contact',\n 'opportunity',\n 'task',\n 'event',\n ];\n\n foreach ($objectTypes as $objectType) {\n try {\n $crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));\n\n foreach ($crmRecordTypes as $crmRecordType) {\n // If the record type is default and not the Master type, set this.\n if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmRecordType['recordTypeId'])\n ->first();\n\n if ($recordType) {\n $this->profile->{$objectType . '_record_type_id'} = $recordType->id;\n }\n }\n }\n } catch (HttpNotFoundException $exception) {\n Log::error('No access to ' . $objectType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n if ($this->profile->isDirty()) {\n $this->profile->save();\n }\n }\n\n /**\n * Gets business processes.\n */\n public function importBusinessProcesses(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, TableEnumOrId\n FROM\n BusinessProcess\n WHERE\n TableEnumOrId IN (\\'Lead\\',\\'Opportunity\\')';\n\n try {\n $sfProcesses = $this->queryHandler->query($query);\n\n // Upsert all processes for the team.\n foreach ($sfProcesses as $sfProcess) {\n /** @var BusinessProcess $businessProcess */\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $sfProcess['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => $sfProcess['Name'],\n 'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',\n 'is_selectable' => $sfProcess['IsActive'],\n ]);\n\n $this->importBusinessProcessStages($businessProcess);\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets business process stages.\n */\n private function importBusinessProcessStages(BusinessProcess $businessProcess): void\n {\n $query = '\n SELECT\n Metadata\n FROM\n BusinessProcess\n WHERE\n Id = :processId';\n\n try {\n $stages = [];\n $sfProcessStages = $this->queryHandler->metadata($query, [\n 'processId' => $businessProcess->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfProcessStage = $sfProcessStages->current();\n\n // Upsert all processes for the team.\n foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {\n $sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: \"%2C\" becomes \",\" etc.\n\n $stage = $businessProcess->crm->stages()\n // This MUST match on label because this API doesn't use API Name.\n ->where('label', $sanitizedName)\n ->where('type', $businessProcess->type)\n ->where('is_selectable', 1)\n ->first();\n\n if ($stage) {\n $stages[] = $stage->id;\n }\n }\n\n $businessProcess->stages()->sync($stages);\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets record types.\n */\n public function importRecordTypes(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, BusinessProcessId, SobjectType\n FROM\n RecordType';\n\n try {\n $sfRecordTypes = $this->queryHandler->query($query);\n\n // Upsert all record types for the process.\n foreach ($sfRecordTypes as $sfRecordType) {\n $businessProcess = null;\n if ($sfRecordType['BusinessProcessId']) {\n $businessProcess = $this->config->businessProcesses()\n ->where('crm_provider_id', $sfRecordType['BusinessProcessId'])\n ->first();\n }\n\n /** @var RecordType $recordType */\n $recordType = $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $sfRecordType['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'type' => mb_strtolower($sfRecordType['SobjectType']),\n 'name' => $sfRecordType['Name'],\n 'is_selectable' => $sfRecordType['IsActive'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n $this->importRecordTypeFieldValues($recordType);\n }\n } catch (NoResultsException $noResultsException) {\n // Do nothing.\n }\n }\n\n /**\n * Import record type - field value mappings. This only works for standard fields.\n */\n private function importRecordTypeFieldValues(RecordType $recordType): void\n {\n try {\n $query = '\n SELECT\n Metadata\n FROM\n RecordType\n WHERE\n Id = :recordTypeId';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'recordTypeId' => $recordType->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $picklists = $sfField['Metadata']['picklistValues'];\n\n foreach ($picklists as $picklist) {\n $field = $this->config->fields()->where([\n 'type' => Field::TYPE_PICKLIST,\n 'object_type' => $recordType->type,\n 'crm_provider_id' => $picklist['picklist'],\n ])->first();\n\n if ($field) {\n $fieldValues = [];\n\n foreach ($picklist['values'] as $value) {\n // Must decode: \"%2C\" becomes \",\" etc.\n $fieldValue = $field->values()\n ->where('value', urldecode($value['valueName']))\n ->first();\n\n if ($fieldValue) {\n $fieldValues[] = $fieldValue->id;\n }\n }\n\n $recordType->fieldValues()->sync($fieldValues);\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $params = [];\n $missingStage = null;\n if ($types === null) {\n $types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];\n }\n\n foreach ($types as $type) {\n if ($type === Stage::TYPE_LEAD) {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, SortOrder\n FROM\n LeadStatus';\n } else {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability\n FROM\n OpportunityStage';\n }\n\n if ($missingStageName) {\n $escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);\n\n $query .= ' WHERE ApiName = :stageName';\n\n $params = [\n 'stageName' => $escapedStageName,\n ];\n }\n\n try {\n $sfStages = $this->queryHandler->query($query, $params);\n } catch (NoResultsException $exception) {\n $sfStages = [];\n }\n\n $missingStage = null;\n\n // Upsert all stages for the team.\n foreach ($sfStages as $sfStage) {\n $selectable = true;\n if (array_key_exists('IsActive', $sfStage)) {\n $selectable = $sfStage['IsActive'];\n }\n\n $this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);\n\n $stage = $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $sfStage['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),\n 'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),\n 'type' => $type,\n 'sequence' => $sfStage['SortOrder'] ?? 0,\n 'is_selectable' => $selectable,\n 'probability' => $sfStage['DefaultProbability'] ?? null,\n ]);\n\n if ($missingStageName && $missingStageName === $sfStage['ApiName']) {\n $missingStage = $stage;\n }\n }\n\n if ($missingStageName && $missingStage === null) {\n // If they requested a stage that still doesn't exist, it must be inactive so lazy create it.\n $missingStage = $this->config->stages()->create([\n 'crm_provider_id' => Uuid::uuid4(),\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($missingStageName, 0, 50),\n 'label' => mb_strimwidth($missingStageName, 0, 191),\n 'type' => $type,\n 'sequence' => 0,\n 'is_selectable' => 0,\n ]);\n }\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('lead');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Lead\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfLeads = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfLeads as $sfLead) {\n // Only sync if previously imported.\n if ($this->hasLead($sfLead['Id'])) {\n $this->importLead($sfLead);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n $fields = $this->getAllFieldsAsArray('lead');\n\n $sfLead = $this->getRecord('Lead', $crmId, $fields);\n\n return $this->importLead($sfLead);\n }\n\n private function importLead($crmData): ?Lead\n {\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['Status'])) {\n // Get the current stage.\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['Status'])\n ->where('type', Stage::TYPE_LEAD)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);\n }\n }\n\n // If we have no way of importing this, just return null :(\n if ($stage === null) {\n return null;\n }\n\n $countryCode = $crmData['CountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['Country']) !== false) {\n $countryCode = $this->convertCountryNameToCode($crmData['Country']);\n }\n\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n $mobilePhone = null;\n if (empty($crmData['MobilePhone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['MobilePhone'], 0, 25);\n $mobilePhone = phone_e164($countryCode, $number);\n }\n\n $convertedDate = null;\n $convertedAccount = null;\n $convertedOpportunity = null;\n $convertedContact = null;\n\n if ($crmData['IsConverted'] == 'true') {\n $convertedDate = $crmData['ConvertedDate'];\n\n if (empty($crmData['ConvertedAccountId']) === false) {\n $convertedAccount = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmData['ConvertedAccountId'])\n ->first();\n\n if ($convertedAccount === null) {\n try {\n $convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedOpportunityId']) === false) {\n $convertedOpportunity = $this->config\n ->opportunities()\n ->where('crm_provider_id', $crmData['ConvertedOpportunityId'])\n ->first();\n\n if ($convertedOpportunity === null) {\n try {\n $convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedContactId']) === false) {\n $convertedContact = $this->team\n ->crm\n ->contacts()\n ->where('crm_provider_id', $crmData['ConvertedContactId'])\n ->first();\n\n if ($convertedContact === null) {\n try {\n $convertedContact = $this->syncContact($crmData['ConvertedContactId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n }\n\n if (empty($crmData['Company'])) {\n $company = 'Unknown';\n } else {\n $company = mb_strimwidth($crmData['Company'], 0, 191);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? '',\n 'company' => $company,\n 'domain' => $domain,\n 'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',\n 'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,\n 'phone' => $parsedNumber['phone'],\n 'ext' => $parsedNumber['ext'] ?? null,\n 'mobile_phone' => $mobilePhone,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Lead::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'stage_id' => $stage->id,\n 'record_type_id' => null,\n 'converted_at' => $convertedDate,\n 'converted_account_id' => $convertedAccount->id ?? null,\n 'converted_opportunity_id' => $convertedOpportunity->id ?? null,\n 'converted_contact_id' => $convertedContact->id ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);\n\n /** @var Lead $lead */\n $lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {\n $this->eventDispatcher->dispatch(new LeadConverted($lead));\n }\n\n $this->handleObjectDeletion($lead, $crmData);\n\n return $lead;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('account');\n\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Account\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfAccounts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfAccounts as $sfAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($sfAccount['Id'])) {\n $this->importAccount($sfAccount);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n $fields = $this->getAllFieldsAsArray('account');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfAccount = $this->getRecord('Account', $crmId, $fields);\n\n return $this->importAccount($sfAccount);\n }\n\n private function importAccount($crmData): Account\n {\n $countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country names.\n if ($countryCode === null && empty($crmData['BillingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);\n }\n\n if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);\n }\n\n if (empty($crmData['Phone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'], 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n $industry = null;\n if (empty($crmData['Industry']) === false) {\n $industry = mb_strimwidth($crmData['Industry'], 0, 40);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'],\n 'name' => mb_strimwidth($crmData['Name'], 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Account::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'industry' => $industry,\n 'domain' => $domain,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);\n\n /** @var Account $account */\n $account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($account, $crmData);\n\n return $account;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n $logParams = $parameters;\n $parameters['profile'] = $this->profile;\n $logParams['user'] = $this->profile->getUserId();\n\n if (count($strategies) > 1) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [\n 'teamId' => $this->team->getUuid(),\n 'params' => $logParams,\n 'strategies_count' => count($strategies),\n ]);\n }\n\n foreach ($strategies as $syncStrategy) {\n $name = $syncStrategy->getStrategyName();\n\n try {\n $sfOpportunities = $syncStrategy->fetchOpportunities($parameters);\n $totalRecords = $sfOpportunities->count();\n\n foreach ($sfOpportunities as $sfOpportunity) {\n $this->importOpportunity($sfOpportunity);\n $syncCount++;\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $noResultsException->getMessage(),\n ]);\n } catch (CrmException $crmException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $crmException->getMessage(),\n ]);\n }\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);\n\n // debug to see how if count of opportunities reaches 1000\n if ($syncCount >= 1000) {\n $this->logger->info(\n '[' . $this->getDisplayName() . '] Sync Opportunities - count warning',\n [\n 'team_id' => $this->team->getId(),\n 'params' => $logParams,\n 'count' => $syncCount,\n 'strategies_count' => count($strategies),\n 'total_records' => $totalRecords ?? null,\n ]\n );\n }\n\n return $syncCount;\n }\n\n\n /**\n * @inheritdoc\n */\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategy = $this->opportunitySyncStrategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY\n );\n\n $parameters = [\n 'profile' => $this->profile,\n 'crm_id' => $crmId,\n ];\n\n try {\n $sfOpportunity = $strategy->fetchOpportunities($parameters);\n } catch (HttpNotFoundException $e) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n ]);\n\n return null;\n } catch (CrmException $crmException) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n 'exception' => $crmException->getMessage(),\n ]);\n\n return null;\n }\n\n if ($sfOpportunity instanceof ArrayIterator) {\n return $this->importOpportunity($sfOpportunity->getItems());\n }\n\n return $this->importOpportunity($sfOpportunity);\n }\n\n /**\n * @throws HttpNotFoundException\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $account = null;\n if (empty($crmData['AccountId']) === false) {\n /** @var ?Account $account */\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $userId = $profile?->getUserId() ?? $account?->getUserId();\n if ($userId === null) {\n $this->logger->error('[Salesforce] | Skip import, no user_id found', [\n 'id' => $crmData['Id'],\n ]);\n\n return null;\n }\n\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['StageName'])) {\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['StageName'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->orderBy('is_selectable', 'DESC')\n ->orderBy('id')\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData['StageName']);\n }\n }\n\n $recordType = null;\n if (empty($crmData['RecordTypeId']) === false) {\n /** @var ?RecordType $recordType */\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmData['RecordTypeId'])\n ->first();\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $closeDate = null;\n if (empty($crmData['CloseDate']) === false) {\n $closeDate = Carbon::parse($crmData['CloseDate'])->format('Y-m-d');\n }\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $userId,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => mb_strimwidth($crmData['Name'] ?? '', 0, 128),\n 'value' => $crmData[$valueFieldName],\n 'currency_code' => CurrencyFormatter::formatCode($crmData['CurrencyIsoCode'] ?? null),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData['IsClosed'],\n 'is_won' => $crmData['IsWon'],\n 'stage_id' => $stage?->id ?? null,\n 'record_type_id' => $recordType->id ?? null,\n 'remotely_created_at' => $createdDate,\n 'probability' => $crmData['Probability'] ?? null,\n 'forecast_category' => $crmData['ForecastCategoryName'] ?? null,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->opportunities(), $crmData['Id']);\n\n // Do not allow locked DB tables & other errors\n // to interrupt the process of reverting the trashed opportunities\n try {\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()\n ->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n\n $this->importOpportunityCrmFieldData($crmData, $crmFields, $opportunity->id);\n\n $this->handleObjectDeletion($opportunity, $crmData);\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n } catch (Exception $exception) {\n Sentry::captureException($exception);\n\n $this->logger->error('[Salesforce] importOpportunity failure.', [\n 'crm_provider_id' => $crmData['Id'],\n 'team_id' => $this->team->id,\n 'exception' => $exception->getMessage(),\n ]);\n\n $this->handleEntityDeletionByProviderId($this->config->opportunities(), $crmData);\n }\n\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('contact');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Contact\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfContacts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfContacts as $sfContact) {\n // Only sync if previously imported.\n if ($this->hasContact($sfContact['Id'])) {\n $this->importContact($sfContact);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::CONTACT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n $fields = $this->getAllFieldsAsArray('contact');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync contact cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfContact = $this->getRecord('Contact', $crmId, $fields);\n\n return $this->importContact($sfContact);\n }\n\n private function importContact($crmData): Contact\n {\n $account = null;\n // Contacts may not have accounts...\n if (isset($crmData['AccountId'])) {\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $countryCode = $crmData['MailingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['MailingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['MailingCountry']);\n\n if ($countryCode === null && $account) {\n $countryCode = $account->country_code;\n }\n }\n\n $ext = null;\n $parsedNumber = [];\n if (empty($crmData['Phone']) === false) {\n $number = Str::limit($crmData['Phone'], 25, '');\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n if (empty($parsedNumber['ext']) === false) {\n $ext = Str::limit($parsedNumber['ext'], 10, '');\n }\n }\n\n $mobileNumber = null;\n if (empty($crmData['MobilePhone']) === false) {\n $mobileNumber = Str::limit(phone_e164($countryCode, $crmData['MobilePhone']), 25, '');\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => ($crmData['Name'] ?? null) !== null ? mb_strimwidth($crmData['Name'], 0, 100) : '',\n 'title' => ($crmData['Title'] ?? null) !== null ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => ($crmData['Email'] ?? null) !== null ? mb_strimwidth($crmData['Email'], 0, 191) : null,\n 'country_code' => $countryCode,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $ext,\n 'mobile_phone' => $mobileNumber,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Contact::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->contacts(), $crmData['Id']);\n\n /** @var Contact $contact */\n $contact = $this->config->contacts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($contact, $crmData);\n\n return $contact;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n $fields = [\n 'InstanceName',\n 'OrganizationType',\n 'IsSandbox',\n ];\n\n $orgValues = $this->getRecord('Organization', $this->config->crm_provider_id, $fields);\n\n $edition = null;\n switch ($orgValues['OrganizationType']) {\n case 'Developer Edition':\n $edition = Configuration::EDITION_DEVELOPER;\n\n break;\n\n case 'Professional Edition':\n $edition = Configuration::EDITION_PROFESSIONAL;\n\n break;\n\n case 'Enterprise Edition':\n $edition = Configuration::EDITION_ENTERPRISE;\n\n break;\n }\n\n $this->config->edition = $edition;\n $this->config->instance = $orgValues['InstanceName'];\n\n // XXX: How can this state be possible?\n if ($this->config->version === null) {\n $this->config->version = Client::MIN_API_VERSION;\n }\n\n $installedVersion = $this->getInstalledAppVersion();\n if ($installedVersion !== null) {\n $installedVersion = (string) $this->getInstalledAppVersion();\n }\n\n $this->config->installed_app_version = $installedVersion;\n\n $this->config->save();\n }\n\n public function getInstalledAppVersion(): ?string\n {\n try {\n $query = '\n SELECT\n SubscriberPackageVersion.MajorVersion,\n SubscriberPackageVersion.MinorVersion,\n SubscriberPackageVersion.PatchVersion,\n SubscriberPackageVersion.BuildNumber\n FROM\n InstalledSubscriberPackage\n WHERE\n SubscriberPackageId = :packageId\n ';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'packageId' => self::INSTALLED_PACKAGE_ID,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Grab version number.\n $version = $sfField['SubscriberPackageVersion']['MajorVersion'] .\n $sfField['SubscriberPackageVersion']['MinorVersion'] .\n $sfField['SubscriberPackageVersion']['PatchVersion'] .\n $sfField['SubscriberPackageVersion']['BuildNumber'];\n } catch (\\Exception) {\n $version = null;\n }\n\n return $version;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws \\Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For SF we also check if Log Notes is enabled.\n if ($this->profile->log_notes === Profile::LOG_NOTE_NONE) {\n return;\n }\n\n if ($activity->opportunity_id && $activity->prospect === null) {\n return;\n }\n\n try {\n $transcriptionData = $this->generateTranscription($activity);\n\n $noteMaxLength = $this->profile->log_notes === Profile::LOG_NOTE_ENHANCED\n ? self::ENHANCED_NOTE_MAX_LENGTH\n : self::CLASSIC_NOTE_MAX_LENGTH;\n\n $title = 'Transcript for ';\n $title .= $activity->title ?? $activity->activity_title;\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($transcriptionData, 0, $noteMaxLength);\n\n if ($activity->opportunity_id) {\n $objectId = $activity->opportunity->crm_provider_id;\n } else {\n $objectId = $activity->prospect->crm_provider_id;\n }\n\n $noteId = $this->saveNote($title, $body, $objectId);\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 public function saveNote(string $title, string $body, string $objectId, ?NoteObject $noteObject = null): ?string\n {\n $noteId = null;\n\n try {\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $noteId = $this->buildEnhancedNote($title, $body, $objectId);\n } else {\n $noteId = $this->buildClassicNote($title, $body, $objectId);\n }\n } catch (HttpNotFoundException $exception) {\n // The profile not having access to create Enhanced Notes. Set their preference to Classic.\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $this->profile->update([\n 'log_notes' => Profile::LOG_NOTE_CLASSIC,\n ]);\n }\n }\n\n return $noteId;\n }\n\n /**\n * This is using the \"Enhanced\" Notes feature, NOT the \"Notes & Attachments\" feature being deprecated.\n *\n * @url https://salesforce.stackexchange.com/questions/104408/how-can-i-create-an-account-note-or-contact-note-via-api-that-is-visible-in-sale\n */\n private function buildEnhancedNote(string $title, string $body, string $objectId): string\n {\n // Decode stored entities, escape HTML (without quoting), then convert line breaks for Salesforce formatting\n $decodedBody = html_entity_decode($body, ENT_QUOTES | ENT_HTML5);\n $sanitizedBody = htmlspecialchars($decodedBody, ENT_NOQUOTES, 'UTF-8', false);\n $content = nl2br($sanitizedBody, false);\n $note = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'Title' => $title,\n 'Content' => base64_encode($content),\n ];\n\n $noteId = $this->createRecord('ContentNote', $note);\n\n $link = [\n 'ContentDocumentId' => $noteId,\n 'LinkedEntityId' => $objectId,\n 'ShareType' => 'I',\n ];\n\n $this->createRecord('ContentDocumentLink', $link);\n\n return $noteId;\n }\n\n private function buildClassicNote(string $title, string $body, string $objectId): string\n {\n if (in_array($this->parseObjectType($objectId), [Field::OBJECT_TASK, Field::OBJECT_EVENT])) {\n $this->logger->info('[Salesforce] Summary not sent', [\n 'profile_id' => $this->profile->id,\n 'objectId' => $objectId,\n 'reason' => 'Classical Note does not support Task/Event relation',\n ]);\n\n return '';\n }\n\n $titleTrimmed = null;\n\n if (mb_strlen($title) > 80) {\n $titleTrimmed = substr($title, 0, 77) . '...';\n }\n $payload = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'IsPrivate' => false,\n 'Title' => $titleTrimmed ?? $title,\n 'Body' => $titleTrimmed ? $title . PHP_EOL . $body : $body,\n 'ParentId' => $objectId,\n ];\n\n return $this->createRecord('Note', $payload);\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n if ($this->profile === null) {\n return [];\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $limitValues = ['limit' => $this->limit, 'offset' => $this->offset];\n $sosl = $queryBuilder->buildFindQuery($name, $scopes, $limitValues);\n\n $this->logger->info('[Salesforce] Find prospects', [\n 'profile_id' => $this->profile->id,\n 'sosl_query' => $sosl,\n 'search_string' => $name,\n 'scopes' => $scopes,\n ]);\n\n $data = Cache::remember($this->profile->id . $sosl, self::CACHE_TTL, function () use ($sosl) {\n $data = [];\n\n try {\n // Hit remote API.\n $objects = $this->queryHandler->search($sosl);\n\n // Build mapped list.\n foreach ($objects as $object) {\n $type = strtolower($object['attributes']['type']);\n\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n 'crmUrl' => $this->generateProviderUrl($object['Id'], $type),\n ];\n\n switch ($type) {\n case 'lead':\n if (empty($object['Company']) === false) {\n $record['organization'] = $object['Company'];\n }\n\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_LEAD)\n ->where('name', $object['Status'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_LEAD], $object['Status']);\n }\n\n if ($stage) {\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n }\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n break;\n\n case 'account':\n if (empty($object['Industry']) === false) {\n $record['industry'] = $object['Industry'];\n $record['detailsLine'] = $object['Industry'];\n }\n if (! empty($object['PersonEmail'])) {\n $record['detailsLine'] = $object['PersonEmail'];\n }\n\n break;\n\n case 'contact':\n // For contacts, we should try and fetch their account name too.\n if ($object['AccountId']) {\n // Cheaper to get this locally.\n $account = $this->config->accounts()\n ->where('crm_provider_id', $object['AccountId'])\n ->first(['name']);\n\n if ($account) {\n $record['organization'] = $account->name;\n }\n }\n\n if (! empty($object['IsPersonAccount']) && $object['Email']) {\n $record['detailsLine'] = $object['Email'];\n } else {\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n }\n\n break;\n }\n\n // Add phone numbers to record.\n if (empty($object['Phone']) === false && $object['Phone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['Phone'],\n 'nationalFormat' => phone_national($this->profile->user->country_code, $object['Phone']),\n 'type' => 'phone',\n ];\n }\n\n if (empty($object['MobilePhone']) === false && $object['MobilePhone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['MobilePhone'],\n 'nationalFormat' => phone_national(\n $this->profile->user->country_code,\n $object['MobilePhone']\n ),\n 'type' => 'mobile',\n ];\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n $data = [];\n }\n\n return $data;\n });\n\n return $data;\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 ? $profile->getCrmProviderId() : null;\n }\n\n try {\n // Perhaps their profile has no opportunity permissions.\n if ($this->profile === null || $this->profile->opportunity_fields === null) {\n return $data;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildFindOpportunitiesQuery();\n\n $objects = $this->queryHandler->query($query, ['accountId' => $crmAccountId]);\n\n foreach ($objects as $object) {\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'won' => $object['IsWon'],\n 'closed' => $object['IsClosed'],\n ];\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n if (empty($object[$valueFieldName]) === false) {\n $currency = $object['CurrencyIsoCode'] ?? $this->config->default_currency;\n $value = formatCurrency($object[$valueFieldName], $currency);\n\n $record += [\n 'value' => $value,\n ];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->where('name', $object['StageName'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $object['StageName']);\n }\n\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n if ($ownerId && isset($object['OwnerId']) && $object['OwnerId'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n return $data;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n public function getContactRolesFromCrm(?Carbon $since = null): array\n {\n $roles = [];\n\n if ($this->profile === null) {\n return $roles;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n\n $query = $queryBuilder->buildGetContactRolesQuery($since);\n\n try {\n $objects = $this->queryHandler->query($query);\n\n foreach ($objects as $object) {\n $roles[] = [\n 'id' => $object['Id'],\n 'contactId' => $object['ContactId'],\n 'opportunityId' => $object['OpportunityId'],\n 'ownerId' => $object['Opportunity']['OwnerId'] ?? null,\n 'isPrimary' => $object['IsPrimary'],\n 'role' => $object['Role'],\n ];\n }\n } catch (NoResultsException) {\n // Just return an empty array.\n $this->logger->info('[Salesforce] No contact roles found', [\n 'since' => $since?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n }\n\n return $roles;\n }\n\n public function syncContactRoles(Carbon $since): int\n {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $crmContactRoles = $this->getContactRolesFromCrm(since: $since);\n $syncCount = 0;\n $contactRoles = [];\n\n foreach ($crmContactRoles as $crmContactRole) {\n $contactRoles[] = $this->importContactRole($crmContactRole);\n $syncCount++;\n }\n\n $contactRoleRepository->saveContactRoles($contactRoles);\n\n $this->syncRemotelyDeletedContactRoles();\n\n return $syncCount;\n }\n\n private function importContactRole(array $contactRole): array\n {\n $contact = $this->config->contacts()\n ->where('crm_provider_id', $contactRole['contactId'])\n ->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($contactRole['contactId']);\n }\n\n $opportunity = $this->config->opportunities()\n ->where('crm_provider_id', $contactRole['opportunityId'])\n ->first();\n\n if ($opportunity === null) {\n $opportunity = $this->syncOpportunity($contactRole['opportunityId']);\n }\n\n $role = null;\n if (! empty($contactRole['role'])) {\n $role = mb_strimwidth($contactRole['role'], 0, 191);\n }\n\n return [\n 'crm_configuration_id' => $this->config->getId(),\n 'contact_id' => $contact->getId(),\n 'crm_provider_id' => $contactRole['id'],\n 'subject_type' => ContactRole::SUBJECT_TYPE_OPPORTUNITY,\n 'subject_id' => $opportunity->getId(),\n 'is_primary' => $contactRole['isPrimary'],\n 'role' => $role,\n ];\n }\n\n protected function syncRemotelyDeletedContactRoles(): bool\n {\n try {\n $deletedRemotely = $this->queryHandler->queryDeleted('OpportunityContactRole');\n } catch (NoResultsException $e) {\n return false;\n }\n\n $deletedOpportunities = $deletedRemotely->getResults();\n $deletedIds = array_column($deletedOpportunities, 'id');\n\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n foreach (array_chunk($deletedIds, self::HARD_DELETE_CHUNK) as $chunk) {\n $contactRoleRepository->deleteContactRoles($chunk);\n\n $this->logger->info('[' . $this->getDisplayName() . '] Remotely deleted opportunities synced', [\n 'teamId' => $this->team->id_string,\n 'remotelyDeletedOpportunities' => $chunk,\n 'count' => count($chunk),\n ]);\n }\n\n return true;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($this->profile->user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_TASK),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any open call for that user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Task\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsDeleted = false\n AND IsClosed = false\n AND (';\n\n if ($objectType === 'account') {\n // This covers tasks tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getEvents(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n $user = $this->profile?->user;\n if ($this->profile === null || $user === null) {\n return $data;\n }\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_EVENT),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any event starting in the last week and ending up until today owned by the user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Event\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= LAST_N_DAYS:7\n AND EndDateTime <= TODAY\n AND (';\n\n if ($objectType === 'account') {\n // This covers events tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['StartDateTime'] ? Carbon::parse($object['StartDateTime'])->toIso8601String() : null;\n\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\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 $userId = null): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($email, Field::TYPE_EMAIL);\n if ($sosl === null) {\n return null;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $email,\n QueryHandler::PRIORITISE_EMAIL\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException $e) {\n // Try the account next.\n if ($this->profile->account_fields === null) {\n return null;\n }\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n // SF improved search - strip the domain extension, min domain name length 4\n return $this->getCompanyNameFromEmail(email: $email, minNameLength: 4);\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 = $domain;\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByDomainQuery($companyName);\n\n try {\n $objects = $this->queryHandler->search($sosl);\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException) {\n return null;\n }\n }\n\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Don't bother looking up numbers that are masked.\n if (str_contains($phone, '**')) {\n return null;\n }\n\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $phoneNational = phone_national(null, $phone) ?? '';\n $possiblePhoneFormats = collect([\n preg_replace('/\\D/', '', ltrim($phone, '0+')),\n preg_replace('/\\D/', '', $phoneNational),\n formatDashPhoneNumber($phone),\n $phoneNational,\n ])\n ->filter() // Removes null and empty strings\n ->unique()\n ->values();\n\n foreach ($possiblePhoneFormats as $phone) {\n $sosl = $queryBuilder->buildMatchByQuery($phone, Field::TYPE_PHONE);\n if ($sosl === null) {\n continue;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $phone,\n QueryHandler::PRIORITISE_PHONE\n );\n\n return $this->convertCrmData($objects, $userId);\n } catch (NoResultsException) {\n continue;\n }\n }\n\n return null;\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 protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->profile->id . $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 /** Determine the CRM Objects which represent the call activity. */\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 if ($this->profile === null) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($name, 'name');\n if ($sosl === null) {\n return false;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n } catch (NoResultsException $e) {\n return false;\n }\n\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $name,\n QueryHandler::PRIORITISE_NAME\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return (! empty(array_filter($data))) ? $data : false;\n });\n\n return is_array($result) ? $result : 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(QueryIterator $objects, ?int $userId = null): array\n {\n $lead = null;\n $contact = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n if ($objects->count() > 0) {\n $object = $objects->current();\n\n if ($object['attributes']['type'] === 'Lead') {\n $lead = $this->importLead($object);\n\n // Lead might not be imported if the Stage is null for example.\n if ($lead) {\n $countryCode = $lead->country_code;\n $stage = $lead->stage;\n }\n } else {\n if ($object['attributes']['type'] === 'Contact') {\n $contact = $this->importContact($object);\n $account = $contact->account;\n } else {\n $account = $this->importAccount($object);\n }\n\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $sfOpportunities = $this->findOpportunities(\n $account?->getCrmProviderId(),\n $contact?->getCrmProviderId(),\n $userId\n );\n\n // Take the first opportunity, which will be ordered as priority based on their settings.\n if (! empty($sfOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($sfOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($stage->type === Stage::TYPE_LEAD) {\n $objectType = 'Lead';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'Status';\n } else {\n $objectType = 'Opportunity';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'StageName';\n }\n\n $headers = [];\n if ($this->config->trigger_assignment_rules === false) {\n // @see: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/headers_autoassign.htm\n $headers = [\n 'Sforce-Auto-Assign' => 'false',\n ];\n }\n\n $this->updateRecord($objectType, $objectId, [$objectStageType => $stage->name], $headers);\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, '001')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, '003')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, '00Q')) {\n return 'lead';\n }\n\n if (Str::startsWith($objectId, '006')) {\n return 'opportunity';\n }\n\n if (Str::startsWith($objectId, '00U')) {\n return 'event';\n }\n\n if (Str::startsWith($objectId, '00T')) {\n return 'task';\n }\n\n throw new \\InvalidArgumentException('Unsupported Object Type');\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n $query = $queryBuilder->buildGetUsersQuery($userToSearch);\n\n try {\n $salesforceUsers = $this->queryHandler->query($query, [\n 'active' => true,\n ]);\n } catch (NoResultsException $e) {\n $this->logger->info('[Salesforce] Sync Profiles. No users found', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n $teamRepository = app(TeamRepository::class);\n $customRules = $this->getCustomProfileRules($teamRepository);\n\n foreach ($salesforceUsers as $crmUser) {\n if ($crmUser['Email'] === null) {\n continue;\n }\n\n if (! $this->customProfileValidation($crmUser, $customRules)) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $crmUser['Email']);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $edition = $crmUser['UserPreferencesLightningExperiencePreferred']\n ? Profile::EDITION_LIGHTNING\n : Profile::EDITION_CLASSIC;\n\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->updateOrCreateProfile(\n $user,\n [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $crmUser['Id'],\n ],\n [\n 'user_id' => $user->getId(),\n 'edition' => $edition,\n 'has_external_cti' => ! empty($crmUser['CallCenterId']),\n 'crm_profile_id' => $crmUser['ProfileId'],\n ]\n );\n\n if ($userToSearch instanceof User && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n // Clean up inactive profiles\n try {\n $this->archiveInactiveProfiles();\n } catch (\\Exception $e) {\n $this->logger->warning('[Salesforce] Profile archiving failed', [\n 'teamId' => $this->team->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n // For Salesforce it's easy, we just point every object to the apex domain and they handle it.\n switch ($objectType) {\n case 'lead':\n case 'account':\n case 'contact':\n case 'opportunity':\n case 'task':\n case 'event':\n case 'activity':\n\n $url = $this->config->crm_base_url . '/' . $providerId;\n\n break;\n }\n\n return $url;\n }\n\n public function buildTaskSearchFields(): array\n {\n return ['Id', 'WhoId', 'WhatId', 'AccountId'];\n }\n\n public function getTaskByFilterConditions(\n array $fields,\n array $filters,\n bool $bulkSearch = false,\n bool $strictFilters = true\n ): ?array {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildSearchTaskQuery($fields, $filters, $bulkSearch, $strictFilters);\n\n try {\n if (! $bulkSearch) {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n }\n\n if ($bulkSearch) {\n $objects = $this->queryHandler->query($query);\n $records = [];\n foreach ($objects as $record) {\n $key = $record[end($fields)];\n $records[$key] = $record;\n }\n\n return $records;\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function mapCrmObjects(array $task): array\n {\n $activityData = [];\n\n if (! empty($task['WhoId'])) {\n $type = $this->parseObjectType($task['WhoId']);\n $activityData[$type] = $task['WhoId'];\n }\n if (! empty($task['AccountId'])) {\n $activityData['account'] = $task['AccountId'];\n }\n if (! empty($task['WhatId'])) {\n $activityData['opportunity'] = $task['WhatId'];\n }\n\n return $activityData;\n }\n\n /**\n * Get SF task by Outreach call id.\n */\n public function getTaskByFilter(\n string $activityFieldType,\n array $filters,\n string $operator = '=',\n array $additionalFields = []\n ): ?array {\n $data = [];\n\n try {\n // Default (base) fields.\n $fields = ['Id', 'Subject', 'Description', 'ActivityDate', 'WhoId', 'WhatId', $activityFieldType];\n\n foreach ($additionalFields as $additionalField) {\n $fields[] = $additionalField->crm_provider_id;\n }\n\n $fields = array_unique($fields);\n\n // Find task with the same Outreach id as the call id.\n $query = 'SELECT ' . implode(',', $fields) . '\n FROM Task\n WHERE IsArchived = false AND IsDeleted = false';\n\n foreach ($filters as $key => $value) {\n $key = preg_quote($key, '/');\n $key = str_replace(['\\'', '\"'], '', $key);\n // Prepare the substitution.\n $strKey = \":$key\";\n\n $query .= \" AND $key $operator $strKey\";\n }\n\n $query .= ' ORDER BY LastModifiedDate DESC LIMIT 1';\n\n $objects = $this->queryHandler->query($query, $filters);\n\n // There should be only one task related to this call if any.\n if ($objects->count() === 1) {\n $object = $objects->current();\n\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n\n $data = array_merge($object, [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'summary' => $object['Description'],\n 'due' => $dueDate,\n 'Type' => $object[$activityFieldType],\n ]);\n }\n } catch (NoResultsException $e) {\n // Filters don't match any records.\n } catch (ServiceUnavailableException $serviceUnavailableException) {\n // Service cannot be queried. We should probably log this.\n }\n\n return $data;\n }\n\n /**\n * Get Salesforce fields including datetime fields\n *\n * @param $objectType\n */\n private function getAllFieldsAsArray($objectType): array\n {\n $basicFields = [];\n // Not all users have access to all object fields.\n if ($this->profile->{$objectType . '_fields'}) {\n $basicFields = explode(',', $this->profile->{$objectType . '_fields'});\n }\n\n $extraFields = [\n 'CreatedDate',\n 'LastModifiedDate',\n 'IsDeleted',\n ];\n\n if ($objectType === self::OBJECT_OPPORTUNITY\n && $this->config->opportunity_value_field_id\n && ! in_array($this->config->opportunityValueField->crm_provider_id, $basicFields)\n ) {\n $extraFields[] = $this->config->opportunityValueField->crm_provider_id;\n }\n\n return array_unique(array_merge($basicFields, $extraFields));\n }\n\n /**\n * Generate transcription for activity description.\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 return $this->transcriptionService\n ->findTranscriptionByActivity($activity)\n ->map(static function (array $transcriptionSegment): string {\n return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];\n })\n ->implode(PHP_EOL);\n }\n\n /**\n * Find related Salesforce event based on activity data\n *\n * @return array<string>\n */\n public function fetchRelatedActivity(Activity $activity): array\n {\n $this->logger->info('[Salesforce] Searching for related activity', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n ]);\n\n $sfEvent = $this->fetchRelatedEvent($activity);\n if (empty($sfEvent)) {\n $this->logger->info('[Salesforce] No related activity found', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n 'account' => $activity->hasAccount()\n ? $activity->getAccount()->getCrmProviderId()\n : null,\n ]);\n\n return [];\n }\n\n return $sfEvent;\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n if ($activity->isTypeConference() === false) {\n return null;\n }\n\n if ($activity->hasActualStartTime() === false && $activity->hasScheduledStartTime() === false) {\n return null;\n }\n\n if (! $activity->hasProspect()) {\n $this->logger->info('[Salesforce] Skip look up, Activity not linked to Lead, Contact or Account', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n if ($playbook !== null && $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_TASK) {\n $this->logger->info('[Salesforce] Skip auto-sync for task-based playbook', [\n 'activityUuid' => $activity->getUuid(),\n 'playbookId' => $playbook->getId(),\n 'playbookType' => $playbook->getActivityType(),\n ]);\n\n return null;\n }\n\n try {\n $sfEvent = $this->fetchRelatedActivity($activity);\n if (empty($sfEvent)) {\n return null;\n }\n\n [$activityField, $activityType] = $this->resolveActivityTypeFromEvent($activity, $sfEvent);\n\n $this->logger->info('[Salesforce] Found related activity', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'activityFieldName' => $activityField,\n 'crmActivityType' => ($activityField !== null && isset($sfEvent[$activityField]))\n ? $sfEvent[$activityField]\n : null,\n 'activityType' => $activityType,\n ]);\n\n $userId = $this->findRelatedActivityUserId($activity, $sfEvent);\n\n if ($activity->getUserId() !== $userId) {\n $this->logger->info('[Salesforce] Updating meeting owner', [\n 'activityId' => $activity->getUuid(),\n 'oldUserId' => $activity->getUserId(),\n 'newUserId' => $userId,\n ]);\n }\n\n $this->updateSfEventDescription($activity, $sfEvent);\n\n $activity->update([\n 'user_id' => $userId,\n 'crm_provider_id' => $sfEvent['Id'],\n 'playbook_category_id' => $activityType->id ?? $activity->getCategory()?->getId(),\n ]);\n\n $this->logger->info('[Salesforce] Activity updated', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return $activity;\n } catch (\\Exception $exception) {\n \\Sentry::captureException($exception);\n\n throw $exception;\n }\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n *\n * @return array{0: string|null, 1: mixed}\n */\n private function resolveActivityTypeFromEvent(Activity $activity, array $sfEvent): array\n {\n $activityField = $this->getActivityFieldName($activity);\n $activityType = null;\n\n if ($activityField !== null && ! empty($sfEvent[$activityField])) {\n $playbook = $this->getPlaybook($activity->getUser());\n $activityType = $this->getPlaybookCategory($playbook, strval($sfEvent[$activityField]));\n }\n\n return [$activityField, $activityType];\n }\n\n /**\n * @param array<string> $sfEvent\n */\n private function findRelatedActivityUserId(Activity $activity, array $sfEvent): int\n {\n $userId = $activity->getUserId();\n\n if (empty($sfEvent['OwnerId']) === false) {\n $profile = $this\n ->config\n ->profiles()\n ->where('crm_provider_id', $sfEvent['OwnerId'])\n ->get()\n ->filter(static function (Profile $profile) use ($activity): bool {\n if (! $activity->isTypeConference()) {\n return ! empty($profile->user) ? $profile->user->isStatusActive() : false;\n }\n\n $participants = $activity->getParticipants();\n\n return ! empty($profile->user)\n ? $profile->user->isStatusActive()\n && $profile->user->hasPermission(PermissionEnum::RECORD_MEETING)\n && $participants->contains('user_id', $profile->user_id)\n : false;\n })\n ->first();\n\n if ($profile) {\n $userId = $profile->user_id;\n }\n }\n\n return $userId;\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n */\n private function updateSfEventDescription(Activity $activity, array $sfEvent): void\n {\n try {\n if (str_contains($sfEvent['Description'], $activity->id_string)) {\n return;\n }\n\n $payload = [\n 'Description' => $sfEvent['Description']\n . PHP_EOL\n . PHP_EOL\n . (new DecorateActivity())->generateDescription($activity),\n ];\n\n $this->logger->info('[Salesforce] Update record', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'payload' => $payload,\n ]);\n\n $payload = array_merge(\n $payload,\n $this->payloadBuilder->fetchCustomFieldData($activity, Field::OBJECT_EVENT)\n );\n\n $this->updateRecord('Event', $sfEvent['Id'], $payload);\n } catch (\\Exception) {\n $this->logger->error('[Salesforce] Failed to update record', [\n 'activityUuid' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n ]);\n }\n }\n\n /**\n * Returns the most recently modified Event within time range (if any).\n *\n * @return array|null An Event record from Salesforce.\n */\n private function fetchRelatedEvent(Activity $activity): ?array\n {\n $ownerId = $this->profile?->crm_provider_id;\n if ($ownerId === null) {\n return [];\n }\n\n /** @var ?Carbon $from */\n /** @var ?Carbon $to */\n [$from, $to] = $this->getFromToDates($activity);\n\n try {\n $whoId = null;\n $hasWho = $activity->lead_id || $activity->contact_id;\n if ($hasWho) {\n $whoId = $activity->hasLead()\n ? $activity->getLead()->crm_provider_id\n : $activity->getContact()->crm_provider_id;\n }\n\n if ($hasWho === false && $activity->account_id === null) {\n return null;\n }\n\n $query = $this->buildFetchRelatedEventQuery($activity);\n\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $ownerId,\n 'whoId' => $whoId,\n 'whatId' => $activity->hasOpportunity() ? $activity->getOpportunity()->crm_provider_id : null,\n 'accountId' => $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null,\n 'from' => $from?->format('Y-m-d\\TH:i:s\\Z'),\n 'to' => $to?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($objects as $object) {\n return $object;\n }\n } catch (NoResultsException $e) {\n return [];\n }\n\n return [];\n }\n\n private function getFromToDates(Activity $activity): array\n {\n $from = null;\n $to = null;\n\n /** @var ?CalendarEvent $calendarEvent */\n $calendarEvent = $activity->calendarEvent()->first();\n if ($calendarEvent !== null) {\n $from = $calendarEvent->getStartTime();\n $to = $calendarEvent->getEndTime();\n }\n\n // For non-calendar imported activities\n // Also double check if calendar event dates could be null?\n // If null use what we've got so far\n if ($from === null || $to === null) {\n $from = $activity->hasScheduledStartTime()\n ? $activity->getScheduledStartTime()\n : $activity->getActualStartTime();\n $to = $activity->hasScheduledEndTime()\n ? $activity->getScheduledEndTime()->addMinutes(15)\n : $activity->getActualEndTime();\n }\n\n return [$from, $to];\n }\n\n /**\n * Determines the appropriate activity field name for querying Salesforce events.\n *\n * This method follows a hierarchy to determine the field name:\n * 1. Uses the playbook's activity field if it exists and is in the profile's accessible fields\n * 2. Falls back to the default activity field if the profile has no event fields configured\n * 3. Returns null if no suitable field is found\n *\n * @param Activity $activity The activity to determine the field for\n *\n * @return string|null The field name to use in queries, or null if none is available\n */\n private function getActivityFieldName(Activity $activity): ?string\n {\n if ($this->profile === null) {\n $this->logger->warning('[Salesforce] Cannot determine activity field - profile not found', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $profileEventFields = $this->profile->getFieldsAsArray('event');\n\n if (empty($profileEventFields)) {\n $defaultActivityField = $this->getDefaultActivityField(Field::OBJECT_EVENT);\n $defaultFieldName = $defaultActivityField?->getAttribute('crm_provider_id');\n // Profile not yet synced — fall back to the default activity field.\n // There is a small chance that the profile won't have Default Activity Type field access\n // in which case the query will fail.\n // This is however an edge case and should be reviewed for profile sync issues.\n Sentry::withScope(function (\\Sentry\\State\\Scope $scope) use ($defaultFieldName): void {\n $scope->setContext('details', [\n 'profileId' => $this->profile->id,\n 'defaultField' => $defaultFieldName,\n ]);\n Sentry::captureMessage(\n '[Salesforce] Profile event fields empty, falling back to default activity field.',\n \\Sentry\\Severity::warning()\n );\n });\n\n return $defaultFieldName;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n\n if (! is_null($playbook) && ! is_null($playbook->getActivityField())) {\n $playbookFieldName = $playbook->getActivityField()->getAttribute('crm_provider_id');\n\n if (in_array($playbookFieldName, $profileEventFields, true)) {\n return $playbookFieldName;\n }\n\n $this->logger->warning('[Salesforce] Playbook activity field not found in profile fields', [\n 'activityId' => $activity->getUuid(),\n 'playbookField' => $playbookFieldName,\n 'profileId' => $this->profile->id,\n ]);\n }\n\n return null;\n }\n\n private function buildFetchRelatedEventQuery(Activity $activity): string\n {\n $hasWho = $activity->lead_id || $activity->contact_id;\n\n $activityFieldName = $this->getActivityFieldName($activity);\n $fields = array_filter(['Id', 'Description', 'OwnerId', $activityFieldName]);\n\n $ownerCondition = '(OwnerId = :ownerId OR CreatedById = :ownerId)';\n\n $query = '\n SELECT ' . implode(',', $fields) . '\n FROM Event\n WHERE ' . $ownerCondition . '\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= :from\n AND EndDateTime <= :to\n AND (';\n\n $operator = '';\n if ($activity->account_id) {\n // This covers events tied to a related contact or opportunity too.\n $query .= 'AccountId = :accountId';\n\n $operator = ' OR ';\n }\n\n if ($hasWho) {\n $query .= $operator . 'WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($activity->opportunity_id) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ') ORDER BY LastModifiedDate DESC';\n\n return $query;\n }\n\n public function fetchProspect(array $task): array\n {\n $lead = $account = $opportunity = $contact = $stage = $countryCode = null;\n $externalId = $task['WhoId'] ?? null;\n\n // Lead or Contact\n if ($externalId) {\n try {\n [$lead, $account, $opportunity, $contact, $stage, $countryCode] = $this->parseRecords($externalId);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n // If we happen to know the opportunity or account from the Task, figure that out.\n if (empty($task['WhatId']) === false) {\n // WhatId could be either Account ID or Opportunity ID.\n // If WhatId is Opportunity ID, get the opportunity and stage from the CRM.\n try {\n [, $account, $opportunity, , $stage, ] = $this->parseRecords($task['WhatId']);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n return [$lead, $account, $opportunity, $contact, $stage, $countryCode];\n }\n\n /**\n * Save activity transcription summary as note\n */\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n return $this->saveNote($title, $body, (string) $objectId);\n }\n\n public function getObjectByFilterConditions(string $objectType, array $fields, array $filters): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildObjectSearchQuery($objectType, $fields, $filters);\n\n try {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n private function getCustomProfileRules(TeamRepository $teamRepository): array\n {\n $teamSettings = $teamRepository->getTeamSetting($this->team, 'custom_profile_validation');\n\n if ($teamSettings instanceof TeamSettings && $teamSettings->getValueType() === 'array') {\n $customRules = json_decode($teamSettings->getValue(), true);\n if (is_array($customRules)) {\n return $customRules;\n }\n }\n\n return [];\n }\n\n private function customProfileValidation(array $crmUser, array $customRules): bool\n {\n foreach ($customRules as $customRule) {\n if ($crmUser[$customRule['field']] !== $customRule['value']) {\n return false;\n }\n }\n\n return true;\n }\n\n /**\n * When syncing Contact / Lead / Account / Opportunity / Stage crm entities,\n * validate and restore locally trashed objects,\n * before updating them. Objects are identified by CrmProviderId\n */\n private function restoreAnyTrashedEntity(HasMany $targetEntity, string $crmProviderId): void\n {\n $recordExists = $targetEntity->withTrashed()->where(['crm_provider_id' => $crmProviderId])->first();\n if ($recordExists && $recordExists->trashed()) {\n $recordExists->restore();\n }\n }\n\n #[\\Override] public function supportsNotes(): bool\n {\n return true;\n }\n\n private function getOwnerProfile(?string $ownerId): ?Profile\n {\n if ($ownerId === null) {\n return null;\n }\n\n return $this->config->profiles()\n ->where('crm_provider_id', $ownerId)\n ->first();\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextField","text":"Current version","depth":1,"on_screen":true,"value":"Current version","help_text":"text/plain","role_description":"text field","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Salesforce;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Illuminate\\Database\\Eloquent\\Relations\\HasMany;\nuse Illuminate\\Events\\Dispatcher;\nuse Illuminate\\Support\\Facades\\Cache;\nuse Illuminate\\Support\\Facades\\Log;\nuse Illuminate\\Support\\Str;\nuse Jiminny\\Component\\Country\\CountriesMap;\nuse Jiminny\\Contracts\\Acl\\PermissionEnum;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ImportsBusinessProcessesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceBatchSyncInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteNoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SearchTaskInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmProfileRecordTypesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Enums\\CrmObject;\nuse Jiminny\\Events\\Activities\\Crm\\LeadConverted;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpBadRequestException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\NoResultsException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Calendar\\CalendarEvent;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\ContactRole;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Crm\\RecordType;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\TeamSettings;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\Crm\\RecordTypeFieldValuesRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Helpers\\ArrayIterator;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldHelper;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldTypeConverter;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\FollowupActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\LogActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\RecordManipulationsTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Jiminny\\Utils\\StringUtil;\nuse Ramsey\\Uuid\\Uuid;\nuse Sentry\\Laravel\\Facade as Sentry;\n\nclass Service extends BaseService implements\n SalesforceInterface,\n SalesforceBatchSyncInterface,\n SyncCrmEntitiesInterface,\n SyncCrmProfileRecordTypesInterface,\n ImportsBusinessProcessesInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SearchTaskInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n RemoteNoteEntityManipulationInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncFieldsTrait;\n use DeleteObjectsTrait;\n use RecordManipulationsTrait;\n use ServiceTraits\\BatchSyncTrait;\n use FollowupActivityTrait;\n use LogActivityTrait;\n\n /**\n * Note Body Limit for the Old Note-Taking Tool\n *\n * @var int\n */\n private const int CLASSIC_NOTE_MAX_LENGTH = 32000;\n\n /**\n * Note Content Limit for the New Notes\n *\n * @var int\n */\n private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;\n\n private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';\n\n private const int CACHE_TTL = 600;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400\n\n /**\n * @var Client\n */\n protected $client;\n\n protected PayloadBuilder $payloadBuilder;\n protected QueryHandler $queryHandler;\n\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(\n Client $client,\n PayloadBuilder $payloadBuilder,\n protected Dispatcher $eventDispatcher,\n private readonly CountriesMap $countriesMap,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->payloadBuilder = $payloadBuilder;\n $this->queryHandler = app(QueryHandler::class, [\n 'client' => $this->client,\n 'logger' => $this->logger,\n ]);\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Salesforce';\n }\n\n public function getJobDelay(): int\n {\n return 1;\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);\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 ($activity, $crmProviderId) {\n $playbook = $this->getPlaybookFromActivity($activity);\n\n if ($playbook === null) {\n $this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [\n 'activity' => $activity->getId(),\n 'crm_provider_id' => $crmProviderId,\n ]);\n\n return false;\n }\n\n $objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';\n\n try {\n $record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);\n\n return ! empty($record) && ($record['IsDeleted'] ?? false) === false;\n } catch (HttpNotFoundException|HttpBadRequestException) {\n $this->logger->info('[Salesforce] Activity record not found during verification', [\n 'activity' => $activity->getId(),\n 'object_type' => $objectType,\n 'crm_provider_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n });\n }\n\n public function query(string $queryToRun, array $parameters = []): QueryIterator\n {\n // Due to poorly designed external calls, this method cannot be entirely removed\n return $this->queryHandler->query($queryToRun, $parameters);\n }\n\n /*=========== Organization Information ===============*/\n\n /**\n * Get a list of all the API Versions for the instance.\n *\n * @throws CrmException\n *\n * @return mixed\n *\n */\n public function getApiVersions()\n {\n $url = $this->config->crm_base_url . '/services/data';\n\n $response = $this->client->get($url);\n\n return json_decode($response->getBody(), true);\n }\n\n /**\n * Gets the valid recordTypes for a given Salesforce Object via the describe API.\n */\n private function getRecordTypes(string $crmObject): array\n {\n $url = $this->client->getObjectsUrl() . $crmObject . '/describe';\n\n $response = $this->client->get($url);\n $jsonResponse = json_decode($response->getBody(), true);\n\n $fields = [];\n foreach ($jsonResponse['recordTypeInfos'] as $row) {\n $fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];\n }\n\n return $fields;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n $defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::defaultTaskFields()\n : FieldDefinitions::defaultEventFields();\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 return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'Type',\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, Playbook::ACTIVITY_TYPE_EVENT];\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::taskFollowupFieldsFilter()\n : FieldDefinitions::eventFollowupFieldsFilter();\n\n foreach ($fieldFilter as $eachFilter) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n /**\n * This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually\n * Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType\n * Needs to be replaced later on\n */\n public function syncField(Field $field): void\n {\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)\n ? 'activity'\n : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $metadata = $sfField['Metadata'];\n\n $field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);\n $field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());\n $field->is_mandatory = ($metadata['required'] === true);\n $field->length = $metadata['length'];\n $field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '\"'), 0, 191);\n $field->save();\n } else {\n $query = '\n SELECT\n Id, DataType, DeveloperName, Label, Length, Description\n FROM\n FieldDefinition\n WHERE\n DurableId = :entityName';\n\n $entityName = $field->getEntityName();\n $sfFields = $this->queryHandler->metadata($query, [\n 'entityName' => $entityName,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $convertedType = $this->convertFieldType($sfField['DataType'], $entityName);\n $label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);\n\n if ($field->isBusinessType()) {\n $label = 'Opportunity Type';\n }\n\n $field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);\n $field->label = $label;\n $field->type = $convertedType;\n $field->length = $sfField['Length'];\n $field->save();\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n private function convertFieldType(string $from, ?string $entityName = null): string\n {\n $converter = new FieldTypeConverter();\n\n return $converter->convert($from, $entityName);\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?\n 'activity' : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $valueSet = $sfField['Metadata']['valueSet'];\n\n if ($valueSet['valueSetName'] === null) {\n // Local picklist values can be obtained easily.\n $picklistValues = $valueSet['valueSetDefinition']['value'];\n } else {\n // But for some fields, we just get the Global Value Picklist pointer so need to do more work.\n $picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);\n }\n\n // Import all active values.\n foreach ($picklistValues as $i => $sfFieldValue) {\n // Setup default value.\n if ($sfFieldValue['default']) {\n $field->update(['default_value' => $sfFieldValue['valueName']]);\n }\n\n // This comes through as null if active (lol).\n if ($sfFieldValue['isActive'] !== false) {\n $values[] = [\n 'value' => $sfFieldValue['valueName'],\n 'label' => $sfFieldValue['valueName'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['default'],\n ];\n }\n }\n } else {\n $objectFields = $this->getObjectFields($field->object_type);\n $fieldId = $field->crm_provider_id;\n\n // Only work with our field of interest.\n $objectField = array_filter($objectFields, function ($item) use ($fieldId) {\n return $item['name'] === $fieldId;\n });\n\n $objectField = array_shift($objectField);\n if (empty($objectField['picklistValues']) === false) {\n foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {\n // Skip inactive values.\n if ($sfFieldValue['active'] === false) {\n continue;\n }\n\n // Setup default value.\n if ($sfFieldValue['defaultValue']) {\n $field->update(['default_value' => $sfFieldValue['value']]);\n }\n\n $values[] = [\n 'value' => $sfFieldValue['value'],\n 'label' => $sfFieldValue['label'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['defaultValue'],\n ];\n }\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'], $fieldsToPurge, true)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n // Get IDs of the values to be deleted\n $valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);\n $valuesToDeleteIds = $valuesToDelete->pluck('id');\n if (! $valuesToDeleteIds->isEmpty()) {\n $recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);\n $recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());\n\n // Now safely delete from crm_field_values\n $valuesToDelete->delete();\n }\n\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n return $fieldValues;\n }\n\n /**\n * Gets values from Global Value Picklists.\n */\n private function importGlobalValuePicklistValues(string $picklistName): array\n {\n $query = '\n SELECT\n Metadata\n FROM\n GlobalValueSet\n WHERE\n DeveloperName = :picklistName\n LIMIT 1';\n\n try {\n $sfValues = $this->queryHandler->metadata($query, [\n 'picklistName' => $picklistName,\n ]);\n\n // There is always 1 result at this point.\n $sfValue = $sfValues->current();\n\n return $sfValue['Metadata']['customValue'];\n } catch (NoResultsException $noResultsException) {\n // Nothing returned.\n\n return [];\n }\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileRecordTypes(): void\n {\n $objectTypes = [\n 'lead',\n 'account',\n 'contact',\n 'opportunity',\n 'task',\n 'event',\n ];\n\n foreach ($objectTypes as $objectType) {\n try {\n $crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));\n\n foreach ($crmRecordTypes as $crmRecordType) {\n // If the record type is default and not the Master type, set this.\n if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmRecordType['recordTypeId'])\n ->first();\n\n if ($recordType) {\n $this->profile->{$objectType . '_record_type_id'} = $recordType->id;\n }\n }\n }\n } catch (HttpNotFoundException $exception) {\n Log::error('No access to ' . $objectType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n if ($this->profile->isDirty()) {\n $this->profile->save();\n }\n }\n\n /**\n * Gets business processes.\n */\n public function importBusinessProcesses(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, TableEnumOrId\n FROM\n BusinessProcess\n WHERE\n TableEnumOrId IN (\\'Lead\\',\\'Opportunity\\')';\n\n try {\n $sfProcesses = $this->queryHandler->query($query);\n\n // Upsert all processes for the team.\n foreach ($sfProcesses as $sfProcess) {\n /** @var BusinessProcess $businessProcess */\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $sfProcess['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => $sfProcess['Name'],\n 'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',\n 'is_selectable' => $sfProcess['IsActive'],\n ]);\n\n $this->importBusinessProcessStages($businessProcess);\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets business process stages.\n */\n private function importBusinessProcessStages(BusinessProcess $businessProcess): void\n {\n $query = '\n SELECT\n Metadata\n FROM\n BusinessProcess\n WHERE\n Id = :processId';\n\n try {\n $stages = [];\n $sfProcessStages = $this->queryHandler->metadata($query, [\n 'processId' => $businessProcess->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfProcessStage = $sfProcessStages->current();\n\n // Upsert all processes for the team.\n foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {\n $sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: \"%2C\" becomes \",\" etc.\n\n $stage = $businessProcess->crm->stages()\n // This MUST match on label because this API doesn't use API Name.\n ->where('label', $sanitizedName)\n ->where('type', $businessProcess->type)\n ->where('is_selectable', 1)\n ->first();\n\n if ($stage) {\n $stages[] = $stage->id;\n }\n }\n\n $businessProcess->stages()->sync($stages);\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets record types.\n */\n public function importRecordTypes(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, BusinessProcessId, SobjectType\n FROM\n RecordType';\n\n try {\n $sfRecordTypes = $this->queryHandler->query($query);\n\n // Upsert all record types for the process.\n foreach ($sfRecordTypes as $sfRecordType) {\n $businessProcess = null;\n if ($sfRecordType['BusinessProcessId']) {\n $businessProcess = $this->config->businessProcesses()\n ->where('crm_provider_id', $sfRecordType['BusinessProcessId'])\n ->first();\n }\n\n /** @var RecordType $recordType */\n $recordType = $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $sfRecordType['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'type' => mb_strtolower($sfRecordType['SobjectType']),\n 'name' => $sfRecordType['Name'],\n 'is_selectable' => $sfRecordType['IsActive'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n $this->importRecordTypeFieldValues($recordType);\n }\n } catch (NoResultsException $noResultsException) {\n // Do nothing.\n }\n }\n\n /**\n * Import record type - field value mappings. This only works for standard fields.\n */\n private function importRecordTypeFieldValues(RecordType $recordType): void\n {\n try {\n $query = '\n SELECT\n Metadata\n FROM\n RecordType\n WHERE\n Id = :recordTypeId';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'recordTypeId' => $recordType->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $picklists = $sfField['Metadata']['picklistValues'];\n\n foreach ($picklists as $picklist) {\n $field = $this->config->fields()->where([\n 'type' => Field::TYPE_PICKLIST,\n 'object_type' => $recordType->type,\n 'crm_provider_id' => $picklist['picklist'],\n ])->first();\n\n if ($field) {\n $fieldValues = [];\n\n foreach ($picklist['values'] as $value) {\n // Must decode: \"%2C\" becomes \",\" etc.\n $fieldValue = $field->values()\n ->where('value', urldecode($value['valueName']))\n ->first();\n\n if ($fieldValue) {\n $fieldValues[] = $fieldValue->id;\n }\n }\n\n $recordType->fieldValues()->sync($fieldValues);\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $params = [];\n $missingStage = null;\n if ($types === null) {\n $types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];\n }\n\n foreach ($types as $type) {\n if ($type === Stage::TYPE_LEAD) {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, SortOrder\n FROM\n LeadStatus';\n } else {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability\n FROM\n OpportunityStage';\n }\n\n if ($missingStageName) {\n $escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);\n\n $query .= ' WHERE ApiName = :stageName';\n\n $params = [\n 'stageName' => $escapedStageName,\n ];\n }\n\n try {\n $sfStages = $this->queryHandler->query($query, $params);\n } catch (NoResultsException $exception) {\n $sfStages = [];\n }\n\n $missingStage = null;\n\n // Upsert all stages for the team.\n foreach ($sfStages as $sfStage) {\n $selectable = true;\n if (array_key_exists('IsActive', $sfStage)) {\n $selectable = $sfStage['IsActive'];\n }\n\n $this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);\n\n $stage = $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $sfStage['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),\n 'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),\n 'type' => $type,\n 'sequence' => $sfStage['SortOrder'] ?? 0,\n 'is_selectable' => $selectable,\n 'probability' => $sfStage['DefaultProbability'] ?? null,\n ]);\n\n if ($missingStageName && $missingStageName === $sfStage['ApiName']) {\n $missingStage = $stage;\n }\n }\n\n if ($missingStageName && $missingStage === null) {\n // If they requested a stage that still doesn't exist, it must be inactive so lazy create it.\n $missingStage = $this->config->stages()->create([\n 'crm_provider_id' => Uuid::uuid4(),\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($missingStageName, 0, 50),\n 'label' => mb_strimwidth($missingStageName, 0, 191),\n 'type' => $type,\n 'sequence' => 0,\n 'is_selectable' => 0,\n ]);\n }\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('lead');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Lead\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfLeads = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfLeads as $sfLead) {\n // Only sync if previously imported.\n if ($this->hasLead($sfLead['Id'])) {\n $this->importLead($sfLead);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n $fields = $this->getAllFieldsAsArray('lead');\n\n $sfLead = $this->getRecord('Lead', $crmId, $fields);\n\n return $this->importLead($sfLead);\n }\n\n private function importLead($crmData): ?Lead\n {\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['Status'])) {\n // Get the current stage.\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['Status'])\n ->where('type', Stage::TYPE_LEAD)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);\n }\n }\n\n // If we have no way of importing this, just return null :(\n if ($stage === null) {\n return null;\n }\n\n $countryCode = $crmData['CountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['Country']) !== false) {\n $countryCode = $this->convertCountryNameToCode($crmData['Country']);\n }\n\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n $mobilePhone = null;\n if (empty($crmData['MobilePhone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['MobilePhone'], 0, 25);\n $mobilePhone = phone_e164($countryCode, $number);\n }\n\n $convertedDate = null;\n $convertedAccount = null;\n $convertedOpportunity = null;\n $convertedContact = null;\n\n if ($crmData['IsConverted'] == 'true') {\n $convertedDate = $crmData['ConvertedDate'];\n\n if (empty($crmData['ConvertedAccountId']) === false) {\n $convertedAccount = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmData['ConvertedAccountId'])\n ->first();\n\n if ($convertedAccount === null) {\n try {\n $convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedOpportunityId']) === false) {\n $convertedOpportunity = $this->config\n ->opportunities()\n ->where('crm_provider_id', $crmData['ConvertedOpportunityId'])\n ->first();\n\n if ($convertedOpportunity === null) {\n try {\n $convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedContactId']) === false) {\n $convertedContact = $this->team\n ->crm\n ->contacts()\n ->where('crm_provider_id', $crmData['ConvertedContactId'])\n ->first();\n\n if ($convertedContact === null) {\n try {\n $convertedContact = $this->syncContact($crmData['ConvertedContactId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n }\n\n if (empty($crmData['Company'])) {\n $company = 'Unknown';\n } else {\n $company = mb_strimwidth($crmData['Company'], 0, 191);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? '',\n 'company' => $company,\n 'domain' => $domain,\n 'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',\n 'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,\n 'phone' => $parsedNumber['phone'],\n 'ext' => $parsedNumber['ext'] ?? null,\n 'mobile_phone' => $mobilePhone,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Lead::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'stage_id' => $stage->id,\n 'record_type_id' => null,\n 'converted_at' => $convertedDate,\n 'converted_account_id' => $convertedAccount->id ?? null,\n 'converted_opportunity_id' => $convertedOpportunity->id ?? null,\n 'converted_contact_id' => $convertedContact->id ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);\n\n /** @var Lead $lead */\n $lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {\n $this->eventDispatcher->dispatch(new LeadConverted($lead));\n }\n\n $this->handleObjectDeletion($lead, $crmData);\n\n if ($lead->trashed()) {\n return null;\n }\n\n return $lead;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('account');\n\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Account\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfAccounts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfAccounts as $sfAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($sfAccount['Id'])) {\n $this->importAccount($sfAccount);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n $fields = $this->getAllFieldsAsArray('account');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfAccount = $this->getRecord('Account', $crmId, $fields);\n\n return $this->importAccount($sfAccount);\n }\n\n private function importAccount($crmData): Account\n {\n $countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country names.\n if ($countryCode === null && empty($crmData['BillingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);\n }\n\n if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);\n }\n\n if (empty($crmData['Phone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'], 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n $industry = null;\n if (empty($crmData['Industry']) === false) {\n $industry = mb_strimwidth($crmData['Industry'], 0, 40);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'],\n 'name' => mb_strimwidth($crmData['Name'], 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Account::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'industry' => $industry,\n 'domain' => $domain,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);\n\n /** @var Account $account */\n $account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($account, $crmData);\n\n return $account;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n $logParams = $parameters;\n $parameters['profile'] = $this->profile;\n $logParams['user'] = $this->profile->getUserId();\n\n if (count($strategies) > 1) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [\n 'teamId' => $this->team->getUuid(),\n 'params' => $logParams,\n 'strategies_count' => count($strategies),\n ]);\n }\n\n foreach ($strategies as $syncStrategy) {\n $name = $syncStrategy->getStrategyName();\n\n try {\n $sfOpportunities = $syncStrategy->fetchOpportunities($parameters);\n $totalRecords = $sfOpportunities->count();\n\n foreach ($sfOpportunities as $sfOpportunity) {\n $this->importOpportunity($sfOpportunity);\n $syncCount++;\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $noResultsException->getMessage(),\n ]);\n } catch (CrmException $crmException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $crmException->getMessage(),\n ]);\n }\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);\n\n // debug to see how if count of opportunities reaches 1000\n if ($syncCount >= 1000) {\n $this->logger->info(\n '[' . $this->getDisplayName() . '] Sync Opportunities - count warning',\n [\n 'team_id' => $this->team->getId(),\n 'params' => $logParams,\n 'count' => $syncCount,\n 'strategies_count' => count($strategies),\n 'total_records' => $totalRecords ?? null,\n ]\n );\n }\n\n return $syncCount;\n }\n\n\n /**\n * @inheritdoc\n */\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategy = $this->opportunitySyncStrategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY\n );\n\n $parameters = [\n 'profile' => $this->profile,\n 'crm_id' => $crmId,\n ];\n\n try {\n $sfOpportunity = $strategy->fetchOpportunities($parameters);\n } catch (HttpNotFoundException $e) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n ]);\n\n return null;\n } catch (CrmException $crmException) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n 'exception' => $crmException->getMessage(),\n ]);\n\n return null;\n }\n\n if ($sfOpportunity instanceof ArrayIterator) {\n return $this->importOpportunity($sfOpportunity->getItems());\n }\n\n return $this->importOpportunity($sfOpportunity);\n }\n\n /**\n * @throws HttpNotFoundException\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $account = null;\n if (empty($crmData['AccountId']) === false) {\n /** @var ?Account $account */\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $userId = $profile?->getUserId() ?? $account?->getUserId();\n if ($userId === null) {\n $this->logger->error('[Salesforce] | Skip import, no user_id found', [\n 'id' => $crmData['Id'],\n ]);\n\n return null;\n }\n\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['StageName'])) {\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['StageName'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->orderBy('is_selectable', 'DESC')\n ->orderBy('id')\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData['StageName']);\n }\n }\n\n $recordType = null;\n if (empty($crmData['RecordTypeId']) === false) {\n /** @var ?RecordType $recordType */\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmData['RecordTypeId'])\n ->first();\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $closeDate = null;\n if (empty($crmData['CloseDate']) === false) {\n $closeDate = Carbon::parse($crmData['CloseDate'])->format('Y-m-d');\n }\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $userId,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => mb_strimwidth($crmData['Name'] ?? '', 0, 128),\n 'value' => $crmData[$valueFieldName],\n 'currency_code' => CurrencyFormatter::formatCode($crmData['CurrencyIsoCode'] ?? null),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData['IsClosed'],\n 'is_won' => $crmData['IsWon'],\n 'stage_id' => $stage?->id ?? null,\n 'record_type_id' => $recordType->id ?? null,\n 'remotely_created_at' => $createdDate,\n 'probability' => $crmData['Probability'] ?? null,\n 'forecast_category' => $crmData['ForecastCategoryName'] ?? null,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->opportunities(), $crmData['Id']);\n\n // Do not allow locked DB tables & other errors\n // to interrupt the process of reverting the trashed opportunities\n try {\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()\n ->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n\n $this->importOpportunityCrmFieldData($crmData, $crmFields, $opportunity->id);\n\n $this->handleObjectDeletion($opportunity, $crmData);\n\n if ($opportunity->trashed()) {\n return null;\n }\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n } catch (Exception $exception) {\n Sentry::captureException($exception);\n\n $this->logger->error('[Salesforce] importOpportunity failure.', [\n 'crm_provider_id' => $crmData['Id'],\n 'team_id' => $this->team->id,\n 'exception' => $exception->getMessage(),\n ]);\n\n $this->handleEntityDeletionByProviderId($this->config->opportunities(), $crmData);\n }\n\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('contact');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Contact\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfContacts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfContacts as $sfContact) {\n // Only sync if previously imported.\n if ($this->hasContact($sfContact['Id'])) {\n $this->importContact($sfContact);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::CONTACT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n $fields = $this->getAllFieldsAsArray('contact');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync contact cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfContact = $this->getRecord('Contact', $crmId, $fields);\n\n return $this->importContact($sfContact);\n }\n\n private function importContact($crmData): ?Contact\n {\n $account = null;\n // Contacts may not have accounts...\n if (isset($crmData['AccountId'])) {\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $countryCode = $crmData['MailingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['MailingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['MailingCountry']);\n\n if ($countryCode === null && $account) {\n $countryCode = $account->country_code;\n }\n }\n\n $ext = null;\n $parsedNumber = [];\n if (empty($crmData['Phone']) === false) {\n $number = Str::limit($crmData['Phone'], 25, '');\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n if (empty($parsedNumber['ext']) === false) {\n $ext = Str::limit($parsedNumber['ext'], 10, '');\n }\n }\n\n $mobileNumber = null;\n if (empty($crmData['MobilePhone']) === false) {\n $mobileNumber = Str::limit(phone_e164($countryCode, $crmData['MobilePhone']), 25, '');\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => ($crmData['Name'] ?? null) !== null ? mb_strimwidth($crmData['Name'], 0, 100) : '',\n 'title' => ($crmData['Title'] ?? null) !== null ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => ($crmData['Email'] ?? null) !== null ? mb_strimwidth($crmData['Email'], 0, 191) : null,\n 'country_code' => $countryCode,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $ext,\n 'mobile_phone' => $mobileNumber,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Contact::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->contacts(), $crmData['Id']);\n\n /** @var Contact $contact */\n $contact = $this->config->contacts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($contact, $crmData);\n\n if ($contact->trashed()) {\n return null;\n }\n\n return $contact;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n $fields = [\n 'InstanceName',\n 'OrganizationType',\n 'IsSandbox',\n ];\n\n $orgValues = $this->getRecord('Organization', $this->config->crm_provider_id, $fields);\n\n $edition = null;\n switch ($orgValues['OrganizationType']) {\n case 'Developer Edition':\n $edition = Configuration::EDITION_DEVELOPER;\n\n break;\n\n case 'Professional Edition':\n $edition = Configuration::EDITION_PROFESSIONAL;\n\n break;\n\n case 'Enterprise Edition':\n $edition = Configuration::EDITION_ENTERPRISE;\n\n break;\n }\n\n $this->config->edition = $edition;\n $this->config->instance = $orgValues['InstanceName'];\n\n // XXX: How can this state be possible?\n if ($this->config->version === null) {\n $this->config->version = Client::MIN_API_VERSION;\n }\n\n $installedVersion = $this->getInstalledAppVersion();\n if ($installedVersion !== null) {\n $installedVersion = (string) $this->getInstalledAppVersion();\n }\n\n $this->config->installed_app_version = $installedVersion;\n\n $this->config->save();\n }\n\n public function getInstalledAppVersion(): ?string\n {\n try {\n $query = '\n SELECT\n SubscriberPackageVersion.MajorVersion,\n SubscriberPackageVersion.MinorVersion,\n SubscriberPackageVersion.PatchVersion,\n SubscriberPackageVersion.BuildNumber\n FROM\n InstalledSubscriberPackage\n WHERE\n SubscriberPackageId = :packageId\n ';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'packageId' => self::INSTALLED_PACKAGE_ID,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Grab version number.\n $version = $sfField['SubscriberPackageVersion']['MajorVersion'] .\n $sfField['SubscriberPackageVersion']['MinorVersion'] .\n $sfField['SubscriberPackageVersion']['PatchVersion'] .\n $sfField['SubscriberPackageVersion']['BuildNumber'];\n } catch (\\Exception) {\n $version = null;\n }\n\n return $version;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws \\Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For SF we also check if Log Notes is enabled.\n if ($this->profile->log_notes === Profile::LOG_NOTE_NONE) {\n return;\n }\n\n if ($activity->opportunity_id && $activity->prospect === null) {\n return;\n }\n\n try {\n $transcriptionData = $this->generateTranscription($activity);\n\n $noteMaxLength = $this->profile->log_notes === Profile::LOG_NOTE_ENHANCED\n ? self::ENHANCED_NOTE_MAX_LENGTH\n : self::CLASSIC_NOTE_MAX_LENGTH;\n\n $title = 'Transcript for ';\n $title .= $activity->title ?? $activity->activity_title;\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($transcriptionData, 0, $noteMaxLength);\n\n if ($activity->opportunity_id) {\n $objectId = $activity->opportunity->crm_provider_id;\n } else {\n $objectId = $activity->prospect->crm_provider_id;\n }\n\n $noteId = $this->saveNote($title, $body, $objectId);\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 public function saveNote(string $title, string $body, string $objectId, ?NoteObject $noteObject = null): ?string\n {\n $noteId = null;\n\n try {\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $noteId = $this->buildEnhancedNote($title, $body, $objectId);\n } else {\n $noteId = $this->buildClassicNote($title, $body, $objectId);\n }\n } catch (HttpNotFoundException $exception) {\n // The profile not having access to create Enhanced Notes. Set their preference to Classic.\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $this->profile->update([\n 'log_notes' => Profile::LOG_NOTE_CLASSIC,\n ]);\n }\n }\n\n return $noteId;\n }\n\n /**\n * This is using the \"Enhanced\" Notes feature, NOT the \"Notes & Attachments\" feature being deprecated.\n *\n * @url https://salesforce.stackexchange.com/questions/104408/how-can-i-create-an-account-note-or-contact-note-via-api-that-is-visible-in-sale\n */\n private function buildEnhancedNote(string $title, string $body, string $objectId): string\n {\n // Decode stored entities, escape HTML (without quoting), then convert line breaks for Salesforce formatting\n $decodedBody = html_entity_decode($body, ENT_QUOTES | ENT_HTML5);\n $sanitizedBody = htmlspecialchars($decodedBody, ENT_NOQUOTES, 'UTF-8', false);\n $content = nl2br($sanitizedBody, false);\n $note = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'Title' => $title,\n 'Content' => base64_encode($content),\n ];\n\n $noteId = $this->createRecord('ContentNote', $note);\n\n $link = [\n 'ContentDocumentId' => $noteId,\n 'LinkedEntityId' => $objectId,\n 'ShareType' => 'I',\n ];\n\n $this->createRecord('ContentDocumentLink', $link);\n\n return $noteId;\n }\n\n private function buildClassicNote(string $title, string $body, string $objectId): string\n {\n if (in_array($this->parseObjectType($objectId), [Field::OBJECT_TASK, Field::OBJECT_EVENT])) {\n $this->logger->info('[Salesforce] Summary not sent', [\n 'profile_id' => $this->profile->id,\n 'objectId' => $objectId,\n 'reason' => 'Classical Note does not support Task/Event relation',\n ]);\n\n return '';\n }\n\n $titleTrimmed = null;\n\n if (mb_strlen($title) > 80) {\n $titleTrimmed = substr($title, 0, 77) . '...';\n }\n $payload = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'IsPrivate' => false,\n 'Title' => $titleTrimmed ?? $title,\n 'Body' => $titleTrimmed ? $title . PHP_EOL . $body : $body,\n 'ParentId' => $objectId,\n ];\n\n return $this->createRecord('Note', $payload);\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n if ($this->profile === null) {\n return [];\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $limitValues = ['limit' => $this->limit, 'offset' => $this->offset];\n $sosl = $queryBuilder->buildFindQuery($name, $scopes, $limitValues);\n\n $this->logger->info('[Salesforce] Find prospects', [\n 'profile_id' => $this->profile->id,\n 'sosl_query' => $sosl,\n 'search_string' => $name,\n 'scopes' => $scopes,\n ]);\n\n $data = Cache::remember($this->profile->id . $sosl, self::CACHE_TTL, function () use ($sosl) {\n $data = [];\n\n try {\n // Hit remote API.\n $objects = $this->queryHandler->search($sosl);\n\n // Build mapped list.\n foreach ($objects as $object) {\n $type = strtolower($object['attributes']['type']);\n\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n 'crmUrl' => $this->generateProviderUrl($object['Id'], $type),\n ];\n\n switch ($type) {\n case 'lead':\n if (empty($object['Company']) === false) {\n $record['organization'] = $object['Company'];\n }\n\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_LEAD)\n ->where('name', $object['Status'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_LEAD], $object['Status']);\n }\n\n if ($stage) {\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n }\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n break;\n\n case 'account':\n if (empty($object['Industry']) === false) {\n $record['industry'] = $object['Industry'];\n $record['detailsLine'] = $object['Industry'];\n }\n if (! empty($object['PersonEmail'])) {\n $record['detailsLine'] = $object['PersonEmail'];\n }\n\n break;\n\n case 'contact':\n // For contacts, we should try and fetch their account name too.\n if ($object['AccountId']) {\n // Cheaper to get this locally.\n $account = $this->config->accounts()\n ->where('crm_provider_id', $object['AccountId'])\n ->first(['name']);\n\n if ($account) {\n $record['organization'] = $account->name;\n }\n }\n\n if (! empty($object['IsPersonAccount']) && $object['Email']) {\n $record['detailsLine'] = $object['Email'];\n } else {\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n }\n\n break;\n }\n\n // Add phone numbers to record.\n if (empty($object['Phone']) === false && $object['Phone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['Phone'],\n 'nationalFormat' => phone_national($this->profile->user->country_code, $object['Phone']),\n 'type' => 'phone',\n ];\n }\n\n if (empty($object['MobilePhone']) === false && $object['MobilePhone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['MobilePhone'],\n 'nationalFormat' => phone_national(\n $this->profile->user->country_code,\n $object['MobilePhone']\n ),\n 'type' => 'mobile',\n ];\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n $data = [];\n }\n\n return $data;\n });\n\n return $data;\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 ? $profile->getCrmProviderId() : null;\n }\n\n try {\n // Perhaps their profile has no opportunity permissions.\n if ($this->profile === null || $this->profile->opportunity_fields === null) {\n return $data;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildFindOpportunitiesQuery();\n\n $objects = $this->queryHandler->query($query, ['accountId' => $crmAccountId]);\n\n foreach ($objects as $object) {\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'won' => $object['IsWon'],\n 'closed' => $object['IsClosed'],\n ];\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n if (empty($object[$valueFieldName]) === false) {\n $currency = $object['CurrencyIsoCode'] ?? $this->config->default_currency;\n $value = formatCurrency($object[$valueFieldName], $currency);\n\n $record += [\n 'value' => $value,\n ];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->where('name', $object['StageName'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $object['StageName']);\n }\n\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n if ($ownerId && isset($object['OwnerId']) && $object['OwnerId'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n return $data;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n public function getContactRolesFromCrm(?Carbon $since = null): array\n {\n $roles = [];\n\n if ($this->profile === null) {\n return $roles;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n\n $query = $queryBuilder->buildGetContactRolesQuery($since);\n\n try {\n $objects = $this->queryHandler->query($query);\n\n foreach ($objects as $object) {\n $roles[] = [\n 'id' => $object['Id'],\n 'contactId' => $object['ContactId'],\n 'opportunityId' => $object['OpportunityId'],\n 'ownerId' => $object['Opportunity']['OwnerId'] ?? null,\n 'isPrimary' => $object['IsPrimary'],\n 'role' => $object['Role'],\n ];\n }\n } catch (NoResultsException) {\n // Just return an empty array.\n $this->logger->info('[Salesforce] No contact roles found', [\n 'since' => $since?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n }\n\n return $roles;\n }\n\n public function syncContactRoles(Carbon $since): int\n {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $crmContactRoles = $this->getContactRolesFromCrm(since: $since);\n $syncCount = 0;\n $contactRoles = [];\n\n foreach ($crmContactRoles as $crmContactRole) {\n $contactRoles[] = $this->importContactRole($crmContactRole);\n $syncCount++;\n }\n\n $contactRoleRepository->saveContactRoles($contactRoles);\n\n $this->syncRemotelyDeletedContactRoles();\n\n return $syncCount;\n }\n\n private function importContactRole(array $contactRole): array\n {\n $contact = $this->config->contacts()\n ->where('crm_provider_id', $contactRole['contactId'])\n ->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($contactRole['contactId']);\n }\n\n $opportunity = $this->config->opportunities()\n ->where('crm_provider_id', $contactRole['opportunityId'])\n ->first();\n\n if ($opportunity === null) {\n $opportunity = $this->syncOpportunity($contactRole['opportunityId']);\n }\n\n $role = null;\n if (! empty($contactRole['role'])) {\n $role = mb_strimwidth($contactRole['role'], 0, 191);\n }\n\n return [\n 'crm_configuration_id' => $this->config->getId(),\n 'contact_id' => $contact->getId(),\n 'crm_provider_id' => $contactRole['id'],\n 'subject_type' => ContactRole::SUBJECT_TYPE_OPPORTUNITY,\n 'subject_id' => $opportunity->getId(),\n 'is_primary' => $contactRole['isPrimary'],\n 'role' => $role,\n ];\n }\n\n protected function syncRemotelyDeletedContactRoles(): bool\n {\n try {\n $deletedRemotely = $this->queryHandler->queryDeleted('OpportunityContactRole');\n } catch (NoResultsException $e) {\n return false;\n }\n\n $deletedOpportunities = $deletedRemotely->getResults();\n $deletedIds = array_column($deletedOpportunities, 'id');\n\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n foreach (array_chunk($deletedIds, self::HARD_DELETE_CHUNK) as $chunk) {\n $contactRoleRepository->deleteContactRoles($chunk);\n\n $this->logger->info('[' . $this->getDisplayName() . '] Remotely deleted opportunities synced', [\n 'teamId' => $this->team->id_string,\n 'remotelyDeletedOpportunities' => $chunk,\n 'count' => count($chunk),\n ]);\n }\n\n return true;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($this->profile->user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_TASK),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any open call for that user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Task\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsDeleted = false\n AND IsClosed = false\n AND (';\n\n if ($objectType === 'account') {\n // This covers tasks tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getEvents(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n $user = $this->profile?->user;\n if ($this->profile === null || $user === null) {\n return $data;\n }\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_EVENT),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any event starting in the last week and ending up until today owned by the user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Event\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= LAST_N_DAYS:7\n AND EndDateTime <= TODAY\n AND (';\n\n if ($objectType === 'account') {\n // This covers events tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['StartDateTime'] ? Carbon::parse($object['StartDateTime'])->toIso8601String() : null;\n\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\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 $userId = null): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($email, Field::TYPE_EMAIL);\n if ($sosl === null) {\n return null;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $email,\n QueryHandler::PRIORITISE_EMAIL\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException $e) {\n // Try the account next.\n if ($this->profile->account_fields === null) {\n return null;\n }\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n // SF improved search - strip the domain extension, min domain name length 4\n return $this->getCompanyNameFromEmail(email: $email, minNameLength: 4);\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 = $domain;\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByDomainQuery($companyName);\n\n try {\n $objects = $this->queryHandler->search($sosl);\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException) {\n return null;\n }\n }\n\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Don't bother looking up numbers that are masked.\n if (str_contains($phone, '**')) {\n return null;\n }\n\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $phoneNational = phone_national(null, $phone) ?? '';\n $possiblePhoneFormats = collect([\n preg_replace('/\\D/', '', ltrim($phone, '0+')),\n preg_replace('/\\D/', '', $phoneNational),\n formatDashPhoneNumber($phone),\n $phoneNational,\n ])\n ->filter() // Removes null and empty strings\n ->unique()\n ->values();\n\n foreach ($possiblePhoneFormats as $phone) {\n $sosl = $queryBuilder->buildMatchByQuery($phone, Field::TYPE_PHONE);\n if ($sosl === null) {\n continue;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $phone,\n QueryHandler::PRIORITISE_PHONE\n );\n\n return $this->convertCrmData($objects, $userId);\n } catch (NoResultsException) {\n continue;\n }\n }\n\n return null;\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 protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->profile->id . $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 /** Determine the CRM Objects which represent the call activity. */\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 if ($this->profile === null) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($name, 'name');\n if ($sosl === null) {\n return false;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n } catch (NoResultsException $e) {\n return false;\n }\n\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $name,\n QueryHandler::PRIORITISE_NAME\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return (! empty(array_filter($data))) ? $data : false;\n });\n\n return is_array($result) ? $result : 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(QueryIterator $objects, ?int $userId = null): array\n {\n $lead = null;\n $contact = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n if ($objects->count() > 0) {\n $object = $objects->current();\n\n if ($object['attributes']['type'] === 'Lead') {\n $lead = $this->importLead($object);\n\n // Lead might not be imported if the Stage is null for example.\n if ($lead) {\n $countryCode = $lead->country_code;\n $stage = $lead->stage;\n }\n } else {\n if ($object['attributes']['type'] === 'Contact') {\n $contact = $this->importContact($object);\n $account = $contact->account;\n } else {\n $account = $this->importAccount($object);\n }\n\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $sfOpportunities = $this->findOpportunities(\n $account?->getCrmProviderId(),\n $contact?->getCrmProviderId(),\n $userId\n );\n\n // Take the first opportunity, which will be ordered as priority based on their settings.\n if (! empty($sfOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($sfOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($stage->type === Stage::TYPE_LEAD) {\n $objectType = 'Lead';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'Status';\n } else {\n $objectType = 'Opportunity';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'StageName';\n }\n\n $headers = [];\n if ($this->config->trigger_assignment_rules === false) {\n // @see: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/headers_autoassign.htm\n $headers = [\n 'Sforce-Auto-Assign' => 'false',\n ];\n }\n\n $this->updateRecord($objectType, $objectId, [$objectStageType => $stage->name], $headers);\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, '001')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, '003')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, '00Q')) {\n return 'lead';\n }\n\n if (Str::startsWith($objectId, '006')) {\n return 'opportunity';\n }\n\n if (Str::startsWith($objectId, '00U')) {\n return 'event';\n }\n\n if (Str::startsWith($objectId, '00T')) {\n return 'task';\n }\n\n throw new \\InvalidArgumentException('Unsupported Object Type');\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n $query = $queryBuilder->buildGetUsersQuery($userToSearch);\n\n try {\n $salesforceUsers = $this->queryHandler->query($query, [\n 'active' => true,\n ]);\n } catch (NoResultsException $e) {\n $this->logger->info('[Salesforce] Sync Profiles. No users found', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n $teamRepository = app(TeamRepository::class);\n $customRules = $this->getCustomProfileRules($teamRepository);\n\n foreach ($salesforceUsers as $crmUser) {\n if ($crmUser['Email'] === null) {\n continue;\n }\n\n if (! $this->customProfileValidation($crmUser, $customRules)) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $crmUser['Email']);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $edition = $crmUser['UserPreferencesLightningExperiencePreferred']\n ? Profile::EDITION_LIGHTNING\n : Profile::EDITION_CLASSIC;\n\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->updateOrCreateProfile(\n $user,\n [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $crmUser['Id'],\n ],\n [\n 'user_id' => $user->getId(),\n 'edition' => $edition,\n 'has_external_cti' => ! empty($crmUser['CallCenterId']),\n 'crm_profile_id' => $crmUser['ProfileId'],\n ]\n );\n\n if ($userToSearch instanceof User && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n // Clean up inactive profiles\n try {\n $this->archiveInactiveProfiles();\n } catch (\\Exception $e) {\n $this->logger->warning('[Salesforce] Profile archiving failed', [\n 'teamId' => $this->team->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n // For Salesforce it's easy, we just point every object to the apex domain and they handle it.\n switch ($objectType) {\n case 'lead':\n case 'account':\n case 'contact':\n case 'opportunity':\n case 'task':\n case 'event':\n case 'activity':\n\n $url = $this->config->crm_base_url . '/' . $providerId;\n\n break;\n }\n\n return $url;\n }\n\n public function buildTaskSearchFields(): array\n {\n return ['Id', 'WhoId', 'WhatId', 'AccountId'];\n }\n\n public function getTaskByFilterConditions(\n array $fields,\n array $filters,\n bool $bulkSearch = false,\n bool $strictFilters = true\n ): ?array {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildSearchTaskQuery($fields, $filters, $bulkSearch, $strictFilters);\n\n try {\n if (! $bulkSearch) {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n }\n\n if ($bulkSearch) {\n $objects = $this->queryHandler->query($query);\n $records = [];\n foreach ($objects as $record) {\n $key = $record[end($fields)];\n $records[$key] = $record;\n }\n\n return $records;\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function mapCrmObjects(array $task): array\n {\n $activityData = [];\n\n if (! empty($task['WhoId'])) {\n $type = $this->parseObjectType($task['WhoId']);\n $activityData[$type] = $task['WhoId'];\n }\n if (! empty($task['AccountId'])) {\n $activityData['account'] = $task['AccountId'];\n }\n if (! empty($task['WhatId'])) {\n $activityData['opportunity'] = $task['WhatId'];\n }\n\n return $activityData;\n }\n\n /**\n * Get SF task by Outreach call id.\n */\n public function getTaskByFilter(\n string $activityFieldType,\n array $filters,\n string $operator = '=',\n array $additionalFields = []\n ): ?array {\n $data = [];\n\n try {\n // Default (base) fields.\n $fields = ['Id', 'Subject', 'Description', 'ActivityDate', 'WhoId', 'WhatId', $activityFieldType];\n\n foreach ($additionalFields as $additionalField) {\n $fields[] = $additionalField->crm_provider_id;\n }\n\n $fields = array_unique($fields);\n\n // Find task with the same Outreach id as the call id.\n $query = 'SELECT ' . implode(',', $fields) . '\n FROM Task\n WHERE IsArchived = false AND IsDeleted = false';\n\n foreach ($filters as $key => $value) {\n $key = preg_quote($key, '/');\n $key = str_replace(['\\'', '\"'], '', $key);\n // Prepare the substitution.\n $strKey = \":$key\";\n\n $query .= \" AND $key $operator $strKey\";\n }\n\n $query .= ' ORDER BY LastModifiedDate DESC LIMIT 1';\n\n $objects = $this->queryHandler->query($query, $filters);\n\n // There should be only one task related to this call if any.\n if ($objects->count() === 1) {\n $object = $objects->current();\n\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n\n $data = array_merge($object, [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'summary' => $object['Description'],\n 'due' => $dueDate,\n 'Type' => $object[$activityFieldType],\n ]);\n }\n } catch (NoResultsException $e) {\n // Filters don't match any records.\n } catch (ServiceUnavailableException $serviceUnavailableException) {\n // Service cannot be queried. We should probably log this.\n }\n\n return $data;\n }\n\n /**\n * Get Salesforce fields including datetime fields\n *\n * @param $objectType\n */\n private function getAllFieldsAsArray($objectType): array\n {\n $basicFields = [];\n // Not all users have access to all object fields.\n if ($this->profile->{$objectType . '_fields'}) {\n $basicFields = explode(',', $this->profile->{$objectType . '_fields'});\n }\n\n $extraFields = [\n 'CreatedDate',\n 'LastModifiedDate',\n 'IsDeleted',\n ];\n\n if ($objectType === self::OBJECT_OPPORTUNITY\n && $this->config->opportunity_value_field_id\n && ! in_array($this->config->opportunityValueField->crm_provider_id, $basicFields)\n ) {\n $extraFields[] = $this->config->opportunityValueField->crm_provider_id;\n }\n\n return array_unique(array_merge($basicFields, $extraFields));\n }\n\n /**\n * Generate transcription for activity description.\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 return $this->transcriptionService\n ->findTranscriptionByActivity($activity)\n ->map(static function (array $transcriptionSegment): string {\n return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];\n })\n ->implode(PHP_EOL);\n }\n\n /**\n * Find related Salesforce event based on activity data\n *\n * @return array<string>\n */\n public function fetchRelatedActivity(Activity $activity): array\n {\n $this->logger->info('[Salesforce] Searching for related activity', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n ]);\n\n $sfEvent = $this->fetchRelatedEvent($activity);\n if (empty($sfEvent)) {\n $this->logger->info('[Salesforce] No related activity found', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n 'account' => $activity->hasAccount()\n ? $activity->getAccount()->getCrmProviderId()\n : null,\n ]);\n\n return [];\n }\n\n return $sfEvent;\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n if ($activity->isTypeConference() === false) {\n return null;\n }\n\n if ($activity->hasActualStartTime() === false && $activity->hasScheduledStartTime() === false) {\n return null;\n }\n\n if (! $activity->hasProspect()) {\n $this->logger->info('[Salesforce] Skip look up, Activity not linked to Lead, Contact or Account', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n if ($playbook !== null && $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_TASK) {\n $this->logger->info('[Salesforce] Skip auto-sync for task-based playbook', [\n 'activityUuid' => $activity->getUuid(),\n 'playbookId' => $playbook->getId(),\n 'playbookType' => $playbook->getActivityType(),\n ]);\n\n return null;\n }\n\n try {\n $sfEvent = $this->fetchRelatedActivity($activity);\n if (empty($sfEvent)) {\n return null;\n }\n\n [$activityField, $activityType] = $this->resolveActivityTypeFromEvent($activity, $sfEvent);\n\n $this->logger->info('[Salesforce] Found related activity', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'activityFieldName' => $activityField,\n 'crmActivityType' => ($activityField !== null && isset($sfEvent[$activityField]))\n ? $sfEvent[$activityField]\n : null,\n 'activityType' => $activityType,\n ]);\n\n $userId = $this->findRelatedActivityUserId($activity, $sfEvent);\n\n if ($activity->getUserId() !== $userId) {\n $this->logger->info('[Salesforce] Updating meeting owner', [\n 'activityId' => $activity->getUuid(),\n 'oldUserId' => $activity->getUserId(),\n 'newUserId' => $userId,\n ]);\n }\n\n $this->updateSfEventDescription($activity, $sfEvent);\n\n $activity->update([\n 'user_id' => $userId,\n 'crm_provider_id' => $sfEvent['Id'],\n 'playbook_category_id' => $activityType->id ?? $activity->getCategory()?->getId(),\n ]);\n\n $this->logger->info('[Salesforce] Activity updated', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return $activity;\n } catch (\\Exception $exception) {\n \\Sentry::captureException($exception);\n\n throw $exception;\n }\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n *\n * @return array{0: string|null, 1: mixed}\n */\n private function resolveActivityTypeFromEvent(Activity $activity, array $sfEvent): array\n {\n $activityField = $this->getActivityFieldName($activity);\n $activityType = null;\n\n if ($activityField !== null && ! empty($sfEvent[$activityField])) {\n $playbook = $this->getPlaybook($activity->getUser());\n $activityType = $this->getPlaybookCategory($playbook, strval($sfEvent[$activityField]));\n }\n\n return [$activityField, $activityType];\n }\n\n /**\n * @param array<string> $sfEvent\n */\n private function findRelatedActivityUserId(Activity $activity, array $sfEvent): int\n {\n $userId = $activity->getUserId();\n\n if (empty($sfEvent['OwnerId']) === false) {\n $profile = $this\n ->config\n ->profiles()\n ->where('crm_provider_id', $sfEvent['OwnerId'])\n ->get()\n ->filter(static function (Profile $profile) use ($activity): bool {\n if (! $activity->isTypeConference()) {\n return ! empty($profile->user) ? $profile->user->isStatusActive() : false;\n }\n\n $participants = $activity->getParticipants();\n\n return ! empty($profile->user)\n ? $profile->user->isStatusActive()\n && $profile->user->hasPermission(PermissionEnum::RECORD_MEETING)\n && $participants->contains('user_id', $profile->user_id)\n : false;\n })\n ->first();\n\n if ($profile) {\n $userId = $profile->user_id;\n }\n }\n\n return $userId;\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n */\n private function updateSfEventDescription(Activity $activity, array $sfEvent): void\n {\n try {\n if (str_contains($sfEvent['Description'], $activity->id_string)) {\n return;\n }\n\n $payload = [\n 'Description' => $sfEvent['Description']\n . PHP_EOL\n . PHP_EOL\n . (new DecorateActivity())->generateDescription($activity),\n ];\n\n $this->logger->info('[Salesforce] Update record', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'payload' => $payload,\n ]);\n\n $payload = array_merge(\n $payload,\n $this->payloadBuilder->fetchCustomFieldData($activity, Field::OBJECT_EVENT)\n );\n\n $this->updateRecord('Event', $sfEvent['Id'], $payload);\n } catch (\\Exception) {\n $this->logger->error('[Salesforce] Failed to update record', [\n 'activityUuid' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n ]);\n }\n }\n\n /**\n * Returns the most recently modified Event within time range (if any).\n *\n * @return array|null An Event record from Salesforce.\n */\n private function fetchRelatedEvent(Activity $activity): ?array\n {\n $ownerId = $this->profile?->crm_provider_id;\n if ($ownerId === null) {\n return [];\n }\n\n /** @var ?Carbon $from */\n /** @var ?Carbon $to */\n [$from, $to] = $this->getFromToDates($activity);\n\n try {\n $whoId = null;\n $hasWho = $activity->lead_id || $activity->contact_id;\n if ($hasWho) {\n $whoId = $activity->hasLead()\n ? $activity->getLead()->crm_provider_id\n : $activity->getContact()->crm_provider_id;\n }\n\n if ($hasWho === false && $activity->account_id === null) {\n return null;\n }\n\n $query = $this->buildFetchRelatedEventQuery($activity);\n\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $ownerId,\n 'whoId' => $whoId,\n 'whatId' => $activity->hasOpportunity() ? $activity->getOpportunity()->crm_provider_id : null,\n 'accountId' => $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null,\n 'from' => $from?->format('Y-m-d\\TH:i:s\\Z'),\n 'to' => $to?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($objects as $object) {\n return $object;\n }\n } catch (NoResultsException $e) {\n return [];\n }\n\n return [];\n }\n\n private function getFromToDates(Activity $activity): array\n {\n $from = null;\n $to = null;\n\n /** @var ?CalendarEvent $calendarEvent */\n $calendarEvent = $activity->calendarEvent()->first();\n if ($calendarEvent !== null) {\n $from = $calendarEvent->getStartTime();\n $to = $calendarEvent->getEndTime();\n }\n\n // For non-calendar imported activities\n // Also double check if calendar event dates could be null?\n // If null use what we've got so far\n if ($from === null || $to === null) {\n $from = $activity->hasScheduledStartTime()\n ? $activity->getScheduledStartTime()\n : $activity->getActualStartTime();\n $to = $activity->hasScheduledEndTime()\n ? $activity->getScheduledEndTime()->addMinutes(15)\n : $activity->getActualEndTime();\n }\n\n return [$from, $to];\n }\n\n /**\n * Determines the appropriate activity field name for querying Salesforce events.\n *\n * This method follows a hierarchy to determine the field name:\n * 1. Uses the playbook's activity field if it exists and is in the profile's accessible fields\n * 2. Falls back to the default activity field if the profile has no event fields configured\n * 3. Returns null if no suitable field is found\n *\n * @param Activity $activity The activity to determine the field for\n *\n * @return string|null The field name to use in queries, or null if none is available\n */\n private function getActivityFieldName(Activity $activity): ?string\n {\n if ($this->profile === null) {\n $this->logger->warning('[Salesforce] Cannot determine activity field - profile not found', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $profileEventFields = $this->profile->getFieldsAsArray('event');\n\n if (empty($profileEventFields)) {\n $defaultActivityField = $this->getDefaultActivityField(Field::OBJECT_EVENT);\n $defaultFieldName = $defaultActivityField?->getAttribute('crm_provider_id');\n // Profile not yet synced — fall back to the default activity field.\n // There is a small chance that the profile won't have Default Activity Type field access\n // in which case the query will fail.\n // This is however an edge case and should be reviewed for profile sync issues.\n Sentry::withScope(function (\\Sentry\\State\\Scope $scope) use ($defaultFieldName): void {\n $scope->setContext('details', [\n 'profileId' => $this->profile->id,\n 'defaultField' => $defaultFieldName,\n ]);\n Sentry::captureMessage(\n '[Salesforce] Profile event fields empty, falling back to default activity field.',\n \\Sentry\\Severity::warning()\n );\n });\n\n return $defaultFieldName;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n\n if (! is_null($playbook) && ! is_null($playbook->getActivityField())) {\n $playbookFieldName = $playbook->getActivityField()->getAttribute('crm_provider_id');\n\n if (in_array($playbookFieldName, $profileEventFields, true)) {\n return $playbookFieldName;\n }\n\n $this->logger->warning('[Salesforce] Playbook activity field not found in profile fields', [\n 'activityId' => $activity->getUuid(),\n 'playbookField' => $playbookFieldName,\n 'profileId' => $this->profile->id,\n ]);\n }\n\n return null;\n }\n\n private function buildFetchRelatedEventQuery(Activity $activity): string\n {\n $hasWho = $activity->lead_id || $activity->contact_id;\n\n $activityFieldName = $this->getActivityFieldName($activity);\n $fields = array_filter(['Id', 'Description', 'OwnerId', $activityFieldName]);\n\n $ownerCondition = '(OwnerId = :ownerId OR CreatedById = :ownerId)';\n\n $query = '\n SELECT ' . implode(',', $fields) . '\n FROM Event\n WHERE ' . $ownerCondition . '\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= :from\n AND EndDateTime <= :to\n AND (';\n\n $operator = '';\n if ($activity->account_id) {\n // This covers events tied to a related contact or opportunity too.\n $query .= 'AccountId = :accountId';\n\n $operator = ' OR ';\n }\n\n if ($hasWho) {\n $query .= $operator . 'WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($activity->opportunity_id) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ') ORDER BY LastModifiedDate DESC';\n\n return $query;\n }\n\n public function fetchProspect(array $task): array\n {\n $lead = $account = $opportunity = $contact = $stage = $countryCode = null;\n $externalId = $task['WhoId'] ?? null;\n\n // Lead or Contact\n if ($externalId) {\n try {\n [$lead, $account, $opportunity, $contact, $stage, $countryCode] = $this->parseRecords($externalId);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n // If we happen to know the opportunity or account from the Task, figure that out.\n if (empty($task['WhatId']) === false) {\n // WhatId could be either Account ID or Opportunity ID.\n // If WhatId is Opportunity ID, get the opportunity and stage from the CRM.\n try {\n [, $account, $opportunity, , $stage, ] = $this->parseRecords($task['WhatId']);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n return [$lead, $account, $opportunity, $contact, $stage, $countryCode];\n }\n\n /**\n * Save activity transcription summary as note\n */\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n return $this->saveNote($title, $body, (string) $objectId);\n }\n\n public function getObjectByFilterConditions(string $objectType, array $fields, array $filters): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildObjectSearchQuery($objectType, $fields, $filters);\n\n try {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n private function getCustomProfileRules(TeamRepository $teamRepository): array\n {\n $teamSettings = $teamRepository->getTeamSetting($this->team, 'custom_profile_validation');\n\n if ($teamSettings instanceof TeamSettings && $teamSettings->getValueType() === 'array') {\n $customRules = json_decode($teamSettings->getValue(), true);\n if (is_array($customRules)) {\n return $customRules;\n }\n }\n\n return [];\n }\n\n private function customProfileValidation(array $crmUser, array $customRules): bool\n {\n foreach ($customRules as $customRule) {\n if ($crmUser[$customRule['field']] !== $customRule['value']) {\n return false;\n }\n }\n\n return true;\n }\n\n /**\n * When syncing Contact / Lead / Account / Opportunity / Stage crm entities,\n * validate and restore locally trashed objects,\n * before updating them. Objects are identified by CrmProviderId\n */\n private function restoreAnyTrashedEntity(HasMany $targetEntity, string $crmProviderId): void\n {\n $recordExists = $targetEntity->withTrashed()->where(['crm_provider_id' => $crmProviderId])->first();\n if ($recordExists && $recordExists->trashed()) {\n $recordExists->restore();\n }\n }\n\n #[\\Override] public function supportsNotes(): bool\n {\n return true;\n }\n\n private function getOwnerProfile(?string $ownerId): ?Profile\n {\n if ($ownerId === null) {\n return null;\n }\n\n return $this->config->profiles()\n ->where('crm_provider_id', $ownerId)\n ->first();\n }\n}","depth":2,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Salesforce;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Illuminate\\Database\\Eloquent\\Relations\\HasMany;\nuse Illuminate\\Events\\Dispatcher;\nuse Illuminate\\Support\\Facades\\Cache;\nuse Illuminate\\Support\\Facades\\Log;\nuse Illuminate\\Support\\Str;\nuse Jiminny\\Component\\Country\\CountriesMap;\nuse Jiminny\\Contracts\\Acl\\PermissionEnum;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ImportsBusinessProcessesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceBatchSyncInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteNoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SearchTaskInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmProfileRecordTypesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Enums\\CrmObject;\nuse Jiminny\\Events\\Activities\\Crm\\LeadConverted;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpBadRequestException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\NoResultsException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Calendar\\CalendarEvent;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\ContactRole;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Crm\\RecordType;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\TeamSettings;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\Crm\\RecordTypeFieldValuesRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Helpers\\ArrayIterator;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldHelper;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldTypeConverter;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\FollowupActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\LogActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\RecordManipulationsTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Jiminny\\Utils\\StringUtil;\nuse Ramsey\\Uuid\\Uuid;\nuse Sentry\\Laravel\\Facade as Sentry;\n\nclass Service extends BaseService implements\n SalesforceInterface,\n SalesforceBatchSyncInterface,\n SyncCrmEntitiesInterface,\n SyncCrmProfileRecordTypesInterface,\n ImportsBusinessProcessesInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SearchTaskInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n RemoteNoteEntityManipulationInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncFieldsTrait;\n use DeleteObjectsTrait;\n use RecordManipulationsTrait;\n use ServiceTraits\\BatchSyncTrait;\n use FollowupActivityTrait;\n use LogActivityTrait;\n\n /**\n * Note Body Limit for the Old Note-Taking Tool\n *\n * @var int\n */\n private const int CLASSIC_NOTE_MAX_LENGTH = 32000;\n\n /**\n * Note Content Limit for the New Notes\n *\n * @var int\n */\n private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;\n\n private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';\n\n private const int CACHE_TTL = 600;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400\n\n /**\n * @var Client\n */\n protected $client;\n\n protected PayloadBuilder $payloadBuilder;\n protected QueryHandler $queryHandler;\n\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(\n Client $client,\n PayloadBuilder $payloadBuilder,\n protected Dispatcher $eventDispatcher,\n private readonly CountriesMap $countriesMap,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->payloadBuilder = $payloadBuilder;\n $this->queryHandler = app(QueryHandler::class, [\n 'client' => $this->client,\n 'logger' => $this->logger,\n ]);\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Salesforce';\n }\n\n public function getJobDelay(): int\n {\n return 1;\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);\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 ($activity, $crmProviderId) {\n $playbook = $this->getPlaybookFromActivity($activity);\n\n if ($playbook === null) {\n $this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [\n 'activity' => $activity->getId(),\n 'crm_provider_id' => $crmProviderId,\n ]);\n\n return false;\n }\n\n $objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';\n\n try {\n $record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);\n\n return ! empty($record) && ($record['IsDeleted'] ?? false) === false;\n } catch (HttpNotFoundException|HttpBadRequestException) {\n $this->logger->info('[Salesforce] Activity record not found during verification', [\n 'activity' => $activity->getId(),\n 'object_type' => $objectType,\n 'crm_provider_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n });\n }\n\n public function query(string $queryToRun, array $parameters = []): QueryIterator\n {\n // Due to poorly designed external calls, this method cannot be entirely removed\n return $this->queryHandler->query($queryToRun, $parameters);\n }\n\n /*=========== Organization Information ===============*/\n\n /**\n * Get a list of all the API Versions for the instance.\n *\n * @throws CrmException\n *\n * @return mixed\n *\n */\n public function getApiVersions()\n {\n $url = $this->config->crm_base_url . '/services/data';\n\n $response = $this->client->get($url);\n\n return json_decode($response->getBody(), true);\n }\n\n /**\n * Gets the valid recordTypes for a given Salesforce Object via the describe API.\n */\n private function getRecordTypes(string $crmObject): array\n {\n $url = $this->client->getObjectsUrl() . $crmObject . '/describe';\n\n $response = $this->client->get($url);\n $jsonResponse = json_decode($response->getBody(), true);\n\n $fields = [];\n foreach ($jsonResponse['recordTypeInfos'] as $row) {\n $fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];\n }\n\n return $fields;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n $defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::defaultTaskFields()\n : FieldDefinitions::defaultEventFields();\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 return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'Type',\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, Playbook::ACTIVITY_TYPE_EVENT];\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::taskFollowupFieldsFilter()\n : FieldDefinitions::eventFollowupFieldsFilter();\n\n foreach ($fieldFilter as $eachFilter) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n /**\n * This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually\n * Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType\n * Needs to be replaced later on\n */\n public function syncField(Field $field): void\n {\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)\n ? 'activity'\n : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $metadata = $sfField['Metadata'];\n\n $field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);\n $field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());\n $field->is_mandatory = ($metadata['required'] === true);\n $field->length = $metadata['length'];\n $field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '\"'), 0, 191);\n $field->save();\n } else {\n $query = '\n SELECT\n Id, DataType, DeveloperName, Label, Length, Description\n FROM\n FieldDefinition\n WHERE\n DurableId = :entityName';\n\n $entityName = $field->getEntityName();\n $sfFields = $this->queryHandler->metadata($query, [\n 'entityName' => $entityName,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $convertedType = $this->convertFieldType($sfField['DataType'], $entityName);\n $label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);\n\n if ($field->isBusinessType()) {\n $label = 'Opportunity Type';\n }\n\n $field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);\n $field->label = $label;\n $field->type = $convertedType;\n $field->length = $sfField['Length'];\n $field->save();\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n private function convertFieldType(string $from, ?string $entityName = null): string\n {\n $converter = new FieldTypeConverter();\n\n return $converter->convert($from, $entityName);\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?\n 'activity' : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $valueSet = $sfField['Metadata']['valueSet'];\n\n if ($valueSet['valueSetName'] === null) {\n // Local picklist values can be obtained easily.\n $picklistValues = $valueSet['valueSetDefinition']['value'];\n } else {\n // But for some fields, we just get the Global Value Picklist pointer so need to do more work.\n $picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);\n }\n\n // Import all active values.\n foreach ($picklistValues as $i => $sfFieldValue) {\n // Setup default value.\n if ($sfFieldValue['default']) {\n $field->update(['default_value' => $sfFieldValue['valueName']]);\n }\n\n // This comes through as null if active (lol).\n if ($sfFieldValue['isActive'] !== false) {\n $values[] = [\n 'value' => $sfFieldValue['valueName'],\n 'label' => $sfFieldValue['valueName'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['default'],\n ];\n }\n }\n } else {\n $objectFields = $this->getObjectFields($field->object_type);\n $fieldId = $field->crm_provider_id;\n\n // Only work with our field of interest.\n $objectField = array_filter($objectFields, function ($item) use ($fieldId) {\n return $item['name'] === $fieldId;\n });\n\n $objectField = array_shift($objectField);\n if (empty($objectField['picklistValues']) === false) {\n foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {\n // Skip inactive values.\n if ($sfFieldValue['active'] === false) {\n continue;\n }\n\n // Setup default value.\n if ($sfFieldValue['defaultValue']) {\n $field->update(['default_value' => $sfFieldValue['value']]);\n }\n\n $values[] = [\n 'value' => $sfFieldValue['value'],\n 'label' => $sfFieldValue['label'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['defaultValue'],\n ];\n }\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'], $fieldsToPurge, true)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n // Get IDs of the values to be deleted\n $valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);\n $valuesToDeleteIds = $valuesToDelete->pluck('id');\n if (! $valuesToDeleteIds->isEmpty()) {\n $recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);\n $recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());\n\n // Now safely delete from crm_field_values\n $valuesToDelete->delete();\n }\n\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n return $fieldValues;\n }\n\n /**\n * Gets values from Global Value Picklists.\n */\n private function importGlobalValuePicklistValues(string $picklistName): array\n {\n $query = '\n SELECT\n Metadata\n FROM\n GlobalValueSet\n WHERE\n DeveloperName = :picklistName\n LIMIT 1';\n\n try {\n $sfValues = $this->queryHandler->metadata($query, [\n 'picklistName' => $picklistName,\n ]);\n\n // There is always 1 result at this point.\n $sfValue = $sfValues->current();\n\n return $sfValue['Metadata']['customValue'];\n } catch (NoResultsException $noResultsException) {\n // Nothing returned.\n\n return [];\n }\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileRecordTypes(): void\n {\n $objectTypes = [\n 'lead',\n 'account',\n 'contact',\n 'opportunity',\n 'task',\n 'event',\n ];\n\n foreach ($objectTypes as $objectType) {\n try {\n $crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));\n\n foreach ($crmRecordTypes as $crmRecordType) {\n // If the record type is default and not the Master type, set this.\n if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmRecordType['recordTypeId'])\n ->first();\n\n if ($recordType) {\n $this->profile->{$objectType . '_record_type_id'} = $recordType->id;\n }\n }\n }\n } catch (HttpNotFoundException $exception) {\n Log::error('No access to ' . $objectType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n if ($this->profile->isDirty()) {\n $this->profile->save();\n }\n }\n\n /**\n * Gets business processes.\n */\n public function importBusinessProcesses(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, TableEnumOrId\n FROM\n BusinessProcess\n WHERE\n TableEnumOrId IN (\\'Lead\\',\\'Opportunity\\')';\n\n try {\n $sfProcesses = $this->queryHandler->query($query);\n\n // Upsert all processes for the team.\n foreach ($sfProcesses as $sfProcess) {\n /** @var BusinessProcess $businessProcess */\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $sfProcess['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => $sfProcess['Name'],\n 'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',\n 'is_selectable' => $sfProcess['IsActive'],\n ]);\n\n $this->importBusinessProcessStages($businessProcess);\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets business process stages.\n */\n private function importBusinessProcessStages(BusinessProcess $businessProcess): void\n {\n $query = '\n SELECT\n Metadata\n FROM\n BusinessProcess\n WHERE\n Id = :processId';\n\n try {\n $stages = [];\n $sfProcessStages = $this->queryHandler->metadata($query, [\n 'processId' => $businessProcess->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfProcessStage = $sfProcessStages->current();\n\n // Upsert all processes for the team.\n foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {\n $sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: \"%2C\" becomes \",\" etc.\n\n $stage = $businessProcess->crm->stages()\n // This MUST match on label because this API doesn't use API Name.\n ->where('label', $sanitizedName)\n ->where('type', $businessProcess->type)\n ->where('is_selectable', 1)\n ->first();\n\n if ($stage) {\n $stages[] = $stage->id;\n }\n }\n\n $businessProcess->stages()->sync($stages);\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets record types.\n */\n public function importRecordTypes(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, BusinessProcessId, SobjectType\n FROM\n RecordType';\n\n try {\n $sfRecordTypes = $this->queryHandler->query($query);\n\n // Upsert all record types for the process.\n foreach ($sfRecordTypes as $sfRecordType) {\n $businessProcess = null;\n if ($sfRecordType['BusinessProcessId']) {\n $businessProcess = $this->config->businessProcesses()\n ->where('crm_provider_id', $sfRecordType['BusinessProcessId'])\n ->first();\n }\n\n /** @var RecordType $recordType */\n $recordType = $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $sfRecordType['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'type' => mb_strtolower($sfRecordType['SobjectType']),\n 'name' => $sfRecordType['Name'],\n 'is_selectable' => $sfRecordType['IsActive'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n $this->importRecordTypeFieldValues($recordType);\n }\n } catch (NoResultsException $noResultsException) {\n // Do nothing.\n }\n }\n\n /**\n * Import record type - field value mappings. This only works for standard fields.\n */\n private function importRecordTypeFieldValues(RecordType $recordType): void\n {\n try {\n $query = '\n SELECT\n Metadata\n FROM\n RecordType\n WHERE\n Id = :recordTypeId';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'recordTypeId' => $recordType->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $picklists = $sfField['Metadata']['picklistValues'];\n\n foreach ($picklists as $picklist) {\n $field = $this->config->fields()->where([\n 'type' => Field::TYPE_PICKLIST,\n 'object_type' => $recordType->type,\n 'crm_provider_id' => $picklist['picklist'],\n ])->first();\n\n if ($field) {\n $fieldValues = [];\n\n foreach ($picklist['values'] as $value) {\n // Must decode: \"%2C\" becomes \",\" etc.\n $fieldValue = $field->values()\n ->where('value', urldecode($value['valueName']))\n ->first();\n\n if ($fieldValue) {\n $fieldValues[] = $fieldValue->id;\n }\n }\n\n $recordType->fieldValues()->sync($fieldValues);\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $params = [];\n $missingStage = null;\n if ($types === null) {\n $types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];\n }\n\n foreach ($types as $type) {\n if ($type === Stage::TYPE_LEAD) {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, SortOrder\n FROM\n LeadStatus';\n } else {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability\n FROM\n OpportunityStage';\n }\n\n if ($missingStageName) {\n $escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);\n\n $query .= ' WHERE ApiName = :stageName';\n\n $params = [\n 'stageName' => $escapedStageName,\n ];\n }\n\n try {\n $sfStages = $this->queryHandler->query($query, $params);\n } catch (NoResultsException $exception) {\n $sfStages = [];\n }\n\n $missingStage = null;\n\n // Upsert all stages for the team.\n foreach ($sfStages as $sfStage) {\n $selectable = true;\n if (array_key_exists('IsActive', $sfStage)) {\n $selectable = $sfStage['IsActive'];\n }\n\n $this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);\n\n $stage = $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $sfStage['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),\n 'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),\n 'type' => $type,\n 'sequence' => $sfStage['SortOrder'] ?? 0,\n 'is_selectable' => $selectable,\n 'probability' => $sfStage['DefaultProbability'] ?? null,\n ]);\n\n if ($missingStageName && $missingStageName === $sfStage['ApiName']) {\n $missingStage = $stage;\n }\n }\n\n if ($missingStageName && $missingStage === null) {\n // If they requested a stage that still doesn't exist, it must be inactive so lazy create it.\n $missingStage = $this->config->stages()->create([\n 'crm_provider_id' => Uuid::uuid4(),\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($missingStageName, 0, 50),\n 'label' => mb_strimwidth($missingStageName, 0, 191),\n 'type' => $type,\n 'sequence' => 0,\n 'is_selectable' => 0,\n ]);\n }\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('lead');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Lead\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfLeads = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfLeads as $sfLead) {\n // Only sync if previously imported.\n if ($this->hasLead($sfLead['Id'])) {\n $this->importLead($sfLead);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n $fields = $this->getAllFieldsAsArray('lead');\n\n $sfLead = $this->getRecord('Lead', $crmId, $fields);\n\n return $this->importLead($sfLead);\n }\n\n private function importLead($crmData): ?Lead\n {\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['Status'])) {\n // Get the current stage.\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['Status'])\n ->where('type', Stage::TYPE_LEAD)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);\n }\n }\n\n // If we have no way of importing this, just return null :(\n if ($stage === null) {\n return null;\n }\n\n $countryCode = $crmData['CountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['Country']) !== false) {\n $countryCode = $this->convertCountryNameToCode($crmData['Country']);\n }\n\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n $mobilePhone = null;\n if (empty($crmData['MobilePhone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['MobilePhone'], 0, 25);\n $mobilePhone = phone_e164($countryCode, $number);\n }\n\n $convertedDate = null;\n $convertedAccount = null;\n $convertedOpportunity = null;\n $convertedContact = null;\n\n if ($crmData['IsConverted'] == 'true') {\n $convertedDate = $crmData['ConvertedDate'];\n\n if (empty($crmData['ConvertedAccountId']) === false) {\n $convertedAccount = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmData['ConvertedAccountId'])\n ->first();\n\n if ($convertedAccount === null) {\n try {\n $convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedOpportunityId']) === false) {\n $convertedOpportunity = $this->config\n ->opportunities()\n ->where('crm_provider_id', $crmData['ConvertedOpportunityId'])\n ->first();\n\n if ($convertedOpportunity === null) {\n try {\n $convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedContactId']) === false) {\n $convertedContact = $this->team\n ->crm\n ->contacts()\n ->where('crm_provider_id', $crmData['ConvertedContactId'])\n ->first();\n\n if ($convertedContact === null) {\n try {\n $convertedContact = $this->syncContact($crmData['ConvertedContactId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n }\n\n if (empty($crmData['Company'])) {\n $company = 'Unknown';\n } else {\n $company = mb_strimwidth($crmData['Company'], 0, 191);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? '',\n 'company' => $company,\n 'domain' => $domain,\n 'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',\n 'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,\n 'phone' => $parsedNumber['phone'],\n 'ext' => $parsedNumber['ext'] ?? null,\n 'mobile_phone' => $mobilePhone,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Lead::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'stage_id' => $stage->id,\n 'record_type_id' => null,\n 'converted_at' => $convertedDate,\n 'converted_account_id' => $convertedAccount->id ?? null,\n 'converted_opportunity_id' => $convertedOpportunity->id ?? null,\n 'converted_contact_id' => $convertedContact->id ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);\n\n /** @var Lead $lead */\n $lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {\n $this->eventDispatcher->dispatch(new LeadConverted($lead));\n }\n\n $this->handleObjectDeletion($lead, $crmData);\n\n if ($lead->trashed()) {\n return null;\n }\n\n return $lead;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('account');\n\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Account\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfAccounts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfAccounts as $sfAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($sfAccount['Id'])) {\n $this->importAccount($sfAccount);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n $fields = $this->getAllFieldsAsArray('account');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfAccount = $this->getRecord('Account', $crmId, $fields);\n\n return $this->importAccount($sfAccount);\n }\n\n private function importAccount($crmData): Account\n {\n $countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country names.\n if ($countryCode === null && empty($crmData['BillingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);\n }\n\n if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);\n }\n\n if (empty($crmData['Phone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'], 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n $industry = null;\n if (empty($crmData['Industry']) === false) {\n $industry = mb_strimwidth($crmData['Industry'], 0, 40);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'],\n 'name' => mb_strimwidth($crmData['Name'], 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Account::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'industry' => $industry,\n 'domain' => $domain,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);\n\n /** @var Account $account */\n $account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($account, $crmData);\n\n return $account;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n $logParams = $parameters;\n $parameters['profile'] = $this->profile;\n $logParams['user'] = $this->profile->getUserId();\n\n if (count($strategies) > 1) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [\n 'teamId' => $this->team->getUuid(),\n 'params' => $logParams,\n 'strategies_count' => count($strategies),\n ]);\n }\n\n foreach ($strategies as $syncStrategy) {\n $name = $syncStrategy->getStrategyName();\n\n try {\n $sfOpportunities = $syncStrategy->fetchOpportunities($parameters);\n $totalRecords = $sfOpportunities->count();\n\n foreach ($sfOpportunities as $sfOpportunity) {\n $this->importOpportunity($sfOpportunity);\n $syncCount++;\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $noResultsException->getMessage(),\n ]);\n } catch (CrmException $crmException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $crmException->getMessage(),\n ]);\n }\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);\n\n // debug to see how if count of opportunities reaches 1000\n if ($syncCount >= 1000) {\n $this->logger->info(\n '[' . $this->getDisplayName() . '] Sync Opportunities - count warning',\n [\n 'team_id' => $this->team->getId(),\n 'params' => $logParams,\n 'count' => $syncCount,\n 'strategies_count' => count($strategies),\n 'total_records' => $totalRecords ?? null,\n ]\n );\n }\n\n return $syncCount;\n }\n\n\n /**\n * @inheritdoc\n */\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategy = $this->opportunitySyncStrategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY\n );\n\n $parameters = [\n 'profile' => $this->profile,\n 'crm_id' => $crmId,\n ];\n\n try {\n $sfOpportunity = $strategy->fetchOpportunities($parameters);\n } catch (HttpNotFoundException $e) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n ]);\n\n return null;\n } catch (CrmException $crmException) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n 'exception' => $crmException->getMessage(),\n ]);\n\n return null;\n }\n\n if ($sfOpportunity instanceof ArrayIterator) {\n return $this->importOpportunity($sfOpportunity->getItems());\n }\n\n return $this->importOpportunity($sfOpportunity);\n }\n\n /**\n * @throws HttpNotFoundException\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $account = null;\n if (empty($crmData['AccountId']) === false) {\n /** @var ?Account $account */\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $userId = $profile?->getUserId() ?? $account?->getUserId();\n if ($userId === null) {\n $this->logger->error('[Salesforce] | Skip import, no user_id found', [\n 'id' => $crmData['Id'],\n ]);\n\n return null;\n }\n\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['StageName'])) {\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['StageName'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->orderBy('is_selectable', 'DESC')\n ->orderBy('id')\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData['StageName']);\n }\n }\n\n $recordType = null;\n if (empty($crmData['RecordTypeId']) === false) {\n /** @var ?RecordType $recordType */\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmData['RecordTypeId'])\n ->first();\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $closeDate = null;\n if (empty($crmData['CloseDate']) === false) {\n $closeDate = Carbon::parse($crmData['CloseDate'])->format('Y-m-d');\n }\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $userId,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => mb_strimwidth($crmData['Name'] ?? '', 0, 128),\n 'value' => $crmData[$valueFieldName],\n 'currency_code' => CurrencyFormatter::formatCode($crmData['CurrencyIsoCode'] ?? null),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData['IsClosed'],\n 'is_won' => $crmData['IsWon'],\n 'stage_id' => $stage?->id ?? null,\n 'record_type_id' => $recordType->id ?? null,\n 'remotely_created_at' => $createdDate,\n 'probability' => $crmData['Probability'] ?? null,\n 'forecast_category' => $crmData['ForecastCategoryName'] ?? null,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->opportunities(), $crmData['Id']);\n\n // Do not allow locked DB tables & other errors\n // to interrupt the process of reverting the trashed opportunities\n try {\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()\n ->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n\n $this->importOpportunityCrmFieldData($crmData, $crmFields, $opportunity->id);\n\n $this->handleObjectDeletion($opportunity, $crmData);\n\n if ($opportunity->trashed()) {\n return null;\n }\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n } catch (Exception $exception) {\n Sentry::captureException($exception);\n\n $this->logger->error('[Salesforce] importOpportunity failure.', [\n 'crm_provider_id' => $crmData['Id'],\n 'team_id' => $this->team->id,\n 'exception' => $exception->getMessage(),\n ]);\n\n $this->handleEntityDeletionByProviderId($this->config->opportunities(), $crmData);\n }\n\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('contact');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Contact\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfContacts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfContacts as $sfContact) {\n // Only sync if previously imported.\n if ($this->hasContact($sfContact['Id'])) {\n $this->importContact($sfContact);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::CONTACT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n $fields = $this->getAllFieldsAsArray('contact');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync contact cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfContact = $this->getRecord('Contact', $crmId, $fields);\n\n return $this->importContact($sfContact);\n }\n\n private function importContact($crmData): ?Contact\n {\n $account = null;\n // Contacts may not have accounts...\n if (isset($crmData['AccountId'])) {\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $countryCode = $crmData['MailingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['MailingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['MailingCountry']);\n\n if ($countryCode === null && $account) {\n $countryCode = $account->country_code;\n }\n }\n\n $ext = null;\n $parsedNumber = [];\n if (empty($crmData['Phone']) === false) {\n $number = Str::limit($crmData['Phone'], 25, '');\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n if (empty($parsedNumber['ext']) === false) {\n $ext = Str::limit($parsedNumber['ext'], 10, '');\n }\n }\n\n $mobileNumber = null;\n if (empty($crmData['MobilePhone']) === false) {\n $mobileNumber = Str::limit(phone_e164($countryCode, $crmData['MobilePhone']), 25, '');\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => ($crmData['Name'] ?? null) !== null ? mb_strimwidth($crmData['Name'], 0, 100) : '',\n 'title' => ($crmData['Title'] ?? null) !== null ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => ($crmData['Email'] ?? null) !== null ? mb_strimwidth($crmData['Email'], 0, 191) : null,\n 'country_code' => $countryCode,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $ext,\n 'mobile_phone' => $mobileNumber,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Contact::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->contacts(), $crmData['Id']);\n\n /** @var Contact $contact */\n $contact = $this->config->contacts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($contact, $crmData);\n\n if ($contact->trashed()) {\n return null;\n }\n\n return $contact;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n $fields = [\n 'InstanceName',\n 'OrganizationType',\n 'IsSandbox',\n ];\n\n $orgValues = $this->getRecord('Organization', $this->config->crm_provider_id, $fields);\n\n $edition = null;\n switch ($orgValues['OrganizationType']) {\n case 'Developer Edition':\n $edition = Configuration::EDITION_DEVELOPER;\n\n break;\n\n case 'Professional Edition':\n $edition = Configuration::EDITION_PROFESSIONAL;\n\n break;\n\n case 'Enterprise Edition':\n $edition = Configuration::EDITION_ENTERPRISE;\n\n break;\n }\n\n $this->config->edition = $edition;\n $this->config->instance = $orgValues['InstanceName'];\n\n // XXX: How can this state be possible?\n if ($this->config->version === null) {\n $this->config->version = Client::MIN_API_VERSION;\n }\n\n $installedVersion = $this->getInstalledAppVersion();\n if ($installedVersion !== null) {\n $installedVersion = (string) $this->getInstalledAppVersion();\n }\n\n $this->config->installed_app_version = $installedVersion;\n\n $this->config->save();\n }\n\n public function getInstalledAppVersion(): ?string\n {\n try {\n $query = '\n SELECT\n SubscriberPackageVersion.MajorVersion,\n SubscriberPackageVersion.MinorVersion,\n SubscriberPackageVersion.PatchVersion,\n SubscriberPackageVersion.BuildNumber\n FROM\n InstalledSubscriberPackage\n WHERE\n SubscriberPackageId = :packageId\n ';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'packageId' => self::INSTALLED_PACKAGE_ID,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Grab version number.\n $version = $sfField['SubscriberPackageVersion']['MajorVersion'] .\n $sfField['SubscriberPackageVersion']['MinorVersion'] .\n $sfField['SubscriberPackageVersion']['PatchVersion'] .\n $sfField['SubscriberPackageVersion']['BuildNumber'];\n } catch (\\Exception) {\n $version = null;\n }\n\n return $version;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws \\Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For SF we also check if Log Notes is enabled.\n if ($this->profile->log_notes === Profile::LOG_NOTE_NONE) {\n return;\n }\n\n if ($activity->opportunity_id && $activity->prospect === null) {\n return;\n }\n\n try {\n $transcriptionData = $this->generateTranscription($activity);\n\n $noteMaxLength = $this->profile->log_notes === Profile::LOG_NOTE_ENHANCED\n ? self::ENHANCED_NOTE_MAX_LENGTH\n : self::CLASSIC_NOTE_MAX_LENGTH;\n\n $title = 'Transcript for ';\n $title .= $activity->title ?? $activity->activity_title;\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($transcriptionData, 0, $noteMaxLength);\n\n if ($activity->opportunity_id) {\n $objectId = $activity->opportunity->crm_provider_id;\n } else {\n $objectId = $activity->prospect->crm_provider_id;\n }\n\n $noteId = $this->saveNote($title, $body, $objectId);\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 public function saveNote(string $title, string $body, string $objectId, ?NoteObject $noteObject = null): ?string\n {\n $noteId = null;\n\n try {\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $noteId = $this->buildEnhancedNote($title, $body, $objectId);\n } else {\n $noteId = $this->buildClassicNote($title, $body, $objectId);\n }\n } catch (HttpNotFoundException $exception) {\n // The profile not having access to create Enhanced Notes. Set their preference to Classic.\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $this->profile->update([\n 'log_notes' => Profile::LOG_NOTE_CLASSIC,\n ]);\n }\n }\n\n return $noteId;\n }\n\n /**\n * This is using the \"Enhanced\" Notes feature, NOT the \"Notes & Attachments\" feature being deprecated.\n *\n * @url https://salesforce.stackexchange.com/questions/104408/how-can-i-create-an-account-note-or-contact-note-via-api-that-is-visible-in-sale\n */\n private function buildEnhancedNote(string $title, string $body, string $objectId): string\n {\n // Decode stored entities, escape HTML (without quoting), then convert line breaks for Salesforce formatting\n $decodedBody = html_entity_decode($body, ENT_QUOTES | ENT_HTML5);\n $sanitizedBody = htmlspecialchars($decodedBody, ENT_NOQUOTES, 'UTF-8', false);\n $content = nl2br($sanitizedBody, false);\n $note = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'Title' => $title,\n 'Content' => base64_encode($content),\n ];\n\n $noteId = $this->createRecord('ContentNote', $note);\n\n $link = [\n 'ContentDocumentId' => $noteId,\n 'LinkedEntityId' => $objectId,\n 'ShareType' => 'I',\n ];\n\n $this->createRecord('ContentDocumentLink', $link);\n\n return $noteId;\n }\n\n private function buildClassicNote(string $title, string $body, string $objectId): string\n {\n if (in_array($this->parseObjectType($objectId), [Field::OBJECT_TASK, Field::OBJECT_EVENT])) {\n $this->logger->info('[Salesforce] Summary not sent', [\n 'profile_id' => $this->profile->id,\n 'objectId' => $objectId,\n 'reason' => 'Classical Note does not support Task/Event relation',\n ]);\n\n return '';\n }\n\n $titleTrimmed = null;\n\n if (mb_strlen($title) > 80) {\n $titleTrimmed = substr($title, 0, 77) . '...';\n }\n $payload = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'IsPrivate' => false,\n 'Title' => $titleTrimmed ?? $title,\n 'Body' => $titleTrimmed ? $title . PHP_EOL . $body : $body,\n 'ParentId' => $objectId,\n ];\n\n return $this->createRecord('Note', $payload);\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n if ($this->profile === null) {\n return [];\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $limitValues = ['limit' => $this->limit, 'offset' => $this->offset];\n $sosl = $queryBuilder->buildFindQuery($name, $scopes, $limitValues);\n\n $this->logger->info('[Salesforce] Find prospects', [\n 'profile_id' => $this->profile->id,\n 'sosl_query' => $sosl,\n 'search_string' => $name,\n 'scopes' => $scopes,\n ]);\n\n $data = Cache::remember($this->profile->id . $sosl, self::CACHE_TTL, function () use ($sosl) {\n $data = [];\n\n try {\n // Hit remote API.\n $objects = $this->queryHandler->search($sosl);\n\n // Build mapped list.\n foreach ($objects as $object) {\n $type = strtolower($object['attributes']['type']);\n\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n 'crmUrl' => $this->generateProviderUrl($object['Id'], $type),\n ];\n\n switch ($type) {\n case 'lead':\n if (empty($object['Company']) === false) {\n $record['organization'] = $object['Company'];\n }\n\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_LEAD)\n ->where('name', $object['Status'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_LEAD], $object['Status']);\n }\n\n if ($stage) {\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n }\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n break;\n\n case 'account':\n if (empty($object['Industry']) === false) {\n $record['industry'] = $object['Industry'];\n $record['detailsLine'] = $object['Industry'];\n }\n if (! empty($object['PersonEmail'])) {\n $record['detailsLine'] = $object['PersonEmail'];\n }\n\n break;\n\n case 'contact':\n // For contacts, we should try and fetch their account name too.\n if ($object['AccountId']) {\n // Cheaper to get this locally.\n $account = $this->config->accounts()\n ->where('crm_provider_id', $object['AccountId'])\n ->first(['name']);\n\n if ($account) {\n $record['organization'] = $account->name;\n }\n }\n\n if (! empty($object['IsPersonAccount']) && $object['Email']) {\n $record['detailsLine'] = $object['Email'];\n } else {\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n }\n\n break;\n }\n\n // Add phone numbers to record.\n if (empty($object['Phone']) === false && $object['Phone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['Phone'],\n 'nationalFormat' => phone_national($this->profile->user->country_code, $object['Phone']),\n 'type' => 'phone',\n ];\n }\n\n if (empty($object['MobilePhone']) === false && $object['MobilePhone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['MobilePhone'],\n 'nationalFormat' => phone_national(\n $this->profile->user->country_code,\n $object['MobilePhone']\n ),\n 'type' => 'mobile',\n ];\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n $data = [];\n }\n\n return $data;\n });\n\n return $data;\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 ? $profile->getCrmProviderId() : null;\n }\n\n try {\n // Perhaps their profile has no opportunity permissions.\n if ($this->profile === null || $this->profile->opportunity_fields === null) {\n return $data;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildFindOpportunitiesQuery();\n\n $objects = $this->queryHandler->query($query, ['accountId' => $crmAccountId]);\n\n foreach ($objects as $object) {\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'won' => $object['IsWon'],\n 'closed' => $object['IsClosed'],\n ];\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n if (empty($object[$valueFieldName]) === false) {\n $currency = $object['CurrencyIsoCode'] ?? $this->config->default_currency;\n $value = formatCurrency($object[$valueFieldName], $currency);\n\n $record += [\n 'value' => $value,\n ];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->where('name', $object['StageName'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $object['StageName']);\n }\n\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n if ($ownerId && isset($object['OwnerId']) && $object['OwnerId'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n return $data;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n public function getContactRolesFromCrm(?Carbon $since = null): array\n {\n $roles = [];\n\n if ($this->profile === null) {\n return $roles;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n\n $query = $queryBuilder->buildGetContactRolesQuery($since);\n\n try {\n $objects = $this->queryHandler->query($query);\n\n foreach ($objects as $object) {\n $roles[] = [\n 'id' => $object['Id'],\n 'contactId' => $object['ContactId'],\n 'opportunityId' => $object['OpportunityId'],\n 'ownerId' => $object['Opportunity']['OwnerId'] ?? null,\n 'isPrimary' => $object['IsPrimary'],\n 'role' => $object['Role'],\n ];\n }\n } catch (NoResultsException) {\n // Just return an empty array.\n $this->logger->info('[Salesforce] No contact roles found', [\n 'since' => $since?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n }\n\n return $roles;\n }\n\n public function syncContactRoles(Carbon $since): int\n {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $crmContactRoles = $this->getContactRolesFromCrm(since: $since);\n $syncCount = 0;\n $contactRoles = [];\n\n foreach ($crmContactRoles as $crmContactRole) {\n $contactRoles[] = $this->importContactRole($crmContactRole);\n $syncCount++;\n }\n\n $contactRoleRepository->saveContactRoles($contactRoles);\n\n $this->syncRemotelyDeletedContactRoles();\n\n return $syncCount;\n }\n\n private function importContactRole(array $contactRole): array\n {\n $contact = $this->config->contacts()\n ->where('crm_provider_id', $contactRole['contactId'])\n ->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($contactRole['contactId']);\n }\n\n $opportunity = $this->config->opportunities()\n ->where('crm_provider_id', $contactRole['opportunityId'])\n ->first();\n\n if ($opportunity === null) {\n $opportunity = $this->syncOpportunity($contactRole['opportunityId']);\n }\n\n $role = null;\n if (! empty($contactRole['role'])) {\n $role = mb_strimwidth($contactRole['role'], 0, 191);\n }\n\n return [\n 'crm_configuration_id' => $this->config->getId(),\n 'contact_id' => $contact->getId(),\n 'crm_provider_id' => $contactRole['id'],\n 'subject_type' => ContactRole::SUBJECT_TYPE_OPPORTUNITY,\n 'subject_id' => $opportunity->getId(),\n 'is_primary' => $contactRole['isPrimary'],\n 'role' => $role,\n ];\n }\n\n protected function syncRemotelyDeletedContactRoles(): bool\n {\n try {\n $deletedRemotely = $this->queryHandler->queryDeleted('OpportunityContactRole');\n } catch (NoResultsException $e) {\n return false;\n }\n\n $deletedOpportunities = $deletedRemotely->getResults();\n $deletedIds = array_column($deletedOpportunities, 'id');\n\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n foreach (array_chunk($deletedIds, self::HARD_DELETE_CHUNK) as $chunk) {\n $contactRoleRepository->deleteContactRoles($chunk);\n\n $this->logger->info('[' . $this->getDisplayName() . '] Remotely deleted opportunities synced', [\n 'teamId' => $this->team->id_string,\n 'remotelyDeletedOpportunities' => $chunk,\n 'count' => count($chunk),\n ]);\n }\n\n return true;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($this->profile->user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_TASK),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any open call for that user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Task\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsDeleted = false\n AND IsClosed = false\n AND (';\n\n if ($objectType === 'account') {\n // This covers tasks tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getEvents(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n $user = $this->profile?->user;\n if ($this->profile === null || $user === null) {\n return $data;\n }\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_EVENT),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any event starting in the last week and ending up until today owned by the user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Event\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= LAST_N_DAYS:7\n AND EndDateTime <= TODAY\n AND (';\n\n if ($objectType === 'account') {\n // This covers events tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['StartDateTime'] ? Carbon::parse($object['StartDateTime'])->toIso8601String() : null;\n\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\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 $userId = null): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($email, Field::TYPE_EMAIL);\n if ($sosl === null) {\n return null;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $email,\n QueryHandler::PRIORITISE_EMAIL\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException $e) {\n // Try the account next.\n if ($this->profile->account_fields === null) {\n return null;\n }\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n // SF improved search - strip the domain extension, min domain name length 4\n return $this->getCompanyNameFromEmail(email: $email, minNameLength: 4);\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 = $domain;\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByDomainQuery($companyName);\n\n try {\n $objects = $this->queryHandler->search($sosl);\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException) {\n return null;\n }\n }\n\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Don't bother looking up numbers that are masked.\n if (str_contains($phone, '**')) {\n return null;\n }\n\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $phoneNational = phone_national(null, $phone) ?? '';\n $possiblePhoneFormats = collect([\n preg_replace('/\\D/', '', ltrim($phone, '0+')),\n preg_replace('/\\D/', '', $phoneNational),\n formatDashPhoneNumber($phone),\n $phoneNational,\n ])\n ->filter() // Removes null and empty strings\n ->unique()\n ->values();\n\n foreach ($possiblePhoneFormats as $phone) {\n $sosl = $queryBuilder->buildMatchByQuery($phone, Field::TYPE_PHONE);\n if ($sosl === null) {\n continue;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $phone,\n QueryHandler::PRIORITISE_PHONE\n );\n\n return $this->convertCrmData($objects, $userId);\n } catch (NoResultsException) {\n continue;\n }\n }\n\n return null;\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 protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->profile->id . $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 /** Determine the CRM Objects which represent the call activity. */\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 if ($this->profile === null) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($name, 'name');\n if ($sosl === null) {\n return false;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n } catch (NoResultsException $e) {\n return false;\n }\n\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $name,\n QueryHandler::PRIORITISE_NAME\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return (! empty(array_filter($data))) ? $data : false;\n });\n\n return is_array($result) ? $result : 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(QueryIterator $objects, ?int $userId = null): array\n {\n $lead = null;\n $contact = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n if ($objects->count() > 0) {\n $object = $objects->current();\n\n if ($object['attributes']['type'] === 'Lead') {\n $lead = $this->importLead($object);\n\n // Lead might not be imported if the Stage is null for example.\n if ($lead) {\n $countryCode = $lead->country_code;\n $stage = $lead->stage;\n }\n } else {\n if ($object['attributes']['type'] === 'Contact') {\n $contact = $this->importContact($object);\n $account = $contact->account;\n } else {\n $account = $this->importAccount($object);\n }\n\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $sfOpportunities = $this->findOpportunities(\n $account?->getCrmProviderId(),\n $contact?->getCrmProviderId(),\n $userId\n );\n\n // Take the first opportunity, which will be ordered as priority based on their settings.\n if (! empty($sfOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($sfOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($stage->type === Stage::TYPE_LEAD) {\n $objectType = 'Lead';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'Status';\n } else {\n $objectType = 'Opportunity';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'StageName';\n }\n\n $headers = [];\n if ($this->config->trigger_assignment_rules === false) {\n // @see: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/headers_autoassign.htm\n $headers = [\n 'Sforce-Auto-Assign' => 'false',\n ];\n }\n\n $this->updateRecord($objectType, $objectId, [$objectStageType => $stage->name], $headers);\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, '001')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, '003')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, '00Q')) {\n return 'lead';\n }\n\n if (Str::startsWith($objectId, '006')) {\n return 'opportunity';\n }\n\n if (Str::startsWith($objectId, '00U')) {\n return 'event';\n }\n\n if (Str::startsWith($objectId, '00T')) {\n return 'task';\n }\n\n throw new \\InvalidArgumentException('Unsupported Object Type');\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n $query = $queryBuilder->buildGetUsersQuery($userToSearch);\n\n try {\n $salesforceUsers = $this->queryHandler->query($query, [\n 'active' => true,\n ]);\n } catch (NoResultsException $e) {\n $this->logger->info('[Salesforce] Sync Profiles. No users found', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n $teamRepository = app(TeamRepository::class);\n $customRules = $this->getCustomProfileRules($teamRepository);\n\n foreach ($salesforceUsers as $crmUser) {\n if ($crmUser['Email'] === null) {\n continue;\n }\n\n if (! $this->customProfileValidation($crmUser, $customRules)) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $crmUser['Email']);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $edition = $crmUser['UserPreferencesLightningExperiencePreferred']\n ? Profile::EDITION_LIGHTNING\n : Profile::EDITION_CLASSIC;\n\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->updateOrCreateProfile(\n $user,\n [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $crmUser['Id'],\n ],\n [\n 'user_id' => $user->getId(),\n 'edition' => $edition,\n 'has_external_cti' => ! empty($crmUser['CallCenterId']),\n 'crm_profile_id' => $crmUser['ProfileId'],\n ]\n );\n\n if ($userToSearch instanceof User && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n // Clean up inactive profiles\n try {\n $this->archiveInactiveProfiles();\n } catch (\\Exception $e) {\n $this->logger->warning('[Salesforce] Profile archiving failed', [\n 'teamId' => $this->team->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n // For Salesforce it's easy, we just point every object to the apex domain and they handle it.\n switch ($objectType) {\n case 'lead':\n case 'account':\n case 'contact':\n case 'opportunity':\n case 'task':\n case 'event':\n case 'activity':\n\n $url = $this->config->crm_base_url . '/' . $providerId;\n\n break;\n }\n\n return $url;\n }\n\n public function buildTaskSearchFields(): array\n {\n return ['Id', 'WhoId', 'WhatId', 'AccountId'];\n }\n\n public function getTaskByFilterConditions(\n array $fields,\n array $filters,\n bool $bulkSearch = false,\n bool $strictFilters = true\n ): ?array {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildSearchTaskQuery($fields, $filters, $bulkSearch, $strictFilters);\n\n try {\n if (! $bulkSearch) {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n }\n\n if ($bulkSearch) {\n $objects = $this->queryHandler->query($query);\n $records = [];\n foreach ($objects as $record) {\n $key = $record[end($fields)];\n $records[$key] = $record;\n }\n\n return $records;\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function mapCrmObjects(array $task): array\n {\n $activityData = [];\n\n if (! empty($task['WhoId'])) {\n $type = $this->parseObjectType($task['WhoId']);\n $activityData[$type] = $task['WhoId'];\n }\n if (! empty($task['AccountId'])) {\n $activityData['account'] = $task['AccountId'];\n }\n if (! empty($task['WhatId'])) {\n $activityData['opportunity'] = $task['WhatId'];\n }\n\n return $activityData;\n }\n\n /**\n * Get SF task by Outreach call id.\n */\n public function getTaskByFilter(\n string $activityFieldType,\n array $filters,\n string $operator = '=',\n array $additionalFields = []\n ): ?array {\n $data = [];\n\n try {\n // Default (base) fields.\n $fields = ['Id', 'Subject', 'Description', 'ActivityDate', 'WhoId', 'WhatId', $activityFieldType];\n\n foreach ($additionalFields as $additionalField) {\n $fields[] = $additionalField->crm_provider_id;\n }\n\n $fields = array_unique($fields);\n\n // Find task with the same Outreach id as the call id.\n $query = 'SELECT ' . implode(',', $fields) . '\n FROM Task\n WHERE IsArchived = false AND IsDeleted = false';\n\n foreach ($filters as $key => $value) {\n $key = preg_quote($key, '/');\n $key = str_replace(['\\'', '\"'], '', $key);\n // Prepare the substitution.\n $strKey = \":$key\";\n\n $query .= \" AND $key $operator $strKey\";\n }\n\n $query .= ' ORDER BY LastModifiedDate DESC LIMIT 1';\n\n $objects = $this->queryHandler->query($query, $filters);\n\n // There should be only one task related to this call if any.\n if ($objects->count() === 1) {\n $object = $objects->current();\n\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n\n $data = array_merge($object, [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'summary' => $object['Description'],\n 'due' => $dueDate,\n 'Type' => $object[$activityFieldType],\n ]);\n }\n } catch (NoResultsException $e) {\n // Filters don't match any records.\n } catch (ServiceUnavailableException $serviceUnavailableException) {\n // Service cannot be queried. We should probably log this.\n }\n\n return $data;\n }\n\n /**\n * Get Salesforce fields including datetime fields\n *\n * @param $objectType\n */\n private function getAllFieldsAsArray($objectType): array\n {\n $basicFields = [];\n // Not all users have access to all object fields.\n if ($this->profile->{$objectType . '_fields'}) {\n $basicFields = explode(',', $this->profile->{$objectType . '_fields'});\n }\n\n $extraFields = [\n 'CreatedDate',\n 'LastModifiedDate',\n 'IsDeleted',\n ];\n\n if ($objectType === self::OBJECT_OPPORTUNITY\n && $this->config->opportunity_value_field_id\n && ! in_array($this->config->opportunityValueField->crm_provider_id, $basicFields)\n ) {\n $extraFields[] = $this->config->opportunityValueField->crm_provider_id;\n }\n\n return array_unique(array_merge($basicFields, $extraFields));\n }\n\n /**\n * Generate transcription for activity description.\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 return $this->transcriptionService\n ->findTranscriptionByActivity($activity)\n ->map(static function (array $transcriptionSegment): string {\n return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];\n })\n ->implode(PHP_EOL);\n }\n\n /**\n * Find related Salesforce event based on activity data\n *\n * @return array<string>\n */\n public function fetchRelatedActivity(Activity $activity): array\n {\n $this->logger->info('[Salesforce] Searching for related activity', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n ]);\n\n $sfEvent = $this->fetchRelatedEvent($activity);\n if (empty($sfEvent)) {\n $this->logger->info('[Salesforce] No related activity found', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n 'account' => $activity->hasAccount()\n ? $activity->getAccount()->getCrmProviderId()\n : null,\n ]);\n\n return [];\n }\n\n return $sfEvent;\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n if ($activity->isTypeConference() === false) {\n return null;\n }\n\n if ($activity->hasActualStartTime() === false && $activity->hasScheduledStartTime() === false) {\n return null;\n }\n\n if (! $activity->hasProspect()) {\n $this->logger->info('[Salesforce] Skip look up, Activity not linked to Lead, Contact or Account', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n if ($playbook !== null && $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_TASK) {\n $this->logger->info('[Salesforce] Skip auto-sync for task-based playbook', [\n 'activityUuid' => $activity->getUuid(),\n 'playbookId' => $playbook->getId(),\n 'playbookType' => $playbook->getActivityType(),\n ]);\n\n return null;\n }\n\n try {\n $sfEvent = $this->fetchRelatedActivity($activity);\n if (empty($sfEvent)) {\n return null;\n }\n\n [$activityField, $activityType] = $this->resolveActivityTypeFromEvent($activity, $sfEvent);\n\n $this->logger->info('[Salesforce] Found related activity', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'activityFieldName' => $activityField,\n 'crmActivityType' => ($activityField !== null && isset($sfEvent[$activityField]))\n ? $sfEvent[$activityField]\n : null,\n 'activityType' => $activityType,\n ]);\n\n $userId = $this->findRelatedActivityUserId($activity, $sfEvent);\n\n if ($activity->getUserId() !== $userId) {\n $this->logger->info('[Salesforce] Updating meeting owner', [\n 'activityId' => $activity->getUuid(),\n 'oldUserId' => $activity->getUserId(),\n 'newUserId' => $userId,\n ]);\n }\n\n $this->updateSfEventDescription($activity, $sfEvent);\n\n $activity->update([\n 'user_id' => $userId,\n 'crm_provider_id' => $sfEvent['Id'],\n 'playbook_category_id' => $activityType->id ?? $activity->getCategory()?->getId(),\n ]);\n\n $this->logger->info('[Salesforce] Activity updated', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return $activity;\n } catch (\\Exception $exception) {\n \\Sentry::captureException($exception);\n\n throw $exception;\n }\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n *\n * @return array{0: string|null, 1: mixed}\n */\n private function resolveActivityTypeFromEvent(Activity $activity, array $sfEvent): array\n {\n $activityField = $this->getActivityFieldName($activity);\n $activityType = null;\n\n if ($activityField !== null && ! empty($sfEvent[$activityField])) {\n $playbook = $this->getPlaybook($activity->getUser());\n $activityType = $this->getPlaybookCategory($playbook, strval($sfEvent[$activityField]));\n }\n\n return [$activityField, $activityType];\n }\n\n /**\n * @param array<string> $sfEvent\n */\n private function findRelatedActivityUserId(Activity $activity, array $sfEvent): int\n {\n $userId = $activity->getUserId();\n\n if (empty($sfEvent['OwnerId']) === false) {\n $profile = $this\n ->config\n ->profiles()\n ->where('crm_provider_id', $sfEvent['OwnerId'])\n ->get()\n ->filter(static function (Profile $profile) use ($activity): bool {\n if (! $activity->isTypeConference()) {\n return ! empty($profile->user) ? $profile->user->isStatusActive() : false;\n }\n\n $participants = $activity->getParticipants();\n\n return ! empty($profile->user)\n ? $profile->user->isStatusActive()\n && $profile->user->hasPermission(PermissionEnum::RECORD_MEETING)\n && $participants->contains('user_id', $profile->user_id)\n : false;\n })\n ->first();\n\n if ($profile) {\n $userId = $profile->user_id;\n }\n }\n\n return $userId;\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n */\n private function updateSfEventDescription(Activity $activity, array $sfEvent): void\n {\n try {\n if (str_contains($sfEvent['Description'], $activity->id_string)) {\n return;\n }\n\n $payload = [\n 'Description' => $sfEvent['Description']\n . PHP_EOL\n . PHP_EOL\n . (new DecorateActivity())->generateDescription($activity),\n ];\n\n $this->logger->info('[Salesforce] Update record', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'payload' => $payload,\n ]);\n\n $payload = array_merge(\n $payload,\n $this->payloadBuilder->fetchCustomFieldData($activity, Field::OBJECT_EVENT)\n );\n\n $this->updateRecord('Event', $sfEvent['Id'], $payload);\n } catch (\\Exception) {\n $this->logger->error('[Salesforce] Failed to update record', [\n 'activityUuid' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n ]);\n }\n }\n\n /**\n * Returns the most recently modified Event within time range (if any).\n *\n * @return array|null An Event record from Salesforce.\n */\n private function fetchRelatedEvent(Activity $activity): ?array\n {\n $ownerId = $this->profile?->crm_provider_id;\n if ($ownerId === null) {\n return [];\n }\n\n /** @var ?Carbon $from */\n /** @var ?Carbon $to */\n [$from, $to] = $this->getFromToDates($activity);\n\n try {\n $whoId = null;\n $hasWho = $activity->lead_id || $activity->contact_id;\n if ($hasWho) {\n $whoId = $activity->hasLead()\n ? $activity->getLead()->crm_provider_id\n : $activity->getContact()->crm_provider_id;\n }\n\n if ($hasWho === false && $activity->account_id === null) {\n return null;\n }\n\n $query = $this->buildFetchRelatedEventQuery($activity);\n\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $ownerId,\n 'whoId' => $whoId,\n 'whatId' => $activity->hasOpportunity() ? $activity->getOpportunity()->crm_provider_id : null,\n 'accountId' => $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null,\n 'from' => $from?->format('Y-m-d\\TH:i:s\\Z'),\n 'to' => $to?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($objects as $object) {\n return $object;\n }\n } catch (NoResultsException $e) {\n return [];\n }\n\n return [];\n }\n\n private function getFromToDates(Activity $activity): array\n {\n $from = null;\n $to = null;\n\n /** @var ?CalendarEvent $calendarEvent */\n $calendarEvent = $activity->calendarEvent()->first();\n if ($calendarEvent !== null) {\n $from = $calendarEvent->getStartTime();\n $to = $calendarEvent->getEndTime();\n }\n\n // For non-calendar imported activities\n // Also double check if calendar event dates could be null?\n // If null use what we've got so far\n if ($from === null || $to === null) {\n $from = $activity->hasScheduledStartTime()\n ? $activity->getScheduledStartTime()\n : $activity->getActualStartTime();\n $to = $activity->hasScheduledEndTime()\n ? $activity->getScheduledEndTime()->addMinutes(15)\n : $activity->getActualEndTime();\n }\n\n return [$from, $to];\n }\n\n /**\n * Determines the appropriate activity field name for querying Salesforce events.\n *\n * This method follows a hierarchy to determine the field name:\n * 1. Uses the playbook's activity field if it exists and is in the profile's accessible fields\n * 2. Falls back to the default activity field if the profile has no event fields configured\n * 3. Returns null if no suitable field is found\n *\n * @param Activity $activity The activity to determine the field for\n *\n * @return string|null The field name to use in queries, or null if none is available\n */\n private function getActivityFieldName(Activity $activity): ?string\n {\n if ($this->profile === null) {\n $this->logger->warning('[Salesforce] Cannot determine activity field - profile not found', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $profileEventFields = $this->profile->getFieldsAsArray('event');\n\n if (empty($profileEventFields)) {\n $defaultActivityField = $this->getDefaultActivityField(Field::OBJECT_EVENT);\n $defaultFieldName = $defaultActivityField?->getAttribute('crm_provider_id');\n // Profile not yet synced — fall back to the default activity field.\n // There is a small chance that the profile won't have Default Activity Type field access\n // in which case the query will fail.\n // This is however an edge case and should be reviewed for profile sync issues.\n Sentry::withScope(function (\\Sentry\\State\\Scope $scope) use ($defaultFieldName): void {\n $scope->setContext('details', [\n 'profileId' => $this->profile->id,\n 'defaultField' => $defaultFieldName,\n ]);\n Sentry::captureMessage(\n '[Salesforce] Profile event fields empty, falling back to default activity field.',\n \\Sentry\\Severity::warning()\n );\n });\n\n return $defaultFieldName;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n\n if (! is_null($playbook) && ! is_null($playbook->getActivityField())) {\n $playbookFieldName = $playbook->getActivityField()->getAttribute('crm_provider_id');\n\n if (in_array($playbookFieldName, $profileEventFields, true)) {\n return $playbookFieldName;\n }\n\n $this->logger->warning('[Salesforce] Playbook activity field not found in profile fields', [\n 'activityId' => $activity->getUuid(),\n 'playbookField' => $playbookFieldName,\n 'profileId' => $this->profile->id,\n ]);\n }\n\n return null;\n }\n\n private function buildFetchRelatedEventQuery(Activity $activity): string\n {\n $hasWho = $activity->lead_id || $activity->contact_id;\n\n $activityFieldName = $this->getActivityFieldName($activity);\n $fields = array_filter(['Id', 'Description', 'OwnerId', $activityFieldName]);\n\n $ownerCondition = '(OwnerId = :ownerId OR CreatedById = :ownerId)';\n\n $query = '\n SELECT ' . implode(',', $fields) . '\n FROM Event\n WHERE ' . $ownerCondition . '\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= :from\n AND EndDateTime <= :to\n AND (';\n\n $operator = '';\n if ($activity->account_id) {\n // This covers events tied to a related contact or opportunity too.\n $query .= 'AccountId = :accountId';\n\n $operator = ' OR ';\n }\n\n if ($hasWho) {\n $query .= $operator . 'WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($activity->opportunity_id) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ') ORDER BY LastModifiedDate DESC';\n\n return $query;\n }\n\n public function fetchProspect(array $task): array\n {\n $lead = $account = $opportunity = $contact = $stage = $countryCode = null;\n $externalId = $task['WhoId'] ?? null;\n\n // Lead or Contact\n if ($externalId) {\n try {\n [$lead, $account, $opportunity, $contact, $stage, $countryCode] = $this->parseRecords($externalId);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n // If we happen to know the opportunity or account from the Task, figure that out.\n if (empty($task['WhatId']) === false) {\n // WhatId could be either Account ID or Opportunity ID.\n // If WhatId is Opportunity ID, get the opportunity and stage from the CRM.\n try {\n [, $account, $opportunity, , $stage, ] = $this->parseRecords($task['WhatId']);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n return [$lead, $account, $opportunity, $contact, $stage, $countryCode];\n }\n\n /**\n * Save activity transcription summary as note\n */\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n return $this->saveNote($title, $body, (string) $objectId);\n }\n\n public function getObjectByFilterConditions(string $objectType, array $fields, array $filters): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildObjectSearchQuery($objectType, $fields, $filters);\n\n try {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n private function getCustomProfileRules(TeamRepository $teamRepository): array\n {\n $teamSettings = $teamRepository->getTeamSetting($this->team, 'custom_profile_validation');\n\n if ($teamSettings instanceof TeamSettings && $teamSettings->getValueType() === 'array') {\n $customRules = json_decode($teamSettings->getValue(), true);\n if (is_array($customRules)) {\n return $customRules;\n }\n }\n\n return [];\n }\n\n private function customProfileValidation(array $crmUser, array $customRules): bool\n {\n foreach ($customRules as $customRule) {\n if ($crmUser[$customRule['field']] !== $customRule['value']) {\n return false;\n }\n }\n\n return true;\n }\n\n /**\n * When syncing Contact / Lead / Account / Opportunity / Stage crm entities,\n * validate and restore locally trashed objects,\n * before updating them. Objects are identified by CrmProviderId\n */\n private function restoreAnyTrashedEntity(HasMany $targetEntity, string $crmProviderId): void\n {\n $recordExists = $targetEntity->withTrashed()->where(['crm_provider_id' => $crmProviderId])->first();\n if ($recordExists && $recordExists->trashed()) {\n $recordExists->restore();\n }\n }\n\n #[\\Override] public function supportsNotes(): bool\n {\n return true;\n }\n\n private function getOwnerProfile(?string $ownerId): ?Profile\n {\n if ($ownerId === null) {\n return null;\n }\n\n return $this->config->profiles()\n ->where('crm_provider_id', $ownerId)\n ->first();\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Help","depth":1,"on_screen":true,"help_text":"Show help contents","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Cancel","depth":1,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Commit","depth":1,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Commit","depth":2,"on_screen":true,"help_text":"Show drop-down menu (⌥⇧⏎)","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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1aee7aad
<?php
namespace Jiminny\Services\Crm\Salesforce;
use Carbon\Carbon;
use Exception;
use Illuminate\Database\Eloquent\Relations\HasMany;
use Illuminate\Events\Dispatcher;
use Illuminate\Support\Facades\Cache;
use Illuminate\Support\Facades\Log;
use Illuminate\Support\Str;
use Jiminny\Component\Country\CountriesMap;
use Jiminny\Contracts\Acl\PermissionEnum;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\ImportsBusinessProcessesInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceBatchSyncInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\RemoteNoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SearchTaskInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SupportsObjectTypeParseInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmProfileRecordTypesInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Enums\CrmObject;
use Jiminny\Events\Activities\Crm\LeadConverted;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpBadRequestException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\NoResultsException;
use Jiminny\Exceptions\ServiceUnavailableException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Calendar\CalendarEvent;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\ContactRole;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Crm\RecordType;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\TeamSettings;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\Crm\RecordTypeFieldValuesRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Helpers\ArrayIterator;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Services\Crm\Salesforce\Fields\FieldHelper;
use Jiminny\Services\Crm\Salesforce\Fields\FieldTypeConverter;
use Jiminny\Services\Crm\Salesforce\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\FollowupActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\LogActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\RecordManipulationsTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\SyncFieldsTrait;
use Jiminny\Utils\CurrencyFormatter;
use Jiminny\Utils\StringUtil;
use Ramsey\Uuid\Uuid;
use Sentry\Laravel\Facade as Sentry;
class Service extends BaseService implements
SalesforceInterface,
SalesforceBatchSyncInterface,
SyncCrmEntitiesInterface,
SyncCrmProfileRecordTypesInterface,
ImportsBusinessProcessesInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SearchTaskInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
SupportsObjectTypeParseInterface,
RemoteNoteEntityManipulationInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncFieldsTrait;
use DeleteObjectsTrait;
use RecordManipulationsTrait;
use ServiceTraits\BatchSyncTrait;
use FollowupActivityTrait;
use LogActivityTrait;
/**
* Note Body Limit for the Old Note-Taking Tool
*
* @var int
*/
private const int CLASSIC_NOTE_MAX_LENGTH = 32000;
/**
* Note Content Limit for the New Notes
*
* @var int
*/
private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;
private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';
private const int CACHE_TTL = 600;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400
/**
* @var Client
*/
protected $client;
protected PayloadBuilder $payloadBuilder;
protected QueryHandler $queryHandler;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(
Client $client,
PayloadBuilder $payloadBuilder,
protected Dispatcher $eventDispatcher,
private readonly CountriesMap $countriesMap,
private readonly ProspectPhotoPathService $prospectPhotoPathService,
) {
parent::__construct();
$this->client = $client;
$this->payloadBuilder = $payloadBuilder;
$this->queryHandler = app(QueryHandler::class, [
'client' => $this->client,
'logger' => $this->logger,
]);
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Salesforce';
}
public function getJobDelay(): int
{
return 1;
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);
}
public function verifyTaskExists(Activity $activity): bool
{
$crmProviderId = $activity->getCrmProviderId();
$cacheKey = "crm_task_exists:{$this->config->getId()}:$crmProviderId";
return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {
$playbook = $this->getPlaybookFromActivity($activity);
if ($playbook === null) {
$this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [
'activity' => $activity->getId(),
'crm_provider_id' => $crmProviderId,
]);
return false;
}
$objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';
try {
$record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);
return ! empty($record) && ($record['IsDeleted'] ?? false) === false;
} catch (HttpNotFoundException|HttpBadRequestException) {
$this->logger->info('[Salesforce] Activity record not found during verification', [
'activity' => $activity->getId(),
'object_type' => $objectType,
'crm_provider_id' => $crmProviderId,
'config_id' => $this->config->getId(),
]);
return false;
}
});
}
public function query(string $queryToRun, array $parameters = []): QueryIterator
{
// Due to poorly designed external calls, this method cannot be entirely removed
return $this->queryHandler->query($queryToRun, $parameters);
}
/*=========== Organization Information ===============*/
/**
* Get a list of all the API Versions for the instance.
*
* @throws CrmException
*
* @return mixed
*
*/
public function getApiVersions()
{
$url = $this->config->crm_base_url . '/services/data';
$response = $this->client->get($url);
return json_decode($response->getBody(), true);
}
/**
* Gets the valid recordTypes for a given Salesforce Object via the describe API.
*/
private function getRecordTypes(string $crmObject): array
{
$url = $this->client->getObjectsUrl() . $crmObject . '/describe';
$response = $this->client->get($url);
$jsonResponse = json_decode($response->getBody(), true);
$fields = [];
foreach ($jsonResponse['recordTypeInfos'] as $row) {
$fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];
}
return $fields;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
$defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::defaultTaskFields()
: FieldDefinitions::defaultEventFields();
// 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
{
// Setup the activity field as the default Type.
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'Type',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::taskFollowupFieldsFilter()
: FieldDefinitions::eventFollowupFieldsFilter();
foreach ($fieldFilter as $eachFilter) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
/**
* This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually
* Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType
* Needs to be replaced later on
*/
public function syncField(Field $field): void
{
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)
? 'activity'
: $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$metadata = $sfField['Metadata'];
$field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);
$field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());
$field->is_mandatory = ($metadata['required'] === true);
$field->length = $metadata['length'];
$field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '"'), 0, 191);
$field->save();
} else {
$query = '
SELECT
Id, DataType, DeveloperName, Label, Length, Description
FROM
FieldDefinition
WHERE
DurableId = :entityName';
$entityName = $field->getEntityName();
$sfFields = $this->queryHandler->metadata($query, [
'entityName' => $entityName,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$convertedType = $this->convertFieldType($sfField['DataType'], $entityName);
$label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);
if ($field->isBusinessType()) {
$label = 'Opportunity Type';
}
$field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);
$field->label = $label;
$field->type = $convertedType;
$field->length = $sfField['Length'];
$field->save();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
private function convertFieldType(string $from, ?string $entityName = null): string
{
$converter = new FieldTypeConverter();
return $converter->convert($from, $entityName);
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?
'activity' : $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$valueSet = $sfField['Metadata']['valueSet'];
if ($valueSet['valueSetName'] === null) {
// Local picklist values can be obtained easily.
$picklistValues = $valueSet['valueSetDefinition']['value'];
} else {
// But for some fields, we just get the Global Value Picklist pointer so need to do more work.
$picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);
}
// Import all active values.
foreach ($picklistValues as $i => $sfFieldValue) {
// Setup default value.
if ($sfFieldValue['default']) {
$field->update(['default_value' => $sfFieldValue['valueName']]);
}
// This comes through as null if active (lol).
if ($sfFieldValue['isActive'] !== false) {
$values[] = [
'value' => $sfFieldValue['valueName'],
'label' => $sfFieldValue['valueName'],
'sequence' => $i,
'is_default' => $sfFieldValue['default'],
];
}
}
} else {
$objectFields = $this->getObjectFields($field->object_type);
$fieldId = $field->crm_provider_id;
// Only work with our field of interest.
$objectField = array_filter($objectFields, function ($item) use ($fieldId) {
return $item['name'] === $fieldId;
});
$objectField = array_shift($objectField);
if (empty($objectField['picklistValues']) === false) {
foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {
// Skip inactive values.
if ($sfFieldValue['active'] === false) {
continue;
}
// Setup default value.
if ($sfFieldValue['defaultValue']) {
$field->update(['default_value' => $sfFieldValue['value']]);
}
$values[] = [
'value' => $sfFieldValue['value'],
'label' => $sfFieldValue['label'],
'sequence' => $i,
'is_default' => $sfFieldValue['defaultValue'],
];
}
}
}
$fieldsToPurge = $field->values()->get()->pluck('value')->toArray();
foreach ($values as $value) {
$value['value'] = substr($value['value'] ?? '', 0, 255);
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $value['value'],
], $value);
// Remove this value from the ones we are going to purge.
if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
// Get IDs of the values to be deleted
$valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);
$valuesToDeleteIds = $valuesToDelete->pluck('id');
if (! $valuesToDeleteIds->isEmpty()) {
$recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);
$recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());
// Now safely delete from crm_field_values
$valuesToDelete->delete();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
return $fieldValues;
}
/**
* Gets values from Global Value Picklists.
*/
private function importGlobalValuePicklistValues(string $picklistName): array
{
$query = '
SELECT
Metadata
FROM
GlobalValueSet
WHERE
DeveloperName = :picklistName
LIMIT 1';
try {
$sfValues = $this->queryHandler->metadata($query, [
'picklistName' => $picklistName,
]);
// There is always 1 result at this point.
$sfValue = $sfValues->current();
return $sfValue['Metadata']['customValue'];
} catch (NoResultsException $noResultsException) {
// Nothing returned.
return [];
}
}
/**
* @inheritdoc
*/
public function syncProfileRecordTypes(): void
{
$objectTypes = [
'lead',
'account',
'contact',
'opportunity',
'task',
'event',
];
foreach ($objectTypes as $objectType) {
try {
$crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));
foreach ($crmRecordTypes as $crmRecordType) {
// If the record type is default and not the Master type, set this.
if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {
$recordType = $this->config->recordTypes()
->where('crm_provider_id', $crmRecordType['recordTypeId'])
->first();
if ($recordType) {
$this->profile->{$objectType . '_record_type_id'} = $recordType->id;
}
}
}
} catch (HttpNotFoundException $exception) {
Log::error('No access to ' . $objectType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
if ($this->profile->isDirty()) {
$this->profile->save();
}
}
/**
* Gets business processes.
*/
public function importBusinessProcesses(): void
{
$query = '
SELECT
Id, IsActive, Name, TableEnumOrId
FROM
BusinessProcess
WHERE
TableEnumOrId IN (\'Lead\',\'Opportunity\')';
try {
$sfProcesses = $this->queryHandler->query($query);
// Upsert all processes for the team.
foreach ($sfProcesses as $sfProcess) {
/** @var BusinessProcess $businessProcess */
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $sfProcess['Id'],
], [
'team_id' => $this->team->id,
'name' => $sfProcess['Name'],
'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',
'is_selectable' => $sfProcess['IsActive'],
]);
$this->importBusinessProcessStages($businessProcess);
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets business process stages.
*/
private function importBusinessProcessStages(BusinessProcess $businessProcess): void
{
$query = '
SELECT
Metadata
FROM
BusinessProcess
WHERE
Id = :processId';
try {
$stages = [];
$sfProcessStages = $this->queryHandler->metadata($query, [
'processId' => $businessProcess->crm_provider_id,
]);
// There is always 1 result at this point.
$sfProcessStage = $sfProcessStages->current();
// Upsert all processes for the team.
foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {
$sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: "%2C" becomes "," etc.
$stage = $businessProcess->crm->stages()
// This MUST match on label because this API doesn't use API Name.
->where('label', $sanitizedName)
->where('type', $businessProcess->type)
->where('is_selectable', 1)
->first();
if ($stage) {
$stages[] = $stage->id;
}
}
$businessProcess->stages()->sync($stages);
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets record types.
*/
public function importRecordTypes(): void
{
$query = '
SELECT
Id, IsActive, Name, BusinessProcessId, SobjectType
FROM
RecordType';
try {
$sfRecordTypes = $this->queryHandler->query($query);
// Upsert all record types for the process.
foreach ($sfRecordTypes as $sfRecordType) {
$businessProcess = null;
if ($sfRecordType['BusinessProcessId']) {
$businessProcess = $this->config->businessProcesses()
->where('crm_provider_id', $sfRecordType['BusinessProcessId'])
->first();
}
/** @var RecordType $recordType */
$recordType = $this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $sfRecordType['Id'],
], [
'team_id' => $this->team->id,
'type' => mb_strtolower($sfRecordType['SobjectType']),
'name' => $sfRecordType['Name'],
'is_selectable' => $sfRecordType['IsActive'],
'business_process_id' => $businessProcess->id ?? null,
]);
$this->importRecordTypeFieldValues($recordType);
}
} catch (NoResultsException $noResultsException) {
// Do nothing.
}
}
/**
* Import record type - field value mappings. This only works for standard fields.
*/
private function importRecordTypeFieldValues(RecordType $recordType): void
{
try {
$query = '
SELECT
Metadata
FROM
RecordType
WHERE
Id = :recordTypeId';
$sfFields = $this->queryHandler->metadata($query, [
'recordTypeId' => $recordType->crm_provider_id,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$picklists = $sfField['Metadata']['picklistValues'];
foreach ($picklists as $picklist) {
$field = $this->config->fields()->where([
'type' => Field::TYPE_PICKLIST,
'object_type' => $recordType->type,
'crm_provider_id' => $picklist['picklist'],
])->first();
if ($field) {
$fieldValues = [];
foreach ($picklist['values'] as $value) {
// Must decode: "%2C" becomes "," etc.
$fieldValue = $field->values()
->where('value', urldecode($value['valueName']))
->first();
if ($fieldValue) {
$fieldValues[] = $fieldValue->id;
}
}
$recordType->fieldValues()->sync($fieldValues);
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$params = [];
$missingStage = null;
if ($types === null) {
$types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];
}
foreach ($types as $type) {
if ($type === Stage::TYPE_LEAD) {
$query = '
SELECT
Id, ApiName, MasterLabel, SortOrder
FROM
LeadStatus';
} else {
$query = '
SELECT
Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability
FROM
OpportunityStage';
}
if ($missingStageName) {
$escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);
$query .= ' WHERE ApiName = :stageName';
$params = [
'stageName' => $escapedStageName,
];
}
try {
$sfStages = $this->queryHandler->query($query, $params);
} catch (NoResultsException $exception) {
$sfStages = [];
}
$missingStage = null;
// Upsert all stages for the team.
foreach ($sfStages as $sfStage) {
$selectable = true;
if (array_key_exists('IsActive', $sfStage)) {
$selectable = $sfStage['IsActive'];
}
$this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);
$stage = $this->config->stages()->updateOrCreate([
'crm_provider_id' => $sfStage['Id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),
'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),
'type' => $type,
'sequence' => $sfStage['SortOrder'] ?? 0,
'is_selectable' => $selectable,
'probability' => $sfStage['DefaultProbability'] ?? null,
]);
if ($missingStageName && $missingStageName === $sfStage['ApiName']) {
$missingStage = $stage;
}
}
if ($missingStageName && $missingStage === null) {
// If they requested a stage that still doesn't exist, it must be inactive so lazy create it.
$missingStage = $this->config->stages()->create([
'crm_provider_id' => Uuid::uuid4(),
'team_id' => $this->team->id,
'name' => mb_strimwidth($missingStageName, 0, 50),
'label' => mb_strimwidth($missingStageName, 0, 191),
'type' => $type,
'sequence' => 0,
'is_selectable' => 0,
]);
}
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('lead');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Lead
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfLeads = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfLeads as $sfLead) {
// Only sync if previously imported.
if ($this->hasLead($sfLead['Id'])) {
$this->importLead($sfLead);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
$fields = $this->getAllFieldsAsArray('lead');
$sfLead = $this->getRecord('Lead', $crmId, $fields);
return $this->importLead($sfLead);
}
private function importLead($crmData): ?Lead
{
/** @var ?Stage $stage */
$stage = null;
if (isset($crmData['Status'])) {
// Get the current stage.
$stage = $this->config
->stages()
->where('name', $crmData['Status'])
->where('type', Stage::TYPE_LEAD)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);
}
}
// If we have no way of importing this, just return null :(
if ($stage === null) {
return null;
}
$countryCode = $crmData['CountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country name.
if ($countryCode === null && empty($crmData['Country']) !== false) {
$countryCode = $this->convertCountryNameToCode($crmData['Country']);
}
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
$mobilePhone = null;
if (empty($crmData['MobilePhone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['MobilePhone'], 0, 25);
$mobilePhone = phone_e164($countryCode, $number);
}
$convertedDate = null;
$convertedAccount = null;
$convertedOpportunity = null;
$convertedContact = null;
if ($crmData['IsConverted'] == 'true') {
$convertedDate = $crmData['ConvertedDate'];
if (empty($crmData['ConvertedAccountId']) === false) {
$convertedAccount = $this->config
->accounts()
->where('crm_provider_id', $crmData['ConvertedAccountId'])
->first();
if ($convertedAccount === null) {
try {
$convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedOpportunityId']) === false) {
$convertedOpportunity = $this->config
->opportunities()
->where('crm_provider_id', $crmData['ConvertedOpportunityId'])
->first();
if ($convertedOpportunity === null) {
try {
$convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedContactId']) === false) {
$convertedContact = $this->team
->crm
->contacts()
->where('crm_provider_id', $crmData['ConvertedContactId'])
->first();
if ($convertedContact === null) {
try {
$convertedContact = $this->syncContact($crmData['ConvertedContactId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
}
if (empty($crmData['Company'])) {
$company = 'Unknown';
} else {
$company = mb_strimwidth($crmData['Company'], 0, 191);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'] ?? '',
'company' => $company,
'domain' => $domain,
'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',
'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,
'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,
'phone' => $parsedNumber['phone'],
'ext' => $parsedNumber['ext'] ?? null,
'mobile_phone' => $mobilePhone,
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Lead::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'stage_id' => $stage->id,
'record_type_id' => null,
'converted_at' => $convertedDate,
'converted_account_id' => $convertedAccount->id ?? null,
'converted_opportunity_id' => $convertedOpportunity->id ?? null,
'converted_contact_id' => $convertedContact->id ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);
/** @var Lead $lead */
$lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {
$this->eventDispatcher->dispatch(new LeadConverted($lead));
}
$this->handleObjectDeletion($lead, $crmData);
return $lead;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('account');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Account
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfAccounts = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfAccounts as $sfAccount) {
// Only sync if previously imported.
if ($this->hasAccount($sfAccount['Id'])) {
$this->importAccount($sfAccount);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
$fields = $this->getAllFieldsAsArray('account');
if (! in_array('Id', $fields, true)) {
$this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [
'crmId' => $crmId,
'userId' => $this->profile->getUserId(),
]);
return null;
}
$sfAccount = $this->getRecord('Account', $crmId, $fields);
return $this->importAccount($sfAccount);
}
private function importAccount($crmData): Account
{
$countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country names.
if ($countryCode === null && empty($crmData['BillingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);
}
if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);
}
if (empty($crmData['Phone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'], 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
$industry = null;
if (empty($crmData['Industry']) === false) {
$industry = mb_strimwidth($crmData['Industry'], 0, 40);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'],
'name' => mb_strimwidth($crmData['Name'], 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Account::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'industry' => $industry,
'domain' => $domain,
'phone' => $parsedNumber['phone'] ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);
/** @var Account $account */
$account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
$this->handleObjectDeletion($account, $crmData);
return $account;
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
$logParams = $parameters;
$parameters['profile'] = $this->profile;
$logParams['user'] = $this->profile->getUserId();
if (count($strategies) > 1) {
$this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [
'teamId' => $this->team->getUuid(),
'params' => $logParams,
'strategies_count' => count($strategies),
]);
}
foreach ($strategies as $syncStrategy) {
$name = $syncStrategy->getStrategyName();
try {
$sfOpportunities = $syncStrategy->fetchOpportunities($parameters);
$totalRecords = $sfOpportunities->count();
foreach ($sfOpportunities as $sfOpportunity) {
$this->importOpportunity($sfOpportunity);
$syncCount++;
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $noResultsException->getMessage(),
]);
} catch (CrmException $crmException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $crmException->getMessage(),
]);
}
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);
// debug to see how if count of opportunities reaches 1000
if ($syncCount >= 1000) {
$this->logger->info(
'[' . $this->getDisplayName() . '] Sync Opportunities - count warning',
[
'team_id' => $this->team->getId(),
'params' => $logParams,
'count' => $syncCount,
'strategies_count' => count($strategies),
'total_records' => $totalRecords ?? null,
]
);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY
);
$parameters = [
'profile' => $this->profile,
'crm_id' => $crmId,
];
try {
$sfOpportunity = $strategy->fetchOpportunities($parameters);
} catch (HttpNotFoundException $e) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
]);
return null;
} catch (CrmException $crmException) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
'exception' => $crmException->getMessage(),
]);
return null;
}
if ($sfOpportunity instanceof ArrayIterator) {
return $this->importOpportunity($sfOpportunity->getItems());
}
return $this->importOpportunity($sfOpportunity);
}
/**
* @throws HttpNotFoundException
*/
private function importOpportunity($crmData): ?Opportunity
{
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$account = null;
if (empty($crmData['AccountId']) === false) {
/** @var ?Account $account */
$account = $this->config->accounts()
->where('crm_provider_id', (string) $crmData['AccountId'])
->first();
if ($account === null) {
$account = $this->syncAccount($crmData['AccountId']);
}
}
$userId = $profile?->getUserId() ?? $account?->getUserId();
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1aee7aad
<?php
namespace Jiminny\Services\Crm\Salesforce;
use Carbon\Carbon;
use Exception;
use Illuminate\Database\Eloquent\Relations\HasMany;
use Illuminate\Events\Dispatcher;
use Illuminate\Support\Facades\Cache;
use Illuminate\Support\Facades\Log;
use Illuminate\Support\Str;
use Jiminny\Component\Country\CountriesMap;
use Jiminny\Contracts\Acl\PermissionEnum;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\ImportsBusinessProcessesInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceBatchSyncInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\RemoteNoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SearchTaskInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SupportsObjectTypeParseInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmProfileRecordTypesInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Enums\CrmObject;
use Jiminny\Events\Activities\Crm\LeadConverted;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpBadRequestException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\NoResultsException;
use Jiminny\Exceptions\ServiceUnavailableException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Calendar\CalendarEvent;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\ContactRole;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Crm\RecordType;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\TeamSettings;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\Crm\RecordTypeFieldValuesRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Helpers\ArrayIterator;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Services\Crm\Salesforce\Fields\FieldHelper;
use Jiminny\Services\Crm\Salesforce\Fields\FieldTypeConverter;
use Jiminny\Services\Crm\Salesforce\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\FollowupActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\LogActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\RecordManipulationsTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\SyncFieldsTrait;
use Jiminny\Utils\CurrencyFormatter;
use Jiminny\Utils\StringUtil;
use Ramsey\Uuid\Uuid;
use Sentry\Laravel\Facade as Sentry;
class Service extends BaseService implements
SalesforceInterface,
SalesforceBatchSyncInterface,
SyncCrmEntitiesInterface,
SyncCrmProfileRecordTypesInterface,
ImportsBusinessProcessesInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SearchTaskInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
SupportsObjectTypeParseInterface,
RemoteNoteEntityManipulationInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncFieldsTrait;
use DeleteObjectsTrait;
use RecordManipulationsTrait;
use ServiceTraits\BatchSyncTrait;
use FollowupActivityTrait;
use LogActivityTrait;
/**
* Note Body Limit for the Old Note-Taking Tool
*
* @var int
*/
private const int CLASSIC_NOTE_MAX_LENGTH = 32000;
/**
* Note Content Limit for the New Notes
*
* @var int
*/
private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;
private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';
private const int CACHE_TTL = 600;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400
/**
* @var Client
*/
protected $client;
protected PayloadBuilder $payloadBuilder;
protected QueryHandler $queryHandler;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(
Client $client,
PayloadBuilder $payloadBuilder,
protected Dispatcher $eventDispatcher,
private readonly CountriesMap $countriesMap,
private readonly ProspectPhotoPathService $prospectPhotoPathService,
) {
parent::__construct();
$this->client = $client;
$this->payloadBuilder = $payloadBuilder;
$this->queryHandler = app(QueryHandler::class, [
'client' => $this->client,
'logger' => $this->logger,
]);
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Salesforce';
}
public function getJobDelay(): int
{
return 1;
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);
}
public function verifyTaskExists(Activity $activity): bool
{
$crmProviderId = $activity->getCrmProviderId();
$cacheKey = "crm_task_exists:{$this->config->getId()}:$crmProviderId";
return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {
$playbook = $this->getPlaybookFromActivity($activity);
if ($playbook === null) {
$this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [
'activity' => $activity->getId(),
'crm_provider_id' => $crmProviderId,
]);
return false;
}
$objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';
try {
$record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);
return ! empty($record) && ($record['IsDeleted'] ?? false) === false;
} catch (HttpNotFoundException|HttpBadRequestException) {
$this->logger->info('[Salesforce] Activity record not found during verification', [
'activity' => $activity->getId(),
'object_type' => $objectType,
'crm_provider_id' => $crmProviderId,
'config_id' => $this->config->getId(),
]);
return false;
}
});
}
public function query(string $queryToRun, array $parameters = []): QueryIterator
{
// Due to poorly designed external calls, this method cannot be entirely removed
return $this->queryHandler->query($queryToRun, $parameters);
}
/*=========== Organization Information ===============*/
/**
* Get a list of all the API Versions for the instance.
*
* @throws CrmException
*
* @return mixed
*
*/
public function getApiVersions()
{
$url = $this->config->crm_base_url . '/services/data';
$response = $this->client->get($url);
return json_decode($response->getBody(), true);
}
/**
* Gets the valid recordTypes for a given Salesforce Object via the describe API.
*/
private function getRecordTypes(string $crmObject): array
{
$url = $this->client->getObjectsUrl() . $crmObject . '/describe';
$response = $this->client->get($url);
$jsonResponse = json_decode($response->getBody(), true);
$fields = [];
foreach ($jsonResponse['recordTypeInfos'] as $row) {
$fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];
}
return $fields;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
$defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::defaultTaskFields()
: FieldDefinitions::defaultEventFields();
// 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
{
// Setup the activity field as the default Type.
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'Type',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::taskFollowupFieldsFilter()
: FieldDefinitions::eventFollowupFieldsFilter();
foreach ($fieldFilter as $eachFilter) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
/**
* This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually
* Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType
* Needs to be replaced later on
*/
public function syncField(Field $field): void
{
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)
? 'activity'
: $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$metadata = $sfField['Metadata'];
$field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);
$field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());
$field->is_mandatory = ($metadata['required'] === true);
$field->length = $metadata['length'];
$field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '"'), 0, 191);
$field->save();
} else {
$query = '
SELECT
Id, DataType, DeveloperName, Label, Length, Description
FROM
FieldDefinition
WHERE
DurableId = :entityName';
$entityName = $field->getEntityName();
$sfFields = $this->queryHandler->metadata($query, [
'entityName' => $entityName,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$convertedType = $this->convertFieldType($sfField['DataType'], $entityName);
$label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);
if ($field->isBusinessType()) {
$label = 'Opportunity Type';
}
$field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);
$field->label = $label;
$field->type = $convertedType;
$field->length = $sfField['Length'];
$field->save();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
private function convertFieldType(string $from, ?string $entityName = null): string
{
$converter = new FieldTypeConverter();
return $converter->convert($from, $entityName);
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?
'activity' : $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$valueSet = $sfField['Metadata']['valueSet'];
if ($valueSet['valueSetName'] === null) {
// Local picklist values can be obtained easily.
$picklistValues = $valueSet['valueSetDefinition']['value'];
} else {
// But for some fields, we just get the Global Value Picklist pointer so need to do more work.
$picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);
}
// Import all active values.
foreach ($picklistValues as $i => $sfFieldValue) {
// Setup default value.
if ($sfFieldValue['default']) {
$field->update(['default_value' => $sfFieldValue['valueName']]);
}
// This comes through as null if active (lol).
if ($sfFieldValue['isActive'] !== false) {
$values[] = [
'value' => $sfFieldValue['valueName'],
'label' => $sfFieldValue['valueName'],
'sequence' => $i,
'is_default' => $sfFieldValue['default'],
];
}
}
} else {
$objectFields = $this->getObjectFields($field->object_type);
$fieldId = $field->crm_provider_id;
// Only work with our field of interest.
$objectField = array_filter($objectFields, function ($item) use ($fieldId) {
return $item['name'] === $fieldId;
});
$objectField = array_shift($objectField);
if (empty($objectField['picklistValues']) === false) {
foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {
// Skip inactive values.
if ($sfFieldValue['active'] === false) {
continue;
}
// Setup default value.
if ($sfFieldValue['defaultValue']) {
$field->update(['default_value' => $sfFieldValue['value']]);
}
$values[] = [
'value' => $sfFieldValue['value'],
'label' => $sfFieldValue['label'],
'sequence' => $i,
'is_default' => $sfFieldValue['defaultValue'],
];
}
}
}
$fieldsToPurge = $field->values()->get()->pluck('value')->toArray();
foreach ($values as $value) {
$value['value'] = substr($value['value'] ?? '', 0, 255);
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $value['value'],
], $value);
// Remove this value from the ones we are going to purge.
if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
// Get IDs of the values to be deleted
$valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);
$valuesToDeleteIds = $valuesToDelete->pluck('id');
if (! $valuesToDeleteIds->isEmpty()) {
$recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);
$recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());
// Now safely delete from crm_field_values
$valuesToDelete->delete();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
return $fieldValues;
}
/**
* Gets values from Global Value Picklists.
*/
private function importGlobalValuePicklistValues(string $picklistName): array
{
$query = '
SELECT
Metadata
FROM
GlobalValueSet
WHERE
DeveloperName = :picklistName
LIMIT 1';
try {
$sfValues = $this->queryHandler->metadata($query, [
'picklistName' => $picklistName,
]);
// There is always 1 result at this point.
$sfValue = $sfValues->current();
return $sfValue['Metadata']['customValue'];
} catch (NoResultsException $noResultsException) {
// Nothing returned.
return [];
}
}
/**
* @inheritdoc
*/
public function syncProfileRecordTypes(): void
{
$objectTypes = [
'lead',
'account',
'contact',
'opportunity',
'task',
'event',
];
foreach ($objectTypes as $objectType) {
try {
$crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));
foreach ($crmRecordTypes as $crmRecordType) {
// If the record type is default and not the Master type, set this.
if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {
$recordType = $this->config->recordTypes()
->where('crm_provider_id', $crmRecordType['recordTypeId'])
->first();
if ($recordType) {
$this->profile->{$objectType . '_record_type_id'} = $recordType->id;
}
}
}
} catch (HttpNotFoundException $exception) {
Log::error('No access to ' . $objectType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
if ($this->profile->isDirty()) {
$this->profile->save();
}
}
/**
* Gets business processes.
*/
public function importBusinessProcesses(): void
{
$query = '
SELECT
Id, IsActive, Name, TableEnumOrId
FROM
BusinessProcess
WHERE
TableEnumOrId IN (\'Lead\',\'Opportunity\')';
try {
$sfProcesses = $this->queryHandler->query($query);
// Upsert all processes for the team.
foreach ($sfProcesses as $sfProcess) {
/** @var BusinessProcess $businessProcess */
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $sfProcess['Id'],
], [
'team_id' => $this->team->id,
'name' => $sfProcess['Name'],
'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',
'is_selectable' => $sfProcess['IsActive'],
]);
$this->importBusinessProcessStages($businessProcess);
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets business process stages.
*/
private function importBusinessProcessStages(BusinessProcess $businessProcess): void
{
$query = '
SELECT
Metadata
FROM
BusinessProcess
WHERE
Id = :processId';
try {
$stages = [];
$sfProcessStages = $this->queryHandler->metadata($query, [
'processId' => $businessProcess->crm_provider_id,
]);
// There is always 1 result at this point.
$sfProcessStage = $sfProcessStages->current();
// Upsert all processes for the team.
foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {
$sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: "%2C" becomes "," etc.
$stage = $businessProcess->crm->stages()
// This MUST match on label because this API doesn't use API Name.
->where('label', $sanitizedName)
->where('type', $businessProcess->type)
->where('is_selectable', 1)
->first();
if ($stage) {
$stages[] = $stage->id;
}
}
$businessProcess->stages()->sync($stages);
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets record types.
*/
public function importRecordTypes(): void
{
$query = '
SELECT
Id, IsActive, Name, BusinessProcessId, SobjectType
FROM
RecordType';
try {
$sfRecordTypes = $this->queryHandler->query($query);
// Upsert all record types for the process.
foreach ($sfRecordTypes as $sfRecordType) {
$businessProcess = null;
if ($sfRecordType['BusinessProcessId']) {
$businessProcess = $this->config->businessProcesses()
->where('crm_provider_id', $sfRecordType['BusinessProcessId'])
->first();
}
/** @var RecordType $recordType */
$recordType = $this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $sfRecordType['Id'],
], [
'team_id' => $this->team->id,
'type' => mb_strtolower($sfRecordType['SobjectType']),
'name' => $sfRecordType['Name'],
'is_selectable' => $sfRecordType['IsActive'],
'business_process_id' => $businessProcess->id ?? null,
]);
$this->importRecordTypeFieldValues($recordType);
}
} catch (NoResultsException $noResultsException) {
// Do nothing.
}
}
/**
* Import record type - field value mappings. This only works for standard fields.
*/
private function importRecordTypeFieldValues(RecordType $recordType): void
{
try {
$query = '
SELECT
Metadata
FROM
RecordType
WHERE
Id = :recordTypeId';
$sfFields = $this->queryHandler->metadata($query, [
'recordTypeId' => $recordType->crm_provider_id,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$picklists = $sfField['Metadata']['picklistValues'];
foreach ($picklists as $picklist) {
$field = $this->config->fields()->where([
'type' => Field::TYPE_PICKLIST,
'object_type' => $recordType->type,
'crm_provider_id' => $picklist['picklist'],
])->first();
if ($field) {
$fieldValues = [];
foreach ($picklist['values'] as $value) {
// Must decode: "%2C" becomes "," etc.
$fieldValue = $field->values()
->where('value', urldecode($value['valueName']))
->first();
if ($fieldValue) {
$fieldValues[] = $fieldValue->id;
}
}
$recordType->fieldValues()->sync($fieldValues);
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$params = [];
$missingStage = null;
if ($types === null) {
$types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];
}
foreach ($types as $type) {
if ($type === Stage::TYPE_LEAD) {
$query = '
SELECT
Id, ApiName, MasterLabel, SortOrder
FROM
LeadStatus';
} else {
$query = '
SELECT
Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability
FROM
OpportunityStage';
}
if ($missingStageName) {
$escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);
$query .= ' WHERE ApiName = :stageName';
$params = [
'stageName' => $escapedStageName,
];
}
try {
$sfStages = $this->queryHandler->query($query, $params);
} catch (NoResultsException $exception) {
$sfStages = [];
}
$missingStage = null;
// Upsert all stages for the team.
foreach ($sfStages as $sfStage) {
$selectable = true;
if (array_key_exists('IsActive', $sfStage)) {
$selectable = $sfStage['IsActive'];
}
$this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);
$stage = $this->config->stages()->updateOrCreate([
'crm_provider_id' => $sfStage['Id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),
'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),
'type' => $type,
'sequence' => $sfStage['SortOrder'] ?? 0,
'is_selectable' => $selectable,
'probability' => $sfStage['DefaultProbability'] ?? null,
]);
if ($missingStageName && $missingStageName === $sfStage['ApiName']) {
$missingStage = $stage;
}
}
if ($missingStageName && $missingStage === null) {
// If they requested a stage that still doesn't exist, it must be inactive so lazy create it.
$missingStage = $this->config->stages()->create([
'crm_provider_id' => Uuid::uuid4(),
'team_id' => $this->team->id,
'name' => mb_strimwidth($missingStageName, 0, 50),
'label' => mb_strimwidth($missingStageName, 0, 191),
'type' => $type,
'sequence' => 0,
'is_selectable' => 0,
]);
}
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('lead');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Lead
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfLeads = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfLeads as $sfLead) {
// Only sync if previously imported.
if ($this->hasLead($sfLead['Id'])) {
$this->importLead($sfLead);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
$fields = $this->getAllFieldsAsArray('lead');
$sfLead = $this->getRecord('Lead', $crmId, $fields);
return $this->importLead($sfLead);
}
private function importLead($crmData): ?Lead
{
/** @var ?Stage $stage */
$stage = null;
if (isset($crmData['Status'])) {
// Get the current stage.
$stage = $this->config
->stages()
->where('name', $crmData['Status'])
->where('type', Stage::TYPE_LEAD)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);
}
}
// If we have no way of importing this, just return null :(
if ($stage === null) {
return null;
}
$countryCode = $crmData['CountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country name.
if ($countryCode === null && empty($crmData['Country']) !== false) {
$countryCode = $this->convertCountryNameToCode($crmData['Country']);
}
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
$mobilePhone = null;
if (empty($crmData['MobilePhone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['MobilePhone'], 0, 25);
$mobilePhone = phone_e164($countryCode, $number);
}
$convertedDate = null;
$convertedAccount = null;
$convertedOpportunity = null;
$convertedContact = null;
if ($crmData['IsConverted'] == 'true') {
$convertedDate = $crmData['ConvertedDate'];
if (empty($crmData['ConvertedAccountId']) === false) {
$convertedAccount = $this->config
->accounts()
->where('crm_provider_id', $crmData['ConvertedAccountId'])
->first();
if ($convertedAccount === null) {
try {
$convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedOpportunityId']) === false) {
$convertedOpportunity = $this->config
->opportunities()
->where('crm_provider_id', $crmData['ConvertedOpportunityId'])
->first();
if ($convertedOpportunity === null) {
try {
$convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedContactId']) === false) {
$convertedContact = $this->team
->crm
->contacts()
->where('crm_provider_id', $crmData['ConvertedContactId'])
->first();
if ($convertedContact === null) {
try {
$convertedContact = $this->syncContact($crmData['ConvertedContactId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
}
if (empty($crmData['Company'])) {
$company = 'Unknown';
} else {
$company = mb_strimwidth($crmData['Company'], 0, 191);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'] ?? '',
'company' => $company,
'domain' => $domain,
'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',
'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,
'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,
'phone' => $parsedNumber['phone'],
'ext' => $parsedNumber['ext'] ?? null,
'mobile_phone' => $mobilePhone,
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Lead::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'stage_id' => $stage->id,
'record_type_id' => null,
'converted_at' => $convertedDate,
'converted_account_id' => $convertedAccount->id ?? null,
'converted_opportunity_id' => $convertedOpportunity->id ?? null,
'converted_contact_id' => $convertedContact->id ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);
/** @var Lead $lead */
$lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {
$this->eventDispatcher->dispatch(new LeadConverted($lead));
}
$this->handleObjectDeletion($lead, $crmData);
return $lead;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('account');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Account
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfAccounts = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfAccounts as $sfAccount) {
// Only sync if previously imported.
if ($this->hasAccount($sfAccount['Id'])) {
$this->importAccount($sfAccount);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
$fields = $this->getAllFieldsAsArray('account');
if (! in_array('Id', $fields, true)) {
$this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [
'crmId' => $crmId,
'userId' => $this->profile->getUserId(),
]);
return null;
}
$sfAccount = $this->getRecord('Account', $crmId, $fields);
return $this->importAccount($sfAccount);
}
private function importAccount($crmData): Account
{
$countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country names.
if ($countryCode === null && empty($crmData['BillingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);
}
if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);
}
if (empty($crmData['Phone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'], 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
$industry = null;
if (empty($crmData['Industry']) === false) {
$industry = mb_strimwidth($crmData['Industry'], 0, 40);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'],
'name' => mb_strimwidth($crmData['Name'], 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Account::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'industry' => $industry,
'domain' => $domain,
'phone' => $parsedNumber['phone'] ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);
/** @var Account $account */
$account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
$this->handleObjectDeletion($account, $crmData);
return $account;
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
$logParams = $parameters;
$parameters['profile'] = $this->profile;
$logParams['user'] = $this->profile->getUserId();
if (count($strategies) > 1) {
$this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [
'teamId' => $this->team->getUuid(),
'params' => $logParams,
'strategies_count' => count($strategies),
]);
}
foreach ($strategies as $syncStrategy) {
$name = $syncStrategy->getStrategyName();
try {
$sfOpportunities = $syncStrategy->fetchOpportunities($parameters);
$totalRecords = $sfOpportunities->count();
foreach ($sfOpportunities as $sfOpportunity) {
$this->importOpportunity($sfOpportunity);
$syncCount++;
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $noResultsException->getMessage(),
]);
} catch (CrmException $crmException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $crmException->getMessage(),
]);
}
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);
// debug to see how if count of opportunities reaches 1000
if ($syncCount >= 1000) {
$this->logger->info(
'[' . $this->getDisplayName() . '] Sync Opportunities - count warning',
[
'team_id' => $this->team->getId(),
'params' => $logParams,
'count' => $syncCount,
'strategies_count' => count($strategies),
'total_records' => $totalRecords ?? null,
]
);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY
);
$parameters = [
'profile' => $this->profile,
'crm_id' => $crmId,
];
try {
$sfOpportunity = $strategy->fetchOpportunities($parameters);
} catch (HttpNotFoundException $e) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
]);
return null;
} catch (CrmException $crmException) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
'exception' => $crmException->getMessage(),
]);
return null;
}
if ($sfOpportunity instanceof ArrayIterator) {
return $this->importOpportunity($sfOpportunity->getItems());
}
return $this->importOpportunity($sfOpportunity);
}
/**
* @throws HttpNotFoundException
*/
private function importOpportunity($crmData): ?Opportunity
{
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$account = null;
if (empty($crmData['AccountId']) === false) {
/** @var ?Account $account */
$account = $this->config->accounts()
->where('crm_provider_id', (string) $crmData['AccountId'])
->first();
if ($account === null) {
$account = $this->syncAccount($crmData['AccountId']);
}
}
$userId = $profile?->getUserId() ?? $account?->getUserId();
if ($u...
|
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differences","depth":1,"bounds":{"left":0.5511968,"top":0.41181165,"width":0.027260639,"height":0.022346368},"on_screen":true,"role_description":"text"},{"role":"AXTextField","text":"1aee7aad","depth":1,"bounds":{"left":0.26196808,"top":0.43415803,"width":0.022606382,"height":0.013567438},"on_screen":true,"value":"1aee7aad","help_text":"text/plain","role_description":"text field","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Salesforce;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Illuminate\\Database\\Eloquent\\Relations\\HasMany;\nuse Illuminate\\Events\\Dispatcher;\nuse Illuminate\\Support\\Facades\\Cache;\nuse Illuminate\\Support\\Facades\\Log;\nuse Illuminate\\Support\\Str;\nuse Jiminny\\Component\\Country\\CountriesMap;\nuse Jiminny\\Contracts\\Acl\\PermissionEnum;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ImportsBusinessProcessesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceBatchSyncInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteNoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SearchTaskInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmProfileRecordTypesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Enums\\CrmObject;\nuse Jiminny\\Events\\Activities\\Crm\\LeadConverted;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpBadRequestException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\NoResultsException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Calendar\\CalendarEvent;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\ContactRole;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Crm\\RecordType;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\TeamSettings;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\Crm\\RecordTypeFieldValuesRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Helpers\\ArrayIterator;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldHelper;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldTypeConverter;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\FollowupActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\LogActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\RecordManipulationsTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Jiminny\\Utils\\StringUtil;\nuse Ramsey\\Uuid\\Uuid;\nuse Sentry\\Laravel\\Facade as Sentry;\n\nclass Service extends BaseService implements\n SalesforceInterface,\n SalesforceBatchSyncInterface,\n SyncCrmEntitiesInterface,\n SyncCrmProfileRecordTypesInterface,\n ImportsBusinessProcessesInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SearchTaskInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n RemoteNoteEntityManipulationInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncFieldsTrait;\n use DeleteObjectsTrait;\n use RecordManipulationsTrait;\n use ServiceTraits\\BatchSyncTrait;\n use FollowupActivityTrait;\n use LogActivityTrait;\n\n /**\n * Note Body Limit for the Old Note-Taking Tool\n *\n * @var int\n */\n private const int CLASSIC_NOTE_MAX_LENGTH = 32000;\n\n /**\n * Note Content Limit for the New Notes\n *\n * @var int\n */\n private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;\n\n private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';\n\n private const int CACHE_TTL = 600;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400\n\n /**\n * @var Client\n */\n protected $client;\n\n protected PayloadBuilder $payloadBuilder;\n protected QueryHandler $queryHandler;\n\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(\n Client $client,\n PayloadBuilder $payloadBuilder,\n protected Dispatcher $eventDispatcher,\n private readonly CountriesMap $countriesMap,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->payloadBuilder = $payloadBuilder;\n $this->queryHandler = app(QueryHandler::class, [\n 'client' => $this->client,\n 'logger' => $this->logger,\n ]);\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Salesforce';\n }\n\n public function getJobDelay(): int\n {\n return 1;\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);\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 ($activity, $crmProviderId) {\n $playbook = $this->getPlaybookFromActivity($activity);\n\n if ($playbook === null) {\n $this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [\n 'activity' => $activity->getId(),\n 'crm_provider_id' => $crmProviderId,\n ]);\n\n return false;\n }\n\n $objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';\n\n try {\n $record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);\n\n return ! empty($record) && ($record['IsDeleted'] ?? false) === false;\n } catch (HttpNotFoundException|HttpBadRequestException) {\n $this->logger->info('[Salesforce] Activity record not found during verification', [\n 'activity' => $activity->getId(),\n 'object_type' => $objectType,\n 'crm_provider_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n });\n }\n\n public function query(string $queryToRun, array $parameters = []): QueryIterator\n {\n // Due to poorly designed external calls, this method cannot be entirely removed\n return $this->queryHandler->query($queryToRun, $parameters);\n }\n\n /*=========== Organization Information ===============*/\n\n /**\n * Get a list of all the API Versions for the instance.\n *\n * @throws CrmException\n *\n * @return mixed\n *\n */\n public function getApiVersions()\n {\n $url = $this->config->crm_base_url . '/services/data';\n\n $response = $this->client->get($url);\n\n return json_decode($response->getBody(), true);\n }\n\n /**\n * Gets the valid recordTypes for a given Salesforce Object via the describe API.\n */\n private function getRecordTypes(string $crmObject): array\n {\n $url = $this->client->getObjectsUrl() . $crmObject . '/describe';\n\n $response = $this->client->get($url);\n $jsonResponse = json_decode($response->getBody(), true);\n\n $fields = [];\n foreach ($jsonResponse['recordTypeInfos'] as $row) {\n $fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];\n }\n\n return $fields;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n $defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::defaultTaskFields()\n : FieldDefinitions::defaultEventFields();\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 return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'Type',\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, Playbook::ACTIVITY_TYPE_EVENT];\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::taskFollowupFieldsFilter()\n : FieldDefinitions::eventFollowupFieldsFilter();\n\n foreach ($fieldFilter as $eachFilter) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n /**\n * This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually\n * Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType\n * Needs to be replaced later on\n */\n public function syncField(Field $field): void\n {\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)\n ? 'activity'\n : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $metadata = $sfField['Metadata'];\n\n $field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);\n $field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());\n $field->is_mandatory = ($metadata['required'] === true);\n $field->length = $metadata['length'];\n $field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '\"'), 0, 191);\n $field->save();\n } else {\n $query = '\n SELECT\n Id, DataType, DeveloperName, Label, Length, Description\n FROM\n FieldDefinition\n WHERE\n DurableId = :entityName';\n\n $entityName = $field->getEntityName();\n $sfFields = $this->queryHandler->metadata($query, [\n 'entityName' => $entityName,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $convertedType = $this->convertFieldType($sfField['DataType'], $entityName);\n $label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);\n\n if ($field->isBusinessType()) {\n $label = 'Opportunity Type';\n }\n\n $field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);\n $field->label = $label;\n $field->type = $convertedType;\n $field->length = $sfField['Length'];\n $field->save();\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n private function convertFieldType(string $from, ?string $entityName = null): string\n {\n $converter = new FieldTypeConverter();\n\n return $converter->convert($from, $entityName);\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?\n 'activity' : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $valueSet = $sfField['Metadata']['valueSet'];\n\n if ($valueSet['valueSetName'] === null) {\n // Local picklist values can be obtained easily.\n $picklistValues = $valueSet['valueSetDefinition']['value'];\n } else {\n // But for some fields, we just get the Global Value Picklist pointer so need to do more work.\n $picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);\n }\n\n // Import all active values.\n foreach ($picklistValues as $i => $sfFieldValue) {\n // Setup default value.\n if ($sfFieldValue['default']) {\n $field->update(['default_value' => $sfFieldValue['valueName']]);\n }\n\n // This comes through as null if active (lol).\n if ($sfFieldValue['isActive'] !== false) {\n $values[] = [\n 'value' => $sfFieldValue['valueName'],\n 'label' => $sfFieldValue['valueName'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['default'],\n ];\n }\n }\n } else {\n $objectFields = $this->getObjectFields($field->object_type);\n $fieldId = $field->crm_provider_id;\n\n // Only work with our field of interest.\n $objectField = array_filter($objectFields, function ($item) use ($fieldId) {\n return $item['name'] === $fieldId;\n });\n\n $objectField = array_shift($objectField);\n if (empty($objectField['picklistValues']) === false) {\n foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {\n // Skip inactive values.\n if ($sfFieldValue['active'] === false) {\n continue;\n }\n\n // Setup default value.\n if ($sfFieldValue['defaultValue']) {\n $field->update(['default_value' => $sfFieldValue['value']]);\n }\n\n $values[] = [\n 'value' => $sfFieldValue['value'],\n 'label' => $sfFieldValue['label'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['defaultValue'],\n ];\n }\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'], $fieldsToPurge, true)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n // Get IDs of the values to be deleted\n $valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);\n $valuesToDeleteIds = $valuesToDelete->pluck('id');\n if (! $valuesToDeleteIds->isEmpty()) {\n $recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);\n $recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());\n\n // Now safely delete from crm_field_values\n $valuesToDelete->delete();\n }\n\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n return $fieldValues;\n }\n\n /**\n * Gets values from Global Value Picklists.\n */\n private function importGlobalValuePicklistValues(string $picklistName): array\n {\n $query = '\n SELECT\n Metadata\n FROM\n GlobalValueSet\n WHERE\n DeveloperName = :picklistName\n LIMIT 1';\n\n try {\n $sfValues = $this->queryHandler->metadata($query, [\n 'picklistName' => $picklistName,\n ]);\n\n // There is always 1 result at this point.\n $sfValue = $sfValues->current();\n\n return $sfValue['Metadata']['customValue'];\n } catch (NoResultsException $noResultsException) {\n // Nothing returned.\n\n return [];\n }\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileRecordTypes(): void\n {\n $objectTypes = [\n 'lead',\n 'account',\n 'contact',\n 'opportunity',\n 'task',\n 'event',\n ];\n\n foreach ($objectTypes as $objectType) {\n try {\n $crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));\n\n foreach ($crmRecordTypes as $crmRecordType) {\n // If the record type is default and not the Master type, set this.\n if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmRecordType['recordTypeId'])\n ->first();\n\n if ($recordType) {\n $this->profile->{$objectType . '_record_type_id'} = $recordType->id;\n }\n }\n }\n } catch (HttpNotFoundException $exception) {\n Log::error('No access to ' . $objectType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n if ($this->profile->isDirty()) {\n $this->profile->save();\n }\n }\n\n /**\n * Gets business processes.\n */\n public function importBusinessProcesses(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, TableEnumOrId\n FROM\n BusinessProcess\n WHERE\n TableEnumOrId IN (\\'Lead\\',\\'Opportunity\\')';\n\n try {\n $sfProcesses = $this->queryHandler->query($query);\n\n // Upsert all processes for the team.\n foreach ($sfProcesses as $sfProcess) {\n /** @var BusinessProcess $businessProcess */\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $sfProcess['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => $sfProcess['Name'],\n 'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',\n 'is_selectable' => $sfProcess['IsActive'],\n ]);\n\n $this->importBusinessProcessStages($businessProcess);\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets business process stages.\n */\n private function importBusinessProcessStages(BusinessProcess $businessProcess): void\n {\n $query = '\n SELECT\n Metadata\n FROM\n BusinessProcess\n WHERE\n Id = :processId';\n\n try {\n $stages = [];\n $sfProcessStages = $this->queryHandler->metadata($query, [\n 'processId' => $businessProcess->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfProcessStage = $sfProcessStages->current();\n\n // Upsert all processes for the team.\n foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {\n $sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: \"%2C\" becomes \",\" etc.\n\n $stage = $businessProcess->crm->stages()\n // This MUST match on label because this API doesn't use API Name.\n ->where('label', $sanitizedName)\n ->where('type', $businessProcess->type)\n ->where('is_selectable', 1)\n ->first();\n\n if ($stage) {\n $stages[] = $stage->id;\n }\n }\n\n $businessProcess->stages()->sync($stages);\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets record types.\n */\n public function importRecordTypes(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, BusinessProcessId, SobjectType\n FROM\n RecordType';\n\n try {\n $sfRecordTypes = $this->queryHandler->query($query);\n\n // Upsert all record types for the process.\n foreach ($sfRecordTypes as $sfRecordType) {\n $businessProcess = null;\n if ($sfRecordType['BusinessProcessId']) {\n $businessProcess = $this->config->businessProcesses()\n ->where('crm_provider_id', $sfRecordType['BusinessProcessId'])\n ->first();\n }\n\n /** @var RecordType $recordType */\n $recordType = $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $sfRecordType['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'type' => mb_strtolower($sfRecordType['SobjectType']),\n 'name' => $sfRecordType['Name'],\n 'is_selectable' => $sfRecordType['IsActive'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n $this->importRecordTypeFieldValues($recordType);\n }\n } catch (NoResultsException $noResultsException) {\n // Do nothing.\n }\n }\n\n /**\n * Import record type - field value mappings. This only works for standard fields.\n */\n private function importRecordTypeFieldValues(RecordType $recordType): void\n {\n try {\n $query = '\n SELECT\n Metadata\n FROM\n RecordType\n WHERE\n Id = :recordTypeId';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'recordTypeId' => $recordType->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $picklists = $sfField['Metadata']['picklistValues'];\n\n foreach ($picklists as $picklist) {\n $field = $this->config->fields()->where([\n 'type' => Field::TYPE_PICKLIST,\n 'object_type' => $recordType->type,\n 'crm_provider_id' => $picklist['picklist'],\n ])->first();\n\n if ($field) {\n $fieldValues = [];\n\n foreach ($picklist['values'] as $value) {\n // Must decode: \"%2C\" becomes \",\" etc.\n $fieldValue = $field->values()\n ->where('value', urldecode($value['valueName']))\n ->first();\n\n if ($fieldValue) {\n $fieldValues[] = $fieldValue->id;\n }\n }\n\n $recordType->fieldValues()->sync($fieldValues);\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $params = [];\n $missingStage = null;\n if ($types === null) {\n $types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];\n }\n\n foreach ($types as $type) {\n if ($type === Stage::TYPE_LEAD) {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, SortOrder\n FROM\n LeadStatus';\n } else {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability\n FROM\n OpportunityStage';\n }\n\n if ($missingStageName) {\n $escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);\n\n $query .= ' WHERE ApiName = :stageName';\n\n $params = [\n 'stageName' => $escapedStageName,\n ];\n }\n\n try {\n $sfStages = $this->queryHandler->query($query, $params);\n } catch (NoResultsException $exception) {\n $sfStages = [];\n }\n\n $missingStage = null;\n\n // Upsert all stages for the team.\n foreach ($sfStages as $sfStage) {\n $selectable = true;\n if (array_key_exists('IsActive', $sfStage)) {\n $selectable = $sfStage['IsActive'];\n }\n\n $this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);\n\n $stage = $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $sfStage['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),\n 'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),\n 'type' => $type,\n 'sequence' => $sfStage['SortOrder'] ?? 0,\n 'is_selectable' => $selectable,\n 'probability' => $sfStage['DefaultProbability'] ?? null,\n ]);\n\n if ($missingStageName && $missingStageName === $sfStage['ApiName']) {\n $missingStage = $stage;\n }\n }\n\n if ($missingStageName && $missingStage === null) {\n // If they requested a stage that still doesn't exist, it must be inactive so lazy create it.\n $missingStage = $this->config->stages()->create([\n 'crm_provider_id' => Uuid::uuid4(),\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($missingStageName, 0, 50),\n 'label' => mb_strimwidth($missingStageName, 0, 191),\n 'type' => $type,\n 'sequence' => 0,\n 'is_selectable' => 0,\n ]);\n }\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('lead');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Lead\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfLeads = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfLeads as $sfLead) {\n // Only sync if previously imported.\n if ($this->hasLead($sfLead['Id'])) {\n $this->importLead($sfLead);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n $fields = $this->getAllFieldsAsArray('lead');\n\n $sfLead = $this->getRecord('Lead', $crmId, $fields);\n\n return $this->importLead($sfLead);\n }\n\n private function importLead($crmData): ?Lead\n {\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['Status'])) {\n // Get the current stage.\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['Status'])\n ->where('type', Stage::TYPE_LEAD)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);\n }\n }\n\n // If we have no way of importing this, just return null :(\n if ($stage === null) {\n return null;\n }\n\n $countryCode = $crmData['CountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['Country']) !== false) {\n $countryCode = $this->convertCountryNameToCode($crmData['Country']);\n }\n\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n $mobilePhone = null;\n if (empty($crmData['MobilePhone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['MobilePhone'], 0, 25);\n $mobilePhone = phone_e164($countryCode, $number);\n }\n\n $convertedDate = null;\n $convertedAccount = null;\n $convertedOpportunity = null;\n $convertedContact = null;\n\n if ($crmData['IsConverted'] == 'true') {\n $convertedDate = $crmData['ConvertedDate'];\n\n if (empty($crmData['ConvertedAccountId']) === false) {\n $convertedAccount = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmData['ConvertedAccountId'])\n ->first();\n\n if ($convertedAccount === null) {\n try {\n $convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedOpportunityId']) === false) {\n $convertedOpportunity = $this->config\n ->opportunities()\n ->where('crm_provider_id', $crmData['ConvertedOpportunityId'])\n ->first();\n\n if ($convertedOpportunity === null) {\n try {\n $convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedContactId']) === false) {\n $convertedContact = $this->team\n ->crm\n ->contacts()\n ->where('crm_provider_id', $crmData['ConvertedContactId'])\n ->first();\n\n if ($convertedContact === null) {\n try {\n $convertedContact = $this->syncContact($crmData['ConvertedContactId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n }\n\n if (empty($crmData['Company'])) {\n $company = 'Unknown';\n } else {\n $company = mb_strimwidth($crmData['Company'], 0, 191);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? '',\n 'company' => $company,\n 'domain' => $domain,\n 'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',\n 'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,\n 'phone' => $parsedNumber['phone'],\n 'ext' => $parsedNumber['ext'] ?? null,\n 'mobile_phone' => $mobilePhone,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Lead::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'stage_id' => $stage->id,\n 'record_type_id' => null,\n 'converted_at' => $convertedDate,\n 'converted_account_id' => $convertedAccount->id ?? null,\n 'converted_opportunity_id' => $convertedOpportunity->id ?? null,\n 'converted_contact_id' => $convertedContact->id ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);\n\n /** @var Lead $lead */\n $lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {\n $this->eventDispatcher->dispatch(new LeadConverted($lead));\n }\n\n $this->handleObjectDeletion($lead, $crmData);\n\n return $lead;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('account');\n\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Account\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfAccounts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfAccounts as $sfAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($sfAccount['Id'])) {\n $this->importAccount($sfAccount);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n $fields = $this->getAllFieldsAsArray('account');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfAccount = $this->getRecord('Account', $crmId, $fields);\n\n return $this->importAccount($sfAccount);\n }\n\n private function importAccount($crmData): Account\n {\n $countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country names.\n if ($countryCode === null && empty($crmData['BillingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);\n }\n\n if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);\n }\n\n if (empty($crmData['Phone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'], 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n $industry = null;\n if (empty($crmData['Industry']) === false) {\n $industry = mb_strimwidth($crmData['Industry'], 0, 40);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'],\n 'name' => mb_strimwidth($crmData['Name'], 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Account::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'industry' => $industry,\n 'domain' => $domain,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);\n\n /** @var Account $account */\n $account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($account, $crmData);\n\n return $account;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n $logParams = $parameters;\n $parameters['profile'] = $this->profile;\n $logParams['user'] = $this->profile->getUserId();\n\n if (count($strategies) > 1) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [\n 'teamId' => $this->team->getUuid(),\n 'params' => $logParams,\n 'strategies_count' => count($strategies),\n ]);\n }\n\n foreach ($strategies as $syncStrategy) {\n $name = $syncStrategy->getStrategyName();\n\n try {\n $sfOpportunities = $syncStrategy->fetchOpportunities($parameters);\n $totalRecords = $sfOpportunities->count();\n\n foreach ($sfOpportunities as $sfOpportunity) {\n $this->importOpportunity($sfOpportunity);\n $syncCount++;\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $noResultsException->getMessage(),\n ]);\n } catch (CrmException $crmException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $crmException->getMessage(),\n ]);\n }\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);\n\n // debug to see how if count of opportunities reaches 1000\n if ($syncCount >= 1000) {\n $this->logger->info(\n '[' . $this->getDisplayName() . '] Sync Opportunities - count warning',\n [\n 'team_id' => $this->team->getId(),\n 'params' => $logParams,\n 'count' => $syncCount,\n 'strategies_count' => count($strategies),\n 'total_records' => $totalRecords ?? null,\n ]\n );\n }\n\n return $syncCount;\n }\n\n\n /**\n * @inheritdoc\n */\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategy = $this->opportunitySyncStrategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY\n );\n\n $parameters = [\n 'profile' => $this->profile,\n 'crm_id' => $crmId,\n ];\n\n try {\n $sfOpportunity = $strategy->fetchOpportunities($parameters);\n } catch (HttpNotFoundException $e) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n ]);\n\n return null;\n } catch (CrmException $crmException) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n 'exception' => $crmException->getMessage(),\n ]);\n\n return null;\n }\n\n if ($sfOpportunity instanceof ArrayIterator) {\n return $this->importOpportunity($sfOpportunity->getItems());\n }\n\n return $this->importOpportunity($sfOpportunity);\n }\n\n /**\n * @throws HttpNotFoundException\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $account = null;\n if (empty($crmData['AccountId']) === false) {\n /** @var ?Account $account */\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $userId = $profile?->getUserId() ?? $account?->getUserId();\n if ($userId === null) {\n $this->logger->error('[Salesforce] | Skip import, no user_id found', [\n 'id' => $crmData['Id'],\n ]);\n\n return null;\n }\n\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['StageName'])) {\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['StageName'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->orderBy('is_selectable', 'DESC')\n ->orderBy('id')\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData['StageName']);\n }\n }\n\n $recordType = null;\n if (empty($crmData['RecordTypeId']) === false) {\n /** @var ?RecordType $recordType */\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmData['RecordTypeId'])\n ->first();\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $closeDate = null;\n if (empty($crmData['CloseDate']) === false) {\n $closeDate = Carbon::parse($crmData['CloseDate'])->format('Y-m-d');\n }\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $userId,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => mb_strimwidth($crmData['Name'] ?? '', 0, 128),\n 'value' => $crmData[$valueFieldName],\n 'currency_code' => CurrencyFormatter::formatCode($crmData['CurrencyIsoCode'] ?? null),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData['IsClosed'],\n 'is_won' => $crmData['IsWon'],\n 'stage_id' => $stage?->id ?? null,\n 'record_type_id' => $recordType->id ?? null,\n 'remotely_created_at' => $createdDate,\n 'probability' => $crmData['Probability'] ?? null,\n 'forecast_category' => $crmData['ForecastCategoryName'] ?? null,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->opportunities(), $crmData['Id']);\n\n // Do not allow locked DB tables & other errors\n // to interrupt the process of reverting the trashed opportunities\n try {\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()\n ->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n\n $this->importOpportunityCrmFieldData($crmData, $crmFields, $opportunity->id);\n\n $this->handleObjectDeletion($opportunity, $crmData);\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n } catch (Exception $exception) {\n Sentry::captureException($exception);\n\n $this->logger->error('[Salesforce] importOpportunity failure.', [\n 'crm_provider_id' => $crmData['Id'],\n 'team_id' => $this->team->id,\n 'exception' => $exception->getMessage(),\n ]);\n\n $this->handleEntityDeletionByProviderId($this->config->opportunities(), $crmData);\n }\n\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('contact');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Contact\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfContacts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfContacts as $sfContact) {\n // Only sync if previously imported.\n if ($this->hasContact($sfContact['Id'])) {\n $this->importContact($sfContact);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::CONTACT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n $fields = $this->getAllFieldsAsArray('contact');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync contact cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfContact = $this->getRecord('Contact', $crmId, $fields);\n\n return $this->importContact($sfContact);\n }\n\n private function importContact($crmData): Contact\n {\n $account = null;\n // Contacts may not have accounts...\n if (isset($crmData['AccountId'])) {\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $countryCode = $crmData['MailingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['MailingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['MailingCountry']);\n\n if ($countryCode === null && $account) {\n $countryCode = $account->country_code;\n }\n }\n\n $ext = null;\n $parsedNumber = [];\n if (empty($crmData['Phone']) === false) {\n $number = Str::limit($crmData['Phone'], 25, '');\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n if (empty($parsedNumber['ext']) === false) {\n $ext = Str::limit($parsedNumber['ext'], 10, '');\n }\n }\n\n $mobileNumber = null;\n if (empty($crmData['MobilePhone']) === false) {\n $mobileNumber = Str::limit(phone_e164($countryCode, $crmData['MobilePhone']), 25, '');\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => ($crmData['Name'] ?? null) !== null ? mb_strimwidth($crmData['Name'], 0, 100) : '',\n 'title' => ($crmData['Title'] ?? null) !== null ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => ($crmData['Email'] ?? null) !== null ? mb_strimwidth($crmData['Email'], 0, 191) : null,\n 'country_code' => $countryCode,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $ext,\n 'mobile_phone' => $mobileNumber,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Contact::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->contacts(), $crmData['Id']);\n\n /** @var Contact $contact */\n $contact = $this->config->contacts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($contact, $crmData);\n\n return $contact;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n $fields = [\n 'InstanceName',\n 'OrganizationType',\n 'IsSandbox',\n ];\n\n $orgValues = $this->getRecord('Organization', $this->config->crm_provider_id, $fields);\n\n $edition = null;\n switch ($orgValues['OrganizationType']) {\n case 'Developer Edition':\n $edition = Configuration::EDITION_DEVELOPER;\n\n break;\n\n case 'Professional Edition':\n $edition = Configuration::EDITION_PROFESSIONAL;\n\n break;\n\n case 'Enterprise Edition':\n $edition = Configuration::EDITION_ENTERPRISE;\n\n break;\n }\n\n $this->config->edition = $edition;\n $this->config->instance = $orgValues['InstanceName'];\n\n // XXX: How can this state be possible?\n if ($this->config->version === null) {\n $this->config->version = Client::MIN_API_VERSION;\n }\n\n $installedVersion = $this->getInstalledAppVersion();\n if ($installedVersion !== null) {\n $installedVersion = (string) $this->getInstalledAppVersion();\n }\n\n $this->config->installed_app_version = $installedVersion;\n\n $this->config->save();\n }\n\n public function getInstalledAppVersion(): ?string\n {\n try {\n $query = '\n SELECT\n SubscriberPackageVersion.MajorVersion,\n SubscriberPackageVersion.MinorVersion,\n SubscriberPackageVersion.PatchVersion,\n SubscriberPackageVersion.BuildNumber\n FROM\n InstalledSubscriberPackage\n WHERE\n SubscriberPackageId = :packageId\n ';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'packageId' => self::INSTALLED_PACKAGE_ID,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Grab version number.\n $version = $sfField['SubscriberPackageVersion']['MajorVersion'] .\n $sfField['SubscriberPackageVersion']['MinorVersion'] .\n $sfField['SubscriberPackageVersion']['PatchVersion'] .\n $sfField['SubscriberPackageVersion']['BuildNumber'];\n } catch (\\Exception) {\n $version = null;\n }\n\n return $version;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws \\Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For SF we also check if Log Notes is enabled.\n if ($this->profile->log_notes === Profile::LOG_NOTE_NONE) {\n return;\n }\n\n if ($activity->opportunity_id && $activity->prospect === null) {\n return;\n }\n\n try {\n $transcriptionData = $this->generateTranscription($activity);\n\n $noteMaxLength = $this->profile->log_notes === Profile::LOG_NOTE_ENHANCED\n ? self::ENHANCED_NOTE_MAX_LENGTH\n : self::CLASSIC_NOTE_MAX_LENGTH;\n\n $title = 'Transcript for ';\n $title .= $activity->title ?? $activity->activity_title;\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($transcriptionData, 0, $noteMaxLength);\n\n if ($activity->opportunity_id) {\n $objectId = $activity->opportunity->crm_provider_id;\n } else {\n $objectId = $activity->prospect->crm_provider_id;\n }\n\n $noteId = $this->saveNote($title, $body, $objectId);\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 public function saveNote(string $title, string $body, string $objectId, ?NoteObject $noteObject = null): ?string\n {\n $noteId = null;\n\n try {\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $noteId = $this->buildEnhancedNote($title, $body, $objectId);\n } else {\n $noteId = $this->buildClassicNote($title, $body, $objectId);\n }\n } catch (HttpNotFoundException $exception) {\n // The profile not having access to create Enhanced Notes. Set their preference to Classic.\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $this->profile->update([\n 'log_notes' => Profile::LOG_NOTE_CLASSIC,\n ]);\n }\n }\n\n return $noteId;\n }\n\n /**\n * This is using the \"Enhanced\" Notes feature, NOT the \"Notes & Attachments\" feature being deprecated.\n *\n * @url https://salesforce.stackexchange.com/questions/104408/how-can-i-create-an-account-note-or-contact-note-via-api-that-is-visible-in-sale\n */\n private function buildEnhancedNote(string $title, string $body, string $objectId): string\n {\n // Decode stored entities, escape HTML (without quoting), then convert line breaks for Salesforce formatting\n $decodedBody = html_entity_decode($body, ENT_QUOTES | ENT_HTML5);\n $sanitizedBody = htmlspecialchars($decodedBody, ENT_NOQUOTES, 'UTF-8', false);\n $content = nl2br($sanitizedBody, false);\n $note = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'Title' => $title,\n 'Content' => base64_encode($content),\n ];\n\n $noteId = $this->createRecord('ContentNote', $note);\n\n $link = [\n 'ContentDocumentId' => $noteId,\n 'LinkedEntityId' => $objectId,\n 'ShareType' => 'I',\n ];\n\n $this->createRecord('ContentDocumentLink', $link);\n\n return $noteId;\n }\n\n private function buildClassicNote(string $title, string $body, string $objectId): string\n {\n if (in_array($this->parseObjectType($objectId), [Field::OBJECT_TASK, Field::OBJECT_EVENT])) {\n $this->logger->info('[Salesforce] Summary not sent', [\n 'profile_id' => $this->profile->id,\n 'objectId' => $objectId,\n 'reason' => 'Classical Note does not support Task/Event relation',\n ]);\n\n return '';\n }\n\n $titleTrimmed = null;\n\n if (mb_strlen($title) > 80) {\n $titleTrimmed = substr($title, 0, 77) . '...';\n }\n $payload = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'IsPrivate' => false,\n 'Title' => $titleTrimmed ?? $title,\n 'Body' => $titleTrimmed ? $title . PHP_EOL . $body : $body,\n 'ParentId' => $objectId,\n ];\n\n return $this->createRecord('Note', $payload);\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n if ($this->profile === null) {\n return [];\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $limitValues = ['limit' => $this->limit, 'offset' => $this->offset];\n $sosl = $queryBuilder->buildFindQuery($name, $scopes, $limitValues);\n\n $this->logger->info('[Salesforce] Find prospects', [\n 'profile_id' => $this->profile->id,\n 'sosl_query' => $sosl,\n 'search_string' => $name,\n 'scopes' => $scopes,\n ]);\n\n $data = Cache::remember($this->profile->id . $sosl, self::CACHE_TTL, function () use ($sosl) {\n $data = [];\n\n try {\n // Hit remote API.\n $objects = $this->queryHandler->search($sosl);\n\n // Build mapped list.\n foreach ($objects as $object) {\n $type = strtolower($object['attributes']['type']);\n\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n 'crmUrl' => $this->generateProviderUrl($object['Id'], $type),\n ];\n\n switch ($type) {\n case 'lead':\n if (empty($object['Company']) === false) {\n $record['organization'] = $object['Company'];\n }\n\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_LEAD)\n ->where('name', $object['Status'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_LEAD], $object['Status']);\n }\n\n if ($stage) {\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n }\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n break;\n\n case 'account':\n if (empty($object['Industry']) === false) {\n $record['industry'] = $object['Industry'];\n $record['detailsLine'] = $object['Industry'];\n }\n if (! empty($object['PersonEmail'])) {\n $record['detailsLine'] = $object['PersonEmail'];\n }\n\n break;\n\n case 'contact':\n // For contacts, we should try and fetch their account name too.\n if ($object['AccountId']) {\n // Cheaper to get this locally.\n $account = $this->config->accounts()\n ->where('crm_provider_id', $object['AccountId'])\n ->first(['name']);\n\n if ($account) {\n $record['organization'] = $account->name;\n }\n }\n\n if (! empty($object['IsPersonAccount']) && $object['Email']) {\n $record['detailsLine'] = $object['Email'];\n } else {\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n }\n\n break;\n }\n\n // Add phone numbers to record.\n if (empty($object['Phone']) === false && $object['Phone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['Phone'],\n 'nationalFormat' => phone_national($this->profile->user->country_code, $object['Phone']),\n 'type' => 'phone',\n ];\n }\n\n if (empty($object['MobilePhone']) === false && $object['MobilePhone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['MobilePhone'],\n 'nationalFormat' => phone_national(\n $this->profile->user->country_code,\n $object['MobilePhone']\n ),\n 'type' => 'mobile',\n ];\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n $data = [];\n }\n\n return $data;\n });\n\n return $data;\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 ? $profile->getCrmProviderId() : null;\n }\n\n try {\n // Perhaps their profile has no opportunity permissions.\n if ($this->profile === null || $this->profile->opportunity_fields === null) {\n return $data;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildFindOpportunitiesQuery();\n\n $objects = $this->queryHandler->query($query, ['accountId' => $crmAccountId]);\n\n foreach ($objects as $object) {\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'won' => $object['IsWon'],\n 'closed' => $object['IsClosed'],\n ];\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n if (empty($object[$valueFieldName]) === false) {\n $currency = $object['CurrencyIsoCode'] ?? $this->config->default_currency;\n $value = formatCurrency($object[$valueFieldName], $currency);\n\n $record += [\n 'value' => $value,\n ];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->where('name', $object['StageName'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $object['StageName']);\n }\n\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n if ($ownerId && isset($object['OwnerId']) && $object['OwnerId'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n return $data;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n public function getContactRolesFromCrm(?Carbon $since = null): array\n {\n $roles = [];\n\n if ($this->profile === null) {\n return $roles;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n\n $query = $queryBuilder->buildGetContactRolesQuery($since);\n\n try {\n $objects = $this->queryHandler->query($query);\n\n foreach ($objects as $object) {\n $roles[] = [\n 'id' => $object['Id'],\n 'contactId' => $object['ContactId'],\n 'opportunityId' => $object['OpportunityId'],\n 'ownerId' => $object['Opportunity']['OwnerId'] ?? null,\n 'isPrimary' => $object['IsPrimary'],\n 'role' => $object['Role'],\n ];\n }\n } catch (NoResultsException) {\n // Just return an empty array.\n $this->logger->info('[Salesforce] No contact roles found', [\n 'since' => $since?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n }\n\n return $roles;\n }\n\n public function syncContactRoles(Carbon $since): int\n {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $crmContactRoles = $this->getContactRolesFromCrm(since: $since);\n $syncCount = 0;\n $contactRoles = [];\n\n foreach ($crmContactRoles as $crmContactRole) {\n $contactRoles[] = $this->importContactRole($crmContactRole);\n $syncCount++;\n }\n\n $contactRoleRepository->saveContactRoles($contactRoles);\n\n $this->syncRemotelyDeletedContactRoles();\n\n return $syncCount;\n }\n\n private function importContactRole(array $contactRole): array\n {\n $contact = $this->config->contacts()\n ->where('crm_provider_id', $contactRole['contactId'])\n ->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($contactRole['contactId']);\n }\n\n $opportunity = $this->config->opportunities()\n ->where('crm_provider_id', $contactRole['opportunityId'])\n ->first();\n\n if ($opportunity === null) {\n $opportunity = $this->syncOpportunity($contactRole['opportunityId']);\n }\n\n $role = null;\n if (! empty($contactRole['role'])) {\n $role = mb_strimwidth($contactRole['role'], 0, 191);\n }\n\n return [\n 'crm_configuration_id' => $this->config->getId(),\n 'contact_id' => $contact->getId(),\n 'crm_provider_id' => $contactRole['id'],\n 'subject_type' => ContactRole::SUBJECT_TYPE_OPPORTUNITY,\n 'subject_id' => $opportunity->getId(),\n 'is_primary' => $contactRole['isPrimary'],\n 'role' => $role,\n ];\n }\n\n protected function syncRemotelyDeletedContactRoles(): bool\n {\n try {\n $deletedRemotely = $this->queryHandler->queryDeleted('OpportunityContactRole');\n } catch (NoResultsException $e) {\n return false;\n }\n\n $deletedOpportunities = $deletedRemotely->getResults();\n $deletedIds = array_column($deletedOpportunities, 'id');\n\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n foreach (array_chunk($deletedIds, self::HARD_DELETE_CHUNK) as $chunk) {\n $contactRoleRepository->deleteContactRoles($chunk);\n\n $this->logger->info('[' . $this->getDisplayName() . '] Remotely deleted opportunities synced', [\n 'teamId' => $this->team->id_string,\n 'remotelyDeletedOpportunities' => $chunk,\n 'count' => count($chunk),\n ]);\n }\n\n return true;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($this->profile->user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_TASK),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any open call for that user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Task\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsDeleted = false\n AND IsClosed = false\n AND (';\n\n if ($objectType === 'account') {\n // This covers tasks tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getEvents(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n $user = $this->profile?->user;\n if ($this->profile === null || $user === null) {\n return $data;\n }\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_EVENT),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any event starting in the last week and ending up until today owned by the user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Event\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= LAST_N_DAYS:7\n AND EndDateTime <= TODAY\n AND (';\n\n if ($objectType === 'account') {\n // This covers events tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['StartDateTime'] ? Carbon::parse($object['StartDateTime'])->toIso8601String() : null;\n\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\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 $userId = null): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($email, Field::TYPE_EMAIL);\n if ($sosl === null) {\n return null;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $email,\n QueryHandler::PRIORITISE_EMAIL\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException $e) {\n // Try the account next.\n if ($this->profile->account_fields === null) {\n return null;\n }\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n // SF improved search - strip the domain extension, min domain name length 4\n return $this->getCompanyNameFromEmail(email: $email, minNameLength: 4);\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 = $domain;\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByDomainQuery($companyName);\n\n try {\n $objects = $this->queryHandler->search($sosl);\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException) {\n return null;\n }\n }\n\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Don't bother looking up numbers that are masked.\n if (str_contains($phone, '**')) {\n return null;\n }\n\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $phoneNational = phone_national(null, $phone) ?? '';\n $possiblePhoneFormats = collect([\n preg_replace('/\\D/', '', ltrim($phone, '0+')),\n preg_replace('/\\D/', '', $phoneNational),\n formatDashPhoneNumber($phone),\n $phoneNational,\n ])\n ->filter() // Removes null and empty strings\n ->unique()\n ->values();\n\n foreach ($possiblePhoneFormats as $phone) {\n $sosl = $queryBuilder->buildMatchByQuery($phone, Field::TYPE_PHONE);\n if ($sosl === null) {\n continue;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $phone,\n QueryHandler::PRIORITISE_PHONE\n );\n\n return $this->convertCrmData($objects, $userId);\n } catch (NoResultsException) {\n continue;\n }\n }\n\n return null;\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 protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->profile->id . $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 /** Determine the CRM Objects which represent the call activity. */\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 if ($this->profile === null) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($name, 'name');\n if ($sosl === null) {\n return false;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n } catch (NoResultsException $e) {\n return false;\n }\n\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $name,\n QueryHandler::PRIORITISE_NAME\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return (! empty(array_filter($data))) ? $data : false;\n });\n\n return is_array($result) ? $result : 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(QueryIterator $objects, ?int $userId = null): array\n {\n $lead = null;\n $contact = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n if ($objects->count() > 0) {\n $object = $objects->current();\n\n if ($object['attributes']['type'] === 'Lead') {\n $lead = $this->importLead($object);\n\n // Lead might not be imported if the Stage is null for example.\n if ($lead) {\n $countryCode = $lead->country_code;\n $stage = $lead->stage;\n }\n } else {\n if ($object['attributes']['type'] === 'Contact') {\n $contact = $this->importContact($object);\n $account = $contact->account;\n } else {\n $account = $this->importAccount($object);\n }\n\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $sfOpportunities = $this->findOpportunities(\n $account?->getCrmProviderId(),\n $contact?->getCrmProviderId(),\n $userId\n );\n\n // Take the first opportunity, which will be ordered as priority based on their settings.\n if (! empty($sfOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($sfOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($stage->type === Stage::TYPE_LEAD) {\n $objectType = 'Lead';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'Status';\n } else {\n $objectType = 'Opportunity';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'StageName';\n }\n\n $headers = [];\n if ($this->config->trigger_assignment_rules === false) {\n // @see: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/headers_autoassign.htm\n $headers = [\n 'Sforce-Auto-Assign' => 'false',\n ];\n }\n\n $this->updateRecord($objectType, $objectId, [$objectStageType => $stage->name], $headers);\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, '001')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, '003')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, '00Q')) {\n return 'lead';\n }\n\n if (Str::startsWith($objectId, '006')) {\n return 'opportunity';\n }\n\n if (Str::startsWith($objectId, '00U')) {\n return 'event';\n }\n\n if (Str::startsWith($objectId, '00T')) {\n return 'task';\n }\n\n throw new \\InvalidArgumentException('Unsupported Object Type');\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n $query = $queryBuilder->buildGetUsersQuery($userToSearch);\n\n try {\n $salesforceUsers = $this->queryHandler->query($query, [\n 'active' => true,\n ]);\n } catch (NoResultsException $e) {\n $this->logger->info('[Salesforce] Sync Profiles. No users found', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n $teamRepository = app(TeamRepository::class);\n $customRules = $this->getCustomProfileRules($teamRepository);\n\n foreach ($salesforceUsers as $crmUser) {\n if ($crmUser['Email'] === null) {\n continue;\n }\n\n if (! $this->customProfileValidation($crmUser, $customRules)) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $crmUser['Email']);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $edition = $crmUser['UserPreferencesLightningExperiencePreferred']\n ? Profile::EDITION_LIGHTNING\n : Profile::EDITION_CLASSIC;\n\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->updateOrCreateProfile(\n $user,\n [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $crmUser['Id'],\n ],\n [\n 'user_id' => $user->getId(),\n 'edition' => $edition,\n 'has_external_cti' => ! empty($crmUser['CallCenterId']),\n 'crm_profile_id' => $crmUser['ProfileId'],\n ]\n );\n\n if ($userToSearch instanceof User && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n // Clean up inactive profiles\n try {\n $this->archiveInactiveProfiles();\n } catch (\\Exception $e) {\n $this->logger->warning('[Salesforce] Profile archiving failed', [\n 'teamId' => $this->team->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n // For Salesforce it's easy, we just point every object to the apex domain and they handle it.\n switch ($objectType) {\n case 'lead':\n case 'account':\n case 'contact':\n case 'opportunity':\n case 'task':\n case 'event':\n case 'activity':\n\n $url = $this->config->crm_base_url . '/' . $providerId;\n\n break;\n }\n\n return $url;\n }\n\n public function buildTaskSearchFields(): array\n {\n return ['Id', 'WhoId', 'WhatId', 'AccountId'];\n }\n\n public function getTaskByFilterConditions(\n array $fields,\n array $filters,\n bool $bulkSearch = false,\n bool $strictFilters = true\n ): ?array {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildSearchTaskQuery($fields, $filters, $bulkSearch, $strictFilters);\n\n try {\n if (! $bulkSearch) {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n }\n\n if ($bulkSearch) {\n $objects = $this->queryHandler->query($query);\n $records = [];\n foreach ($objects as $record) {\n $key = $record[end($fields)];\n $records[$key] = $record;\n }\n\n return $records;\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function mapCrmObjects(array $task): array\n {\n $activityData = [];\n\n if (! empty($task['WhoId'])) {\n $type = $this->parseObjectType($task['WhoId']);\n $activityData[$type] = $task['WhoId'];\n }\n if (! empty($task['AccountId'])) {\n $activityData['account'] = $task['AccountId'];\n }\n if (! empty($task['WhatId'])) {\n $activityData['opportunity'] = $task['WhatId'];\n }\n\n return $activityData;\n }\n\n /**\n * Get SF task by Outreach call id.\n */\n public function getTaskByFilter(\n string $activityFieldType,\n array $filters,\n string $operator = '=',\n array $additionalFields = []\n ): ?array {\n $data = [];\n\n try {\n // Default (base) fields.\n $fields = ['Id', 'Subject', 'Description', 'ActivityDate', 'WhoId', 'WhatId', $activityFieldType];\n\n foreach ($additionalFields as $additionalField) {\n $fields[] = $additionalField->crm_provider_id;\n }\n\n $fields = array_unique($fields);\n\n // Find task with the same Outreach id as the call id.\n $query = 'SELECT ' . implode(',', $fields) . '\n FROM Task\n WHERE IsArchived = false AND IsDeleted = false';\n\n foreach ($filters as $key => $value) {\n $key = preg_quote($key, '/');\n $key = str_replace(['\\'', '\"'], '', $key);\n // Prepare the substitution.\n $strKey = \":$key\";\n\n $query .= \" AND $key $operator $strKey\";\n }\n\n $query .= ' ORDER BY LastModifiedDate DESC LIMIT 1';\n\n $objects = $this->queryHandler->query($query, $filters);\n\n // There should be only one task related to this call if any.\n if ($objects->count() === 1) {\n $object = $objects->current();\n\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n\n $data = array_merge($object, [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'summary' => $object['Description'],\n 'due' => $dueDate,\n 'Type' => $object[$activityFieldType],\n ]);\n }\n } catch (NoResultsException $e) {\n // Filters don't match any records.\n } catch (ServiceUnavailableException $serviceUnavailableException) {\n // Service cannot be queried. We should probably log this.\n }\n\n return $data;\n }\n\n /**\n * Get Salesforce fields including datetime fields\n *\n * @param $objectType\n */\n private function getAllFieldsAsArray($objectType): array\n {\n $basicFields = [];\n // Not all users have access to all object fields.\n if ($this->profile->{$objectType . '_fields'}) {\n $basicFields = explode(',', $this->profile->{$objectType . '_fields'});\n }\n\n $extraFields = [\n 'CreatedDate',\n 'LastModifiedDate',\n 'IsDeleted',\n ];\n\n if ($objectType === self::OBJECT_OPPORTUNITY\n && $this->config->opportunity_value_field_id\n && ! in_array($this->config->opportunityValueField->crm_provider_id, $basicFields)\n ) {\n $extraFields[] = $this->config->opportunityValueField->crm_provider_id;\n }\n\n return array_unique(array_merge($basicFields, $extraFields));\n }\n\n /**\n * Generate transcription for activity description.\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 return $this->transcriptionService\n ->findTranscriptionByActivity($activity)\n ->map(static function (array $transcriptionSegment): string {\n return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];\n })\n ->implode(PHP_EOL);\n }\n\n /**\n * Find related Salesforce event based on activity data\n *\n * @return array<string>\n */\n public function fetchRelatedActivity(Activity $activity): array\n {\n $this->logger->info('[Salesforce] Searching for related activity', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n ]);\n\n $sfEvent = $this->fetchRelatedEvent($activity);\n if (empty($sfEvent)) {\n $this->logger->info('[Salesforce] No related activity found', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n 'account' => $activity->hasAccount()\n ? $activity->getAccount()->getCrmProviderId()\n : null,\n ]);\n\n return [];\n }\n\n return $sfEvent;\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n if ($activity->isTypeConference() === false) {\n return null;\n }\n\n if ($activity->hasActualStartTime() === false && $activity->hasScheduledStartTime() === false) {\n return null;\n }\n\n if (! $activity->hasProspect()) {\n $this->logger->info('[Salesforce] Skip look up, Activity not linked to Lead, Contact or Account', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n if ($playbook !== null && $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_TASK) {\n $this->logger->info('[Salesforce] Skip auto-sync for task-based playbook', [\n 'activityUuid' => $activity->getUuid(),\n 'playbookId' => $playbook->getId(),\n 'playbookType' => $playbook->getActivityType(),\n ]);\n\n return null;\n }\n\n try {\n $sfEvent = $this->fetchRelatedActivity($activity);\n if (empty($sfEvent)) {\n return null;\n }\n\n [$activityField, $activityType] = $this->resolveActivityTypeFromEvent($activity, $sfEvent);\n\n $this->logger->info('[Salesforce] Found related activity', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'activityFieldName' => $activityField,\n 'crmActivityType' => ($activityField !== null && isset($sfEvent[$activityField]))\n ? $sfEvent[$activityField]\n : null,\n 'activityType' => $activityType,\n ]);\n\n $userId = $this->findRelatedActivityUserId($activity, $sfEvent);\n\n if ($activity->getUserId() !== $userId) {\n $this->logger->info('[Salesforce] Updating meeting owner', [\n 'activityId' => $activity->getUuid(),\n 'oldUserId' => $activity->getUserId(),\n 'newUserId' => $userId,\n ]);\n }\n\n $this->updateSfEventDescription($activity, $sfEvent);\n\n $activity->update([\n 'user_id' => $userId,\n 'crm_provider_id' => $sfEvent['Id'],\n 'playbook_category_id' => $activityType->id ?? $activity->getCategory()?->getId(),\n ]);\n\n $this->logger->info('[Salesforce] Activity updated', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return $activity;\n } catch (\\Exception $exception) {\n \\Sentry::captureException($exception);\n\n throw $exception;\n }\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n *\n * @return array{0: string|null, 1: mixed}\n */\n private function resolveActivityTypeFromEvent(Activity $activity, array $sfEvent): array\n {\n $activityField = $this->getActivityFieldName($activity);\n $activityType = null;\n\n if ($activityField !== null && ! empty($sfEvent[$activityField])) {\n $playbook = $this->getPlaybook($activity->getUser());\n $activityType = $this->getPlaybookCategory($playbook, strval($sfEvent[$activityField]));\n }\n\n return [$activityField, $activityType];\n }\n\n /**\n * @param array<string> $sfEvent\n */\n private function findRelatedActivityUserId(Activity $activity, array $sfEvent): int\n {\n $userId = $activity->getUserId();\n\n if (empty($sfEvent['OwnerId']) === false) {\n $profile = $this\n ->config\n ->profiles()\n ->where('crm_provider_id', $sfEvent['OwnerId'])\n ->get()\n ->filter(static function (Profile $profile) use ($activity): bool {\n if (! $activity->isTypeConference()) {\n return ! empty($profile->user) ? $profile->user->isStatusActive() : false;\n }\n\n $participants = $activity->getParticipants();\n\n return ! empty($profile->user)\n ? $profile->user->isStatusActive()\n && $profile->user->hasPermission(PermissionEnum::RECORD_MEETING)\n && $participants->contains('user_id', $profile->user_id)\n : false;\n })\n ->first();\n\n if ($profile) {\n $userId = $profile->user_id;\n }\n }\n\n return $userId;\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n */\n private function updateSfEventDescription(Activity $activity, array $sfEvent): void\n {\n try {\n if (str_contains($sfEvent['Description'], $activity->id_string)) {\n return;\n }\n\n $payload = [\n 'Description' => $sfEvent['Description']\n . PHP_EOL\n . PHP_EOL\n . (new DecorateActivity())->generateDescription($activity),\n ];\n\n $this->logger->info('[Salesforce] Update record', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'payload' => $payload,\n ]);\n\n $payload = array_merge(\n $payload,\n $this->payloadBuilder->fetchCustomFieldData($activity, Field::OBJECT_EVENT)\n );\n\n $this->updateRecord('Event', $sfEvent['Id'], $payload);\n } catch (\\Exception) {\n $this->logger->error('[Salesforce] Failed to update record', [\n 'activityUuid' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n ]);\n }\n }\n\n /**\n * Returns the most recently modified Event within time range (if any).\n *\n * @return array|null An Event record from Salesforce.\n */\n private function fetchRelatedEvent(Activity $activity): ?array\n {\n $ownerId = $this->profile?->crm_provider_id;\n if ($ownerId === null) {\n return [];\n }\n\n /** @var ?Carbon $from */\n /** @var ?Carbon $to */\n [$from, $to] = $this->getFromToDates($activity);\n\n try {\n $whoId = null;\n $hasWho = $activity->lead_id || $activity->contact_id;\n if ($hasWho) {\n $whoId = $activity->hasLead()\n ? $activity->getLead()->crm_provider_id\n : $activity->getContact()->crm_provider_id;\n }\n\n if ($hasWho === false && $activity->account_id === null) {\n return null;\n }\n\n $query = $this->buildFetchRelatedEventQuery($activity);\n\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $ownerId,\n 'whoId' => $whoId,\n 'whatId' => $activity->hasOpportunity() ? $activity->getOpportunity()->crm_provider_id : null,\n 'accountId' => $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null,\n 'from' => $from?->format('Y-m-d\\TH:i:s\\Z'),\n 'to' => $to?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($objects as $object) {\n return $object;\n }\n } catch (NoResultsException $e) {\n return [];\n }\n\n return [];\n }\n\n private function getFromToDates(Activity $activity): array\n {\n $from = null;\n $to = null;\n\n /** @var ?CalendarEvent $calendarEvent */\n $calendarEvent = $activity->calendarEvent()->first();\n if ($calendarEvent !== null) {\n $from = $calendarEvent->getStartTime();\n $to = $calendarEvent->getEndTime();\n }\n\n // For non-calendar imported activities\n // Also double check if calendar event dates could be null?\n // If null use what we've got so far\n if ($from === null || $to === null) {\n $from = $activity->hasScheduledStartTime()\n ? $activity->getScheduledStartTime()\n : $activity->getActualStartTime();\n $to = $activity->hasScheduledEndTime()\n ? $activity->getScheduledEndTime()->addMinutes(15)\n : $activity->getActualEndTime();\n }\n\n return [$from, $to];\n }\n\n /**\n * Determines the appropriate activity field name for querying Salesforce events.\n *\n * This method follows a hierarchy to determine the field name:\n * 1. Uses the playbook's activity field if it exists and is in the profile's accessible fields\n * 2. Falls back to the default activity field if the profile has no event fields configured\n * 3. Returns null if no suitable field is found\n *\n * @param Activity $activity The activity to determine the field for\n *\n * @return string|null The field name to use in queries, or null if none is available\n */\n private function getActivityFieldName(Activity $activity): ?string\n {\n if ($this->profile === null) {\n $this->logger->warning('[Salesforce] Cannot determine activity field - profile not found', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $profileEventFields = $this->profile->getFieldsAsArray('event');\n\n if (empty($profileEventFields)) {\n $defaultActivityField = $this->getDefaultActivityField(Field::OBJECT_EVENT);\n $defaultFieldName = $defaultActivityField?->getAttribute('crm_provider_id');\n // Profile not yet synced — fall back to the default activity field.\n // There is a small chance that the profile won't have Default Activity Type field access\n // in which case the query will fail.\n // This is however an edge case and should be reviewed for profile sync issues.\n Sentry::withScope(function (\\Sentry\\State\\Scope $scope) use ($defaultFieldName): void {\n $scope->setContext('details', [\n 'profileId' => $this->profile->id,\n 'defaultField' => $defaultFieldName,\n ]);\n Sentry::captureMessage(\n '[Salesforce] Profile event fields empty, falling back to default activity field.',\n \\Sentry\\Severity::warning()\n );\n });\n\n return $defaultFieldName;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n\n if (! is_null($playbook) && ! is_null($playbook->getActivityField())) {\n $playbookFieldName = $playbook->getActivityField()->getAttribute('crm_provider_id');\n\n if (in_array($playbookFieldName, $profileEventFields, true)) {\n return $playbookFieldName;\n }\n\n $this->logger->warning('[Salesforce] Playbook activity field not found in profile fields', [\n 'activityId' => $activity->getUuid(),\n 'playbookField' => $playbookFieldName,\n 'profileId' => $this->profile->id,\n ]);\n }\n\n return null;\n }\n\n private function buildFetchRelatedEventQuery(Activity $activity): string\n {\n $hasWho = $activity->lead_id || $activity->contact_id;\n\n $activityFieldName = $this->getActivityFieldName($activity);\n $fields = array_filter(['Id', 'Description', 'OwnerId', $activityFieldName]);\n\n $ownerCondition = '(OwnerId = :ownerId OR CreatedById = :ownerId)';\n\n $query = '\n SELECT ' . implode(',', $fields) . '\n FROM Event\n WHERE ' . $ownerCondition . '\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= :from\n AND EndDateTime <= :to\n AND (';\n\n $operator = '';\n if ($activity->account_id) {\n // This covers events tied to a related contact or opportunity too.\n $query .= 'AccountId = :accountId';\n\n $operator = ' OR ';\n }\n\n if ($hasWho) {\n $query .= $operator . 'WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($activity->opportunity_id) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ') ORDER BY LastModifiedDate DESC';\n\n return $query;\n }\n\n public function fetchProspect(array $task): array\n {\n $lead = $account = $opportunity = $contact = $stage = $countryCode = null;\n $externalId = $task['WhoId'] ?? null;\n\n // Lead or Contact\n if ($externalId) {\n try {\n [$lead, $account, $opportunity, $contact, $stage, $countryCode] = $this->parseRecords($externalId);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n // If we happen to know the opportunity or account from the Task, figure that out.\n if (empty($task['WhatId']) === false) {\n // WhatId could be either Account ID or Opportunity ID.\n // If WhatId is Opportunity ID, get the opportunity and stage from the CRM.\n try {\n [, $account, $opportunity, , $stage, ] = $this->parseRecords($task['WhatId']);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n return [$lead, $account, $opportunity, $contact, $stage, $countryCode];\n }\n\n /**\n * Save activity transcription summary as note\n */\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n return $this->saveNote($title, $body, (string) $objectId);\n }\n\n public function getObjectByFilterConditions(string $objectType, array $fields, array $filters): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildObjectSearchQuery($objectType, $fields, $filters);\n\n try {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n private function getCustomProfileRules(TeamRepository $teamRepository): array\n {\n $teamSettings = $teamRepository->getTeamSetting($this->team, 'custom_profile_validation');\n\n if ($teamSettings instanceof TeamSettings && $teamSettings->getValueType() === 'array') {\n $customRules = json_decode($teamSettings->getValue(), true);\n if (is_array($customRules)) {\n return $customRules;\n }\n }\n\n return [];\n }\n\n private function customProfileValidation(array $crmUser, array $customRules): bool\n {\n foreach ($customRules as $customRule) {\n if ($crmUser[$customRule['field']] !== $customRule['value']) {\n return false;\n }\n }\n\n return true;\n }\n\n /**\n * When syncing Contact / Lead / Account / Opportunity / Stage crm entities,\n * validate and restore locally trashed objects,\n * before updating them. Objects are identified by CrmProviderId\n */\n private function restoreAnyTrashedEntity(HasMany $targetEntity, string $crmProviderId): void\n {\n $recordExists = $targetEntity->withTrashed()->where(['crm_provider_id' => $crmProviderId])->first();\n if ($recordExists && $recordExists->trashed()) {\n $recordExists->restore();\n }\n }\n\n #[\\Override] public function supportsNotes(): bool\n {\n return true;\n }\n\n private function getOwnerProfile(?string $ownerId): ?Profile\n {\n if ($ownerId === null) {\n return null;\n }\n\n return $this->config->profiles()\n ->where('crm_provider_id', $ownerId)\n ->first();\n }\n}","depth":2,"bounds":{"left":0.25531915,"top":0.42697525,"width":0.29089096,"height":0.57302475},"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Salesforce;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Illuminate\\Database\\Eloquent\\Relations\\HasMany;\nuse Illuminate\\Events\\Dispatcher;\nuse Illuminate\\Support\\Facades\\Cache;\nuse Illuminate\\Support\\Facades\\Log;\nuse Illuminate\\Support\\Str;\nuse Jiminny\\Component\\Country\\CountriesMap;\nuse Jiminny\\Contracts\\Acl\\PermissionEnum;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ImportsBusinessProcessesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceBatchSyncInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteNoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SearchTaskInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmProfileRecordTypesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Enums\\CrmObject;\nuse Jiminny\\Events\\Activities\\Crm\\LeadConverted;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpBadRequestException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\NoResultsException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Calendar\\CalendarEvent;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\ContactRole;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Crm\\RecordType;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\TeamSettings;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\Crm\\RecordTypeFieldValuesRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Helpers\\ArrayIterator;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldHelper;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldTypeConverter;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\FollowupActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\LogActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\RecordManipulationsTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Jiminny\\Utils\\StringUtil;\nuse Ramsey\\Uuid\\Uuid;\nuse Sentry\\Laravel\\Facade as Sentry;\n\nclass Service extends BaseService implements\n SalesforceInterface,\n SalesforceBatchSyncInterface,\n SyncCrmEntitiesInterface,\n SyncCrmProfileRecordTypesInterface,\n ImportsBusinessProcessesInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SearchTaskInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n RemoteNoteEntityManipulationInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncFieldsTrait;\n use DeleteObjectsTrait;\n use RecordManipulationsTrait;\n use ServiceTraits\\BatchSyncTrait;\n use FollowupActivityTrait;\n use LogActivityTrait;\n\n /**\n * Note Body Limit for the Old Note-Taking Tool\n *\n * @var int\n */\n private const int CLASSIC_NOTE_MAX_LENGTH = 32000;\n\n /**\n * Note Content Limit for the New Notes\n *\n * @var int\n */\n private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;\n\n private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';\n\n private const int CACHE_TTL = 600;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400\n\n /**\n * @var Client\n */\n protected $client;\n\n protected PayloadBuilder $payloadBuilder;\n protected QueryHandler $queryHandler;\n\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(\n Client $client,\n PayloadBuilder $payloadBuilder,\n protected Dispatcher $eventDispatcher,\n private readonly CountriesMap $countriesMap,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->payloadBuilder = $payloadBuilder;\n $this->queryHandler = app(QueryHandler::class, [\n 'client' => $this->client,\n 'logger' => $this->logger,\n ]);\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Salesforce';\n }\n\n public function getJobDelay(): int\n {\n return 1;\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);\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 ($activity, $crmProviderId) {\n $playbook = $this->getPlaybookFromActivity($activity);\n\n if ($playbook === null) {\n $this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [\n 'activity' => $activity->getId(),\n 'crm_provider_id' => $crmProviderId,\n ]);\n\n return false;\n }\n\n $objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';\n\n try {\n $record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);\n\n return ! empty($record) && ($record['IsDeleted'] ?? false) === false;\n } catch (HttpNotFoundException|HttpBadRequestException) {\n $this->logger->info('[Salesforce] Activity record not found during verification', [\n 'activity' => $activity->getId(),\n 'object_type' => $objectType,\n 'crm_provider_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n });\n }\n\n public function query(string $queryToRun, array $parameters = []): QueryIterator\n {\n // Due to poorly designed external calls, this method cannot be entirely removed\n return $this->queryHandler->query($queryToRun, $parameters);\n }\n\n /*=========== Organization Information ===============*/\n\n /**\n * Get a list of all the API Versions for the instance.\n *\n * @throws CrmException\n *\n * @return mixed\n *\n */\n public function getApiVersions()\n {\n $url = $this->config->crm_base_url . '/services/data';\n\n $response = $this->client->get($url);\n\n return json_decode($response->getBody(), true);\n }\n\n /**\n * Gets the valid recordTypes for a given Salesforce Object via the describe API.\n */\n private function getRecordTypes(string $crmObject): array\n {\n $url = $this->client->getObjectsUrl() . $crmObject . '/describe';\n\n $response = $this->client->get($url);\n $jsonResponse = json_decode($response->getBody(), true);\n\n $fields = [];\n foreach ($jsonResponse['recordTypeInfos'] as $row) {\n $fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];\n }\n\n return $fields;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n $defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::defaultTaskFields()\n : FieldDefinitions::defaultEventFields();\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 return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'Type',\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, Playbook::ACTIVITY_TYPE_EVENT];\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::taskFollowupFieldsFilter()\n : FieldDefinitions::eventFollowupFieldsFilter();\n\n foreach ($fieldFilter as $eachFilter) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n /**\n * This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually\n * Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType\n * Needs to be replaced later on\n */\n public function syncField(Field $field): void\n {\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)\n ? 'activity'\n : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $metadata = $sfField['Metadata'];\n\n $field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);\n $field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());\n $field->is_mandatory = ($metadata['required'] === true);\n $field->length = $metadata['length'];\n $field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '\"'), 0, 191);\n $field->save();\n } else {\n $query = '\n SELECT\n Id, DataType, DeveloperName, Label, Length, Description\n FROM\n FieldDefinition\n WHERE\n DurableId = :entityName';\n\n $entityName = $field->getEntityName();\n $sfFields = $this->queryHandler->metadata($query, [\n 'entityName' => $entityName,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $convertedType = $this->convertFieldType($sfField['DataType'], $entityName);\n $label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);\n\n if ($field->isBusinessType()) {\n $label = 'Opportunity Type';\n }\n\n $field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);\n $field->label = $label;\n $field->type = $convertedType;\n $field->length = $sfField['Length'];\n $field->save();\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n private function convertFieldType(string $from, ?string $entityName = null): string\n {\n $converter = new FieldTypeConverter();\n\n return $converter->convert($from, $entityName);\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?\n 'activity' : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $valueSet = $sfField['Metadata']['valueSet'];\n\n if ($valueSet['valueSetName'] === null) {\n // Local picklist values can be obtained easily.\n $picklistValues = $valueSet['valueSetDefinition']['value'];\n } else {\n // But for some fields, we just get the Global Value Picklist pointer so need to do more work.\n $picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);\n }\n\n // Import all active values.\n foreach ($picklistValues as $i => $sfFieldValue) {\n // Setup default value.\n if ($sfFieldValue['default']) {\n $field->update(['default_value' => $sfFieldValue['valueName']]);\n }\n\n // This comes through as null if active (lol).\n if ($sfFieldValue['isActive'] !== false) {\n $values[] = [\n 'value' => $sfFieldValue['valueName'],\n 'label' => $sfFieldValue['valueName'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['default'],\n ];\n }\n }\n } else {\n $objectFields = $this->getObjectFields($field->object_type);\n $fieldId = $field->crm_provider_id;\n\n // Only work with our field of interest.\n $objectField = array_filter($objectFields, function ($item) use ($fieldId) {\n return $item['name'] === $fieldId;\n });\n\n $objectField = array_shift($objectField);\n if (empty($objectField['picklistValues']) === false) {\n foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {\n // Skip inactive values.\n if ($sfFieldValue['active'] === false) {\n continue;\n }\n\n // Setup default value.\n if ($sfFieldValue['defaultValue']) {\n $field->update(['default_value' => $sfFieldValue['value']]);\n }\n\n $values[] = [\n 'value' => $sfFieldValue['value'],\n 'label' => $sfFieldValue['label'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['defaultValue'],\n ];\n }\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'], $fieldsToPurge, true)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n // Get IDs of the values to be deleted\n $valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);\n $valuesToDeleteIds = $valuesToDelete->pluck('id');\n if (! $valuesToDeleteIds->isEmpty()) {\n $recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);\n $recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());\n\n // Now safely delete from crm_field_values\n $valuesToDelete->delete();\n }\n\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n return $fieldValues;\n }\n\n /**\n * Gets values from Global Value Picklists.\n */\n private function importGlobalValuePicklistValues(string $picklistName): array\n {\n $query = '\n SELECT\n Metadata\n FROM\n GlobalValueSet\n WHERE\n DeveloperName = :picklistName\n LIMIT 1';\n\n try {\n $sfValues = $this->queryHandler->metadata($query, [\n 'picklistName' => $picklistName,\n ]);\n\n // There is always 1 result at this point.\n $sfValue = $sfValues->current();\n\n return $sfValue['Metadata']['customValue'];\n } catch (NoResultsException $noResultsException) {\n // Nothing returned.\n\n return [];\n }\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileRecordTypes(): void\n {\n $objectTypes = [\n 'lead',\n 'account',\n 'contact',\n 'opportunity',\n 'task',\n 'event',\n ];\n\n foreach ($objectTypes as $objectType) {\n try {\n $crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));\n\n foreach ($crmRecordTypes as $crmRecordType) {\n // If the record type is default and not the Master type, set this.\n if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmRecordType['recordTypeId'])\n ->first();\n\n if ($recordType) {\n $this->profile->{$objectType . '_record_type_id'} = $recordType->id;\n }\n }\n }\n } catch (HttpNotFoundException $exception) {\n Log::error('No access to ' . $objectType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n if ($this->profile->isDirty()) {\n $this->profile->save();\n }\n }\n\n /**\n * Gets business processes.\n */\n public function importBusinessProcesses(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, TableEnumOrId\n FROM\n BusinessProcess\n WHERE\n TableEnumOrId IN (\\'Lead\\',\\'Opportunity\\')';\n\n try {\n $sfProcesses = $this->queryHandler->query($query);\n\n // Upsert all processes for the team.\n foreach ($sfProcesses as $sfProcess) {\n /** @var BusinessProcess $businessProcess */\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $sfProcess['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => $sfProcess['Name'],\n 'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',\n 'is_selectable' => $sfProcess['IsActive'],\n ]);\n\n $this->importBusinessProcessStages($businessProcess);\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets business process stages.\n */\n private function importBusinessProcessStages(BusinessProcess $businessProcess): void\n {\n $query = '\n SELECT\n Metadata\n FROM\n BusinessProcess\n WHERE\n Id = :processId';\n\n try {\n $stages = [];\n $sfProcessStages = $this->queryHandler->metadata($query, [\n 'processId' => $businessProcess->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfProcessStage = $sfProcessStages->current();\n\n // Upsert all processes for the team.\n foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {\n $sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: \"%2C\" becomes \",\" etc.\n\n $stage = $businessProcess->crm->stages()\n // This MUST match on label because this API doesn't use API Name.\n ->where('label', $sanitizedName)\n ->where('type', $businessProcess->type)\n ->where('is_selectable', 1)\n ->first();\n\n if ($stage) {\n $stages[] = $stage->id;\n }\n }\n\n $businessProcess->stages()->sync($stages);\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets record types.\n */\n public function importRecordTypes(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, BusinessProcessId, SobjectType\n FROM\n RecordType';\n\n try {\n $sfRecordTypes = $this->queryHandler->query($query);\n\n // Upsert all record types for the process.\n foreach ($sfRecordTypes as $sfRecordType) {\n $businessProcess = null;\n if ($sfRecordType['BusinessProcessId']) {\n $businessProcess = $this->config->businessProcesses()\n ->where('crm_provider_id', $sfRecordType['BusinessProcessId'])\n ->first();\n }\n\n /** @var RecordType $recordType */\n $recordType = $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $sfRecordType['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'type' => mb_strtolower($sfRecordType['SobjectType']),\n 'name' => $sfRecordType['Name'],\n 'is_selectable' => $sfRecordType['IsActive'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n $this->importRecordTypeFieldValues($recordType);\n }\n } catch (NoResultsException $noResultsException) {\n // Do nothing.\n }\n }\n\n /**\n * Import record type - field value mappings. This only works for standard fields.\n */\n private function importRecordTypeFieldValues(RecordType $recordType): void\n {\n try {\n $query = '\n SELECT\n Metadata\n FROM\n RecordType\n WHERE\n Id = :recordTypeId';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'recordTypeId' => $recordType->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $picklists = $sfField['Metadata']['picklistValues'];\n\n foreach ($picklists as $picklist) {\n $field = $this->config->fields()->where([\n 'type' => Field::TYPE_PICKLIST,\n 'object_type' => $recordType->type,\n 'crm_provider_id' => $picklist['picklist'],\n ])->first();\n\n if ($field) {\n $fieldValues = [];\n\n foreach ($picklist['values'] as $value) {\n // Must decode: \"%2C\" becomes \",\" etc.\n $fieldValue = $field->values()\n ->where('value', urldecode($value['valueName']))\n ->first();\n\n if ($fieldValue) {\n $fieldValues[] = $fieldValue->id;\n }\n }\n\n $recordType->fieldValues()->sync($fieldValues);\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $params = [];\n $missingStage = null;\n if ($types === null) {\n $types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];\n }\n\n foreach ($types as $type) {\n if ($type === Stage::TYPE_LEAD) {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, SortOrder\n FROM\n LeadStatus';\n } else {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability\n FROM\n OpportunityStage';\n }\n\n if ($missingStageName) {\n $escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);\n\n $query .= ' WHERE ApiName = :stageName';\n\n $params = [\n 'stageName' => $escapedStageName,\n ];\n }\n\n try {\n $sfStages = $this->queryHandler->query($query, $params);\n } catch (NoResultsException $exception) {\n $sfStages = [];\n }\n\n $missingStage = null;\n\n // Upsert all stages for the team.\n foreach ($sfStages as $sfStage) {\n $selectable = true;\n if (array_key_exists('IsActive', $sfStage)) {\n $selectable = $sfStage['IsActive'];\n }\n\n $this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);\n\n $stage = $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $sfStage['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),\n 'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),\n 'type' => $type,\n 'sequence' => $sfStage['SortOrder'] ?? 0,\n 'is_selectable' => $selectable,\n 'probability' => $sfStage['DefaultProbability'] ?? null,\n ]);\n\n if ($missingStageName && $missingStageName === $sfStage['ApiName']) {\n $missingStage = $stage;\n }\n }\n\n if ($missingStageName && $missingStage === null) {\n // If they requested a stage that still doesn't exist, it must be inactive so lazy create it.\n $missingStage = $this->config->stages()->create([\n 'crm_provider_id' => Uuid::uuid4(),\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($missingStageName, 0, 50),\n 'label' => mb_strimwidth($missingStageName, 0, 191),\n 'type' => $type,\n 'sequence' => 0,\n 'is_selectable' => 0,\n ]);\n }\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('lead');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Lead\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfLeads = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfLeads as $sfLead) {\n // Only sync if previously imported.\n if ($this->hasLead($sfLead['Id'])) {\n $this->importLead($sfLead);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n $fields = $this->getAllFieldsAsArray('lead');\n\n $sfLead = $this->getRecord('Lead', $crmId, $fields);\n\n return $this->importLead($sfLead);\n }\n\n private function importLead($crmData): ?Lead\n {\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['Status'])) {\n // Get the current stage.\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['Status'])\n ->where('type', Stage::TYPE_LEAD)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);\n }\n }\n\n // If we have no way of importing this, just return null :(\n if ($stage === null) {\n return null;\n }\n\n $countryCode = $crmData['CountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['Country']) !== false) {\n $countryCode = $this->convertCountryNameToCode($crmData['Country']);\n }\n\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n $mobilePhone = null;\n if (empty($crmData['MobilePhone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['MobilePhone'], 0, 25);\n $mobilePhone = phone_e164($countryCode, $number);\n }\n\n $convertedDate = null;\n $convertedAccount = null;\n $convertedOpportunity = null;\n $convertedContact = null;\n\n if ($crmData['IsConverted'] == 'true') {\n $convertedDate = $crmData['ConvertedDate'];\n\n if (empty($crmData['ConvertedAccountId']) === false) {\n $convertedAccount = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmData['ConvertedAccountId'])\n ->first();\n\n if ($convertedAccount === null) {\n try {\n $convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedOpportunityId']) === false) {\n $convertedOpportunity = $this->config\n ->opportunities()\n ->where('crm_provider_id', $crmData['ConvertedOpportunityId'])\n ->first();\n\n if ($convertedOpportunity === null) {\n try {\n $convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedContactId']) === false) {\n $convertedContact = $this->team\n ->crm\n ->contacts()\n ->where('crm_provider_id', $crmData['ConvertedContactId'])\n ->first();\n\n if ($convertedContact === null) {\n try {\n $convertedContact = $this->syncContact($crmData['ConvertedContactId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n }\n\n if (empty($crmData['Company'])) {\n $company = 'Unknown';\n } else {\n $company = mb_strimwidth($crmData['Company'], 0, 191);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? '',\n 'company' => $company,\n 'domain' => $domain,\n 'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',\n 'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,\n 'phone' => $parsedNumber['phone'],\n 'ext' => $parsedNumber['ext'] ?? null,\n 'mobile_phone' => $mobilePhone,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Lead::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'stage_id' => $stage->id,\n 'record_type_id' => null,\n 'converted_at' => $convertedDate,\n 'converted_account_id' => $convertedAccount->id ?? null,\n 'converted_opportunity_id' => $convertedOpportunity->id ?? null,\n 'converted_contact_id' => $convertedContact->id ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);\n\n /** @var Lead $lead */\n $lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {\n $this->eventDispatcher->dispatch(new LeadConverted($lead));\n }\n\n $this->handleObjectDeletion($lead, $crmData);\n\n return $lead;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('account');\n\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Account\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfAccounts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfAccounts as $sfAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($sfAccount['Id'])) {\n $this->importAccount($sfAccount);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n $fields = $this->getAllFieldsAsArray('account');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfAccount = $this->getRecord('Account', $crmId, $fields);\n\n return $this->importAccount($sfAccount);\n }\n\n private function importAccount($crmData): Account\n {\n $countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country names.\n if ($countryCode === null && empty($crmData['BillingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);\n }\n\n if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);\n }\n\n if (empty($crmData['Phone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'], 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n $industry = null;\n if (empty($crmData['Industry']) === false) {\n $industry = mb_strimwidth($crmData['Industry'], 0, 40);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'],\n 'name' => mb_strimwidth($crmData['Name'], 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Account::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'industry' => $industry,\n 'domain' => $domain,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);\n\n /** @var Account $account */\n $account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($account, $crmData);\n\n return $account;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n $logParams = $parameters;\n $parameters['profile'] = $this->profile;\n $logParams['user'] = $this->profile->getUserId();\n\n if (count($strategies) > 1) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [\n 'teamId' => $this->team->getUuid(),\n 'params' => $logParams,\n 'strategies_count' => count($strategies),\n ]);\n }\n\n foreach ($strategies as $syncStrategy) {\n $name = $syncStrategy->getStrategyName();\n\n try {\n $sfOpportunities = $syncStrategy->fetchOpportunities($parameters);\n $totalRecords = $sfOpportunities->count();\n\n foreach ($sfOpportunities as $sfOpportunity) {\n $this->importOpportunity($sfOpportunity);\n $syncCount++;\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $noResultsException->getMessage(),\n ]);\n } catch (CrmException $crmException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $crmException->getMessage(),\n ]);\n }\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);\n\n // debug to see how if count of opportunities reaches 1000\n if ($syncCount >= 1000) {\n $this->logger->info(\n '[' . $this->getDisplayName() . '] Sync Opportunities - count warning',\n [\n 'team_id' => $this->team->getId(),\n 'params' => $logParams,\n 'count' => $syncCount,\n 'strategies_count' => count($strategies),\n 'total_records' => $totalRecords ?? null,\n ]\n );\n }\n\n return $syncCount;\n }\n\n\n /**\n * @inheritdoc\n */\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategy = $this->opportunitySyncStrategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY\n );\n\n $parameters = [\n 'profile' => $this->profile,\n 'crm_id' => $crmId,\n ];\n\n try {\n $sfOpportunity = $strategy->fetchOpportunities($parameters);\n } catch (HttpNotFoundException $e) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n ]);\n\n return null;\n } catch (CrmException $crmException) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n 'exception' => $crmException->getMessage(),\n ]);\n\n return null;\n }\n\n if ($sfOpportunity instanceof ArrayIterator) {\n return $this->importOpportunity($sfOpportunity->getItems());\n }\n\n return $this->importOpportunity($sfOpportunity);\n }\n\n /**\n * @throws HttpNotFoundException\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $account = null;\n if (empty($crmData['AccountId']) === false) {\n /** @var ?Account $account */\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $userId = $profile?->getUserId() ?? $account?->getUserId();\n if ($userId === null) {\n $this->logger->error('[Salesforce] | Skip import, no user_id found', [\n 'id' => $crmData['Id'],\n ]);\n\n return null;\n }\n\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['StageName'])) {\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['StageName'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->orderBy('is_selectable', 'DESC')\n ->orderBy('id')\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData['StageName']);\n }\n }\n\n $recordType = null;\n if (empty($crmData['RecordTypeId']) === false) {\n /** @var ?RecordType $recordType */\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmData['RecordTypeId'])\n ->first();\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $closeDate = null;\n if (empty($crmData['CloseDate']) === false) {\n $closeDate = Carbon::parse($crmData['CloseDate'])->format('Y-m-d');\n }\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $userId,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => mb_strimwidth($crmData['Name'] ?? '', 0, 128),\n 'value' => $crmData[$valueFieldName],\n 'currency_code' => CurrencyFormatter::formatCode($crmData['CurrencyIsoCode'] ?? null),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData['IsClosed'],\n 'is_won' => $crmData['IsWon'],\n 'stage_id' => $stage?->id ?? null,\n 'record_type_id' => $recordType->id ?? null,\n 'remotely_created_at' => $createdDate,\n 'probability' => $crmData['Probability'] ?? null,\n 'forecast_category' => $crmData['ForecastCategoryName'] ?? null,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->opportunities(), $crmData['Id']);\n\n // Do not allow locked DB tables & other errors\n // to interrupt the process of reverting the trashed opportunities\n try {\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()\n ->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n\n $this->importOpportunityCrmFieldData($crmData, $crmFields, $opportunity->id);\n\n $this->handleObjectDeletion($opportunity, $crmData);\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n } catch (Exception $exception) {\n Sentry::captureException($exception);\n\n $this->logger->error('[Salesforce] importOpportunity failure.', [\n 'crm_provider_id' => $crmData['Id'],\n 'team_id' => $this->team->id,\n 'exception' => $exception->getMessage(),\n ]);\n\n $this->handleEntityDeletionByProviderId($this->config->opportunities(), $crmData);\n }\n\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('contact');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Contact\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfContacts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfContacts as $sfContact) {\n // Only sync if previously imported.\n if ($this->hasContact($sfContact['Id'])) {\n $this->importContact($sfContact);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::CONTACT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n $fields = $this->getAllFieldsAsArray('contact');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync contact cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfContact = $this->getRecord('Contact', $crmId, $fields);\n\n return $this->importContact($sfContact);\n }\n\n private function importContact($crmData): Contact\n {\n $account = null;\n // Contacts may not have accounts...\n if (isset($crmData['AccountId'])) {\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $countryCode = $crmData['MailingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['MailingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['MailingCountry']);\n\n if ($countryCode === null && $account) {\n $countryCode = $account->country_code;\n }\n }\n\n $ext = null;\n $parsedNumber = [];\n if (empty($crmData['Phone']) === false) {\n $number = Str::limit($crmData['Phone'], 25, '');\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n if (empty($parsedNumber['ext']) === false) {\n $ext = Str::limit($parsedNumber['ext'], 10, '');\n }\n }\n\n $mobileNumber = null;\n if (empty($crmData['MobilePhone']) === false) {\n $mobileNumber = Str::limit(phone_e164($countryCode, $crmData['MobilePhone']), 25, '');\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => ($crmData['Name'] ?? null) !== null ? mb_strimwidth($crmData['Name'], 0, 100) : '',\n 'title' => ($crmData['Title'] ?? null) !== null ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => ($crmData['Email'] ?? null) !== null ? mb_strimwidth($crmData['Email'], 0, 191) : null,\n 'country_code' => $countryCode,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $ext,\n 'mobile_phone' => $mobileNumber,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Contact::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->contacts(), $crmData['Id']);\n\n /** @var Contact $contact */\n $contact = $this->config->contacts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($contact, $crmData);\n\n return $contact;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n $fields = [\n 'InstanceName',\n 'OrganizationType',\n 'IsSandbox',\n ];\n\n $orgValues = $this->getRecord('Organization', $this->config->crm_provider_id, $fields);\n\n $edition = null;\n switch ($orgValues['OrganizationType']) {\n case 'Developer Edition':\n $edition = Configuration::EDITION_DEVELOPER;\n\n break;\n\n case 'Professional Edition':\n $edition = Configuration::EDITION_PROFESSIONAL;\n\n break;\n\n case 'Enterprise Edition':\n $edition = Configuration::EDITION_ENTERPRISE;\n\n break;\n }\n\n $this->config->edition = $edition;\n $this->config->instance = $orgValues['InstanceName'];\n\n // XXX: How can this state be possible?\n if ($this->config->version === null) {\n $this->config->version = Client::MIN_API_VERSION;\n }\n\n $installedVersion = $this->getInstalledAppVersion();\n if ($installedVersion !== null) {\n $installedVersion = (string) $this->getInstalledAppVersion();\n }\n\n $this->config->installed_app_version = $installedVersion;\n\n $this->config->save();\n }\n\n public function getInstalledAppVersion(): ?string\n {\n try {\n $query = '\n SELECT\n SubscriberPackageVersion.MajorVersion,\n SubscriberPackageVersion.MinorVersion,\n SubscriberPackageVersion.PatchVersion,\n SubscriberPackageVersion.BuildNumber\n FROM\n InstalledSubscriberPackage\n WHERE\n SubscriberPackageId = :packageId\n ';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'packageId' => self::INSTALLED_PACKAGE_ID,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Grab version number.\n $version = $sfField['SubscriberPackageVersion']['MajorVersion'] .\n $sfField['SubscriberPackageVersion']['MinorVersion'] .\n $sfField['SubscriberPackageVersion']['PatchVersion'] .\n $sfField['SubscriberPackageVersion']['BuildNumber'];\n } catch (\\Exception) {\n $version = null;\n }\n\n return $version;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws \\Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For SF we also check if Log Notes is enabled.\n if ($this->profile->log_notes === Profile::LOG_NOTE_NONE) {\n return;\n }\n\n if ($activity->opportunity_id && $activity->prospect === null) {\n return;\n }\n\n try {\n $transcriptionData = $this->generateTranscription($activity);\n\n $noteMaxLength = $this->profile->log_notes === Profile::LOG_NOTE_ENHANCED\n ? self::ENHANCED_NOTE_MAX_LENGTH\n : self::CLASSIC_NOTE_MAX_LENGTH;\n\n $title = 'Transcript for ';\n $title .= $activity->title ?? $activity->activity_title;\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($transcriptionData, 0, $noteMaxLength);\n\n if ($activity->opportunity_id) {\n $objectId = $activity->opportunity->crm_provider_id;\n } else {\n $objectId = $activity->prospect->crm_provider_id;\n }\n\n $noteId = $this->saveNote($title, $body, $objectId);\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 public function saveNote(string $title, string $body, string $objectId, ?NoteObject $noteObject = null): ?string\n {\n $noteId = null;\n\n try {\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $noteId = $this->buildEnhancedNote($title, $body, $objectId);\n } else {\n $noteId = $this->buildClassicNote($title, $body, $objectId);\n }\n } catch (HttpNotFoundException $exception) {\n // The profile not having access to create Enhanced Notes. Set their preference to Classic.\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $this->profile->update([\n 'log_notes' => Profile::LOG_NOTE_CLASSIC,\n ]);\n }\n }\n\n return $noteId;\n }\n\n /**\n * This is using the \"Enhanced\" Notes feature, NOT the \"Notes & Attachments\" feature being deprecated.\n *\n * @url https://salesforce.stackexchange.com/questions/104408/how-can-i-create-an-account-note-or-contact-note-via-api-that-is-visible-in-sale\n */\n private function buildEnhancedNote(string $title, string $body, string $objectId): string\n {\n // Decode stored entities, escape HTML (without quoting), then convert line breaks for Salesforce formatting\n $decodedBody = html_entity_decode($body, ENT_QUOTES | ENT_HTML5);\n $sanitizedBody = htmlspecialchars($decodedBody, ENT_NOQUOTES, 'UTF-8', false);\n $content = nl2br($sanitizedBody, false);\n $note = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'Title' => $title,\n 'Content' => base64_encode($content),\n ];\n\n $noteId = $this->createRecord('ContentNote', $note);\n\n $link = [\n 'ContentDocumentId' => $noteId,\n 'LinkedEntityId' => $objectId,\n 'ShareType' => 'I',\n ];\n\n $this->createRecord('ContentDocumentLink', $link);\n\n return $noteId;\n }\n\n private function buildClassicNote(string $title, string $body, string $objectId): string\n {\n if (in_array($this->parseObjectType($objectId), [Field::OBJECT_TASK, Field::OBJECT_EVENT])) {\n $this->logger->info('[Salesforce] Summary not sent', [\n 'profile_id' => $this->profile->id,\n 'objectId' => $objectId,\n 'reason' => 'Classical Note does not support Task/Event relation',\n ]);\n\n return '';\n }\n\n $titleTrimmed = null;\n\n if (mb_strlen($title) > 80) {\n $titleTrimmed = substr($title, 0, 77) . '...';\n }\n $payload = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'IsPrivate' => false,\n 'Title' => $titleTrimmed ?? $title,\n 'Body' => $titleTrimmed ? $title . PHP_EOL . $body : $body,\n 'ParentId' => $objectId,\n ];\n\n return $this->createRecord('Note', $payload);\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n if ($this->profile === null) {\n return [];\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $limitValues = ['limit' => $this->limit, 'offset' => $this->offset];\n $sosl = $queryBuilder->buildFindQuery($name, $scopes, $limitValues);\n\n $this->logger->info('[Salesforce] Find prospects', [\n 'profile_id' => $this->profile->id,\n 'sosl_query' => $sosl,\n 'search_string' => $name,\n 'scopes' => $scopes,\n ]);\n\n $data = Cache::remember($this->profile->id . $sosl, self::CACHE_TTL, function () use ($sosl) {\n $data = [];\n\n try {\n // Hit remote API.\n $objects = $this->queryHandler->search($sosl);\n\n // Build mapped list.\n foreach ($objects as $object) {\n $type = strtolower($object['attributes']['type']);\n\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n 'crmUrl' => $this->generateProviderUrl($object['Id'], $type),\n ];\n\n switch ($type) {\n case 'lead':\n if (empty($object['Company']) === false) {\n $record['organization'] = $object['Company'];\n }\n\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_LEAD)\n ->where('name', $object['Status'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_LEAD], $object['Status']);\n }\n\n if ($stage) {\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n }\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n break;\n\n case 'account':\n if (empty($object['Industry']) === false) {\n $record['industry'] = $object['Industry'];\n $record['detailsLine'] = $object['Industry'];\n }\n if (! empty($object['PersonEmail'])) {\n $record['detailsLine'] = $object['PersonEmail'];\n }\n\n break;\n\n case 'contact':\n // For contacts, we should try and fetch their account name too.\n if ($object['AccountId']) {\n // Cheaper to get this locally.\n $account = $this->config->accounts()\n ->where('crm_provider_id', $object['AccountId'])\n ->first(['name']);\n\n if ($account) {\n $record['organization'] = $account->name;\n }\n }\n\n if (! empty($object['IsPersonAccount']) && $object['Email']) {\n $record['detailsLine'] = $object['Email'];\n } else {\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n }\n\n break;\n }\n\n // Add phone numbers to record.\n if (empty($object['Phone']) === false && $object['Phone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['Phone'],\n 'nationalFormat' => phone_national($this->profile->user->country_code, $object['Phone']),\n 'type' => 'phone',\n ];\n }\n\n if (empty($object['MobilePhone']) === false && $object['MobilePhone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['MobilePhone'],\n 'nationalFormat' => phone_national(\n $this->profile->user->country_code,\n $object['MobilePhone']\n ),\n 'type' => 'mobile',\n ];\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n $data = [];\n }\n\n return $data;\n });\n\n return $data;\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 ? $profile->getCrmProviderId() : null;\n }\n\n try {\n // Perhaps their profile has no opportunity permissions.\n if ($this->profile === null || $this->profile->opportunity_fields === null) {\n return $data;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildFindOpportunitiesQuery();\n\n $objects = $this->queryHandler->query($query, ['accountId' => $crmAccountId]);\n\n foreach ($objects as $object) {\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'won' => $object['IsWon'],\n 'closed' => $object['IsClosed'],\n ];\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n if (empty($object[$valueFieldName]) === false) {\n $currency = $object['CurrencyIsoCode'] ?? $this->config->default_currency;\n $value = formatCurrency($object[$valueFieldName], $currency);\n\n $record += [\n 'value' => $value,\n ];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->where('name', $object['StageName'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $object['StageName']);\n }\n\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n if ($ownerId && isset($object['OwnerId']) && $object['OwnerId'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n return $data;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n public function getContactRolesFromCrm(?Carbon $since = null): array\n {\n $roles = [];\n\n if ($this->profile === null) {\n return $roles;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n\n $query = $queryBuilder->buildGetContactRolesQuery($since);\n\n try {\n $objects = $this->queryHandler->query($query);\n\n foreach ($objects as $object) {\n $roles[] = [\n 'id' => $object['Id'],\n 'contactId' => $object['ContactId'],\n 'opportunityId' => $object['OpportunityId'],\n 'ownerId' => $object['Opportunity']['OwnerId'] ?? null,\n 'isPrimary' => $object['IsPrimary'],\n 'role' => $object['Role'],\n ];\n }\n } catch (NoResultsException) {\n // Just return an empty array.\n $this->logger->info('[Salesforce] No contact roles found', [\n 'since' => $since?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n }\n\n return $roles;\n }\n\n public function syncContactRoles(Carbon $since): int\n {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $crmContactRoles = $this->getContactRolesFromCrm(since: $since);\n $syncCount = 0;\n $contactRoles = [];\n\n foreach ($crmContactRoles as $crmContactRole) {\n $contactRoles[] = $this->importContactRole($crmContactRole);\n $syncCount++;\n }\n\n $contactRoleRepository->saveContactRoles($contactRoles);\n\n $this->syncRemotelyDeletedContactRoles();\n\n return $syncCount;\n }\n\n private function importContactRole(array $contactRole): array\n {\n $contact = $this->config->contacts()\n ->where('crm_provider_id', $contactRole['contactId'])\n ->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($contactRole['contactId']);\n }\n\n $opportunity = $this->config->opportunities()\n ->where('crm_provider_id', $contactRole['opportunityId'])\n ->first();\n\n if ($opportunity === null) {\n $opportunity = $this->syncOpportunity($contactRole['opportunityId']);\n }\n\n $role = null;\n if (! empty($contactRole['role'])) {\n $role = mb_strimwidth($contactRole['role'], 0, 191);\n }\n\n return [\n 'crm_configuration_id' => $this->config->getId(),\n 'contact_id' => $contact->getId(),\n 'crm_provider_id' => $contactRole['id'],\n 'subject_type' => ContactRole::SUBJECT_TYPE_OPPORTUNITY,\n 'subject_id' => $opportunity->getId(),\n 'is_primary' => $contactRole['isPrimary'],\n 'role' => $role,\n ];\n }\n\n protected function syncRemotelyDeletedContactRoles(): bool\n {\n try {\n $deletedRemotely = $this->queryHandler->queryDeleted('OpportunityContactRole');\n } catch (NoResultsException $e) {\n return false;\n }\n\n $deletedOpportunities = $deletedRemotely->getResults();\n $deletedIds = array_column($deletedOpportunities, 'id');\n\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n foreach (array_chunk($deletedIds, self::HARD_DELETE_CHUNK) as $chunk) {\n $contactRoleRepository->deleteContactRoles($chunk);\n\n $this->logger->info('[' . $this->getDisplayName() . '] Remotely deleted opportunities synced', [\n 'teamId' => $this->team->id_string,\n 'remotelyDeletedOpportunities' => $chunk,\n 'count' => count($chunk),\n ]);\n }\n\n return true;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($this->profile->user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_TASK),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any open call for that user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Task\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsDeleted = false\n AND IsClosed = false\n AND (';\n\n if ($objectType === 'account') {\n // This covers tasks tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getEvents(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n $user = $this->profile?->user;\n if ($this->profile === null || $user === null) {\n return $data;\n }\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_EVENT),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any event starting in the last week and ending up until today owned by the user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Event\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= LAST_N_DAYS:7\n AND EndDateTime <= TODAY\n AND (';\n\n if ($objectType === 'account') {\n // This covers events tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['StartDateTime'] ? Carbon::parse($object['StartDateTime'])->toIso8601String() : null;\n\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\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 $userId = null): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($email, Field::TYPE_EMAIL);\n if ($sosl === null) {\n return null;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $email,\n QueryHandler::PRIORITISE_EMAIL\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException $e) {\n // Try the account next.\n if ($this->profile->account_fields === null) {\n return null;\n }\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n // SF improved search - strip the domain extension, min domain name length 4\n return $this->getCompanyNameFromEmail(email: $email, minNameLength: 4);\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 = $domain;\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByDomainQuery($companyName);\n\n try {\n $objects = $this->queryHandler->search($sosl);\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException) {\n return null;\n }\n }\n\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Don't bother looking up numbers that are masked.\n if (str_contains($phone, '**')) {\n return null;\n }\n\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $phoneNational = phone_national(null, $phone) ?? '';\n $possiblePhoneFormats = collect([\n preg_replace('/\\D/', '', ltrim($phone, '0+')),\n preg_replace('/\\D/', '', $phoneNational),\n formatDashPhoneNumber($phone),\n $phoneNational,\n ])\n ->filter() // Removes null and empty strings\n ->unique()\n ->values();\n\n foreach ($possiblePhoneFormats as $phone) {\n $sosl = $queryBuilder->buildMatchByQuery($phone, Field::TYPE_PHONE);\n if ($sosl === null) {\n continue;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $phone,\n QueryHandler::PRIORITISE_PHONE\n );\n\n return $this->convertCrmData($objects, $userId);\n } catch (NoResultsException) {\n continue;\n }\n }\n\n return null;\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 protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->profile->id . $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 /** Determine the CRM Objects which represent the call activity. */\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 if ($this->profile === null) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($name, 'name');\n if ($sosl === null) {\n return false;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n } catch (NoResultsException $e) {\n return false;\n }\n\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $name,\n QueryHandler::PRIORITISE_NAME\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return (! empty(array_filter($data))) ? $data : false;\n });\n\n return is_array($result) ? $result : 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(QueryIterator $objects, ?int $userId = null): array\n {\n $lead = null;\n $contact = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n if ($objects->count() > 0) {\n $object = $objects->current();\n\n if ($object['attributes']['type'] === 'Lead') {\n $lead = $this->importLead($object);\n\n // Lead might not be imported if the Stage is null for example.\n if ($lead) {\n $countryCode = $lead->country_code;\n $stage = $lead->stage;\n }\n } else {\n if ($object['attributes']['type'] === 'Contact') {\n $contact = $this->importContact($object);\n $account = $contact->account;\n } else {\n $account = $this->importAccount($object);\n }\n\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $sfOpportunities = $this->findOpportunities(\n $account?->getCrmProviderId(),\n $contact?->getCrmProviderId(),\n $userId\n );\n\n // Take the first opportunity, which will be ordered as priority based on their settings.\n if (! empty($sfOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($sfOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($stage->type === Stage::TYPE_LEAD) {\n $objectType = 'Lead';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'Status';\n } else {\n $objectType = 'Opportunity';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'StageName';\n }\n\n $headers = [];\n if ($this->config->trigger_assignment_rules === false) {\n // @see: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/headers_autoassign.htm\n $headers = [\n 'Sforce-Auto-Assign' => 'false',\n ];\n }\n\n $this->updateRecord($objectType, $objectId, [$objectStageType => $stage->name], $headers);\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, '001')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, '003')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, '00Q')) {\n return 'lead';\n }\n\n if (Str::startsWith($objectId, '006')) {\n return 'opportunity';\n }\n\n if (Str::startsWith($objectId, '00U')) {\n return 'event';\n }\n\n if (Str::startsWith($objectId, '00T')) {\n return 'task';\n }\n\n throw new \\InvalidArgumentException('Unsupported Object Type');\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n $query = $queryBuilder->buildGetUsersQuery($userToSearch);\n\n try {\n $salesforceUsers = $this->queryHandler->query($query, [\n 'active' => true,\n ]);\n } catch (NoResultsException $e) {\n $this->logger->info('[Salesforce] Sync Profiles. No users found', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n $teamRepository = app(TeamRepository::class);\n $customRules = $this->getCustomProfileRules($teamRepository);\n\n foreach ($salesforceUsers as $crmUser) {\n if ($crmUser['Email'] === null) {\n continue;\n }\n\n if (! $this->customProfileValidation($crmUser, $customRules)) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $crmUser['Email']);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $edition = $crmUser['UserPreferencesLightningExperiencePreferred']\n ? Profile::EDITION_LIGHTNING\n : Profile::EDITION_CLASSIC;\n\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->updateOrCreateProfile(\n $user,\n [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $crmUser['Id'],\n ],\n [\n 'user_id' => $user->getId(),\n 'edition' => $edition,\n 'has_external_cti' => ! empty($crmUser['CallCenterId']),\n 'crm_profile_id' => $crmUser['ProfileId'],\n ]\n );\n\n if ($userToSearch instanceof User && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n // Clean up inactive profiles\n try {\n $this->archiveInactiveProfiles();\n } catch (\\Exception $e) {\n $this->logger->warning('[Salesforce] Profile archiving failed', [\n 'teamId' => $this->team->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n // For Salesforce it's easy, we just point every object to the apex domain and they handle it.\n switch ($objectType) {\n case 'lead':\n case 'account':\n case 'contact':\n case 'opportunity':\n case 'task':\n case 'event':\n case 'activity':\n\n $url = $this->config->crm_base_url . '/' . $providerId;\n\n break;\n }\n\n return $url;\n }\n\n public function buildTaskSearchFields(): array\n {\n return ['Id', 'WhoId', 'WhatId', 'AccountId'];\n }\n\n public function getTaskByFilterConditions(\n array $fields,\n array $filters,\n bool $bulkSearch = false,\n bool $strictFilters = true\n ): ?array {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildSearchTaskQuery($fields, $filters, $bulkSearch, $strictFilters);\n\n try {\n if (! $bulkSearch) {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n }\n\n if ($bulkSearch) {\n $objects = $this->queryHandler->query($query);\n $records = [];\n foreach ($objects as $record) {\n $key = $record[end($fields)];\n $records[$key] = $record;\n }\n\n return $records;\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function mapCrmObjects(array $task): array\n {\n $activityData = [];\n\n if (! empty($task['WhoId'])) {\n $type = $this->parseObjectType($task['WhoId']);\n $activityData[$type] = $task['WhoId'];\n }\n if (! empty($task['AccountId'])) {\n $activityData['account'] = $task['AccountId'];\n }\n if (! empty($task['WhatId'])) {\n $activityData['opportunity'] = $task['WhatId'];\n }\n\n return $activityData;\n }\n\n /**\n * Get SF task by Outreach call id.\n */\n public function getTaskByFilter(\n string $activityFieldType,\n array $filters,\n string $operator = '=',\n array $additionalFields = []\n ): ?array {\n $data = [];\n\n try {\n // Default (base) fields.\n $fields = ['Id', 'Subject', 'Description', 'ActivityDate', 'WhoId', 'WhatId', $activityFieldType];\n\n foreach ($additionalFields as $additionalField) {\n $fields[] = $additionalField->crm_provider_id;\n }\n\n $fields = array_unique($fields);\n\n // Find task with the same Outreach id as the call id.\n $query = 'SELECT ' . implode(',', $fields) . '\n FROM Task\n WHERE IsArchived = false AND IsDeleted = false';\n\n foreach ($filters as $key => $value) {\n $key = preg_quote($key, '/');\n $key = str_replace(['\\'', '\"'], '', $key);\n // Prepare the substitution.\n $strKey = \":$key\";\n\n $query .= \" AND $key $operator $strKey\";\n }\n\n $query .= ' ORDER BY LastModifiedDate DESC LIMIT 1';\n\n $objects = $this->queryHandler->query($query, $filters);\n\n // There should be only one task related to this call if any.\n if ($objects->count() === 1) {\n $object = $objects->current();\n\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n\n $data = array_merge($object, [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'summary' => $object['Description'],\n 'due' => $dueDate,\n 'Type' => $object[$activityFieldType],\n ]);\n }\n } catch (NoResultsException $e) {\n // Filters don't match any records.\n } catch (ServiceUnavailableException $serviceUnavailableException) {\n // Service cannot be queried. We should probably log this.\n }\n\n return $data;\n }\n\n /**\n * Get Salesforce fields including datetime fields\n *\n * @param $objectType\n */\n private function getAllFieldsAsArray($objectType): array\n {\n $basicFields = [];\n // Not all users have access to all object fields.\n if ($this->profile->{$objectType . '_fields'}) {\n $basicFields = explode(',', $this->profile->{$objectType . '_fields'});\n }\n\n $extraFields = [\n 'CreatedDate',\n 'LastModifiedDate',\n 'IsDeleted',\n ];\n\n if ($objectType === self::OBJECT_OPPORTUNITY\n && $this->config->opportunity_value_field_id\n && ! in_array($this->config->opportunityValueField->crm_provider_id, $basicFields)\n ) {\n $extraFields[] = $this->config->opportunityValueField->crm_provider_id;\n }\n\n return array_unique(array_merge($basicFields, $extraFields));\n }\n\n /**\n * Generate transcription for activity description.\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 return $this->transcriptionService\n ->findTranscriptionByActivity($activity)\n ->map(static function (array $transcriptionSegment): string {\n return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];\n })\n ->implode(PHP_EOL);\n }\n\n /**\n * Find related Salesforce event based on activity data\n *\n * @return array<string>\n */\n public function fetchRelatedActivity(Activity $activity): array\n {\n $this->logger->info('[Salesforce] Searching for related activity', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n ]);\n\n $sfEvent = $this->fetchRelatedEvent($activity);\n if (empty($sfEvent)) {\n $this->logger->info('[Salesforce] No related activity found', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n 'account' => $activity->hasAccount()\n ? $activity->getAccount()->getCrmProviderId()\n : null,\n ]);\n\n return [];\n }\n\n return $sfEvent;\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n if ($activity->isTypeConference() === false) {\n return null;\n }\n\n if ($activity->hasActualStartTime() === false && $activity->hasScheduledStartTime() === false) {\n return null;\n }\n\n if (! $activity->hasProspect()) {\n $this->logger->info('[Salesforce] Skip look up, Activity not linked to Lead, Contact or Account', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n if ($playbook !== null && $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_TASK) {\n $this->logger->info('[Salesforce] Skip auto-sync for task-based playbook', [\n 'activityUuid' => $activity->getUuid(),\n 'playbookId' => $playbook->getId(),\n 'playbookType' => $playbook->getActivityType(),\n ]);\n\n return null;\n }\n\n try {\n $sfEvent = $this->fetchRelatedActivity($activity);\n if (empty($sfEvent)) {\n return null;\n }\n\n [$activityField, $activityType] = $this->resolveActivityTypeFromEvent($activity, $sfEvent);\n\n $this->logger->info('[Salesforce] Found related activity', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'activityFieldName' => $activityField,\n 'crmActivityType' => ($activityField !== null && isset($sfEvent[$activityField]))\n ? $sfEvent[$activityField]\n : null,\n 'activityType' => $activityType,\n ]);\n\n $userId = $this->findRelatedActivityUserId($activity, $sfEvent);\n\n if ($activity->getUserId() !== $userId) {\n $this->logger->info('[Salesforce] Updating meeting owner', [\n 'activityId' => $activity->getUuid(),\n 'oldUserId' => $activity->getUserId(),\n 'newUserId' => $userId,\n ]);\n }\n\n $this->updateSfEventDescription($activity, $sfEvent);\n\n $activity->update([\n 'user_id' => $userId,\n 'crm_provider_id' => $sfEvent['Id'],\n 'playbook_category_id' => $activityType->id ?? $activity->getCategory()?->getId(),\n ]);\n\n $this->logger->info('[Salesforce] Activity updated', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return $activity;\n } catch (\\Exception $exception) {\n \\Sentry::captureException($exception);\n\n throw $exception;\n }\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n *\n * @return array{0: string|null, 1: mixed}\n */\n private function resolveActivityTypeFromEvent(Activity $activity, array $sfEvent): array\n {\n $activityField = $this->getActivityFieldName($activity);\n $activityType = null;\n\n if ($activityField !== null && ! empty($sfEvent[$activityField])) {\n $playbook = $this->getPlaybook($activity->getUser());\n $activityType = $this->getPlaybookCategory($playbook, strval($sfEvent[$activityField]));\n }\n\n return [$activityField, $activityType];\n }\n\n /**\n * @param array<string> $sfEvent\n */\n private function findRelatedActivityUserId(Activity $activity, array $sfEvent): int\n {\n $userId = $activity->getUserId();\n\n if (empty($sfEvent['OwnerId']) === false) {\n $profile = $this\n ->config\n ->profiles()\n ->where('crm_provider_id', $sfEvent['OwnerId'])\n ->get()\n ->filter(static function (Profile $profile) use ($activity): bool {\n if (! $activity->isTypeConference()) {\n return ! empty($profile->user) ? $profile->user->isStatusActive() : false;\n }\n\n $participants = $activity->getParticipants();\n\n return ! empty($profile->user)\n ? $profile->user->isStatusActive()\n && $profile->user->hasPermission(PermissionEnum::RECORD_MEETING)\n && $participants->contains('user_id', $profile->user_id)\n : false;\n })\n ->first();\n\n if ($profile) {\n $userId = $profile->user_id;\n }\n }\n\n return $userId;\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n */\n private function updateSfEventDescription(Activity $activity, array $sfEvent): void\n {\n try {\n if (str_contains($sfEvent['Description'], $activity->id_string)) {\n return;\n }\n\n $payload = [\n 'Description' => $sfEvent['Description']\n . PHP_EOL\n . PHP_EOL\n . (new DecorateActivity())->generateDescription($activity),\n ];\n\n $this->logger->info('[Salesforce] Update record', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'payload' => $payload,\n ]);\n\n $payload = array_merge(\n $payload,\n $this->payloadBuilder->fetchCustomFieldData($activity, Field::OBJECT_EVENT)\n );\n\n $this->updateRecord('Event', $sfEvent['Id'], $payload);\n } catch (\\Exception) {\n $this->logger->error('[Salesforce] Failed to update record', [\n 'activityUuid' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n ]);\n }\n }\n\n /**\n * Returns the most recently modified Event within time range (if any).\n *\n * @return array|null An Event record from Salesforce.\n */\n private function fetchRelatedEvent(Activity $activity): ?array\n {\n $ownerId = $this->profile?->crm_provider_id;\n if ($ownerId === null) {\n return [];\n }\n\n /** @var ?Carbon $from */\n /** @var ?Carbon $to */\n [$from, $to] = $this->getFromToDates($activity);\n\n try {\n $whoId = null;\n $hasWho = $activity->lead_id || $activity->contact_id;\n if ($hasWho) {\n $whoId = $activity->hasLead()\n ? $activity->getLead()->crm_provider_id\n : $activity->getContact()->crm_provider_id;\n }\n\n if ($hasWho === false && $activity->account_id === null) {\n return null;\n }\n\n $query = $this->buildFetchRelatedEventQuery($activity);\n\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $ownerId,\n 'whoId' => $whoId,\n 'whatId' => $activity->hasOpportunity() ? $activity->getOpportunity()->crm_provider_id : null,\n 'accountId' => $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null,\n 'from' => $from?->format('Y-m-d\\TH:i:s\\Z'),\n 'to' => $to?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($objects as $object) {\n return $object;\n }\n } catch (NoResultsException $e) {\n return [];\n }\n\n return [];\n }\n\n private function getFromToDates(Activity $activity): array\n {\n $from = null;\n $to = null;\n\n /** @var ?CalendarEvent $calendarEvent */\n $calendarEvent = $activity->calendarEvent()->first();\n if ($calendarEvent !== null) {\n $from = $calendarEvent->getStartTime();\n $to = $calendarEvent->getEndTime();\n }\n\n // For non-calendar imported activities\n // Also double check if calendar event dates could be null?\n // If null use what we've got so far\n if ($from === null || $to === null) {\n $from = $activity->hasScheduledStartTime()\n ? $activity->getScheduledStartTime()\n : $activity->getActualStartTime();\n $to = $activity->hasScheduledEndTime()\n ? $activity->getScheduledEndTime()->addMinutes(15)\n : $activity->getActualEndTime();\n }\n\n return [$from, $to];\n }\n\n /**\n * Determines the appropriate activity field name for querying Salesforce events.\n *\n * This method follows a hierarchy to determine the field name:\n * 1. Uses the playbook's activity field if it exists and is in the profile's accessible fields\n * 2. Falls back to the default activity field if the profile has no event fields configured\n * 3. Returns null if no suitable field is found\n *\n * @param Activity $activity The activity to determine the field for\n *\n * @return string|null The field name to use in queries, or null if none is available\n */\n private function getActivityFieldName(Activity $activity): ?string\n {\n if ($this->profile === null) {\n $this->logger->warning('[Salesforce] Cannot determine activity field - profile not found', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $profileEventFields = $this->profile->getFieldsAsArray('event');\n\n if (empty($profileEventFields)) {\n $defaultActivityField = $this->getDefaultActivityField(Field::OBJECT_EVENT);\n $defaultFieldName = $defaultActivityField?->getAttribute('crm_provider_id');\n // Profile not yet synced — fall back to the default activity field.\n // There is a small chance that the profile won't have Default Activity Type field access\n // in which case the query will fail.\n // This is however an edge case and should be reviewed for profile sync issues.\n Sentry::withScope(function (\\Sentry\\State\\Scope $scope) use ($defaultFieldName): void {\n $scope->setContext('details', [\n 'profileId' => $this->profile->id,\n 'defaultField' => $defaultFieldName,\n ]);\n Sentry::captureMessage(\n '[Salesforce] Profile event fields empty, falling back to default activity field.',\n \\Sentry\\Severity::warning()\n );\n });\n\n return $defaultFieldName;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n\n if (! is_null($playbook) && ! is_null($playbook->getActivityField())) {\n $playbookFieldName = $playbook->getActivityField()->getAttribute('crm_provider_id');\n\n if (in_array($playbookFieldName, $profileEventFields, true)) {\n return $playbookFieldName;\n }\n\n $this->logger->warning('[Salesforce] Playbook activity field not found in profile fields', [\n 'activityId' => $activity->getUuid(),\n 'playbookField' => $playbookFieldName,\n 'profileId' => $this->profile->id,\n ]);\n }\n\n return null;\n }\n\n private function buildFetchRelatedEventQuery(Activity $activity): string\n {\n $hasWho = $activity->lead_id || $activity->contact_id;\n\n $activityFieldName = $this->getActivityFieldName($activity);\n $fields = array_filter(['Id', 'Description', 'OwnerId', $activityFieldName]);\n\n $ownerCondition = '(OwnerId = :ownerId OR CreatedById = :ownerId)';\n\n $query = '\n SELECT ' . implode(',', $fields) . '\n FROM Event\n WHERE ' . $ownerCondition . '\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= :from\n AND EndDateTime <= :to\n AND (';\n\n $operator = '';\n if ($activity->account_id) {\n // This covers events tied to a related contact or opportunity too.\n $query .= 'AccountId = :accountId';\n\n $operator = ' OR ';\n }\n\n if ($hasWho) {\n $query .= $operator . 'WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($activity->opportunity_id) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ') ORDER BY LastModifiedDate DESC';\n\n return $query;\n }\n\n public function fetchProspect(array $task): array\n {\n $lead = $account = $opportunity = $contact = $stage = $countryCode = null;\n $externalId = $task['WhoId'] ?? null;\n\n // Lead or Contact\n if ($externalId) {\n try {\n [$lead, $account, $opportunity, $contact, $stage, $countryCode] = $this->parseRecords($externalId);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n // If we happen to know the opportunity or account from the Task, figure that out.\n if (empty($task['WhatId']) === false) {\n // WhatId could be either Account ID or Opportunity ID.\n // If WhatId is Opportunity ID, get the opportunity and stage from the CRM.\n try {\n [, $account, $opportunity, , $stage, ] = $this->parseRecords($task['WhatId']);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n return [$lead, $account, $opportunity, $contact, $stage, $countryCode];\n }\n\n /**\n * Save activity transcription summary as note\n */\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n return $this->saveNote($title, $body, (string) $objectId);\n }\n\n public function getObjectByFilterConditions(string $objectType, array $fields, array $filters): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildObjectSearchQuery($objectType, $fields, $filters);\n\n try {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n private function getCustomProfileRules(TeamRepository $teamRepository): array\n {\n $teamSettings = $teamRepository->getTeamSetting($this->team, 'custom_profile_validation');\n\n if ($teamSettings instanceof TeamSettings && $teamSettings->getValueType() === 'array') {\n $customRules = json_decode($teamSettings->getValue(), true);\n if (is_array($customRules)) {\n return $customRules;\n }\n }\n\n return [];\n }\n\n private function customProfileValidation(array $crmUser, array $customRules): bool\n {\n foreach ($customRules as $customRule) {\n if ($crmUser[$customRule['field']] !== $customRule['value']) {\n return false;\n }\n }\n\n return true;\n }\n\n /**\n * When syncing Contact / Lead / Account / Opportunity / Stage crm entities,\n * validate and restore locally trashed objects,\n * before updating them. Objects are identified by CrmProviderId\n */\n private function restoreAnyTrashedEntity(HasMany $targetEntity, string $crmProviderId): void\n {\n $recordExists = $targetEntity->withTrashed()->where(['crm_provider_id' => $crmProviderId])->first();\n if ($recordExists && $recordExists->trashed()) {\n $recordExists->restore();\n }\n }\n\n #[\\Override] public function supportsNotes(): bool\n {\n return true;\n }\n\n private function getOwnerProfile(?string $ownerId): ?Profile\n {\n if ($ownerId === null) {\n return null;\n }\n\n return $this->config->profiles()\n ->where('crm_provider_id', $ownerId)\n ->first();\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextField","text":"Current version","depth":1,"bounds":{"left":0.4398271,"top":0.43415803,"width":0.13863032,"height":0.013567438},"on_screen":true,"value":"Current version","help_text":"text/plain","role_description":"text field","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Salesforce;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Illuminate\\Database\\Eloquent\\Relations\\HasMany;\nuse Illuminate\\Events\\Dispatcher;\nuse Illuminate\\Support\\Facades\\Cache;\nuse Illuminate\\Support\\Facades\\Log;\nuse Illuminate\\Support\\Str;\nuse Jiminny\\Component\\Country\\CountriesMap;\nuse Jiminny\\Contracts\\Acl\\PermissionEnum;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ImportsBusinessProcessesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceBatchSyncInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteNoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SearchTaskInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmProfileRecordTypesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Enums\\CrmObject;\nuse Jiminny\\Events\\Activities\\Crm\\LeadConverted;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpBadRequestException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\NoResultsException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Calendar\\CalendarEvent;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\ContactRole;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Crm\\RecordType;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\TeamSettings;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\Crm\\RecordTypeFieldValuesRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Helpers\\ArrayIterator;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldHelper;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldTypeConverter;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\FollowupActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\LogActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\RecordManipulationsTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Jiminny\\Utils\\StringUtil;\nuse Ramsey\\Uuid\\Uuid;\nuse Sentry\\Laravel\\Facade as Sentry;\n\nclass Service extends BaseService implements\n SalesforceInterface,\n SalesforceBatchSyncInterface,\n SyncCrmEntitiesInterface,\n SyncCrmProfileRecordTypesInterface,\n ImportsBusinessProcessesInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SearchTaskInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n RemoteNoteEntityManipulationInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncFieldsTrait;\n use DeleteObjectsTrait;\n use RecordManipulationsTrait;\n use ServiceTraits\\BatchSyncTrait;\n use FollowupActivityTrait;\n use LogActivityTrait;\n\n /**\n * Note Body Limit for the Old Note-Taking Tool\n *\n * @var int\n */\n private const int CLASSIC_NOTE_MAX_LENGTH = 32000;\n\n /**\n * Note Content Limit for the New Notes\n *\n * @var int\n */\n private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;\n\n private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';\n\n private const int CACHE_TTL = 600;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400\n\n /**\n * @var Client\n */\n protected $client;\n\n protected PayloadBuilder $payloadBuilder;\n protected QueryHandler $queryHandler;\n\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(\n Client $client,\n PayloadBuilder $payloadBuilder,\n protected Dispatcher $eventDispatcher,\n private readonly CountriesMap $countriesMap,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->payloadBuilder = $payloadBuilder;\n $this->queryHandler = app(QueryHandler::class, [\n 'client' => $this->client,\n 'logger' => $this->logger,\n ]);\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Salesforce';\n }\n\n public function getJobDelay(): int\n {\n return 1;\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);\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 ($activity, $crmProviderId) {\n $playbook = $this->getPlaybookFromActivity($activity);\n\n if ($playbook === null) {\n $this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [\n 'activity' => $activity->getId(),\n 'crm_provider_id' => $crmProviderId,\n ]);\n\n return false;\n }\n\n $objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';\n\n try {\n $record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);\n\n return ! empty($record) && ($record['IsDeleted'] ?? false) === false;\n } catch (HttpNotFoundException|HttpBadRequestException) {\n $this->logger->info('[Salesforce] Activity record not found during verification', [\n 'activity' => $activity->getId(),\n 'object_type' => $objectType,\n 'crm_provider_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n });\n }\n\n public function query(string $queryToRun, array $parameters = []): QueryIterator\n {\n // Due to poorly designed external calls, this method cannot be entirely removed\n return $this->queryHandler->query($queryToRun, $parameters);\n }\n\n /*=========== Organization Information ===============*/\n\n /**\n * Get a list of all the API Versions for the instance.\n *\n * @throws CrmException\n *\n * @return mixed\n *\n */\n public function getApiVersions()\n {\n $url = $this->config->crm_base_url . '/services/data';\n\n $response = $this->client->get($url);\n\n return json_decode($response->getBody(), true);\n }\n\n /**\n * Gets the valid recordTypes for a given Salesforce Object via the describe API.\n */\n private function getRecordTypes(string $crmObject): array\n {\n $url = $this->client->getObjectsUrl() . $crmObject . '/describe';\n\n $response = $this->client->get($url);\n $jsonResponse = json_decode($response->getBody(), true);\n\n $fields = [];\n foreach ($jsonResponse['recordTypeInfos'] as $row) {\n $fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];\n }\n\n return $fields;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n $defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::defaultTaskFields()\n : FieldDefinitions::defaultEventFields();\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 return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'Type',\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, Playbook::ACTIVITY_TYPE_EVENT];\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::taskFollowupFieldsFilter()\n : FieldDefinitions::eventFollowupFieldsFilter();\n\n foreach ($fieldFilter as $eachFilter) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n /**\n * This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually\n * Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType\n * Needs to be replaced later on\n */\n public function syncField(Field $field): void\n {\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)\n ? 'activity'\n : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $metadata = $sfField['Metadata'];\n\n $field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);\n $field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());\n $field->is_mandatory = ($metadata['required'] === true);\n $field->length = $metadata['length'];\n $field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '\"'), 0, 191);\n $field->save();\n } else {\n $query = '\n SELECT\n Id, DataType, DeveloperName, Label, Length, Description\n FROM\n FieldDefinition\n WHERE\n DurableId = :entityName';\n\n $entityName = $field->getEntityName();\n $sfFields = $this->queryHandler->metadata($query, [\n 'entityName' => $entityName,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $convertedType = $this->convertFieldType($sfField['DataType'], $entityName);\n $label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);\n\n if ($field->isBusinessType()) {\n $label = 'Opportunity Type';\n }\n\n $field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);\n $field->label = $label;\n $field->type = $convertedType;\n $field->length = $sfField['Length'];\n $field->save();\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n private function convertFieldType(string $from, ?string $entityName = null): string\n {\n $converter = new FieldTypeConverter();\n\n return $converter->convert($from, $entityName);\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?\n 'activity' : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $valueSet = $sfField['Metadata']['valueSet'];\n\n if ($valueSet['valueSetName'] === null) {\n // Local picklist values can be obtained easily.\n $picklistValues = $valueSet['valueSetDefinition']['value'];\n } else {\n // But for some fields, we just get the Global Value Picklist pointer so need to do more work.\n $picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);\n }\n\n // Import all active values.\n foreach ($picklistValues as $i => $sfFieldValue) {\n // Setup default value.\n if ($sfFieldValue['default']) {\n $field->update(['default_value' => $sfFieldValue['valueName']]);\n }\n\n // This comes through as null if active (lol).\n if ($sfFieldValue['isActive'] !== false) {\n $values[] = [\n 'value' => $sfFieldValue['valueName'],\n 'label' => $sfFieldValue['valueName'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['default'],\n ];\n }\n }\n } else {\n $objectFields = $this->getObjectFields($field->object_type);\n $fieldId = $field->crm_provider_id;\n\n // Only work with our field of interest.\n $objectField = array_filter($objectFields, function ($item) use ($fieldId) {\n return $item['name'] === $fieldId;\n });\n\n $objectField = array_shift($objectField);\n if (empty($objectField['picklistValues']) === false) {\n foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {\n // Skip inactive values.\n if ($sfFieldValue['active'] === false) {\n continue;\n }\n\n // Setup default value.\n if ($sfFieldValue['defaultValue']) {\n $field->update(['default_value' => $sfFieldValue['value']]);\n }\n\n $values[] = [\n 'value' => $sfFieldValue['value'],\n 'label' => $sfFieldValue['label'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['defaultValue'],\n ];\n }\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'], $fieldsToPurge, true)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n // Get IDs of the values to be deleted\n $valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);\n $valuesToDeleteIds = $valuesToDelete->pluck('id');\n if (! $valuesToDeleteIds->isEmpty()) {\n $recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);\n $recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());\n\n // Now safely delete from crm_field_values\n $valuesToDelete->delete();\n }\n\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n return $fieldValues;\n }\n\n /**\n * Gets values from Global Value Picklists.\n */\n private function importGlobalValuePicklistValues(string $picklistName): array\n {\n $query = '\n SELECT\n Metadata\n FROM\n GlobalValueSet\n WHERE\n DeveloperName = :picklistName\n LIMIT 1';\n\n try {\n $sfValues = $this->queryHandler->metadata($query, [\n 'picklistName' => $picklistName,\n ]);\n\n // There is always 1 result at this point.\n $sfValue = $sfValues->current();\n\n return $sfValue['Metadata']['customValue'];\n } catch (NoResultsException $noResultsException) {\n // Nothing returned.\n\n return [];\n }\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileRecordTypes(): void\n {\n $objectTypes = [\n 'lead',\n 'account',\n 'contact',\n 'opportunity',\n 'task',\n 'event',\n ];\n\n foreach ($objectTypes as $objectType) {\n try {\n $crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));\n\n foreach ($crmRecordTypes as $crmRecordType) {\n // If the record type is default and not the Master type, set this.\n if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmRecordType['recordTypeId'])\n ->first();\n\n if ($recordType) {\n $this->profile->{$objectType . '_record_type_id'} = $recordType->id;\n }\n }\n }\n } catch (HttpNotFoundException $exception) {\n Log::error('No access to ' . $objectType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n if ($this->profile->isDirty()) {\n $this->profile->save();\n }\n }\n\n /**\n * Gets business processes.\n */\n public function importBusinessProcesses(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, TableEnumOrId\n FROM\n BusinessProcess\n WHERE\n TableEnumOrId IN (\\'Lead\\',\\'Opportunity\\')';\n\n try {\n $sfProcesses = $this->queryHandler->query($query);\n\n // Upsert all processes for the team.\n foreach ($sfProcesses as $sfProcess) {\n /** @var BusinessProcess $businessProcess */\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $sfProcess['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => $sfProcess['Name'],\n 'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',\n 'is_selectable' => $sfProcess['IsActive'],\n ]);\n\n $this->importBusinessProcessStages($businessProcess);\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets business process stages.\n */\n private function importBusinessProcessStages(BusinessProcess $businessProcess): void\n {\n $query = '\n SELECT\n Metadata\n FROM\n BusinessProcess\n WHERE\n Id = :processId';\n\n try {\n $stages = [];\n $sfProcessStages = $this->queryHandler->metadata($query, [\n 'processId' => $businessProcess->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfProcessStage = $sfProcessStages->current();\n\n // Upsert all processes for the team.\n foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {\n $sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: \"%2C\" becomes \",\" etc.\n\n $stage = $businessProcess->crm->stages()\n // This MUST match on label because this API doesn't use API Name.\n ->where('label', $sanitizedName)\n ->where('type', $businessProcess->type)\n ->where('is_selectable', 1)\n ->first();\n\n if ($stage) {\n $stages[] = $stage->id;\n }\n }\n\n $businessProcess->stages()->sync($stages);\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets record types.\n */\n public function importRecordTypes(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, BusinessProcessId, SobjectType\n FROM\n RecordType';\n\n try {\n $sfRecordTypes = $this->queryHandler->query($query);\n\n // Upsert all record types for the process.\n foreach ($sfRecordTypes as $sfRecordType) {\n $businessProcess = null;\n if ($sfRecordType['BusinessProcessId']) {\n $businessProcess = $this->config->businessProcesses()\n ->where('crm_provider_id', $sfRecordType['BusinessProcessId'])\n ->first();\n }\n\n /** @var RecordType $recordType */\n $recordType = $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $sfRecordType['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'type' => mb_strtolower($sfRecordType['SobjectType']),\n 'name' => $sfRecordType['Name'],\n 'is_selectable' => $sfRecordType['IsActive'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n $this->importRecordTypeFieldValues($recordType);\n }\n } catch (NoResultsException $noResultsException) {\n // Do nothing.\n }\n }\n\n /**\n * Import record type - field value mappings. This only works for standard fields.\n */\n private function importRecordTypeFieldValues(RecordType $recordType): void\n {\n try {\n $query = '\n SELECT\n Metadata\n FROM\n RecordType\n WHERE\n Id = :recordTypeId';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'recordTypeId' => $recordType->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $picklists = $sfField['Metadata']['picklistValues'];\n\n foreach ($picklists as $picklist) {\n $field = $this->config->fields()->where([\n 'type' => Field::TYPE_PICKLIST,\n 'object_type' => $recordType->type,\n 'crm_provider_id' => $picklist['picklist'],\n ])->first();\n\n if ($field) {\n $fieldValues = [];\n\n foreach ($picklist['values'] as $value) {\n // Must decode: \"%2C\" becomes \",\" etc.\n $fieldValue = $field->values()\n ->where('value', urldecode($value['valueName']))\n ->first();\n\n if ($fieldValue) {\n $fieldValues[] = $fieldValue->id;\n }\n }\n\n $recordType->fieldValues()->sync($fieldValues);\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $params = [];\n $missingStage = null;\n if ($types === null) {\n $types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];\n }\n\n foreach ($types as $type) {\n if ($type === Stage::TYPE_LEAD) {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, SortOrder\n FROM\n LeadStatus';\n } else {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability\n FROM\n OpportunityStage';\n }\n\n if ($missingStageName) {\n $escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);\n\n $query .= ' WHERE ApiName = :stageName';\n\n $params = [\n 'stageName' => $escapedStageName,\n ];\n }\n\n try {\n $sfStages = $this->queryHandler->query($query, $params);\n } catch (NoResultsException $exception) {\n $sfStages = [];\n }\n\n $missingStage = null;\n\n // Upsert all stages for the team.\n foreach ($sfStages as $sfStage) {\n $selectable = true;\n if (array_key_exists('IsActive', $sfStage)) {\n $selectable = $sfStage['IsActive'];\n }\n\n $this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);\n\n $stage = $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $sfStage['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),\n 'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),\n 'type' => $type,\n 'sequence' => $sfStage['SortOrder'] ?? 0,\n 'is_selectable' => $selectable,\n 'probability' => $sfStage['DefaultProbability'] ?? null,\n ]);\n\n if ($missingStageName && $missingStageName === $sfStage['ApiName']) {\n $missingStage = $stage;\n }\n }\n\n if ($missingStageName && $missingStage === null) {\n // If they requested a stage that still doesn't exist, it must be inactive so lazy create it.\n $missingStage = $this->config->stages()->create([\n 'crm_provider_id' => Uuid::uuid4(),\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($missingStageName, 0, 50),\n 'label' => mb_strimwidth($missingStageName, 0, 191),\n 'type' => $type,\n 'sequence' => 0,\n 'is_selectable' => 0,\n ]);\n }\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('lead');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Lead\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfLeads = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfLeads as $sfLead) {\n // Only sync if previously imported.\n if ($this->hasLead($sfLead['Id'])) {\n $this->importLead($sfLead);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n $fields = $this->getAllFieldsAsArray('lead');\n\n $sfLead = $this->getRecord('Lead', $crmId, $fields);\n\n return $this->importLead($sfLead);\n }\n\n private function importLead($crmData): ?Lead\n {\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['Status'])) {\n // Get the current stage.\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['Status'])\n ->where('type', Stage::TYPE_LEAD)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);\n }\n }\n\n // If we have no way of importing this, just return null :(\n if ($stage === null) {\n return null;\n }\n\n $countryCode = $crmData['CountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['Country']) !== false) {\n $countryCode = $this->convertCountryNameToCode($crmData['Country']);\n }\n\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n $mobilePhone = null;\n if (empty($crmData['MobilePhone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['MobilePhone'], 0, 25);\n $mobilePhone = phone_e164($countryCode, $number);\n }\n\n $convertedDate = null;\n $convertedAccount = null;\n $convertedOpportunity = null;\n $convertedContact = null;\n\n if ($crmData['IsConverted'] == 'true') {\n $convertedDate = $crmData['ConvertedDate'];\n\n if (empty($crmData['ConvertedAccountId']) === false) {\n $convertedAccount = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmData['ConvertedAccountId'])\n ->first();\n\n if ($convertedAccount === null) {\n try {\n $convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedOpportunityId']) === false) {\n $convertedOpportunity = $this->config\n ->opportunities()\n ->where('crm_provider_id', $crmData['ConvertedOpportunityId'])\n ->first();\n\n if ($convertedOpportunity === null) {\n try {\n $convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedContactId']) === false) {\n $convertedContact = $this->team\n ->crm\n ->contacts()\n ->where('crm_provider_id', $crmData['ConvertedContactId'])\n ->first();\n\n if ($convertedContact === null) {\n try {\n $convertedContact = $this->syncContact($crmData['ConvertedContactId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n }\n\n if (empty($crmData['Company'])) {\n $company = 'Unknown';\n } else {\n $company = mb_strimwidth($crmData['Company'], 0, 191);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? '',\n 'company' => $company,\n 'domain' => $domain,\n 'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',\n 'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,\n 'phone' => $parsedNumber['phone'],\n 'ext' => $parsedNumber['ext'] ?? null,\n 'mobile_phone' => $mobilePhone,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Lead::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'stage_id' => $stage->id,\n 'record_type_id' => null,\n 'converted_at' => $convertedDate,\n 'converted_account_id' => $convertedAccount->id ?? null,\n 'converted_opportunity_id' => $convertedOpportunity->id ?? null,\n 'converted_contact_id' => $convertedContact->id ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);\n\n /** @var Lead $lead */\n $lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {\n $this->eventDispatcher->dispatch(new LeadConverted($lead));\n }\n\n $this->handleObjectDeletion($lead, $crmData);\n\n if ($lead->trashed()) {\n return null;\n }\n\n return $lead;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('account');\n\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Account\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfAccounts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfAccounts as $sfAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($sfAccount['Id'])) {\n $this->importAccount($sfAccount);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n $fields = $this->getAllFieldsAsArray('account');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfAccount = $this->getRecord('Account', $crmId, $fields);\n\n return $this->importAccount($sfAccount);\n }\n\n private function importAccount($crmData): Account\n {\n $countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country names.\n if ($countryCode === null && empty($crmData['BillingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);\n }\n\n if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);\n }\n\n if (empty($crmData['Phone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'], 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n $industry = null;\n if (empty($crmData['Industry']) === false) {\n $industry = mb_strimwidth($crmData['Industry'], 0, 40);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'],\n 'name' => mb_strimwidth($crmData['Name'], 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Account::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'industry' => $industry,\n 'domain' => $domain,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);\n\n /** @var Account $account */\n $account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($account, $crmData);\n\n return $account;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n $logParams = $parameters;\n $parameters['profile'] = $this->profile;\n $logParams['user'] = $this->profile->getUserId();\n\n if (count($strategies) > 1) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [\n 'teamId' => $this->team->getUuid(),\n 'params' => $logParams,\n 'strategies_count' => count($strategies),\n ]);\n }\n\n foreach ($strategies as $syncStrategy) {\n $name = $syncStrategy->getStrategyName();\n\n try {\n $sfOpportunities = $syncStrategy->fetchOpportunities($parameters);\n $totalRecords = $sfOpportunities->count();\n\n foreach ($sfOpportunities as $sfOpportunity) {\n $this->importOpportunity($sfOpportunity);\n $syncCount++;\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $noResultsException->getMessage(),\n ]);\n } catch (CrmException $crmException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $crmException->getMessage(),\n ]);\n }\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);\n\n // debug to see how if count of opportunities reaches 1000\n if ($syncCount >= 1000) {\n $this->logger->info(\n '[' . $this->getDisplayName() . '] Sync Opportunities - count warning',\n [\n 'team_id' => $this->team->getId(),\n 'params' => $logParams,\n 'count' => $syncCount,\n 'strategies_count' => count($strategies),\n 'total_records' => $totalRecords ?? null,\n ]\n );\n }\n\n return $syncCount;\n }\n\n\n /**\n * @inheritdoc\n */\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategy = $this->opportunitySyncStrategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY\n );\n\n $parameters = [\n 'profile' => $this->profile,\n 'crm_id' => $crmId,\n ];\n\n try {\n $sfOpportunity = $strategy->fetchOpportunities($parameters);\n } catch (HttpNotFoundException $e) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n ]);\n\n return null;\n } catch (CrmException $crmException) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n 'exception' => $crmException->getMessage(),\n ]);\n\n return null;\n }\n\n if ($sfOpportunity instanceof ArrayIterator) {\n return $this->importOpportunity($sfOpportunity->getItems());\n }\n\n return $this->importOpportunity($sfOpportunity);\n }\n\n /**\n * @throws HttpNotFoundException\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $account = null;\n if (empty($crmData['AccountId']) === false) {\n /** @var ?Account $account */\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $userId = $profile?->getUserId() ?? $account?->getUserId();\n if ($userId === null) {\n $this->logger->error('[Salesforce] | Skip import, no user_id found', [\n 'id' => $crmData['Id'],\n ]);\n\n return null;\n }\n\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['StageName'])) {\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['StageName'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->orderBy('is_selectable', 'DESC')\n ->orderBy('id')\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData['StageName']);\n }\n }\n\n $recordType = null;\n if (empty($crmData['RecordTypeId']) === false) {\n /** @var ?RecordType $recordType */\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmData['RecordTypeId'])\n ->first();\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $closeDate = null;\n if (empty($crmData['CloseDate']) === false) {\n $closeDate = Carbon::parse($crmData['CloseDate'])->format('Y-m-d');\n }\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $userId,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => mb_strimwidth($crmData['Name'] ?? '', 0, 128),\n 'value' => $crmData[$valueFieldName],\n 'currency_code' => CurrencyFormatter::formatCode($crmData['CurrencyIsoCode'] ?? null),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData['IsClosed'],\n 'is_won' => $crmData['IsWon'],\n 'stage_id' => $stage?->id ?? null,\n 'record_type_id' => $recordType->id ?? null,\n 'remotely_created_at' => $createdDate,\n 'probability' => $crmData['Probability'] ?? null,\n 'forecast_category' => $crmData['ForecastCategoryName'] ?? null,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->opportunities(), $crmData['Id']);\n\n // Do not allow locked DB tables & other errors\n // to interrupt the process of reverting the trashed opportunities\n try {\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()\n ->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n\n $this->importOpportunityCrmFieldData($crmData, $crmFields, $opportunity->id);\n\n $this->handleObjectDeletion($opportunity, $crmData);\n\n if ($opportunity->trashed()) {\n return null;\n }\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n } catch (Exception $exception) {\n Sentry::captureException($exception);\n\n $this->logger->error('[Salesforce] importOpportunity failure.', [\n 'crm_provider_id' => $crmData['Id'],\n 'team_id' => $this->team->id,\n 'exception' => $exception->getMessage(),\n ]);\n\n $this->handleEntityDeletionByProviderId($this->config->opportunities(), $crmData);\n }\n\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('contact');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Contact\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfContacts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfContacts as $sfContact) {\n // Only sync if previously imported.\n if ($this->hasContact($sfContact['Id'])) {\n $this->importContact($sfContact);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::CONTACT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n $fields = $this->getAllFieldsAsArray('contact');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync contact cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfContact = $this->getRecord('Contact', $crmId, $fields);\n\n return $this->importContact($sfContact);\n }\n\n private function importContact($crmData): ?Contact\n {\n $account = null;\n // Contacts may not have accounts...\n if (isset($crmData['AccountId'])) {\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $countryCode = $crmData['MailingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['MailingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['MailingCountry']);\n\n if ($countryCode === null && $account) {\n $countryCode = $account->country_code;\n }\n }\n\n $ext = null;\n $parsedNumber = [];\n if (empty($crmData['Phone']) === false) {\n $number = Str::limit($crmData['Phone'], 25, '');\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n if (empty($parsedNumber['ext']) === false) {\n $ext = Str::limit($parsedNumber['ext'], 10, '');\n }\n }\n\n $mobileNumber = null;\n if (empty($crmData['MobilePhone']) === false) {\n $mobileNumber = Str::limit(phone_e164($countryCode, $crmData['MobilePhone']), 25, '');\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => ($crmData['Name'] ?? null) !== null ? mb_strimwidth($crmData['Name'], 0, 100) : '',\n 'title' => ($crmData['Title'] ?? null) !== null ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => ($crmData['Email'] ?? null) !== null ? mb_strimwidth($crmData['Email'], 0, 191) : null,\n 'country_code' => $countryCode,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $ext,\n 'mobile_phone' => $mobileNumber,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Contact::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->contacts(), $crmData['Id']);\n\n /** @var Contact $contact */\n $contact = $this->config->contacts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($contact, $crmData);\n\n if ($contact->trashed()) {\n return null;\n }\n\n return $contact;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n $fields = [\n 'InstanceName',\n 'OrganizationType',\n 'IsSandbox',\n ];\n\n $orgValues = $this->getRecord('Organization', $this->config->crm_provider_id, $fields);\n\n $edition = null;\n switch ($orgValues['OrganizationType']) {\n case 'Developer Edition':\n $edition = Configuration::EDITION_DEVELOPER;\n\n break;\n\n case 'Professional Edition':\n $edition = Configuration::EDITION_PROFESSIONAL;\n\n break;\n\n case 'Enterprise Edition':\n $edition = Configuration::EDITION_ENTERPRISE;\n\n break;\n }\n\n $this->config->edition = $edition;\n $this->config->instance = $orgValues['InstanceName'];\n\n // XXX: How can this state be possible?\n if ($this->config->version === null) {\n $this->config->version = Client::MIN_API_VERSION;\n }\n\n $installedVersion = $this->getInstalledAppVersion();\n if ($installedVersion !== null) {\n $installedVersion = (string) $this->getInstalledAppVersion();\n }\n\n $this->config->installed_app_version = $installedVersion;\n\n $this->config->save();\n }\n\n public function getInstalledAppVersion(): ?string\n {\n try {\n $query = '\n SELECT\n SubscriberPackageVersion.MajorVersion,\n SubscriberPackageVersion.MinorVersion,\n SubscriberPackageVersion.PatchVersion,\n SubscriberPackageVersion.BuildNumber\n FROM\n InstalledSubscriberPackage\n WHERE\n SubscriberPackageId = :packageId\n ';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'packageId' => self::INSTALLED_PACKAGE_ID,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Grab version number.\n $version = $sfField['SubscriberPackageVersion']['MajorVersion'] .\n $sfField['SubscriberPackageVersion']['MinorVersion'] .\n $sfField['SubscriberPackageVersion']['PatchVersion'] .\n $sfField['SubscriberPackageVersion']['BuildNumber'];\n } catch (\\Exception) {\n $version = null;\n }\n\n return $version;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws \\Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For SF we also check if Log Notes is enabled.\n if ($this->profile->log_notes === Profile::LOG_NOTE_NONE) {\n return;\n }\n\n if ($activity->opportunity_id && $activity->prospect === null) {\n return;\n }\n\n try {\n $transcriptionData = $this->generateTranscription($activity);\n\n $noteMaxLength = $this->profile->log_notes === Profile::LOG_NOTE_ENHANCED\n ? self::ENHANCED_NOTE_MAX_LENGTH\n : self::CLASSIC_NOTE_MAX_LENGTH;\n\n $title = 'Transcript for ';\n $title .= $activity->title ?? $activity->activity_title;\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($transcriptionData, 0, $noteMaxLength);\n\n if ($activity->opportunity_id) {\n $objectId = $activity->opportunity->crm_provider_id;\n } else {\n $objectId = $activity->prospect->crm_provider_id;\n }\n\n $noteId = $this->saveNote($title, $body, $objectId);\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 public function saveNote(string $title, string $body, string $objectId, ?NoteObject $noteObject = null): ?string\n {\n $noteId = null;\n\n try {\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $noteId = $this->buildEnhancedNote($title, $body, $objectId);\n } else {\n $noteId = $this->buildClassicNote($title, $body, $objectId);\n }\n } catch (HttpNotFoundException $exception) {\n // The profile not having access to create Enhanced Notes. Set their preference to Classic.\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $this->profile->update([\n 'log_notes' => Profile::LOG_NOTE_CLASSIC,\n ]);\n }\n }\n\n return $noteId;\n }\n\n /**\n * This is using the \"Enhanced\" Notes feature, NOT the \"Notes & Attachments\" feature being deprecated.\n *\n * @url https://salesforce.stackexchange.com/questions/104408/how-can-i-create-an-account-note-or-contact-note-via-api-that-is-visible-in-sale\n */\n private function buildEnhancedNote(string $title, string $body, string $objectId): string\n {\n // Decode stored entities, escape HTML (without quoting), then convert line breaks for Salesforce formatting\n $decodedBody = html_entity_decode($body, ENT_QUOTES | ENT_HTML5);\n $sanitizedBody = htmlspecialchars($decodedBody, ENT_NOQUOTES, 'UTF-8', false);\n $content = nl2br($sanitizedBody, false);\n $note = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'Title' => $title,\n 'Content' => base64_encode($content),\n ];\n\n $noteId = $this->createRecord('ContentNote', $note);\n\n $link = [\n 'ContentDocumentId' => $noteId,\n 'LinkedEntityId' => $objectId,\n 'ShareType' => 'I',\n ];\n\n $this->createRecord('ContentDocumentLink', $link);\n\n return $noteId;\n }\n\n private function buildClassicNote(string $title, string $body, string $objectId): string\n {\n if (in_array($this->parseObjectType($objectId), [Field::OBJECT_TASK, Field::OBJECT_EVENT])) {\n $this->logger->info('[Salesforce] Summary not sent', [\n 'profile_id' => $this->profile->id,\n 'objectId' => $objectId,\n 'reason' => 'Classical Note does not support Task/Event relation',\n ]);\n\n return '';\n }\n\n $titleTrimmed = null;\n\n if (mb_strlen($title) > 80) {\n $titleTrimmed = substr($title, 0, 77) . '...';\n }\n $payload = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'IsPrivate' => false,\n 'Title' => $titleTrimmed ?? $title,\n 'Body' => $titleTrimmed ? $title . PHP_EOL . $body : $body,\n 'ParentId' => $objectId,\n ];\n\n return $this->createRecord('Note', $payload);\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n if ($this->profile === null) {\n return [];\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $limitValues = ['limit' => $this->limit, 'offset' => $this->offset];\n $sosl = $queryBuilder->buildFindQuery($name, $scopes, $limitValues);\n\n $this->logger->info('[Salesforce] Find prospects', [\n 'profile_id' => $this->profile->id,\n 'sosl_query' => $sosl,\n 'search_string' => $name,\n 'scopes' => $scopes,\n ]);\n\n $data = Cache::remember($this->profile->id . $sosl, self::CACHE_TTL, function () use ($sosl) {\n $data = [];\n\n try {\n // Hit remote API.\n $objects = $this->queryHandler->search($sosl);\n\n // Build mapped list.\n foreach ($objects as $object) {\n $type = strtolower($object['attributes']['type']);\n\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n 'crmUrl' => $this->generateProviderUrl($object['Id'], $type),\n ];\n\n switch ($type) {\n case 'lead':\n if (empty($object['Company']) === false) {\n $record['organization'] = $object['Company'];\n }\n\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_LEAD)\n ->where('name', $object['Status'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_LEAD], $object['Status']);\n }\n\n if ($stage) {\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n }\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n break;\n\n case 'account':\n if (empty($object['Industry']) === false) {\n $record['industry'] = $object['Industry'];\n $record['detailsLine'] = $object['Industry'];\n }\n if (! empty($object['PersonEmail'])) {\n $record['detailsLine'] = $object['PersonEmail'];\n }\n\n break;\n\n case 'contact':\n // For contacts, we should try and fetch their account name too.\n if ($object['AccountId']) {\n // Cheaper to get this locally.\n $account = $this->config->accounts()\n ->where('crm_provider_id', $object['AccountId'])\n ->first(['name']);\n\n if ($account) {\n $record['organization'] = $account->name;\n }\n }\n\n if (! empty($object['IsPersonAccount']) && $object['Email']) {\n $record['detailsLine'] = $object['Email'];\n } else {\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n }\n\n break;\n }\n\n // Add phone numbers to record.\n if (empty($object['Phone']) === false && $object['Phone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['Phone'],\n 'nationalFormat' => phone_national($this->profile->user->country_code, $object['Phone']),\n 'type' => 'phone',\n ];\n }\n\n if (empty($object['MobilePhone']) === false && $object['MobilePhone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['MobilePhone'],\n 'nationalFormat' => phone_national(\n $this->profile->user->country_code,\n $object['MobilePhone']\n ),\n 'type' => 'mobile',\n ];\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n $data = [];\n }\n\n return $data;\n });\n\n return $data;\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 ? $profile->getCrmProviderId() : null;\n }\n\n try {\n // Perhaps their profile has no opportunity permissions.\n if ($this->profile === null || $this->profile->opportunity_fields === null) {\n return $data;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildFindOpportunitiesQuery();\n\n $objects = $this->queryHandler->query($query, ['accountId' => $crmAccountId]);\n\n foreach ($objects as $object) {\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'won' => $object['IsWon'],\n 'closed' => $object['IsClosed'],\n ];\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n if (empty($object[$valueFieldName]) === false) {\n $currency = $object['CurrencyIsoCode'] ?? $this->config->default_currency;\n $value = formatCurrency($object[$valueFieldName], $currency);\n\n $record += [\n 'value' => $value,\n ];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->where('name', $object['StageName'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $object['StageName']);\n }\n\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n if ($ownerId && isset($object['OwnerId']) && $object['OwnerId'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n return $data;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n public function getContactRolesFromCrm(?Carbon $since = null): array\n {\n $roles = [];\n\n if ($this->profile === null) {\n return $roles;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n\n $query = $queryBuilder->buildGetContactRolesQuery($since);\n\n try {\n $objects = $this->queryHandler->query($query);\n\n foreach ($objects as $object) {\n $roles[] = [\n 'id' => $object['Id'],\n 'contactId' => $object['ContactId'],\n 'opportunityId' => $object['OpportunityId'],\n 'ownerId' => $object['Opportunity']['OwnerId'] ?? null,\n 'isPrimary' => $object['IsPrimary'],\n 'role' => $object['Role'],\n ];\n }\n } catch (NoResultsException) {\n // Just return an empty array.\n $this->logger->info('[Salesforce] No contact roles found', [\n 'since' => $since?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n }\n\n return $roles;\n }\n\n public function syncContactRoles(Carbon $since): int\n {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $crmContactRoles = $this->getContactRolesFromCrm(since: $since);\n $syncCount = 0;\n $contactRoles = [];\n\n foreach ($crmContactRoles as $crmContactRole) {\n $contactRoles[] = $this->importContactRole($crmContactRole);\n $syncCount++;\n }\n\n $contactRoleRepository->saveContactRoles($contactRoles);\n\n $this->syncRemotelyDeletedContactRoles();\n\n return $syncCount;\n }\n\n private function importContactRole(array $contactRole): array\n {\n $contact = $this->config->contacts()\n ->where('crm_provider_id', $contactRole['contactId'])\n ->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($contactRole['contactId']);\n }\n\n $opportunity = $this->config->opportunities()\n ->where('crm_provider_id', $contactRole['opportunityId'])\n ->first();\n\n if ($opportunity === null) {\n $opportunity = $this->syncOpportunity($contactRole['opportunityId']);\n }\n\n $role = null;\n if (! empty($contactRole['role'])) {\n $role = mb_strimwidth($contactRole['role'], 0, 191);\n }\n\n return [\n 'crm_configuration_id' => $this->config->getId(),\n 'contact_id' => $contact->getId(),\n 'crm_provider_id' => $contactRole['id'],\n 'subject_type' => ContactRole::SUBJECT_TYPE_OPPORTUNITY,\n 'subject_id' => $opportunity->getId(),\n 'is_primary' => $contactRole['isPrimary'],\n 'role' => $role,\n ];\n }\n\n protected function syncRemotelyDeletedContactRoles(): bool\n {\n try {\n $deletedRemotely = $this->queryHandler->queryDeleted('OpportunityContactRole');\n } catch (NoResultsException $e) {\n return false;\n }\n\n $deletedOpportunities = $deletedRemotely->getResults();\n $deletedIds = array_column($deletedOpportunities, 'id');\n\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n foreach (array_chunk($deletedIds, self::HARD_DELETE_CHUNK) as $chunk) {\n $contactRoleRepository->deleteContactRoles($chunk);\n\n $this->logger->info('[' . $this->getDisplayName() . '] Remotely deleted opportunities synced', [\n 'teamId' => $this->team->id_string,\n 'remotelyDeletedOpportunities' => $chunk,\n 'count' => count($chunk),\n ]);\n }\n\n return true;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($this->profile->user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_TASK),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any open call for that user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Task\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsDeleted = false\n AND IsClosed = false\n AND (';\n\n if ($objectType === 'account') {\n // This covers tasks tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getEvents(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n $user = $this->profile?->user;\n if ($this->profile === null || $user === null) {\n return $data;\n }\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_EVENT),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any event starting in the last week and ending up until today owned by the user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Event\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= LAST_N_DAYS:7\n AND EndDateTime <= TODAY\n AND (';\n\n if ($objectType === 'account') {\n // This covers events tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['StartDateTime'] ? Carbon::parse($object['StartDateTime'])->toIso8601String() : null;\n\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\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 $userId = null): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($email, Field::TYPE_EMAIL);\n if ($sosl === null) {\n return null;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $email,\n QueryHandler::PRIORITISE_EMAIL\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException $e) {\n // Try the account next.\n if ($this->profile->account_fields === null) {\n return null;\n }\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n // SF improved search - strip the domain extension, min domain name length 4\n return $this->getCompanyNameFromEmail(email: $email, minNameLength: 4);\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 = $domain;\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByDomainQuery($companyName);\n\n try {\n $objects = $this->queryHandler->search($sosl);\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException) {\n return null;\n }\n }\n\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Don't bother looking up numbers that are masked.\n if (str_contains($phone, '**')) {\n return null;\n }\n\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $phoneNational = phone_national(null, $phone) ?? '';\n $possiblePhoneFormats = collect([\n preg_replace('/\\D/', '', ltrim($phone, '0+')),\n preg_replace('/\\D/', '', $phoneNational),\n formatDashPhoneNumber($phone),\n $phoneNational,\n ])\n ->filter() // Removes null and empty strings\n ->unique()\n ->values();\n\n foreach ($possiblePhoneFormats as $phone) {\n $sosl = $queryBuilder->buildMatchByQuery($phone, Field::TYPE_PHONE);\n if ($sosl === null) {\n continue;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $phone,\n QueryHandler::PRIORITISE_PHONE\n );\n\n return $this->convertCrmData($objects, $userId);\n } catch (NoResultsException) {\n continue;\n }\n }\n\n return null;\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 protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->profile->id . $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 /** Determine the CRM Objects which represent the call activity. */\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 if ($this->profile === null) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($name, 'name');\n if ($sosl === null) {\n return false;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n } catch (NoResultsException $e) {\n return false;\n }\n\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $name,\n QueryHandler::PRIORITISE_NAME\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return (! empty(array_filter($data))) ? $data : false;\n });\n\n return is_array($result) ? $result : 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(QueryIterator $objects, ?int $userId = null): array\n {\n $lead = null;\n $contact = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n if ($objects->count() > 0) {\n $object = $objects->current();\n\n if ($object['attributes']['type'] === 'Lead') {\n $lead = $this->importLead($object);\n\n // Lead might not be imported if the Stage is null for example.\n if ($lead) {\n $countryCode = $lead->country_code;\n $stage = $lead->stage;\n }\n } else {\n if ($object['attributes']['type'] === 'Contact') {\n $contact = $this->importContact($object);\n $account = $contact->account;\n } else {\n $account = $this->importAccount($object);\n }\n\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $sfOpportunities = $this->findOpportunities(\n $account?->getCrmProviderId(),\n $contact?->getCrmProviderId(),\n $userId\n );\n\n // Take the first opportunity, which will be ordered as priority based on their settings.\n if (! empty($sfOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($sfOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($stage->type === Stage::TYPE_LEAD) {\n $objectType = 'Lead';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'Status';\n } else {\n $objectType = 'Opportunity';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'StageName';\n }\n\n $headers = [];\n if ($this->config->trigger_assignment_rules === false) {\n // @see: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/headers_autoassign.htm\n $headers = [\n 'Sforce-Auto-Assign' => 'false',\n ];\n }\n\n $this->updateRecord($objectType, $objectId, [$objectStageType => $stage->name], $headers);\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, '001')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, '003')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, '00Q')) {\n return 'lead';\n }\n\n if (Str::startsWith($objectId, '006')) {\n return 'opportunity';\n }\n\n if (Str::startsWith($objectId, '00U')) {\n return 'event';\n }\n\n if (Str::startsWith($objectId, '00T')) {\n return 'task';\n }\n\n throw new \\InvalidArgumentException('Unsupported Object Type');\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n $query = $queryBuilder->buildGetUsersQuery($userToSearch);\n\n try {\n $salesforceUsers = $this->queryHandler->query($query, [\n 'active' => true,\n ]);\n } catch (NoResultsException $e) {\n $this->logger->info('[Salesforce] Sync Profiles. No users found', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n $teamRepository = app(TeamRepository::class);\n $customRules = $this->getCustomProfileRules($teamRepository);\n\n foreach ($salesforceUsers as $crmUser) {\n if ($crmUser['Email'] === null) {\n continue;\n }\n\n if (! $this->customProfileValidation($crmUser, $customRules)) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $crmUser['Email']);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $edition = $crmUser['UserPreferencesLightningExperiencePreferred']\n ? Profile::EDITION_LIGHTNING\n : Profile::EDITION_CLASSIC;\n\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->updateOrCreateProfile(\n $user,\n [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $crmUser['Id'],\n ],\n [\n 'user_id' => $user->getId(),\n 'edition' => $edition,\n 'has_external_cti' => ! empty($crmUser['CallCenterId']),\n 'crm_profile_id' => $crmUser['ProfileId'],\n ]\n );\n\n if ($userToSearch instanceof User && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n // Clean up inactive profiles\n try {\n $this->archiveInactiveProfiles();\n } catch (\\Exception $e) {\n $this->logger->warning('[Salesforce] Profile archiving failed', [\n 'teamId' => $this->team->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n // For Salesforce it's easy, we just point every object to the apex domain and they handle it.\n switch ($objectType) {\n case 'lead':\n case 'account':\n case 'contact':\n case 'opportunity':\n case 'task':\n case 'event':\n case 'activity':\n\n $url = $this->config->crm_base_url . '/' . $providerId;\n\n break;\n }\n\n return $url;\n }\n\n public function buildTaskSearchFields(): array\n {\n return ['Id', 'WhoId', 'WhatId', 'AccountId'];\n }\n\n public function getTaskByFilterConditions(\n array $fields,\n array $filters,\n bool $bulkSearch = false,\n bool $strictFilters = true\n ): ?array {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildSearchTaskQuery($fields, $filters, $bulkSearch, $strictFilters);\n\n try {\n if (! $bulkSearch) {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n }\n\n if ($bulkSearch) {\n $objects = $this->queryHandler->query($query);\n $records = [];\n foreach ($objects as $record) {\n $key = $record[end($fields)];\n $records[$key] = $record;\n }\n\n return $records;\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function mapCrmObjects(array $task): array\n {\n $activityData = [];\n\n if (! empty($task['WhoId'])) {\n $type = $this->parseObjectType($task['WhoId']);\n $activityData[$type] = $task['WhoId'];\n }\n if (! empty($task['AccountId'])) {\n $activityData['account'] = $task['AccountId'];\n }\n if (! empty($task['WhatId'])) {\n $activityData['opportunity'] = $task['WhatId'];\n }\n\n return $activityData;\n }\n\n /**\n * Get SF task by Outreach call id.\n */\n public function getTaskByFilter(\n string $activityFieldType,\n array $filters,\n string $operator = '=',\n array $additionalFields = []\n ): ?array {\n $data = [];\n\n try {\n // Default (base) fields.\n $fields = ['Id', 'Subject', 'Description', 'ActivityDate', 'WhoId', 'WhatId', $activityFieldType];\n\n foreach ($additionalFields as $additionalField) {\n $fields[] = $additionalField->crm_provider_id;\n }\n\n $fields = array_unique($fields);\n\n // Find task with the same Outreach id as the call id.\n $query = 'SELECT ' . implode(',', $fields) . '\n FROM Task\n WHERE IsArchived = false AND IsDeleted = false';\n\n foreach ($filters as $key => $value) {\n $key = preg_quote($key, '/');\n $key = str_replace(['\\'', '\"'], '', $key);\n // Prepare the substitution.\n $strKey = \":$key\";\n\n $query .= \" AND $key $operator $strKey\";\n }\n\n $query .= ' ORDER BY LastModifiedDate DESC LIMIT 1';\n\n $objects = $this->queryHandler->query($query, $filters);\n\n // There should be only one task related to this call if any.\n if ($objects->count() === 1) {\n $object = $objects->current();\n\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n\n $data = array_merge($object, [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'summary' => $object['Description'],\n 'due' => $dueDate,\n 'Type' => $object[$activityFieldType],\n ]);\n }\n } catch (NoResultsException $e) {\n // Filters don't match any records.\n } catch (ServiceUnavailableException $serviceUnavailableException) {\n // Service cannot be queried. We should probably log this.\n }\n\n return $data;\n }\n\n /**\n * Get Salesforce fields including datetime fields\n *\n * @param $objectType\n */\n private function getAllFieldsAsArray($objectType): array\n {\n $basicFields = [];\n // Not all users have access to all object fields.\n if ($this->profile->{$objectType . '_fields'}) {\n $basicFields = explode(',', $this->profile->{$objectType . '_fields'});\n }\n\n $extraFields = [\n 'CreatedDate',\n 'LastModifiedDate',\n 'IsDeleted',\n ];\n\n if ($objectType === self::OBJECT_OPPORTUNITY\n && $this->config->opportunity_value_field_id\n && ! in_array($this->config->opportunityValueField->crm_provider_id, $basicFields)\n ) {\n $extraFields[] = $this->config->opportunityValueField->crm_provider_id;\n }\n\n return array_unique(array_merge($basicFields, $extraFields));\n }\n\n /**\n * Generate transcription for activity description.\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 return $this->transcriptionService\n ->findTranscriptionByActivity($activity)\n ->map(static function (array $transcriptionSegment): string {\n return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];\n })\n ->implode(PHP_EOL);\n }\n\n /**\n * Find related Salesforce event based on activity data\n *\n * @return array<string>\n */\n public function fetchRelatedActivity(Activity $activity): array\n {\n $this->logger->info('[Salesforce] Searching for related activity', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n ]);\n\n $sfEvent = $this->fetchRelatedEvent($activity);\n if (empty($sfEvent)) {\n $this->logger->info('[Salesforce] No related activity found', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n 'account' => $activity->hasAccount()\n ? $activity->getAccount()->getCrmProviderId()\n : null,\n ]);\n\n return [];\n }\n\n return $sfEvent;\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n if ($activity->isTypeConference() === false) {\n return null;\n }\n\n if ($activity->hasActualStartTime() === false && $activity->hasScheduledStartTime() === false) {\n return null;\n }\n\n if (! $activity->hasProspect()) {\n $this->logger->info('[Salesforce] Skip look up, Activity not linked to Lead, Contact or Account', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n if ($playbook !== null && $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_TASK) {\n $this->logger->info('[Salesforce] Skip auto-sync for task-based playbook', [\n 'activityUuid' => $activity->getUuid(),\n 'playbookId' => $playbook->getId(),\n 'playbookType' => $playbook->getActivityType(),\n ]);\n\n return null;\n }\n\n try {\n $sfEvent = $this->fetchRelatedActivity($activity);\n if (empty($sfEvent)) {\n return null;\n }\n\n [$activityField, $activityType] = $this->resolveActivityTypeFromEvent($activity, $sfEvent);\n\n $this->logger->info('[Salesforce] Found related activity', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'activityFieldName' => $activityField,\n 'crmActivityType' => ($activityField !== null && isset($sfEvent[$activityField]))\n ? $sfEvent[$activityField]\n : null,\n 'activityType' => $activityType,\n ]);\n\n $userId = $this->findRelatedActivityUserId($activity, $sfEvent);\n\n if ($activity->getUserId() !== $userId) {\n $this->logger->info('[Salesforce] Updating meeting owner', [\n 'activityId' => $activity->getUuid(),\n 'oldUserId' => $activity->getUserId(),\n 'newUserId' => $userId,\n ]);\n }\n\n $this->updateSfEventDescription($activity, $sfEvent);\n\n $activity->update([\n 'user_id' => $userId,\n 'crm_provider_id' => $sfEvent['Id'],\n 'playbook_category_id' => $activityType->id ?? $activity->getCategory()?->getId(),\n ]);\n\n $this->logger->info('[Salesforce] Activity updated', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return $activity;\n } catch (\\Exception $exception) {\n \\Sentry::captureException($exception);\n\n throw $exception;\n }\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n *\n * @return array{0: string|null, 1: mixed}\n */\n private function resolveActivityTypeFromEvent(Activity $activity, array $sfEvent): array\n {\n $activityField = $this->getActivityFieldName($activity);\n $activityType = null;\n\n if ($activityField !== null && ! empty($sfEvent[$activityField])) {\n $playbook = $this->getPlaybook($activity->getUser());\n $activityType = $this->getPlaybookCategory($playbook, strval($sfEvent[$activityField]));\n }\n\n return [$activityField, $activityType];\n }\n\n /**\n * @param array<string> $sfEvent\n */\n private function findRelatedActivityUserId(Activity $activity, array $sfEvent): int\n {\n $userId = $activity->getUserId();\n\n if (empty($sfEvent['OwnerId']) === false) {\n $profile = $this\n ->config\n ->profiles()\n ->where('crm_provider_id', $sfEvent['OwnerId'])\n ->get()\n ->filter(static function (Profile $profile) use ($activity): bool {\n if (! $activity->isTypeConference()) {\n return ! empty($profile->user) ? $profile->user->isStatusActive() : false;\n }\n\n $participants = $activity->getParticipants();\n\n return ! empty($profile->user)\n ? $profile->user->isStatusActive()\n && $profile->user->hasPermission(PermissionEnum::RECORD_MEETING)\n && $participants->contains('user_id', $profile->user_id)\n : false;\n })\n ->first();\n\n if ($profile) {\n $userId = $profile->user_id;\n }\n }\n\n return $userId;\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n */\n private function updateSfEventDescription(Activity $activity, array $sfEvent): void\n {\n try {\n if (str_contains($sfEvent['Description'], $activity->id_string)) {\n return;\n }\n\n $payload = [\n 'Description' => $sfEvent['Description']\n . PHP_EOL\n . PHP_EOL\n . (new DecorateActivity())->generateDescription($activity),\n ];\n\n $this->logger->info('[Salesforce] Update record', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'payload' => $payload,\n ]);\n\n $payload = array_merge(\n $payload,\n $this->payloadBuilder->fetchCustomFieldData($activity, Field::OBJECT_EVENT)\n );\n\n $this->updateRecord('Event', $sfEvent['Id'], $payload);\n } catch (\\Exception) {\n $this->logger->error('[Salesforce] Failed to update record', [\n 'activityUuid' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n ]);\n }\n }\n\n /**\n * Returns the most recently modified Event within time range (if any).\n *\n * @return array|null An Event record from Salesforce.\n */\n private function fetchRelatedEvent(Activity $activity): ?array\n {\n $ownerId = $this->profile?->crm_provider_id;\n if ($ownerId === null) {\n return [];\n }\n\n /** @var ?Carbon $from */\n /** @var ?Carbon $to */\n [$from, $to] = $this->getFromToDates($activity);\n\n try {\n $whoId = null;\n $hasWho = $activity->lead_id || $activity->contact_id;\n if ($hasWho) {\n $whoId = $activity->hasLead()\n ? $activity->getLead()->crm_provider_id\n : $activity->getContact()->crm_provider_id;\n }\n\n if ($hasWho === false && $activity->account_id === null) {\n return null;\n }\n\n $query = $this->buildFetchRelatedEventQuery($activity);\n\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $ownerId,\n 'whoId' => $whoId,\n 'whatId' => $activity->hasOpportunity() ? $activity->getOpportunity()->crm_provider_id : null,\n 'accountId' => $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null,\n 'from' => $from?->format('Y-m-d\\TH:i:s\\Z'),\n 'to' => $to?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($objects as $object) {\n return $object;\n }\n } catch (NoResultsException $e) {\n return [];\n }\n\n return [];\n }\n\n private function getFromToDates(Activity $activity): array\n {\n $from = null;\n $to = null;\n\n /** @var ?CalendarEvent $calendarEvent */\n $calendarEvent = $activity->calendarEvent()->first();\n if ($calendarEvent !== null) {\n $from = $calendarEvent->getStartTime();\n $to = $calendarEvent->getEndTime();\n }\n\n // For non-calendar imported activities\n // Also double check if calendar event dates could be null?\n // If null use what we've got so far\n if ($from === null || $to === null) {\n $from = $activity->hasScheduledStartTime()\n ? $activity->getScheduledStartTime()\n : $activity->getActualStartTime();\n $to = $activity->hasScheduledEndTime()\n ? $activity->getScheduledEndTime()->addMinutes(15)\n : $activity->getActualEndTime();\n }\n\n return [$from, $to];\n }\n\n /**\n * Determines the appropriate activity field name for querying Salesforce events.\n *\n * This method follows a hierarchy to determine the field name:\n * 1. Uses the playbook's activity field if it exists and is in the profile's accessible fields\n * 2. Falls back to the default activity field if the profile has no event fields configured\n * 3. Returns null if no suitable field is found\n *\n * @param Activity $activity The activity to determine the field for\n *\n * @return string|null The field name to use in queries, or null if none is available\n */\n private function getActivityFieldName(Activity $activity): ?string\n {\n if ($this->profile === null) {\n $this->logger->warning('[Salesforce] Cannot determine activity field - profile not found', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $profileEventFields = $this->profile->getFieldsAsArray('event');\n\n if (empty($profileEventFields)) {\n $defaultActivityField = $this->getDefaultActivityField(Field::OBJECT_EVENT);\n $defaultFieldName = $defaultActivityField?->getAttribute('crm_provider_id');\n // Profile not yet synced — fall back to the default activity field.\n // There is a small chance that the profile won't have Default Activity Type field access\n // in which case the query will fail.\n // This is however an edge case and should be reviewed for profile sync issues.\n Sentry::withScope(function (\\Sentry\\State\\Scope $scope) use ($defaultFieldName): void {\n $scope->setContext('details', [\n 'profileId' => $this->profile->id,\n 'defaultField' => $defaultFieldName,\n ]);\n Sentry::captureMessage(\n '[Salesforce] Profile event fields empty, falling back to default activity field.',\n \\Sentry\\Severity::warning()\n );\n });\n\n return $defaultFieldName;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n\n if (! is_null($playbook) && ! is_null($playbook->getActivityField())) {\n $playbookFieldName = $playbook->getActivityField()->getAttribute('crm_provider_id');\n\n if (in_array($playbookFieldName, $profileEventFields, true)) {\n return $playbookFieldName;\n }\n\n $this->logger->warning('[Salesforce] Playbook activity field not found in profile fields', [\n 'activityId' => $activity->getUuid(),\n 'playbookField' => $playbookFieldName,\n 'profileId' => $this->profile->id,\n ]);\n }\n\n return null;\n }\n\n private function buildFetchRelatedEventQuery(Activity $activity): string\n {\n $hasWho = $activity->lead_id || $activity->contact_id;\n\n $activityFieldName = $this->getActivityFieldName($activity);\n $fields = array_filter(['Id', 'Description', 'OwnerId', $activityFieldName]);\n\n $ownerCondition = '(OwnerId = :ownerId OR CreatedById = :ownerId)';\n\n $query = '\n SELECT ' . implode(',', $fields) . '\n FROM Event\n WHERE ' . $ownerCondition . '\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= :from\n AND EndDateTime <= :to\n AND (';\n\n $operator = '';\n if ($activity->account_id) {\n // This covers events tied to a related contact or opportunity too.\n $query .= 'AccountId = :accountId';\n\n $operator = ' OR ';\n }\n\n if ($hasWho) {\n $query .= $operator . 'WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($activity->opportunity_id) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ') ORDER BY LastModifiedDate DESC';\n\n return $query;\n }\n\n public function fetchProspect(array $task): array\n {\n $lead = $account = $opportunity = $contact = $stage = $countryCode = null;\n $externalId = $task['WhoId'] ?? null;\n\n // Lead or Contact\n if ($externalId) {\n try {\n [$lead, $account, $opportunity, $contact, $stage, $countryCode] = $this->parseRecords($externalId);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n // If we happen to know the opportunity or account from the Task, figure that out.\n if (empty($task['WhatId']) === false) {\n // WhatId could be either Account ID or Opportunity ID.\n // If WhatId is Opportunity ID, get the opportunity and stage from the CRM.\n try {\n [, $account, $opportunity, , $stage, ] = $this->parseRecords($task['WhatId']);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n return [$lead, $account, $opportunity, $contact, $stage, $countryCode];\n }\n\n /**\n * Save activity transcription summary as note\n */\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n return $this->saveNote($title, $body, (string) $objectId);\n }\n\n public function getObjectByFilterConditions(string $objectType, array $fields, array $filters): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildObjectSearchQuery($objectType, $fields, $filters);\n\n try {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n private function getCustomProfileRules(TeamRepository $teamRepository): array\n {\n $teamSettings = $teamRepository->getTeamSetting($this->team, 'custom_profile_validation');\n\n if ($teamSettings instanceof TeamSettings && $teamSettings->getValueType() === 'array') {\n $customRules = json_decode($teamSettings->getValue(), true);\n if (is_array($customRules)) {\n return $customRules;\n }\n }\n\n return [];\n }\n\n private function customProfileValidation(array $crmUser, array $customRules): bool\n {\n foreach ($customRules as $customRule) {\n if ($crmUser[$customRule['field']] !== $customRule['value']) {\n return false;\n }\n }\n\n return true;\n }\n\n /**\n * When syncing Contact / Lead / Account / Opportunity / Stage crm entities,\n * validate and restore locally trashed objects,\n * before updating them. Objects are identified by CrmProviderId\n */\n private function restoreAnyTrashedEntity(HasMany $targetEntity, string $crmProviderId): void\n {\n $recordExists = $targetEntity->withTrashed()->where(['crm_provider_id' => $crmProviderId])->first();\n if ($recordExists && $recordExists->trashed()) {\n $recordExists->restore();\n }\n }\n\n #[\\Override] public function supportsNotes(): bool\n {\n return true;\n }\n\n private function getOwnerProfile(?string $ownerId): ?Profile\n {\n if ($ownerId === null) {\n return null;\n }\n\n return $this->config->profiles()\n ->where('crm_provider_id', $ownerId)\n ->first();\n }\n}","depth":2,"bounds":{"left":0.44448137,"top":0.42697525,"width":0.28490692,"height":0.57302475},"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Salesforce;\n\nuse Carbon\\Carbon;\nuse Exception;\nuse Illuminate\\Database\\Eloquent\\Relations\\HasMany;\nuse Illuminate\\Events\\Dispatcher;\nuse Illuminate\\Support\\Facades\\Cache;\nuse Illuminate\\Support\\Facades\\Log;\nuse Illuminate\\Support\\Str;\nuse Jiminny\\Component\\Country\\CountriesMap;\nuse Jiminny\\Contracts\\Acl\\PermissionEnum;\nuse Jiminny\\Contracts\\Repositories\\TeamRepository;\nuse Jiminny\\Contracts\\Services\\Crm\\FetchRelatedActivityInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\ImportsBusinessProcessesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceBatchSyncInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\SalesforceInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteNoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SearchTaskInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SendSummaryToCrmInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmProfileRecordTypesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Enums\\CrmObject;\nuse Jiminny\\Events\\Activities\\Crm\\LeadConverted;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpBadRequestException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\NoResultsException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Jobs\\Crm\\NoteObject;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Calendar\\CalendarEvent;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Contracts\\ActivityContract;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\ContactRole;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Crm\\RecordType;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\TeamSettings;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\ContactRoleRepository;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Repositories\\Crm\\RecordTypeFieldValuesRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Helpers\\ArrayIterator;\nuse Jiminny\\Services\\Crm\\MatchDomainByEmailInterface;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Services\\Crm\\ResolveCompanyNameByEmailTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldHelper;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\FieldTypeConverter;\nuse Jiminny\\Services\\Crm\\Salesforce\\Fields\\ValueNormalizer;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\FollowupActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\LogActivityTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\RecordManipulationsTrait;\nuse Jiminny\\Services\\Crm\\Salesforce\\ServiceTraits\\SyncFieldsTrait;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Jiminny\\Utils\\StringUtil;\nuse Ramsey\\Uuid\\Uuid;\nuse Sentry\\Laravel\\Facade as Sentry;\n\nclass Service extends BaseService implements\n SalesforceInterface,\n SalesforceBatchSyncInterface,\n SyncCrmEntitiesInterface,\n SyncCrmProfileRecordTypesInterface,\n ImportsBusinessProcessesInterface,\n RemoteEntityManipulationInterface,\n FetchRelatedActivityInterface,\n SendSummaryToCrmInterface,\n MatchDomainByEmailInterface,\n SearchTaskInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n RemoteNoteEntityManipulationInterface,\n VerifyTaskExistsInterface\n{\n use ResolveCompanyNameByEmailTrait;\n use SyncFieldsTrait;\n use DeleteObjectsTrait;\n use RecordManipulationsTrait;\n use ServiceTraits\\BatchSyncTrait;\n use FollowupActivityTrait;\n use LogActivityTrait;\n\n /**\n * Note Body Limit for the Old Note-Taking Tool\n *\n * @var int\n */\n private const int CLASSIC_NOTE_MAX_LENGTH = 32000;\n\n /**\n * Note Content Limit for the New Notes\n *\n * @var int\n */\n private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;\n\n private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';\n\n private const int CACHE_TTL = 600;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400\n\n /**\n * @var Client\n */\n protected $client;\n\n protected PayloadBuilder $payloadBuilder;\n protected QueryHandler $queryHandler;\n\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(\n Client $client,\n PayloadBuilder $payloadBuilder,\n protected Dispatcher $eventDispatcher,\n private readonly CountriesMap $countriesMap,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->payloadBuilder = $payloadBuilder;\n $this->queryHandler = app(QueryHandler::class, [\n 'client' => $this->client,\n 'logger' => $this->logger,\n ]);\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Salesforce';\n }\n\n public function getJobDelay(): int\n {\n return 1;\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);\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 ($activity, $crmProviderId) {\n $playbook = $this->getPlaybookFromActivity($activity);\n\n if ($playbook === null) {\n $this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [\n 'activity' => $activity->getId(),\n 'crm_provider_id' => $crmProviderId,\n ]);\n\n return false;\n }\n\n $objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';\n\n try {\n $record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);\n\n return ! empty($record) && ($record['IsDeleted'] ?? false) === false;\n } catch (HttpNotFoundException|HttpBadRequestException) {\n $this->logger->info('[Salesforce] Activity record not found during verification', [\n 'activity' => $activity->getId(),\n 'object_type' => $objectType,\n 'crm_provider_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n });\n }\n\n public function query(string $queryToRun, array $parameters = []): QueryIterator\n {\n // Due to poorly designed external calls, this method cannot be entirely removed\n return $this->queryHandler->query($queryToRun, $parameters);\n }\n\n /*=========== Organization Information ===============*/\n\n /**\n * Get a list of all the API Versions for the instance.\n *\n * @throws CrmException\n *\n * @return mixed\n *\n */\n public function getApiVersions()\n {\n $url = $this->config->crm_base_url . '/services/data';\n\n $response = $this->client->get($url);\n\n return json_decode($response->getBody(), true);\n }\n\n /**\n * Gets the valid recordTypes for a given Salesforce Object via the describe API.\n */\n private function getRecordTypes(string $crmObject): array\n {\n $url = $this->client->getObjectsUrl() . $crmObject . '/describe';\n\n $response = $this->client->get($url);\n $jsonResponse = json_decode($response->getBody(), true);\n\n $fields = [];\n foreach ($jsonResponse['recordTypeInfos'] as $row) {\n $fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];\n }\n\n return $fields;\n }\n\n /**\n * Convert raw field data into a format compatible with CRM APIs.\n */\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n $defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::defaultTaskFields()\n : FieldDefinitions::defaultEventFields();\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 return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\n /** @var Field $activityField */\n $activityField = $this->config->fields()->where([\n 'crm_provider_id' => 'Type',\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, Playbook::ACTIVITY_TYPE_EVENT];\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)\n ? FieldDefinitions::taskFollowupFieldsFilter()\n : FieldDefinitions::eventFollowupFieldsFilter();\n\n foreach ($fieldFilter as $eachFilter) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n /**\n * This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually\n * Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType\n * Needs to be replaced later on\n */\n public function syncField(Field $field): void\n {\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)\n ? 'activity'\n : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $metadata = $sfField['Metadata'];\n\n $field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);\n $field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());\n $field->is_mandatory = ($metadata['required'] === true);\n $field->length = $metadata['length'];\n $field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '\"'), 0, 191);\n $field->save();\n } else {\n $query = '\n SELECT\n Id, DataType, DeveloperName, Label, Length, Description\n FROM\n FieldDefinition\n WHERE\n DurableId = :entityName';\n\n $entityName = $field->getEntityName();\n $sfFields = $this->queryHandler->metadata($query, [\n 'entityName' => $entityName,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $convertedType = $this->convertFieldType($sfField['DataType'], $entityName);\n $label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);\n\n if ($field->isBusinessType()) {\n $label = 'Opportunity Type';\n }\n\n $field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);\n $field->label = $label;\n $field->type = $convertedType;\n $field->length = $sfField['Length'];\n $field->save();\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n private function convertFieldType(string $from, ?string $entityName = null): string\n {\n $converter = new FieldTypeConverter();\n\n return $converter->convert($from, $entityName);\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n try {\n if (FieldHelper::isCustomField($field)) {\n $query = '\n SELECT\n Id, Metadata, TableEnumOrId\n FROM\n CustomField\n WHERE\n DeveloperName = :fieldName\n AND\n TableEnumOrId = :fieldType\n AND\n NamespacePrefix = :namespacePrefix';\n\n // We need to constrain the field lookup to the object, in case it's used in multiple places.\n $objectType = \\in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?\n 'activity' : $field->object_type;\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'fieldName' => substr($field->crm_provider_id, 0, -\\strlen('__c')),\n 'fieldType' => ucfirst($objectType),\n // This is used to ensure we only consider the field within the org, not installed packages.\n 'namespacePrefix' => 'null',\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n $valueSet = $sfField['Metadata']['valueSet'];\n\n if ($valueSet['valueSetName'] === null) {\n // Local picklist values can be obtained easily.\n $picklistValues = $valueSet['valueSetDefinition']['value'];\n } else {\n // But for some fields, we just get the Global Value Picklist pointer so need to do more work.\n $picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);\n }\n\n // Import all active values.\n foreach ($picklistValues as $i => $sfFieldValue) {\n // Setup default value.\n if ($sfFieldValue['default']) {\n $field->update(['default_value' => $sfFieldValue['valueName']]);\n }\n\n // This comes through as null if active (lol).\n if ($sfFieldValue['isActive'] !== false) {\n $values[] = [\n 'value' => $sfFieldValue['valueName'],\n 'label' => $sfFieldValue['valueName'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['default'],\n ];\n }\n }\n } else {\n $objectFields = $this->getObjectFields($field->object_type);\n $fieldId = $field->crm_provider_id;\n\n // Only work with our field of interest.\n $objectField = array_filter($objectFields, function ($item) use ($fieldId) {\n return $item['name'] === $fieldId;\n });\n\n $objectField = array_shift($objectField);\n if (empty($objectField['picklistValues']) === false) {\n foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {\n // Skip inactive values.\n if ($sfFieldValue['active'] === false) {\n continue;\n }\n\n // Setup default value.\n if ($sfFieldValue['defaultValue']) {\n $field->update(['default_value' => $sfFieldValue['value']]);\n }\n\n $values[] = [\n 'value' => $sfFieldValue['value'],\n 'label' => $sfFieldValue['label'],\n 'sequence' => $i,\n 'is_default' => $sfFieldValue['defaultValue'],\n ];\n }\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'], $fieldsToPurge, true)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n // Get IDs of the values to be deleted\n $valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);\n $valuesToDeleteIds = $valuesToDelete->pluck('id');\n if (! $valuesToDeleteIds->isEmpty()) {\n $recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);\n $recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());\n\n // Now safely delete from crm_field_values\n $valuesToDelete->delete();\n }\n\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n return $fieldValues;\n }\n\n /**\n * Gets values from Global Value Picklists.\n */\n private function importGlobalValuePicklistValues(string $picklistName): array\n {\n $query = '\n SELECT\n Metadata\n FROM\n GlobalValueSet\n WHERE\n DeveloperName = :picklistName\n LIMIT 1';\n\n try {\n $sfValues = $this->queryHandler->metadata($query, [\n 'picklistName' => $picklistName,\n ]);\n\n // There is always 1 result at this point.\n $sfValue = $sfValues->current();\n\n return $sfValue['Metadata']['customValue'];\n } catch (NoResultsException $noResultsException) {\n // Nothing returned.\n\n return [];\n }\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileRecordTypes(): void\n {\n $objectTypes = [\n 'lead',\n 'account',\n 'contact',\n 'opportunity',\n 'task',\n 'event',\n ];\n\n foreach ($objectTypes as $objectType) {\n try {\n $crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));\n\n foreach ($crmRecordTypes as $crmRecordType) {\n // If the record type is default and not the Master type, set this.\n if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmRecordType['recordTypeId'])\n ->first();\n\n if ($recordType) {\n $this->profile->{$objectType . '_record_type_id'} = $recordType->id;\n }\n }\n }\n } catch (HttpNotFoundException $exception) {\n Log::error('No access to ' . $objectType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n if ($this->profile->isDirty()) {\n $this->profile->save();\n }\n }\n\n /**\n * Gets business processes.\n */\n public function importBusinessProcesses(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, TableEnumOrId\n FROM\n BusinessProcess\n WHERE\n TableEnumOrId IN (\\'Lead\\',\\'Opportunity\\')';\n\n try {\n $sfProcesses = $this->queryHandler->query($query);\n\n // Upsert all processes for the team.\n foreach ($sfProcesses as $sfProcess) {\n /** @var BusinessProcess $businessProcess */\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $sfProcess['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => $sfProcess['Name'],\n 'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',\n 'is_selectable' => $sfProcess['IsActive'],\n ]);\n\n $this->importBusinessProcessStages($businessProcess);\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets business process stages.\n */\n private function importBusinessProcessStages(BusinessProcess $businessProcess): void\n {\n $query = '\n SELECT\n Metadata\n FROM\n BusinessProcess\n WHERE\n Id = :processId';\n\n try {\n $stages = [];\n $sfProcessStages = $this->queryHandler->metadata($query, [\n 'processId' => $businessProcess->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfProcessStage = $sfProcessStages->current();\n\n // Upsert all processes for the team.\n foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {\n $sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: \"%2C\" becomes \",\" etc.\n\n $stage = $businessProcess->crm->stages()\n // This MUST match on label because this API doesn't use API Name.\n ->where('label', $sanitizedName)\n ->where('type', $businessProcess->type)\n ->where('is_selectable', 1)\n ->first();\n\n if ($stage) {\n $stages[] = $stage->id;\n }\n }\n\n $businessProcess->stages()->sync($stages);\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * Gets record types.\n */\n public function importRecordTypes(): void\n {\n $query = '\n SELECT\n Id, IsActive, Name, BusinessProcessId, SobjectType\n FROM\n RecordType';\n\n try {\n $sfRecordTypes = $this->queryHandler->query($query);\n\n // Upsert all record types for the process.\n foreach ($sfRecordTypes as $sfRecordType) {\n $businessProcess = null;\n if ($sfRecordType['BusinessProcessId']) {\n $businessProcess = $this->config->businessProcesses()\n ->where('crm_provider_id', $sfRecordType['BusinessProcessId'])\n ->first();\n }\n\n /** @var RecordType $recordType */\n $recordType = $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $sfRecordType['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'type' => mb_strtolower($sfRecordType['SobjectType']),\n 'name' => $sfRecordType['Name'],\n 'is_selectable' => $sfRecordType['IsActive'],\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n $this->importRecordTypeFieldValues($recordType);\n }\n } catch (NoResultsException $noResultsException) {\n // Do nothing.\n }\n }\n\n /**\n * Import record type - field value mappings. This only works for standard fields.\n */\n private function importRecordTypeFieldValues(RecordType $recordType): void\n {\n try {\n $query = '\n SELECT\n Metadata\n FROM\n RecordType\n WHERE\n Id = :recordTypeId';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'recordTypeId' => $recordType->crm_provider_id,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Sync field metadata.\n $picklists = $sfField['Metadata']['picklistValues'];\n\n foreach ($picklists as $picklist) {\n $field = $this->config->fields()->where([\n 'type' => Field::TYPE_PICKLIST,\n 'object_type' => $recordType->type,\n 'crm_provider_id' => $picklist['picklist'],\n ])->first();\n\n if ($field) {\n $fieldValues = [];\n\n foreach ($picklist['values'] as $value) {\n // Must decode: \"%2C\" becomes \",\" etc.\n $fieldValue = $field->values()\n ->where('value', urldecode($value['valueName']))\n ->first();\n\n if ($fieldValue) {\n $fieldValues[] = $fieldValue->id;\n }\n }\n\n $recordType->fieldValues()->sync($fieldValues);\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $params = [];\n $missingStage = null;\n if ($types === null) {\n $types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];\n }\n\n foreach ($types as $type) {\n if ($type === Stage::TYPE_LEAD) {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, SortOrder\n FROM\n LeadStatus';\n } else {\n $query = '\n SELECT\n Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability\n FROM\n OpportunityStage';\n }\n\n if ($missingStageName) {\n $escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);\n\n $query .= ' WHERE ApiName = :stageName';\n\n $params = [\n 'stageName' => $escapedStageName,\n ];\n }\n\n try {\n $sfStages = $this->queryHandler->query($query, $params);\n } catch (NoResultsException $exception) {\n $sfStages = [];\n }\n\n $missingStage = null;\n\n // Upsert all stages for the team.\n foreach ($sfStages as $sfStage) {\n $selectable = true;\n if (array_key_exists('IsActive', $sfStage)) {\n $selectable = $sfStage['IsActive'];\n }\n\n $this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);\n\n $stage = $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $sfStage['Id'],\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),\n 'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),\n 'type' => $type,\n 'sequence' => $sfStage['SortOrder'] ?? 0,\n 'is_selectable' => $selectable,\n 'probability' => $sfStage['DefaultProbability'] ?? null,\n ]);\n\n if ($missingStageName && $missingStageName === $sfStage['ApiName']) {\n $missingStage = $stage;\n }\n }\n\n if ($missingStageName && $missingStage === null) {\n // If they requested a stage that still doesn't exist, it must be inactive so lazy create it.\n $missingStage = $this->config->stages()->create([\n 'crm_provider_id' => Uuid::uuid4(),\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($missingStageName, 0, 50),\n 'label' => mb_strimwidth($missingStageName, 0, 191),\n 'type' => $type,\n 'sequence' => 0,\n 'is_selectable' => 0,\n ]);\n }\n }\n\n return $missingStage;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('lead');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Lead\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfLeads = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfLeads as $sfLead) {\n // Only sync if previously imported.\n if ($this->hasLead($sfLead['Id'])) {\n $this->importLead($sfLead);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n $fields = $this->getAllFieldsAsArray('lead');\n\n $sfLead = $this->getRecord('Lead', $crmId, $fields);\n\n return $this->importLead($sfLead);\n }\n\n private function importLead($crmData): ?Lead\n {\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['Status'])) {\n // Get the current stage.\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['Status'])\n ->where('type', Stage::TYPE_LEAD)\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);\n }\n }\n\n // If we have no way of importing this, just return null :(\n if ($stage === null) {\n return null;\n }\n\n $countryCode = $crmData['CountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['Country']) !== false) {\n $countryCode = $this->convertCountryNameToCode($crmData['Country']);\n }\n\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n $mobilePhone = null;\n if (empty($crmData['MobilePhone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['MobilePhone'], 0, 25);\n $mobilePhone = phone_e164($countryCode, $number);\n }\n\n $convertedDate = null;\n $convertedAccount = null;\n $convertedOpportunity = null;\n $convertedContact = null;\n\n if ($crmData['IsConverted'] == 'true') {\n $convertedDate = $crmData['ConvertedDate'];\n\n if (empty($crmData['ConvertedAccountId']) === false) {\n $convertedAccount = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmData['ConvertedAccountId'])\n ->first();\n\n if ($convertedAccount === null) {\n try {\n $convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedOpportunityId']) === false) {\n $convertedOpportunity = $this->config\n ->opportunities()\n ->where('crm_provider_id', $crmData['ConvertedOpportunityId'])\n ->first();\n\n if ($convertedOpportunity === null) {\n try {\n $convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n\n if (empty($crmData['ConvertedContactId']) === false) {\n $convertedContact = $this->team\n ->crm\n ->contacts()\n ->where('crm_provider_id', $crmData['ConvertedContactId'])\n ->first();\n\n if ($convertedContact === null) {\n try {\n $convertedContact = $this->syncContact($crmData['ConvertedContactId']);\n } catch (HttpNotFoundException $exception) {\n // Probably the user has no permissions to access the converted data.\n }\n }\n }\n }\n\n if (empty($crmData['Company'])) {\n $company = 'Unknown';\n } else {\n $company = mb_strimwidth($crmData['Company'], 0, 191);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? '',\n 'company' => $company,\n 'domain' => $domain,\n 'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',\n 'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,\n 'phone' => $parsedNumber['phone'],\n 'ext' => $parsedNumber['ext'] ?? null,\n 'mobile_phone' => $mobilePhone,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Lead::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'stage_id' => $stage->id,\n 'record_type_id' => null,\n 'converted_at' => $convertedDate,\n 'converted_account_id' => $convertedAccount->id ?? null,\n 'converted_opportunity_id' => $convertedOpportunity->id ?? null,\n 'converted_contact_id' => $convertedContact->id ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);\n\n /** @var Lead $lead */\n $lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {\n $this->eventDispatcher->dispatch(new LeadConverted($lead));\n }\n\n $this->handleObjectDeletion($lead, $crmData);\n\n if ($lead->trashed()) {\n return null;\n }\n\n return $lead;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('account');\n\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Account\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfAccounts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfAccounts as $sfAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($sfAccount['Id'])) {\n $this->importAccount($sfAccount);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n $fields = $this->getAllFieldsAsArray('account');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfAccount = $this->getRecord('Account', $crmId, $fields);\n\n return $this->importAccount($sfAccount);\n }\n\n private function importAccount($crmData): Account\n {\n $countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country names.\n if ($countryCode === null && empty($crmData['BillingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);\n }\n\n if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);\n }\n\n if (empty($crmData['Phone']) === false) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($crmData['Phone'], 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n $industry = null;\n if (empty($crmData['Industry']) === false) {\n $industry = mb_strimwidth($crmData['Industry'], 0, 40);\n }\n\n $domain = null;\n if (empty($crmData['Website']) === false) {\n $domain = mb_strimwidth($crmData['Website'], 0, 191);\n $domain = StringUtil::resolveDomain($domain);\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'],\n 'name' => mb_strimwidth($crmData['Name'], 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Account::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'industry' => $industry,\n 'domain' => $domain,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'country_code' => $countryCode,\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);\n\n /** @var Account $account */\n $account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($account, $crmData);\n\n return $account;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n $logParams = $parameters;\n $parameters['profile'] = $this->profile;\n $logParams['user'] = $this->profile->getUserId();\n\n if (count($strategies) > 1) {\n $this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [\n 'teamId' => $this->team->getUuid(),\n 'params' => $logParams,\n 'strategies_count' => count($strategies),\n ]);\n }\n\n foreach ($strategies as $syncStrategy) {\n $name = $syncStrategy->getStrategyName();\n\n try {\n $sfOpportunities = $syncStrategy->fetchOpportunities($parameters);\n $totalRecords = $sfOpportunities->count();\n\n foreach ($sfOpportunities as $sfOpportunity) {\n $this->importOpportunity($sfOpportunity);\n $syncCount++;\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $noResultsException->getMessage(),\n ]);\n } catch (CrmException $crmException) {\n // Nothing to sync.\n $this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->getUuid(),\n 'name' => $name,\n 'params' => $logParams,\n 'reason' => $crmException->getMessage(),\n ]);\n }\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);\n\n // debug to see how if count of opportunities reaches 1000\n if ($syncCount >= 1000) {\n $this->logger->info(\n '[' . $this->getDisplayName() . '] Sync Opportunities - count warning',\n [\n 'team_id' => $this->team->getId(),\n 'params' => $logParams,\n 'count' => $syncCount,\n 'strategies_count' => count($strategies),\n 'total_records' => $totalRecords ?? null,\n ]\n );\n }\n\n return $syncCount;\n }\n\n\n /**\n * @inheritdoc\n */\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategy = $this->opportunitySyncStrategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY\n );\n\n $parameters = [\n 'profile' => $this->profile,\n 'crm_id' => $crmId,\n ];\n\n try {\n $sfOpportunity = $strategy->fetchOpportunities($parameters);\n } catch (HttpNotFoundException $e) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n ]);\n\n return null;\n } catch (CrmException $crmException) {\n $this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [\n 'teamId' => $this->team->id_string,\n 'crmId' => $crmId,\n 'exception' => $crmException->getMessage(),\n ]);\n\n return null;\n }\n\n if ($sfOpportunity instanceof ArrayIterator) {\n return $this->importOpportunity($sfOpportunity->getItems());\n }\n\n return $this->importOpportunity($sfOpportunity);\n }\n\n /**\n * @throws HttpNotFoundException\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $account = null;\n if (empty($crmData['AccountId']) === false) {\n /** @var ?Account $account */\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $userId = $profile?->getUserId() ?? $account?->getUserId();\n if ($userId === null) {\n $this->logger->error('[Salesforce] | Skip import, no user_id found', [\n 'id' => $crmData['Id'],\n ]);\n\n return null;\n }\n\n /** @var ?Stage $stage */\n $stage = null;\n if (isset($crmData['StageName'])) {\n $stage = $this->config\n ->stages()\n ->where('name', $crmData['StageName'])\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->orderBy('is_selectable', 'DESC')\n ->orderBy('id')\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData['StageName']);\n }\n }\n\n $recordType = null;\n if (empty($crmData['RecordTypeId']) === false) {\n /** @var ?RecordType $recordType */\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $crmData['RecordTypeId'])\n ->first();\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $closeDate = null;\n if (empty($crmData['CloseDate']) === false) {\n $closeDate = Carbon::parse($crmData['CloseDate'])->format('Y-m-d');\n }\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $userId,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => mb_strimwidth($crmData['Name'] ?? '', 0, 128),\n 'value' => $crmData[$valueFieldName],\n 'currency_code' => CurrencyFormatter::formatCode($crmData['CurrencyIsoCode'] ?? null),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData['IsClosed'],\n 'is_won' => $crmData['IsWon'],\n 'stage_id' => $stage?->id ?? null,\n 'record_type_id' => $recordType->id ?? null,\n 'remotely_created_at' => $createdDate,\n 'probability' => $crmData['Probability'] ?? null,\n 'forecast_category' => $crmData['ForecastCategoryName'] ?? null,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->opportunities(), $crmData['Id']);\n\n // Do not allow locked DB tables & other errors\n // to interrupt the process of reverting the trashed opportunities\n try {\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()\n ->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n\n $this->importOpportunityCrmFieldData($crmData, $crmFields, $opportunity->id);\n\n $this->handleObjectDeletion($opportunity, $crmData);\n\n if ($opportunity->trashed()) {\n return null;\n }\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n } catch (Exception $exception) {\n Sentry::captureException($exception);\n\n $this->logger->error('[Salesforce] importOpportunity failure.', [\n 'crm_provider_id' => $crmData['Id'],\n 'team_id' => $this->team->id,\n 'exception' => $exception->getMessage(),\n ]);\n\n $this->handleEntityDeletionByProviderId($this->config->opportunities(), $crmData);\n }\n\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n $fields = $this->getAllFieldsAsArray('contact');\n if (\\in_array('Id', $fields, true) === false) {\n return $syncCount;\n }\n\n $query = '\n SELECT ' . rtrim(implode(',', $fields), ',') . '\n FROM Contact\n WHERE LastModifiedDate > :since\n ORDER BY LastModifiedDate ASC';\n\n try {\n $sfContacts = $this->queryHandler->query($query, [\n 'since' => $since->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($sfContacts as $sfContact) {\n // Only sync if previously imported.\n if ($this->hasContact($sfContact['Id'])) {\n $this->importContact($sfContact);\n $syncCount++;\n }\n }\n } catch (NoResultsException $noResultsException) {\n // Nothing to sync.\n }\n\n $this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::CONTACT);\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n $fields = $this->getAllFieldsAsArray('contact');\n if (! in_array('Id', $fields, true)) {\n $this->logger->info('[Salesforce] Sync contact cancelled. Fields are not available.', [\n 'crmId' => $crmId,\n 'userId' => $this->profile->getUserId(),\n ]);\n\n return null;\n }\n\n $sfContact = $this->getRecord('Contact', $crmId, $fields);\n\n return $this->importContact($sfContact);\n }\n\n private function importContact($crmData): ?Contact\n {\n $account = null;\n // Contacts may not have accounts...\n if (isset($crmData['AccountId'])) {\n $account = $this->config->accounts()\n ->where('crm_provider_id', (string) $crmData['AccountId'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['AccountId']);\n }\n }\n\n $countryCode = $crmData['MailingCountryCode'] ?? null;\n\n // Salesforce allows custom \"countries\" to be created. Disregard these.\n if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {\n $countryCode = null;\n }\n\n // If we have no country code, try to parse it from the country name.\n if ($countryCode === null && empty($crmData['MailingCountry']) === false) {\n $countryCode = $this->convertCountryNameToCode($crmData['MailingCountry']);\n\n if ($countryCode === null && $account) {\n $countryCode = $account->country_code;\n }\n }\n\n $ext = null;\n $parsedNumber = [];\n if (empty($crmData['Phone']) === false) {\n $number = Str::limit($crmData['Phone'], 25, '');\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n\n if (empty($parsedNumber['ext']) === false) {\n $ext = Str::limit($parsedNumber['ext'], 10, '');\n }\n }\n\n $mobileNumber = null;\n if (empty($crmData['MobilePhone']) === false) {\n $mobileNumber = Str::limit(phone_e164($countryCode, $crmData['MobilePhone']), 25, '');\n }\n\n $createdDate = null;\n if (empty($crmData['CreatedDate']) === false) {\n $createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');\n }\n\n $profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['OwnerId'] ?? null,\n 'name' => ($crmData['Name'] ?? null) !== null ? mb_strimwidth($crmData['Name'], 0, 100) : '',\n 'title' => ($crmData['Title'] ?? null) !== null ? mb_strimwidth($crmData['Title'], 0, 128) : null,\n 'email' => ($crmData['Email'] ?? null) !== null ? mb_strimwidth($crmData['Email'], 0, 191) : null,\n 'country_code' => $countryCode,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'ext' => $ext,\n 'mobile_phone' => $mobileNumber,\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['Id'],\n modelType: Contact::class,\n fileName: $crmData['Id'],\n avatarText: $crmData['Name']\n ),\n 'remotely_created_at' => $createdDate,\n ];\n\n $this->restoreAnyTrashedEntity($this->config->contacts(), $crmData['Id']);\n\n /** @var Contact $contact */\n $contact = $this->config->contacts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);\n\n $this->handleObjectDeletion($contact, $crmData);\n\n if ($contact->trashed()) {\n return null;\n }\n\n return $contact;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n $fields = [\n 'InstanceName',\n 'OrganizationType',\n 'IsSandbox',\n ];\n\n $orgValues = $this->getRecord('Organization', $this->config->crm_provider_id, $fields);\n\n $edition = null;\n switch ($orgValues['OrganizationType']) {\n case 'Developer Edition':\n $edition = Configuration::EDITION_DEVELOPER;\n\n break;\n\n case 'Professional Edition':\n $edition = Configuration::EDITION_PROFESSIONAL;\n\n break;\n\n case 'Enterprise Edition':\n $edition = Configuration::EDITION_ENTERPRISE;\n\n break;\n }\n\n $this->config->edition = $edition;\n $this->config->instance = $orgValues['InstanceName'];\n\n // XXX: How can this state be possible?\n if ($this->config->version === null) {\n $this->config->version = Client::MIN_API_VERSION;\n }\n\n $installedVersion = $this->getInstalledAppVersion();\n if ($installedVersion !== null) {\n $installedVersion = (string) $this->getInstalledAppVersion();\n }\n\n $this->config->installed_app_version = $installedVersion;\n\n $this->config->save();\n }\n\n public function getInstalledAppVersion(): ?string\n {\n try {\n $query = '\n SELECT\n SubscriberPackageVersion.MajorVersion,\n SubscriberPackageVersion.MinorVersion,\n SubscriberPackageVersion.PatchVersion,\n SubscriberPackageVersion.BuildNumber\n FROM\n InstalledSubscriberPackage\n WHERE\n SubscriberPackageId = :packageId\n ';\n\n $sfFields = $this->queryHandler->metadata($query, [\n 'packageId' => self::INSTALLED_PACKAGE_ID,\n ]);\n\n // There is always 1 result at this point.\n $sfField = $sfFields->current();\n\n // Grab version number.\n $version = $sfField['SubscriberPackageVersion']['MajorVersion'] .\n $sfField['SubscriberPackageVersion']['MinorVersion'] .\n $sfField['SubscriberPackageVersion']['PatchVersion'] .\n $sfField['SubscriberPackageVersion']['BuildNumber'];\n } catch (\\Exception) {\n $version = null;\n }\n\n return $version;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws \\Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // For SF we also check if Log Notes is enabled.\n if ($this->profile->log_notes === Profile::LOG_NOTE_NONE) {\n return;\n }\n\n if ($activity->opportunity_id && $activity->prospect === null) {\n return;\n }\n\n try {\n $transcriptionData = $this->generateTranscription($activity);\n\n $noteMaxLength = $this->profile->log_notes === Profile::LOG_NOTE_ENHANCED\n ? self::ENHANCED_NOTE_MAX_LENGTH\n : self::CLASSIC_NOTE_MAX_LENGTH;\n\n $title = 'Transcript for ';\n $title .= $activity->title ?? $activity->activity_title;\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $body = mb_strimwidth($transcriptionData, 0, $noteMaxLength);\n\n if ($activity->opportunity_id) {\n $objectId = $activity->opportunity->crm_provider_id;\n } else {\n $objectId = $activity->prospect->crm_provider_id;\n }\n\n $noteId = $this->saveNote($title, $body, $objectId);\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 public function saveNote(string $title, string $body, string $objectId, ?NoteObject $noteObject = null): ?string\n {\n $noteId = null;\n\n try {\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $noteId = $this->buildEnhancedNote($title, $body, $objectId);\n } else {\n $noteId = $this->buildClassicNote($title, $body, $objectId);\n }\n } catch (HttpNotFoundException $exception) {\n // The profile not having access to create Enhanced Notes. Set their preference to Classic.\n if ($this->profile->log_notes === Profile::LOG_NOTE_ENHANCED) {\n $this->profile->update([\n 'log_notes' => Profile::LOG_NOTE_CLASSIC,\n ]);\n }\n }\n\n return $noteId;\n }\n\n /**\n * This is using the \"Enhanced\" Notes feature, NOT the \"Notes & Attachments\" feature being deprecated.\n *\n * @url https://salesforce.stackexchange.com/questions/104408/how-can-i-create-an-account-note-or-contact-note-via-api-that-is-visible-in-sale\n */\n private function buildEnhancedNote(string $title, string $body, string $objectId): string\n {\n // Decode stored entities, escape HTML (without quoting), then convert line breaks for Salesforce formatting\n $decodedBody = html_entity_decode($body, ENT_QUOTES | ENT_HTML5);\n $sanitizedBody = htmlspecialchars($decodedBody, ENT_NOQUOTES, 'UTF-8', false);\n $content = nl2br($sanitizedBody, false);\n $note = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'Title' => $title,\n 'Content' => base64_encode($content),\n ];\n\n $noteId = $this->createRecord('ContentNote', $note);\n\n $link = [\n 'ContentDocumentId' => $noteId,\n 'LinkedEntityId' => $objectId,\n 'ShareType' => 'I',\n ];\n\n $this->createRecord('ContentDocumentLink', $link);\n\n return $noteId;\n }\n\n private function buildClassicNote(string $title, string $body, string $objectId): string\n {\n if (in_array($this->parseObjectType($objectId), [Field::OBJECT_TASK, Field::OBJECT_EVENT])) {\n $this->logger->info('[Salesforce] Summary not sent', [\n 'profile_id' => $this->profile->id,\n 'objectId' => $objectId,\n 'reason' => 'Classical Note does not support Task/Event relation',\n ]);\n\n return '';\n }\n\n $titleTrimmed = null;\n\n if (mb_strlen($title) > 80) {\n $titleTrimmed = substr($title, 0, 77) . '...';\n }\n $payload = [\n 'OwnerId' => $this->profile->crm_provider_id,\n 'IsPrivate' => false,\n 'Title' => $titleTrimmed ?? $title,\n 'Body' => $titleTrimmed ? $title . PHP_EOL . $body : $body,\n 'ParentId' => $objectId,\n ];\n\n return $this->createRecord('Note', $payload);\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n if ($this->profile === null) {\n return [];\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $limitValues = ['limit' => $this->limit, 'offset' => $this->offset];\n $sosl = $queryBuilder->buildFindQuery($name, $scopes, $limitValues);\n\n $this->logger->info('[Salesforce] Find prospects', [\n 'profile_id' => $this->profile->id,\n 'sosl_query' => $sosl,\n 'search_string' => $name,\n 'scopes' => $scopes,\n ]);\n\n $data = Cache::remember($this->profile->id . $sosl, self::CACHE_TTL, function () use ($sosl) {\n $data = [];\n\n try {\n // Hit remote API.\n $objects = $this->queryHandler->search($sosl);\n\n // Build mapped list.\n foreach ($objects as $object) {\n $type = strtolower($object['attributes']['type']);\n\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'prospectType' => $type,\n 'phoneNumbers' => [],\n 'crmUrl' => $this->generateProviderUrl($object['Id'], $type),\n ];\n\n switch ($type) {\n case 'lead':\n if (empty($object['Company']) === false) {\n $record['organization'] = $object['Company'];\n }\n\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_LEAD)\n ->where('name', $object['Status'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_LEAD], $object['Status']);\n }\n\n if ($stage) {\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n }\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n break;\n\n case 'account':\n if (empty($object['Industry']) === false) {\n $record['industry'] = $object['Industry'];\n $record['detailsLine'] = $object['Industry'];\n }\n if (! empty($object['PersonEmail'])) {\n $record['detailsLine'] = $object['PersonEmail'];\n }\n\n break;\n\n case 'contact':\n // For contacts, we should try and fetch their account name too.\n if ($object['AccountId']) {\n // Cheaper to get this locally.\n $account = $this->config->accounts()\n ->where('crm_provider_id', $object['AccountId'])\n ->first(['name']);\n\n if ($account) {\n $record['organization'] = $account->name;\n }\n }\n\n if (! empty($object['IsPersonAccount']) && $object['Email']) {\n $record['detailsLine'] = $object['Email'];\n } else {\n if (empty($object['Title']) === false) {\n $record['title'] = $object['Title'];\n }\n }\n\n break;\n }\n\n // Add phone numbers to record.\n if (empty($object['Phone']) === false && $object['Phone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['Phone'],\n 'nationalFormat' => phone_national($this->profile->user->country_code, $object['Phone']),\n 'type' => 'phone',\n ];\n }\n\n if (empty($object['MobilePhone']) === false && $object['MobilePhone']) {\n $record['phoneNumbers'][] = [\n 'number' => $object['MobilePhone'],\n 'nationalFormat' => phone_national(\n $this->profile->user->country_code,\n $object['MobilePhone']\n ),\n 'type' => 'mobile',\n ];\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n $data = [];\n }\n\n return $data;\n });\n\n return $data;\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 ? $profile->getCrmProviderId() : null;\n }\n\n try {\n // Perhaps their profile has no opportunity permissions.\n if ($this->profile === null || $this->profile->opportunity_fields === null) {\n return $data;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildFindOpportunitiesQuery();\n\n $objects = $this->queryHandler->query($query, ['accountId' => $crmAccountId]);\n\n foreach ($objects as $object) {\n $record = [\n 'crmId' => $object['Id'],\n 'name' => $object['Name'],\n 'won' => $object['IsWon'],\n 'closed' => $object['IsClosed'],\n ];\n\n $valueFieldName = 'Amount';\n if ($this->config->opportunity_value_field_id) {\n $valueFieldName = $this->config->opportunityValueField->crm_provider_id;\n }\n\n if (empty($object[$valueFieldName]) === false) {\n $currency = $object['CurrencyIsoCode'] ?? $this->config->default_currency;\n $value = formatCurrency($object[$valueFieldName], $currency);\n\n $record += [\n 'value' => $value,\n ];\n }\n\n $stage = $this->config->stages()\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->where('name', $object['StageName'])\n ->first();\n\n // Lazy create the stage.\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $object['StageName']);\n }\n\n $record += [\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n ];\n\n if (empty($object['RecordTypeId']) === false) {\n $recordType = $this->config->recordTypes()\n ->where('crm_provider_id', $object['RecordTypeId'])\n ->first();\n\n if ($recordType) {\n $record += [\n 'recordType' => [\n 'id' => $recordType->id_string,\n 'name' => $recordType->name,\n ],\n ];\n }\n }\n\n if ($ownerId && isset($object['OwnerId']) && $object['OwnerId'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n } catch (NoResultsException $e) {\n return $data;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n public function getContactRolesFromCrm(?Carbon $since = null): array\n {\n $roles = [];\n\n if ($this->profile === null) {\n return $roles;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n\n $query = $queryBuilder->buildGetContactRolesQuery($since);\n\n try {\n $objects = $this->queryHandler->query($query);\n\n foreach ($objects as $object) {\n $roles[] = [\n 'id' => $object['Id'],\n 'contactId' => $object['ContactId'],\n 'opportunityId' => $object['OpportunityId'],\n 'ownerId' => $object['Opportunity']['OwnerId'] ?? null,\n 'isPrimary' => $object['IsPrimary'],\n 'role' => $object['Role'],\n ];\n }\n } catch (NoResultsException) {\n // Just return an empty array.\n $this->logger->info('[Salesforce] No contact roles found', [\n 'since' => $since?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n }\n\n return $roles;\n }\n\n public function syncContactRoles(Carbon $since): int\n {\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n $crmContactRoles = $this->getContactRolesFromCrm(since: $since);\n $syncCount = 0;\n $contactRoles = [];\n\n foreach ($crmContactRoles as $crmContactRole) {\n $contactRoles[] = $this->importContactRole($crmContactRole);\n $syncCount++;\n }\n\n $contactRoleRepository->saveContactRoles($contactRoles);\n\n $this->syncRemotelyDeletedContactRoles();\n\n return $syncCount;\n }\n\n private function importContactRole(array $contactRole): array\n {\n $contact = $this->config->contacts()\n ->where('crm_provider_id', $contactRole['contactId'])\n ->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($contactRole['contactId']);\n }\n\n $opportunity = $this->config->opportunities()\n ->where('crm_provider_id', $contactRole['opportunityId'])\n ->first();\n\n if ($opportunity === null) {\n $opportunity = $this->syncOpportunity($contactRole['opportunityId']);\n }\n\n $role = null;\n if (! empty($contactRole['role'])) {\n $role = mb_strimwidth($contactRole['role'], 0, 191);\n }\n\n return [\n 'crm_configuration_id' => $this->config->getId(),\n 'contact_id' => $contact->getId(),\n 'crm_provider_id' => $contactRole['id'],\n 'subject_type' => ContactRole::SUBJECT_TYPE_OPPORTUNITY,\n 'subject_id' => $opportunity->getId(),\n 'is_primary' => $contactRole['isPrimary'],\n 'role' => $role,\n ];\n }\n\n protected function syncRemotelyDeletedContactRoles(): bool\n {\n try {\n $deletedRemotely = $this->queryHandler->queryDeleted('OpportunityContactRole');\n } catch (NoResultsException $e) {\n return false;\n }\n\n $deletedOpportunities = $deletedRemotely->getResults();\n $deletedIds = array_column($deletedOpportunities, 'id');\n\n $contactRoleRepository = app(ContactRoleRepository::class);\n\n foreach (array_chunk($deletedIds, self::HARD_DELETE_CHUNK) as $chunk) {\n $contactRoleRepository->deleteContactRoles($chunk);\n\n $this->logger->info('[' . $this->getDisplayName() . '] Remotely deleted opportunities synced', [\n 'teamId' => $this->team->id_string,\n 'remotelyDeletedOpportunities' => $chunk,\n 'count' => count($chunk),\n ]);\n }\n\n return true;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($this->profile->user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_TASK),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any open call for that user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Task\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsDeleted = false\n AND IsClosed = false\n AND (';\n\n if ($objectType === 'account') {\n // This covers tasks tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getEvents(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = $objects = [];\n $user = $this->profile?->user;\n if ($this->profile === null || $user === null) {\n return $data;\n }\n\n $hasWho = \\in_array($objectType, ['lead', 'contact']);\n $playbook = $this->getPlaybook($user);\n $fields = array_merge(\n $this->profile->getFieldsAsArray(parent::OBJECT_EVENT),\n $playbook && $playbook->activityField ? [$playbook->activityField->crm_provider_id] : []\n );\n\n // Query should default to any event starting in the last week and ending up until today owned by the user.\n $query = '\n SELECT ' . implode(',', array_unique($fields)) . '\n FROM Event\n WHERE OwnerId = :ownerId\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= LAST_N_DAYS:7\n AND EndDateTime <= TODAY\n AND (';\n\n if ($objectType === 'account') {\n // This covers events tied to a related contact or opportunity too.\n $query .= '\n AccountId = :accountId';\n }\n\n if ($hasWho) {\n $query .= '\n WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($opportunityId) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ' ) ORDER BY LastModifiedDate DESC';\n\n try {\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $this->profile->crm_provider_id,\n 'whoId' => $objectId,\n 'whatId' => $opportunityId,\n 'accountId' => $objectId,\n ]);\n } catch (NoResultsException $e) {\n return $data;\n } finally {\n $this->logger->debug(sprintf('[Salesforce] Found %s tasks for query \"%s\"', count($objects), $query));\n }\n\n foreach ($objects as $object) {\n $dueDate = $object['StartDateTime'] ? Carbon::parse($object['StartDateTime'])->toIso8601String() : null;\n\n $data[] = [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'due' => $dueDate,\n 'type' => $object[$playbook->activityField->crm_provider_id],\n ];\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 $userId = null): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($email, Field::TYPE_EMAIL);\n if ($sosl === null) {\n return null;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $email,\n QueryHandler::PRIORITISE_EMAIL\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException $e) {\n // Try the account next.\n if ($this->profile->account_fields === null) {\n return null;\n }\n }\n\n return null;\n }\n\n public function getDomain(string $email): ?string\n {\n // SF improved search - strip the domain extension, min domain name length 4\n return $this->getCompanyNameFromEmail(email: $email, minNameLength: 4);\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 = $domain;\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByDomainQuery($companyName);\n\n try {\n $objects = $this->queryHandler->search($sosl);\n\n $data = $this->convertCrmData($objects, $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n } catch (NoResultsException) {\n return null;\n }\n }\n\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Don't bother looking up numbers that are masked.\n if (str_contains($phone, '**')) {\n return null;\n }\n\n if ($this->isPhoneNumberOfTeamMember($phone)) {\n return null;\n }\n\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $phoneNational = phone_national(null, $phone) ?? '';\n $possiblePhoneFormats = collect([\n preg_replace('/\\D/', '', ltrim($phone, '0+')),\n preg_replace('/\\D/', '', $phoneNational),\n formatDashPhoneNumber($phone),\n $phoneNational,\n ])\n ->filter() // Removes null and empty strings\n ->unique()\n ->values();\n\n foreach ($possiblePhoneFormats as $phone) {\n $sosl = $queryBuilder->buildMatchByQuery($phone, Field::TYPE_PHONE);\n if ($sosl === null) {\n continue;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $phone,\n QueryHandler::PRIORITISE_PHONE\n );\n\n return $this->convertCrmData($objects, $userId);\n } catch (NoResultsException) {\n continue;\n }\n }\n\n return null;\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 protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->profile->id . $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 /** Determine the CRM Objects which represent the call activity. */\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 if ($this->profile === null) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $sosl = $queryBuilder->buildMatchByQuery($name, 'name');\n if ($sosl === null) {\n return false;\n }\n\n try {\n $objects = $this->queryHandler->search($sosl);\n } catch (NoResultsException $e) {\n return false;\n }\n\n $objects = $this->queryHandler->prioritiseResults(\n $objects,\n $name,\n QueryHandler::PRIORITISE_NAME\n );\n\n $data = $this->convertCrmData($objects, $userId);\n\n return (! empty(array_filter($data))) ? $data : false;\n });\n\n return is_array($result) ? $result : 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(QueryIterator $objects, ?int $userId = null): array\n {\n $lead = null;\n $contact = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n if ($objects->count() > 0) {\n $object = $objects->current();\n\n if ($object['attributes']['type'] === 'Lead') {\n $lead = $this->importLead($object);\n\n // Lead might not be imported if the Stage is null for example.\n if ($lead) {\n $countryCode = $lead->country_code;\n $stage = $lead->stage;\n }\n } else {\n if ($object['attributes']['type'] === 'Contact') {\n $contact = $this->importContact($object);\n $account = $contact->account;\n } else {\n $account = $this->importAccount($object);\n }\n\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $sfOpportunities = $this->findOpportunities(\n $account?->getCrmProviderId(),\n $contact?->getCrmProviderId(),\n $userId\n );\n\n // Take the first opportunity, which will be ordered as priority based on their settings.\n if (! empty($sfOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($sfOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($stage->type === Stage::TYPE_LEAD) {\n $objectType = 'Lead';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'Status';\n } else {\n $objectType = 'Opportunity';\n $objectId = $crmObject->crm_provider_id;\n $objectStageType = 'StageName';\n }\n\n $headers = [];\n if ($this->config->trigger_assignment_rules === false) {\n // @see: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/headers_autoassign.htm\n $headers = [\n 'Sforce-Auto-Assign' => 'false',\n ];\n }\n\n $this->updateRecord($objectType, $objectId, [$objectStageType => $stage->name], $headers);\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, '001')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, '003')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, '00Q')) {\n return 'lead';\n }\n\n if (Str::startsWith($objectId, '006')) {\n return 'opportunity';\n }\n\n if (Str::startsWith($objectId, '00U')) {\n return 'event';\n }\n\n if (Str::startsWith($objectId, '00T')) {\n return 'task';\n }\n\n throw new \\InvalidArgumentException('Unsupported Object Type');\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, ['profile' => $this->profile]);\n $query = $queryBuilder->buildGetUsersQuery($userToSearch);\n\n try {\n $salesforceUsers = $this->queryHandler->query($query, [\n 'active' => true,\n ]);\n } catch (NoResultsException $e) {\n $this->logger->info('[Salesforce] Sync Profiles. No users found', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n $teamRepository = app(TeamRepository::class);\n $customRules = $this->getCustomProfileRules($teamRepository);\n\n foreach ($salesforceUsers as $crmUser) {\n if ($crmUser['Email'] === null) {\n continue;\n }\n\n if (! $this->customProfileValidation($crmUser, $customRules)) {\n continue;\n }\n\n $user = $teamRepository->findActiveTeamMemberByEmail($this->team, $crmUser['Email']);\n\n if (! $user instanceof User) {\n continue;\n }\n\n $edition = $crmUser['UserPreferencesLightningExperiencePreferred']\n ? Profile::EDITION_LIGHTNING\n : Profile::EDITION_CLASSIC;\n\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->updateOrCreateProfile(\n $user,\n [\n 'crm_configuration_id' => $this->config->getId(),\n 'crm_provider_id' => $crmUser['Id'],\n ],\n [\n 'user_id' => $user->getId(),\n 'edition' => $edition,\n 'has_external_cti' => ! empty($crmUser['CallCenterId']),\n 'crm_profile_id' => $crmUser['ProfileId'],\n ]\n );\n\n if ($userToSearch instanceof User && $userToSearch->getId() === $user->getId()) {\n return $profile;\n }\n }\n\n // Clean up inactive profiles\n try {\n $this->archiveInactiveProfiles();\n } catch (\\Exception $e) {\n $this->logger->warning('[Salesforce] Profile archiving failed', [\n 'teamId' => $this->team->getUuid(),\n 'reason' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n // For Salesforce it's easy, we just point every object to the apex domain and they handle it.\n switch ($objectType) {\n case 'lead':\n case 'account':\n case 'contact':\n case 'opportunity':\n case 'task':\n case 'event':\n case 'activity':\n\n $url = $this->config->crm_base_url . '/' . $providerId;\n\n break;\n }\n\n return $url;\n }\n\n public function buildTaskSearchFields(): array\n {\n return ['Id', 'WhoId', 'WhatId', 'AccountId'];\n }\n\n public function getTaskByFilterConditions(\n array $fields,\n array $filters,\n bool $bulkSearch = false,\n bool $strictFilters = true\n ): ?array {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildSearchTaskQuery($fields, $filters, $bulkSearch, $strictFilters);\n\n try {\n if (! $bulkSearch) {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n }\n\n if ($bulkSearch) {\n $objects = $this->queryHandler->query($query);\n $records = [];\n foreach ($objects as $record) {\n $key = $record[end($fields)];\n $records[$key] = $record;\n }\n\n return $records;\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n public function mapCrmObjects(array $task): array\n {\n $activityData = [];\n\n if (! empty($task['WhoId'])) {\n $type = $this->parseObjectType($task['WhoId']);\n $activityData[$type] = $task['WhoId'];\n }\n if (! empty($task['AccountId'])) {\n $activityData['account'] = $task['AccountId'];\n }\n if (! empty($task['WhatId'])) {\n $activityData['opportunity'] = $task['WhatId'];\n }\n\n return $activityData;\n }\n\n /**\n * Get SF task by Outreach call id.\n */\n public function getTaskByFilter(\n string $activityFieldType,\n array $filters,\n string $operator = '=',\n array $additionalFields = []\n ): ?array {\n $data = [];\n\n try {\n // Default (base) fields.\n $fields = ['Id', 'Subject', 'Description', 'ActivityDate', 'WhoId', 'WhatId', $activityFieldType];\n\n foreach ($additionalFields as $additionalField) {\n $fields[] = $additionalField->crm_provider_id;\n }\n\n $fields = array_unique($fields);\n\n // Find task with the same Outreach id as the call id.\n $query = 'SELECT ' . implode(',', $fields) . '\n FROM Task\n WHERE IsArchived = false AND IsDeleted = false';\n\n foreach ($filters as $key => $value) {\n $key = preg_quote($key, '/');\n $key = str_replace(['\\'', '\"'], '', $key);\n // Prepare the substitution.\n $strKey = \":$key\";\n\n $query .= \" AND $key $operator $strKey\";\n }\n\n $query .= ' ORDER BY LastModifiedDate DESC LIMIT 1';\n\n $objects = $this->queryHandler->query($query, $filters);\n\n // There should be only one task related to this call if any.\n if ($objects->count() === 1) {\n $object = $objects->current();\n\n $dueDate = $object['ActivityDate'] ? Carbon::parse($object['ActivityDate'])->toIso8601String() : null;\n\n $data = array_merge($object, [\n 'crmId' => $object['Id'],\n 'subject' => $object['Subject'],\n 'summary' => $object['Description'],\n 'due' => $dueDate,\n 'Type' => $object[$activityFieldType],\n ]);\n }\n } catch (NoResultsException $e) {\n // Filters don't match any records.\n } catch (ServiceUnavailableException $serviceUnavailableException) {\n // Service cannot be queried. We should probably log this.\n }\n\n return $data;\n }\n\n /**\n * Get Salesforce fields including datetime fields\n *\n * @param $objectType\n */\n private function getAllFieldsAsArray($objectType): array\n {\n $basicFields = [];\n // Not all users have access to all object fields.\n if ($this->profile->{$objectType . '_fields'}) {\n $basicFields = explode(',', $this->profile->{$objectType . '_fields'});\n }\n\n $extraFields = [\n 'CreatedDate',\n 'LastModifiedDate',\n 'IsDeleted',\n ];\n\n if ($objectType === self::OBJECT_OPPORTUNITY\n && $this->config->opportunity_value_field_id\n && ! in_array($this->config->opportunityValueField->crm_provider_id, $basicFields)\n ) {\n $extraFields[] = $this->config->opportunityValueField->crm_provider_id;\n }\n\n return array_unique(array_merge($basicFields, $extraFields));\n }\n\n /**\n * Generate transcription for activity description.\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 return $this->transcriptionService\n ->findTranscriptionByActivity($activity)\n ->map(static function (array $transcriptionSegment): string {\n return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];\n })\n ->implode(PHP_EOL);\n }\n\n /**\n * Find related Salesforce event based on activity data\n *\n * @return array<string>\n */\n public function fetchRelatedActivity(Activity $activity): array\n {\n $this->logger->info('[Salesforce] Searching for related activity', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n ]);\n\n $sfEvent = $this->fetchRelatedEvent($activity);\n if (empty($sfEvent)) {\n $this->logger->info('[Salesforce] No related activity found', [\n 'activityId' => $activity->getUuid(),\n 'ownerId' => $this->profile?->crm_provider_id,\n 'account' => $activity->hasAccount()\n ? $activity->getAccount()->getCrmProviderId()\n : null,\n ]);\n\n return [];\n }\n\n return $sfEvent;\n }\n\n public function fetchAndAssociateRelatedActivity(Activity $activity): ?Activity\n {\n if ($activity->isTypeConference() === false) {\n return null;\n }\n\n if ($activity->hasActualStartTime() === false && $activity->hasScheduledStartTime() === false) {\n return null;\n }\n\n if (! $activity->hasProspect()) {\n $this->logger->info('[Salesforce] Skip look up, Activity not linked to Lead, Contact or Account', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n if ($playbook !== null && $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_TASK) {\n $this->logger->info('[Salesforce] Skip auto-sync for task-based playbook', [\n 'activityUuid' => $activity->getUuid(),\n 'playbookId' => $playbook->getId(),\n 'playbookType' => $playbook->getActivityType(),\n ]);\n\n return null;\n }\n\n try {\n $sfEvent = $this->fetchRelatedActivity($activity);\n if (empty($sfEvent)) {\n return null;\n }\n\n [$activityField, $activityType] = $this->resolveActivityTypeFromEvent($activity, $sfEvent);\n\n $this->logger->info('[Salesforce] Found related activity', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'activityFieldName' => $activityField,\n 'crmActivityType' => ($activityField !== null && isset($sfEvent[$activityField]))\n ? $sfEvent[$activityField]\n : null,\n 'activityType' => $activityType,\n ]);\n\n $userId = $this->findRelatedActivityUserId($activity, $sfEvent);\n\n if ($activity->getUserId() !== $userId) {\n $this->logger->info('[Salesforce] Updating meeting owner', [\n 'activityId' => $activity->getUuid(),\n 'oldUserId' => $activity->getUserId(),\n 'newUserId' => $userId,\n ]);\n }\n\n $this->updateSfEventDescription($activity, $sfEvent);\n\n $activity->update([\n 'user_id' => $userId,\n 'crm_provider_id' => $sfEvent['Id'],\n 'playbook_category_id' => $activityType->id ?? $activity->getCategory()?->getId(),\n ]);\n\n $this->logger->info('[Salesforce] Activity updated', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return $activity;\n } catch (\\Exception $exception) {\n \\Sentry::captureException($exception);\n\n throw $exception;\n }\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n *\n * @return array{0: string|null, 1: mixed}\n */\n private function resolveActivityTypeFromEvent(Activity $activity, array $sfEvent): array\n {\n $activityField = $this->getActivityFieldName($activity);\n $activityType = null;\n\n if ($activityField !== null && ! empty($sfEvent[$activityField])) {\n $playbook = $this->getPlaybook($activity->getUser());\n $activityType = $this->getPlaybookCategory($playbook, strval($sfEvent[$activityField]));\n }\n\n return [$activityField, $activityType];\n }\n\n /**\n * @param array<string> $sfEvent\n */\n private function findRelatedActivityUserId(Activity $activity, array $sfEvent): int\n {\n $userId = $activity->getUserId();\n\n if (empty($sfEvent['OwnerId']) === false) {\n $profile = $this\n ->config\n ->profiles()\n ->where('crm_provider_id', $sfEvent['OwnerId'])\n ->get()\n ->filter(static function (Profile $profile) use ($activity): bool {\n if (! $activity->isTypeConference()) {\n return ! empty($profile->user) ? $profile->user->isStatusActive() : false;\n }\n\n $participants = $activity->getParticipants();\n\n return ! empty($profile->user)\n ? $profile->user->isStatusActive()\n && $profile->user->hasPermission(PermissionEnum::RECORD_MEETING)\n && $participants->contains('user_id', $profile->user_id)\n : false;\n })\n ->first();\n\n if ($profile) {\n $userId = $profile->user_id;\n }\n }\n\n return $userId;\n }\n\n /**\n * @param array<string, mixed> $sfEvent\n */\n private function updateSfEventDescription(Activity $activity, array $sfEvent): void\n {\n try {\n if (str_contains($sfEvent['Description'], $activity->id_string)) {\n return;\n }\n\n $payload = [\n 'Description' => $sfEvent['Description']\n . PHP_EOL\n . PHP_EOL\n . (new DecorateActivity())->generateDescription($activity),\n ];\n\n $this->logger->info('[Salesforce] Update record', [\n 'activityId' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n 'payload' => $payload,\n ]);\n\n $payload = array_merge(\n $payload,\n $this->payloadBuilder->fetchCustomFieldData($activity, Field::OBJECT_EVENT)\n );\n\n $this->updateRecord('Event', $sfEvent['Id'], $payload);\n } catch (\\Exception) {\n $this->logger->error('[Salesforce] Failed to update record', [\n 'activityUuid' => $activity->getUuid(),\n 'sfEvent' => $sfEvent['Id'],\n ]);\n }\n }\n\n /**\n * Returns the most recently modified Event within time range (if any).\n *\n * @return array|null An Event record from Salesforce.\n */\n private function fetchRelatedEvent(Activity $activity): ?array\n {\n $ownerId = $this->profile?->crm_provider_id;\n if ($ownerId === null) {\n return [];\n }\n\n /** @var ?Carbon $from */\n /** @var ?Carbon $to */\n [$from, $to] = $this->getFromToDates($activity);\n\n try {\n $whoId = null;\n $hasWho = $activity->lead_id || $activity->contact_id;\n if ($hasWho) {\n $whoId = $activity->hasLead()\n ? $activity->getLead()->crm_provider_id\n : $activity->getContact()->crm_provider_id;\n }\n\n if ($hasWho === false && $activity->account_id === null) {\n return null;\n }\n\n $query = $this->buildFetchRelatedEventQuery($activity);\n\n $objects = $this->queryHandler->query($query, [\n 'ownerId' => $ownerId,\n 'whoId' => $whoId,\n 'whatId' => $activity->hasOpportunity() ? $activity->getOpportunity()->crm_provider_id : null,\n 'accountId' => $activity->hasAccount() ? $activity->getAccount()->crm_provider_id : null,\n 'from' => $from?->format('Y-m-d\\TH:i:s\\Z'),\n 'to' => $to?->format('Y-m-d\\TH:i:s\\Z'),\n ]);\n\n foreach ($objects as $object) {\n return $object;\n }\n } catch (NoResultsException $e) {\n return [];\n }\n\n return [];\n }\n\n private function getFromToDates(Activity $activity): array\n {\n $from = null;\n $to = null;\n\n /** @var ?CalendarEvent $calendarEvent */\n $calendarEvent = $activity->calendarEvent()->first();\n if ($calendarEvent !== null) {\n $from = $calendarEvent->getStartTime();\n $to = $calendarEvent->getEndTime();\n }\n\n // For non-calendar imported activities\n // Also double check if calendar event dates could be null?\n // If null use what we've got so far\n if ($from === null || $to === null) {\n $from = $activity->hasScheduledStartTime()\n ? $activity->getScheduledStartTime()\n : $activity->getActualStartTime();\n $to = $activity->hasScheduledEndTime()\n ? $activity->getScheduledEndTime()->addMinutes(15)\n : $activity->getActualEndTime();\n }\n\n return [$from, $to];\n }\n\n /**\n * Determines the appropriate activity field name for querying Salesforce events.\n *\n * This method follows a hierarchy to determine the field name:\n * 1. Uses the playbook's activity field if it exists and is in the profile's accessible fields\n * 2. Falls back to the default activity field if the profile has no event fields configured\n * 3. Returns null if no suitable field is found\n *\n * @param Activity $activity The activity to determine the field for\n *\n * @return string|null The field name to use in queries, or null if none is available\n */\n private function getActivityFieldName(Activity $activity): ?string\n {\n if ($this->profile === null) {\n $this->logger->warning('[Salesforce] Cannot determine activity field - profile not found', [\n 'activityId' => $activity->getUuid(),\n ]);\n\n return null;\n }\n\n $profileEventFields = $this->profile->getFieldsAsArray('event');\n\n if (empty($profileEventFields)) {\n $defaultActivityField = $this->getDefaultActivityField(Field::OBJECT_EVENT);\n $defaultFieldName = $defaultActivityField?->getAttribute('crm_provider_id');\n // Profile not yet synced — fall back to the default activity field.\n // There is a small chance that the profile won't have Default Activity Type field access\n // in which case the query will fail.\n // This is however an edge case and should be reviewed for profile sync issues.\n Sentry::withScope(function (\\Sentry\\State\\Scope $scope) use ($defaultFieldName): void {\n $scope->setContext('details', [\n 'profileId' => $this->profile->id,\n 'defaultField' => $defaultFieldName,\n ]);\n Sentry::captureMessage(\n '[Salesforce] Profile event fields empty, falling back to default activity field.',\n \\Sentry\\Severity::warning()\n );\n });\n\n return $defaultFieldName;\n }\n\n $playbook = $this->getPlaybook($activity->getUser());\n\n if (! is_null($playbook) && ! is_null($playbook->getActivityField())) {\n $playbookFieldName = $playbook->getActivityField()->getAttribute('crm_provider_id');\n\n if (in_array($playbookFieldName, $profileEventFields, true)) {\n return $playbookFieldName;\n }\n\n $this->logger->warning('[Salesforce] Playbook activity field not found in profile fields', [\n 'activityId' => $activity->getUuid(),\n 'playbookField' => $playbookFieldName,\n 'profileId' => $this->profile->id,\n ]);\n }\n\n return null;\n }\n\n private function buildFetchRelatedEventQuery(Activity $activity): string\n {\n $hasWho = $activity->lead_id || $activity->contact_id;\n\n $activityFieldName = $this->getActivityFieldName($activity);\n $fields = array_filter(['Id', 'Description', 'OwnerId', $activityFieldName]);\n\n $ownerCondition = '(OwnerId = :ownerId OR CreatedById = :ownerId)';\n\n $query = '\n SELECT ' . implode(',', $fields) . '\n FROM Event\n WHERE ' . $ownerCondition . '\n AND IsArchived = false\n AND IsAllDayEvent = false\n AND StartDateTime >= :from\n AND EndDateTime <= :to\n AND (';\n\n $operator = '';\n if ($activity->account_id) {\n // This covers events tied to a related contact or opportunity too.\n $query .= 'AccountId = :accountId';\n\n $operator = ' OR ';\n }\n\n if ($hasWho) {\n $query .= $operator . 'WhoId = :whoId';\n\n // If we are also going to check on a specific opportunity, set that up.\n if ($activity->opportunity_id) {\n $query .= ' OR WhatId = :whatId';\n }\n }\n\n $query .= ') ORDER BY LastModifiedDate DESC';\n\n return $query;\n }\n\n public function fetchProspect(array $task): array\n {\n $lead = $account = $opportunity = $contact = $stage = $countryCode = null;\n $externalId = $task['WhoId'] ?? null;\n\n // Lead or Contact\n if ($externalId) {\n try {\n [$lead, $account, $opportunity, $contact, $stage, $countryCode] = $this->parseRecords($externalId);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n // If we happen to know the opportunity or account from the Task, figure that out.\n if (empty($task['WhatId']) === false) {\n // WhatId could be either Account ID or Opportunity ID.\n // If WhatId is Opportunity ID, get the opportunity and stage from the CRM.\n try {\n [, $account, $opportunity, , $stage, ] = $this->parseRecords($task['WhatId']);\n } catch (\\InvalidArgumentException $exception) {\n // Invalid object type.\n }\n }\n\n return [$lead, $account, $opportunity, $contact, $stage, $countryCode];\n }\n\n /**\n * Save activity transcription summary as note\n */\n public function saveTranscriptionSummaryAsNote(\n ActivityContract $activity,\n string $title,\n string $body,\n ?string $objectId,\n ?NoteObject $noteObject = null,\n ): ?string {\n return $this->saveNote($title, $body, (string) $objectId);\n }\n\n public function getObjectByFilterConditions(string $objectType, array $fields, array $filters): ?array\n {\n if ($this->profile === null) {\n return null;\n }\n\n $queryBuilder = app(QueryBuilder::class, [\n 'profile' => $this->profile,\n ]);\n\n $query = $queryBuilder->buildObjectSearchQuery($objectType, $fields, $filters);\n\n try {\n $objects = $this->queryHandler->query($query, $filters);\n if ($objects->count() === 1) {\n return $objects->current();\n }\n } catch (\\Exception $e) {\n $this->logger->info('[Salesforce] Failed to execute query', [\n 'query' => $query,\n 'error' => $e->getMessage(),\n ]);\n }\n\n return null;\n }\n\n private function getCustomProfileRules(TeamRepository $teamRepository): array\n {\n $teamSettings = $teamRepository->getTeamSetting($this->team, 'custom_profile_validation');\n\n if ($teamSettings instanceof TeamSettings && $teamSettings->getValueType() === 'array') {\n $customRules = json_decode($teamSettings->getValue(), true);\n if (is_array($customRules)) {\n return $customRules;\n }\n }\n\n return [];\n }\n\n private function customProfileValidation(array $crmUser, array $customRules): bool\n {\n foreach ($customRules as $customRule) {\n if ($crmUser[$customRule['field']] !== $customRule['value']) {\n return false;\n }\n }\n\n return true;\n }\n\n /**\n * When syncing Contact / Lead / Account / Opportunity / Stage crm entities,\n * validate and restore locally trashed objects,\n * before updating them. Objects are identified by CrmProviderId\n */\n private function restoreAnyTrashedEntity(HasMany $targetEntity, string $crmProviderId): void\n {\n $recordExists = $targetEntity->withTrashed()->where(['crm_provider_id' => $crmProviderId])->first();\n if ($recordExists && $recordExists->trashed()) {\n $recordExists->restore();\n }\n }\n\n #[\\Override] public function supportsNotes(): bool\n {\n return true;\n }\n\n private function getOwnerProfile(?string $ownerId): ?Profile\n {\n if ($ownerId === null) {\n return null;\n }\n\n return $this->config->profiles()\n ->where('crm_provider_id', $ownerId)\n ->first();\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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1aee7aad
<?php
namespace Jiminny\Services\Crm\Salesforce;
use Carbon\Carbon;
use Exception;
use Illuminate\Database\Eloquent\Relations\HasMany;
use Illuminate\Events\Dispatcher;
use Illuminate\Support\Facades\Cache;
use Illuminate\Support\Facades\Log;
use Illuminate\Support\Str;
use Jiminny\Component\Country\CountriesMap;
use Jiminny\Contracts\Acl\PermissionEnum;
use Jiminny\Contracts\Repositories\TeamRepository;
use Jiminny\Contracts\Services\Crm\FetchRelatedActivityInterface;
use Jiminny\Contracts\Services\Crm\ImportsBusinessProcessesInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceBatchSyncInterface;
use Jiminny\Contracts\Services\Crm\Provider\SalesforceInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\RemoteNoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SearchTaskInterface;
use Jiminny\Contracts\Services\Crm\SendSummaryToCrmInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SupportsObjectTypeParseInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmProfileRecordTypesInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Enums\CrmObject;
use Jiminny\Events\Activities\Crm\LeadConverted;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpBadRequestException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\NoResultsException;
use Jiminny\Exceptions\ServiceUnavailableException;
use Jiminny\Jobs\Crm\NoteObject;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Calendar\CalendarEvent;
use Jiminny\Models\Contact;
use Jiminny\Models\Contracts\ActivityContract;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\ContactRole;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Crm\RecordType;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\TeamSettings;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\ContactRoleRepository;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Repositories\Crm\RecordTypeFieldValuesRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Helpers\ArrayIterator;
use Jiminny\Services\Crm\MatchDomainByEmailInterface;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Services\Crm\ResolveCompanyNameByEmailTrait;
use Jiminny\Services\Crm\Salesforce\Fields\FieldHelper;
use Jiminny\Services\Crm\Salesforce\Fields\FieldTypeConverter;
use Jiminny\Services\Crm\Salesforce\Fields\ValueNormalizer;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\FollowupActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\LogActivityTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\RecordManipulationsTrait;
use Jiminny\Services\Crm\Salesforce\ServiceTraits\SyncFieldsTrait;
use Jiminny\Utils\CurrencyFormatter;
use Jiminny\Utils\StringUtil;
use Ramsey\Uuid\Uuid;
use Sentry\Laravel\Facade as Sentry;
class Service extends BaseService implements
SalesforceInterface,
SalesforceBatchSyncInterface,
SyncCrmEntitiesInterface,
SyncCrmProfileRecordTypesInterface,
ImportsBusinessProcessesInterface,
RemoteEntityManipulationInterface,
FetchRelatedActivityInterface,
SendSummaryToCrmInterface,
MatchDomainByEmailInterface,
SearchTaskInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
SupportsObjectTypeParseInterface,
RemoteNoteEntityManipulationInterface,
VerifyTaskExistsInterface
{
use ResolveCompanyNameByEmailTrait;
use SyncFieldsTrait;
use DeleteObjectsTrait;
use RecordManipulationsTrait;
use ServiceTraits\BatchSyncTrait;
use FollowupActivityTrait;
use LogActivityTrait;
/**
* Note Body Limit for the Old Note-Taking Tool
*
* @var int
*/
private const int CLASSIC_NOTE_MAX_LENGTH = 32000;
/**
* Note Content Limit for the New Notes
*
* @var int
*/
private const int ENHANCED_NOTE_MAX_LENGTH = 50000000;
private const string INSTALLED_PACKAGE_ID = '033Tw0000007bKbIAI';
private const int CACHE_TTL = 600;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day - 86400
/**
* @var Client
*/
protected $client;
protected PayloadBuilder $payloadBuilder;
protected QueryHandler $queryHandler;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(
Client $client,
PayloadBuilder $payloadBuilder,
protected Dispatcher $eventDispatcher,
private readonly CountriesMap $countriesMap,
private readonly ProspectPhotoPathService $prospectPhotoPathService,
) {
parent::__construct();
$this->client = $client;
$this->payloadBuilder = $payloadBuilder;
$this->queryHandler = app(QueryHandler::class, [
'client' => $this->client,
'logger' => $this->logger,
]);
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Salesforce';
}
public function getJobDelay(): int
{
return 1;
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_SALESFORCE);
}
public function verifyTaskExists(Activity $activity): bool
{
$crmProviderId = $activity->getCrmProviderId();
$cacheKey = "crm_task_exists:{$this->config->getId()}:$crmProviderId";
return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($activity, $crmProviderId) {
$playbook = $this->getPlaybookFromActivity($activity);
if ($playbook === null) {
$this->logger->warning('[Salesforce] Cannot verify task - no playbook found', [
'activity' => $activity->getId(),
'crm_provider_id' => $crmProviderId,
]);
return false;
}
$objectType = $playbook->getActivityType() === Playbook::ACTIVITY_TYPE_EVENT ? 'Event' : 'Task';
try {
$record = $this->getRecord($objectType, $crmProviderId, ['Id', 'IsDeleted']);
return ! empty($record) && ($record['IsDeleted'] ?? false) === false;
} catch (HttpNotFoundException|HttpBadRequestException) {
$this->logger->info('[Salesforce] Activity record not found during verification', [
'activity' => $activity->getId(),
'object_type' => $objectType,
'crm_provider_id' => $crmProviderId,
'config_id' => $this->config->getId(),
]);
return false;
}
});
}
public function query(string $queryToRun, array $parameters = []): QueryIterator
{
// Due to poorly designed external calls, this method cannot be entirely removed
return $this->queryHandler->query($queryToRun, $parameters);
}
/*=========== Organization Information ===============*/
/**
* Get a list of all the API Versions for the instance.
*
* @throws CrmException
*
* @return mixed
*
*/
public function getApiVersions()
{
$url = $this->config->crm_base_url . '/services/data';
$response = $this->client->get($url);
return json_decode($response->getBody(), true);
}
/**
* Gets the valid recordTypes for a given Salesforce Object via the describe API.
*/
private function getRecordTypes(string $crmObject): array
{
$url = $this->client->getObjectsUrl() . $crmObject . '/describe';
$response = $this->client->get($url);
$jsonResponse = json_decode($response->getBody(), true);
$fields = [];
foreach ($jsonResponse['recordTypeInfos'] as $row) {
$fields[] = ['recordTypeId' => $row['recordTypeId'], 'default' => $row['defaultRecordTypeMapping']];
}
return $fields;
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return ValueNormalizer::normalize($fieldType, $fieldValue, $internal);
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
$defaultFields = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::defaultTaskFields()
: FieldDefinitions::defaultEventFields();
// 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
{
// Setup the activity field as the default Type.
/** @var Field $activityField */
$activityField = $this->config->fields()->where([
'crm_provider_id' => 'Type',
'object_type' => $activityType,
])->first();
return $activityField;
}
/**
* @inheritdoc
*/
public function getSupportedPlaybookTypes(): array
{
return [Playbook::ACTIVITY_TYPE_TASK, Playbook::ACTIVITY_TYPE_EVENT];
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldFilter = ($activityType === Playbook::ACTIVITY_TYPE_TASK)
? FieldDefinitions::taskFollowupFieldsFilter()
: FieldDefinitions::eventFollowupFieldsFilter();
foreach ($fieldFilter as $eachFilter) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $eachFilter);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
/**
* This one is now called only when ImportActivityTypes is triggered or SyncFieldMetadata executed manually
* Regular sync now uses SharedSyncFieldsTrait -> syncSingleObjectType
* Needs to be replaced later on
*/
public function syncField(Field $field): void
{
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true)
? 'activity'
: $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$metadata = $sfField['Metadata'];
$field->description = mb_strimwidth($metadata['description'] ?? '', 0, 191);
$field->label = mb_strimwidth($metadata['label'] ?? '', 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($metadata['type'], $field->getEntityName());
$field->is_mandatory = ($metadata['required'] === true);
$field->length = $metadata['length'];
$field->default_value = mb_strimwidth(trim($metadata['defaultValue'] ?? '', '"'), 0, 191);
$field->save();
} else {
$query = '
SELECT
Id, DataType, DeveloperName, Label, Length, Description
FROM
FieldDefinition
WHERE
DurableId = :entityName';
$entityName = $field->getEntityName();
$sfFields = $this->queryHandler->metadata($query, [
'entityName' => $entityName,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$convertedType = $this->convertFieldType($sfField['DataType'], $entityName);
$label = mb_strimwidth($sfField['Label'], 0, Field::LABEL_MAX_LENGTH);
if ($field->isBusinessType()) {
$label = 'Opportunity Type';
}
$field->description = mb_strimwidth($sfField['Description'], 0, Field::DESCRIPTION_MAX_LENGTH);
$field->label = $label;
$field->type = $convertedType;
$field->length = $sfField['Length'];
$field->save();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
private function convertFieldType(string $from, ?string $entityName = null): string
{
$converter = new FieldTypeConverter();
return $converter->convert($from, $entityName);
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
try {
if (FieldHelper::isCustomField($field)) {
$query = '
SELECT
Id, Metadata, TableEnumOrId
FROM
CustomField
WHERE
DeveloperName = :fieldName
AND
TableEnumOrId = :fieldType
AND
NamespacePrefix = :namespacePrefix';
// We need to constrain the field lookup to the object, in case it's used in multiple places.
$objectType = \in_array($field->object_type, [Field::OBJECT_TASK, Field::OBJECT_EVENT], true) ?
'activity' : $field->object_type;
$sfFields = $this->queryHandler->metadata($query, [
'fieldName' => substr($field->crm_provider_id, 0, -\strlen('__c')),
'fieldType' => ucfirst($objectType),
// This is used to ensure we only consider the field within the org, not installed packages.
'namespacePrefix' => 'null',
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
$valueSet = $sfField['Metadata']['valueSet'];
if ($valueSet['valueSetName'] === null) {
// Local picklist values can be obtained easily.
$picklistValues = $valueSet['valueSetDefinition']['value'];
} else {
// But for some fields, we just get the Global Value Picklist pointer so need to do more work.
$picklistValues = $this->importGlobalValuePicklistValues($valueSet['valueSetName']);
}
// Import all active values.
foreach ($picklistValues as $i => $sfFieldValue) {
// Setup default value.
if ($sfFieldValue['default']) {
$field->update(['default_value' => $sfFieldValue['valueName']]);
}
// This comes through as null if active (lol).
if ($sfFieldValue['isActive'] !== false) {
$values[] = [
'value' => $sfFieldValue['valueName'],
'label' => $sfFieldValue['valueName'],
'sequence' => $i,
'is_default' => $sfFieldValue['default'],
];
}
}
} else {
$objectFields = $this->getObjectFields($field->object_type);
$fieldId = $field->crm_provider_id;
// Only work with our field of interest.
$objectField = array_filter($objectFields, function ($item) use ($fieldId) {
return $item['name'] === $fieldId;
});
$objectField = array_shift($objectField);
if (empty($objectField['picklistValues']) === false) {
foreach ($objectField['picklistValues'] as $i => $sfFieldValue) {
// Skip inactive values.
if ($sfFieldValue['active'] === false) {
continue;
}
// Setup default value.
if ($sfFieldValue['defaultValue']) {
$field->update(['default_value' => $sfFieldValue['value']]);
}
$values[] = [
'value' => $sfFieldValue['value'],
'label' => $sfFieldValue['label'],
'sequence' => $i,
'is_default' => $sfFieldValue['defaultValue'],
];
}
}
}
$fieldsToPurge = $field->values()->get()->pluck('value')->toArray();
foreach ($values as $value) {
$value['value'] = substr($value['value'] ?? '', 0, 255);
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $value['value'],
], $value);
// Remove this value from the ones we are going to purge.
if (($key = array_search($value['value'], $fieldsToPurge, true)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
// Get IDs of the values to be deleted
$valuesToDelete = $field->values()->whereIn('value', $fieldsToPurge);
$valuesToDeleteIds = $valuesToDelete->pluck('id');
if (! $valuesToDeleteIds->isEmpty()) {
$recordTypeFieldValuesRepository = app(RecordTypeFieldValuesRepository::class);
$recordTypeFieldValuesRepository->deleteForCrmFieldValueIds($valuesToDeleteIds->toArray());
// Now safely delete from crm_field_values
$valuesToDelete->delete();
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
return $fieldValues;
}
/**
* Gets values from Global Value Picklists.
*/
private function importGlobalValuePicklistValues(string $picklistName): array
{
$query = '
SELECT
Metadata
FROM
GlobalValueSet
WHERE
DeveloperName = :picklistName
LIMIT 1';
try {
$sfValues = $this->queryHandler->metadata($query, [
'picklistName' => $picklistName,
]);
// There is always 1 result at this point.
$sfValue = $sfValues->current();
return $sfValue['Metadata']['customValue'];
} catch (NoResultsException $noResultsException) {
// Nothing returned.
return [];
}
}
/**
* @inheritdoc
*/
public function syncProfileRecordTypes(): void
{
$objectTypes = [
'lead',
'account',
'contact',
'opportunity',
'task',
'event',
];
foreach ($objectTypes as $objectType) {
try {
$crmRecordTypes = $this->getRecordTypes(ucfirst($objectType));
foreach ($crmRecordTypes as $crmRecordType) {
// If the record type is default and not the Master type, set this.
if ($crmRecordType['default'] && $crmRecordType['recordTypeId'] !== '012000000000000AAA') {
$recordType = $this->config->recordTypes()
->where('crm_provider_id', $crmRecordType['recordTypeId'])
->first();
if ($recordType) {
$this->profile->{$objectType . '_record_type_id'} = $recordType->id;
}
}
}
} catch (HttpNotFoundException $exception) {
Log::error('No access to ' . $objectType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
if ($this->profile->isDirty()) {
$this->profile->save();
}
}
/**
* Gets business processes.
*/
public function importBusinessProcesses(): void
{
$query = '
SELECT
Id, IsActive, Name, TableEnumOrId
FROM
BusinessProcess
WHERE
TableEnumOrId IN (\'Lead\',\'Opportunity\')';
try {
$sfProcesses = $this->queryHandler->query($query);
// Upsert all processes for the team.
foreach ($sfProcesses as $sfProcess) {
/** @var BusinessProcess $businessProcess */
$businessProcess = $this->config->businessProcesses()->updateOrCreate([
'crm_provider_id' => $sfProcess['Id'],
], [
'team_id' => $this->team->id,
'name' => $sfProcess['Name'],
'type' => $sfProcess['TableEnumOrId'] === 'Lead' ? 'lead' : 'opportunity',
'is_selectable' => $sfProcess['IsActive'],
]);
$this->importBusinessProcessStages($businessProcess);
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets business process stages.
*/
private function importBusinessProcessStages(BusinessProcess $businessProcess): void
{
$query = '
SELECT
Metadata
FROM
BusinessProcess
WHERE
Id = :processId';
try {
$stages = [];
$sfProcessStages = $this->queryHandler->metadata($query, [
'processId' => $businessProcess->crm_provider_id,
]);
// There is always 1 result at this point.
$sfProcessStage = $sfProcessStages->current();
// Upsert all processes for the team.
foreach ($sfProcessStage['Metadata']['values'] as $sfProcessStage) {
$sanitizedName = urldecode($sfProcessStage['valueName']); // Must decode: "%2C" becomes "," etc.
$stage = $businessProcess->crm->stages()
// This MUST match on label because this API doesn't use API Name.
->where('label', $sanitizedName)
->where('type', $businessProcess->type)
->where('is_selectable', 1)
->first();
if ($stage) {
$stages[] = $stage->id;
}
}
$businessProcess->stages()->sync($stages);
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* Gets record types.
*/
public function importRecordTypes(): void
{
$query = '
SELECT
Id, IsActive, Name, BusinessProcessId, SobjectType
FROM
RecordType';
try {
$sfRecordTypes = $this->queryHandler->query($query);
// Upsert all record types for the process.
foreach ($sfRecordTypes as $sfRecordType) {
$businessProcess = null;
if ($sfRecordType['BusinessProcessId']) {
$businessProcess = $this->config->businessProcesses()
->where('crm_provider_id', $sfRecordType['BusinessProcessId'])
->first();
}
/** @var RecordType $recordType */
$recordType = $this->config->recordTypes()->updateOrCreate([
'crm_provider_id' => $sfRecordType['Id'],
], [
'team_id' => $this->team->id,
'type' => mb_strtolower($sfRecordType['SobjectType']),
'name' => $sfRecordType['Name'],
'is_selectable' => $sfRecordType['IsActive'],
'business_process_id' => $businessProcess->id ?? null,
]);
$this->importRecordTypeFieldValues($recordType);
}
} catch (NoResultsException $noResultsException) {
// Do nothing.
}
}
/**
* Import record type - field value mappings. This only works for standard fields.
*/
private function importRecordTypeFieldValues(RecordType $recordType): void
{
try {
$query = '
SELECT
Metadata
FROM
RecordType
WHERE
Id = :recordTypeId';
$sfFields = $this->queryHandler->metadata($query, [
'recordTypeId' => $recordType->crm_provider_id,
]);
// There is always 1 result at this point.
$sfField = $sfFields->current();
// Sync field metadata.
$picklists = $sfField['Metadata']['picklistValues'];
foreach ($picklists as $picklist) {
$field = $this->config->fields()->where([
'type' => Field::TYPE_PICKLIST,
'object_type' => $recordType->type,
'crm_provider_id' => $picklist['picklist'],
])->first();
if ($field) {
$fieldValues = [];
foreach ($picklist['values'] as $value) {
// Must decode: "%2C" becomes "," etc.
$fieldValue = $field->values()
->where('value', urldecode($value['valueName']))
->first();
if ($fieldValue) {
$fieldValues[] = $fieldValue->id;
}
}
$recordType->fieldValues()->sync($fieldValues);
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
}
/**
* @inheritdoc
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$params = [];
$missingStage = null;
if ($types === null) {
$types = [Stage::TYPE_LEAD, Stage::TYPE_OPPORTUNITY];
}
foreach ($types as $type) {
if ($type === Stage::TYPE_LEAD) {
$query = '
SELECT
Id, ApiName, MasterLabel, SortOrder
FROM
LeadStatus';
} else {
$query = '
SELECT
Id, ApiName, MasterLabel, IsActive, SortOrder, DefaultProbability
FROM
OpportunityStage';
}
if ($missingStageName) {
$escapedStageName = ValueNormalizer::replaceQueryWithStringLiterals($missingStageName);
$query .= ' WHERE ApiName = :stageName';
$params = [
'stageName' => $escapedStageName,
];
}
try {
$sfStages = $this->queryHandler->query($query, $params);
} catch (NoResultsException $exception) {
$sfStages = [];
}
$missingStage = null;
// Upsert all stages for the team.
foreach ($sfStages as $sfStage) {
$selectable = true;
if (array_key_exists('IsActive', $sfStage)) {
$selectable = $sfStage['IsActive'];
}
$this->restoreAnyTrashedEntity($this->config->stages(), $sfStage['Id']);
$stage = $this->config->stages()->updateOrCreate([
'crm_provider_id' => $sfStage['Id'],
], [
'team_id' => $this->team->id,
'name' => mb_strimwidth($sfStage['ApiName'], 0, 50),
'label' => mb_strimwidth($sfStage['MasterLabel'], 0, 191),
'type' => $type,
'sequence' => $sfStage['SortOrder'] ?? 0,
'is_selectable' => $selectable,
'probability' => $sfStage['DefaultProbability'] ?? null,
]);
if ($missingStageName && $missingStageName === $sfStage['ApiName']) {
$missingStage = $stage;
}
}
if ($missingStageName && $missingStage === null) {
// If they requested a stage that still doesn't exist, it must be inactive so lazy create it.
$missingStage = $this->config->stages()->create([
'crm_provider_id' => Uuid::uuid4(),
'team_id' => $this->team->id,
'name' => mb_strimwidth($missingStageName, 0, 50),
'label' => mb_strimwidth($missingStageName, 0, 191),
'type' => $type,
'sequence' => 0,
'is_selectable' => 0,
]);
}
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('lead');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Lead
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfLeads = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfLeads as $sfLead) {
// Only sync if previously imported.
if ($this->hasLead($sfLead['Id'])) {
$this->importLead($sfLead);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::LEAD);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
$fields = $this->getAllFieldsAsArray('lead');
$sfLead = $this->getRecord('Lead', $crmId, $fields);
return $this->importLead($sfLead);
}
private function importLead($crmData): ?Lead
{
/** @var ?Stage $stage */
$stage = null;
if (isset($crmData['Status'])) {
// Get the current stage.
$stage = $this->config
->stages()
->where('name', $crmData['Status'])
->where('type', Stage::TYPE_LEAD)
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_LEAD], $crmData['Status']);
}
}
// If we have no way of importing this, just return null :(
if ($stage === null) {
return null;
}
$countryCode = $crmData['CountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country name.
if ($countryCode === null && empty($crmData['Country']) !== false) {
$countryCode = $this->convertCountryNameToCode($crmData['Country']);
}
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'] ?? '', 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
$mobilePhone = null;
if (empty($crmData['MobilePhone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['MobilePhone'], 0, 25);
$mobilePhone = phone_e164($countryCode, $number);
}
$convertedDate = null;
$convertedAccount = null;
$convertedOpportunity = null;
$convertedContact = null;
if ($crmData['IsConverted'] == 'true') {
$convertedDate = $crmData['ConvertedDate'];
if (empty($crmData['ConvertedAccountId']) === false) {
$convertedAccount = $this->config
->accounts()
->where('crm_provider_id', $crmData['ConvertedAccountId'])
->first();
if ($convertedAccount === null) {
try {
$convertedAccount = $this->syncAccount($crmData['ConvertedAccountId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedOpportunityId']) === false) {
$convertedOpportunity = $this->config
->opportunities()
->where('crm_provider_id', $crmData['ConvertedOpportunityId'])
->first();
if ($convertedOpportunity === null) {
try {
$convertedOpportunity = $this->syncOpportunity($crmData['ConvertedOpportunityId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
if (empty($crmData['ConvertedContactId']) === false) {
$convertedContact = $this->team
->crm
->contacts()
->where('crm_provider_id', $crmData['ConvertedContactId'])
->first();
if ($convertedContact === null) {
try {
$convertedContact = $this->syncContact($crmData['ConvertedContactId']);
} catch (HttpNotFoundException $exception) {
// Probably the user has no permissions to access the converted data.
}
}
}
}
if (empty($crmData['Company'])) {
$company = 'Unknown';
} else {
$company = mb_strimwidth($crmData['Company'], 0, 191);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'] ?? '',
'company' => $company,
'domain' => $domain,
'name' => $crmData['Name'] ? mb_strimwidth($crmData['Name'], 0, 191) : '',
'title' => $crmData['Title'] ? mb_strimwidth($crmData['Title'], 0, 128) : null,
'email' => $crmData['Email'] ? mb_strimwidth($crmData['Email'], 0, 80) : null,
'phone' => $parsedNumber['phone'],
'ext' => $parsedNumber['ext'] ?? null,
'mobile_phone' => $mobilePhone,
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Lead::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'stage_id' => $stage->id,
'record_type_id' => null,
'converted_at' => $convertedDate,
'converted_account_id' => $convertedAccount->id ?? null,
'converted_opportunity_id' => $convertedOpportunity->id ?? null,
'converted_contact_id' => $convertedContact->id ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->leads(), $crmData['Id']);
/** @var Lead $lead */
$lead = $this->config->leads()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
if ($lead->wasChanged('converted_at') && $lead->getConvertedAt() !== null) {
$this->eventDispatcher->dispatch(new LeadConverted($lead));
}
$this->handleObjectDeletion($lead, $crmData);
return $lead;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
$fields = $this->getAllFieldsAsArray('account');
if (\in_array('Id', $fields, true) === false) {
return $syncCount;
}
$query = '
SELECT ' . rtrim(implode(',', $fields), ',') . '
FROM Account
WHERE LastModifiedDate > :since
ORDER BY LastModifiedDate ASC';
try {
$sfAccounts = $this->queryHandler->query($query, [
'since' => $since->format('Y-m-d\TH:i:s\Z'),
]);
foreach ($sfAccounts as $sfAccount) {
// Only sync if previously imported.
if ($this->hasAccount($sfAccount['Id'])) {
$this->importAccount($sfAccount);
$syncCount++;
}
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::ACCOUNT);
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
$fields = $this->getAllFieldsAsArray('account');
if (! in_array('Id', $fields, true)) {
$this->logger->info('[Salesforce] Sync account cancelled. Fields are not available.', [
'crmId' => $crmId,
'userId' => $this->profile->getUserId(),
]);
return null;
}
$sfAccount = $this->getRecord('Account', $crmId, $fields);
return $this->importAccount($sfAccount);
}
private function importAccount($crmData): Account
{
$countryCode = $crmData['BillingCountryCode'] ?? $crmData['ShippingCountryCode'] ?? null;
// Salesforce allows custom "countries" to be created. Disregard these.
if ($countryCode && $this->countriesMap->countryExists($countryCode) === false) {
$countryCode = null;
}
// If we have no country code, try to parse it from the country names.
if ($countryCode === null && empty($crmData['BillingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['BillingCountry']);
}
if ($countryCode === null && empty($crmData['ShippingCountry']) === false) {
$countryCode = $this->convertCountryNameToCode($crmData['ShippingCountry']);
}
if (empty($crmData['Phone']) === false) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($crmData['Phone'], 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
$industry = null;
if (empty($crmData['Industry']) === false) {
$industry = mb_strimwidth($crmData['Industry'], 0, 40);
}
$domain = null;
if (empty($crmData['Website']) === false) {
$domain = mb_strimwidth($crmData['Website'], 0, 191);
$domain = StringUtil::resolveDomain($domain);
}
$createdDate = null;
if (empty($crmData['CreatedDate']) === false) {
$createdDate = Carbon::parse($crmData['CreatedDate'])->setTimezone('UTC');
}
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$data = [
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['OwnerId'],
'name' => mb_strimwidth($crmData['Name'], 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['Id'],
modelType: Account::class,
fileName: $crmData['Id'],
avatarText: $crmData['Name']
),
'industry' => $industry,
'domain' => $domain,
'phone' => $parsedNumber['phone'] ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'country_code' => $countryCode,
'remotely_created_at' => $createdDate,
];
$this->restoreAnyTrashedEntity($this->config->accounts(), $crmData['Id']);
/** @var Account $account */
$account = $this->config->accounts()->updateOrCreate(['crm_provider_id' => $crmData['Id']], $data);
$this->handleObjectDeletion($account, $crmData);
return $account;
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
$logParams = $parameters;
$parameters['profile'] = $this->profile;
$logParams['user'] = $this->profile->getUserId();
if (count($strategies) > 1) {
$this->logger->warning('[' . $this->getDisplayName() . '] Multiple sync strategies used', [
'teamId' => $this->team->getUuid(),
'params' => $logParams,
'strategies_count' => count($strategies),
]);
}
foreach ($strategies as $syncStrategy) {
$name = $syncStrategy->getStrategyName();
try {
$sfOpportunities = $syncStrategy->fetchOpportunities($parameters);
$totalRecords = $sfOpportunities->count();
foreach ($sfOpportunities as $sfOpportunity) {
$this->importOpportunity($sfOpportunity);
$syncCount++;
}
} catch (NoResultsException $noResultsException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] No opportunities found', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $noResultsException->getMessage(),
]);
} catch (CrmException $crmException) {
// Nothing to sync.
$this->logger->warning('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->getUuid(),
'name' => $name,
'params' => $logParams,
'reason' => $crmException->getMessage(),
]);
}
}
$this->syncRemotelyDeletedObjectsWithErrorHandling(CrmObject::OPPORTUNITY, ['params' => $logParams]);
// debug to see how if count of opportunities reaches 1000
if ($syncCount >= 1000) {
$this->logger->info(
'[' . $this->getDisplayName() . '] Sync Opportunities - count warning',
[
'team_id' => $this->team->getId(),
'params' => $logParams,
'count' => $syncCount,
'strategies_count' => count($strategies),
'total_records' => $totalRecords ?? null,
]
);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY
);
$parameters = [
'profile' => $this->profile,
'crm_id' => $crmId,
];
try {
$sfOpportunity = $strategy->fetchOpportunities($parameters);
} catch (HttpNotFoundException $e) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity not found', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
]);
return null;
} catch (CrmException $crmException) {
$this->logger->info('[' . $this->getDisplayName() . '] Opportunity sync failed', [
'teamId' => $this->team->id_string,
'crmId' => $crmId,
'exception' => $crmException->getMessage(),
]);
return null;
}
if ($sfOpportunity instanceof ArrayIterator) {
return $this->importOpportunity($sfOpportunity->getItems());
}
return $this->importOpportunity($sfOpportunity);
}
/**
* @throws HttpNotFoundException
*/
private function importOpportunity($crmData): ?Opportunity
{
$profile = $this->getOwnerProfile($crmData['OwnerId'] ?? null);
$account = null;
if (empty($crmData['AccountId']) === false) {
/** @var ?Account $account */
$account = $this->config->accounts()
->where('crm_provider_id', (string) $crmData['AccountId'])
->first();
if ($account === null) {
$account = $this->syncAccount($crmData['AccountId']);
}
}
$userId = $profile?->getUserId() ?? $account?->getUserId();
if ($u...
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SlackFile EditViewGoHistoryWindowHelpAPP (IDOCKERD SlackFile EditViewGoHistoryWindowHelpAPP (IDOCKERDEV (-zsh)O $82APP (-zsh)tests/Unit/Services/Mail/0ffice/EmailApiClientTest.phptests/Unit/Services/Mail/TextRelayServiceTest.phptests/Unit/Services/RecallAI/RecallAIServiceTest.php79 files changed, 4254 insertions(+), 2020 deletions(-)create mode 100644•github/claude-reviewer/no-ticket-warning.txtcreate mode100644.github/claude-reviewer/scripts/fetch-jira-context.mjsdelete mode100644 app/Component/ES/Processor/BatchStatusInterface.phpcreate mode100644 app/Component/ES/Processor/RedisEntityExtractor.phpdelete mode100644 app/Component/ES/Processor/Traits/WorkerIdTrait.phpcreate mode100644 app/Component/ES/QueuePriorityEnum.phpcreate mode100644 front-end/src/components/DealInsights/Modals/__tests__/AskAnythingModacreatemode 100644 front-end/src/components/shared/AskAnything/__tests__/__snapshots__/Asdeletemode100644 front-end/src/components/shared/AskAnything/__tests__/__snapshots_/Ascreatemode100644 tests/Unit/Component/ES/Processor/RedisEntityExtractorTest.phpdelete mode100644 tests/Unit/Component/ES/Processor/Traits/WorkerIdTraitTest.phpcreate mode100644 tests/Unit/Component/ES/QueuePriorityEnumTest.phpcreate mode100644 tests/Unit/Notifications/Activities/SmsReceivedTest.phpcreate mode100644 tests/Unit/Services/Mail/TextRelayServiceTest.phplukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $ co -b JY-20963-fix-imporSwitched to a new branch 'JY-20963-fix-import-on-deleted-entity'lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/Jiminny/app (JY-20963-fix-import-on-deleted-ent|docker exec -it docker_lamp_1 ./vendor/bin/php-cs-fixer fix--config=.php-cs-fixer.dist.phWhat's next:Try Docker Debug forseamless, persistent debugging tools in any container or image →Learn moreat [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-ent)docker exec -it docker_lamp_1 ./vendor/bin/php-cs-fixer fix --config=.php-cs-fixer.dist.phPHP CS Fixer 3.87.1 Alexander by Fabien Potencier, Dariusz Ruminski15 umconafi amp cont-fbteo-di5t. phPHP runtime: 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.Loaded config default from".php-cs-fixer.dist.php".5691/5691 [8100%Fixed 0 of 5691 files in 96.077 seconds, 67.00 MB memory usedWhat's next:Try Docker Debug for seamless, persistent debugging tools in anycontainer orimage →Learn moreat [URL_WITH_CREDENTIALS] review requested by @VasilVasilev#12120 Jy 20842 add deleteevents for es by @Vasil Vasilev9 commits • 14 files changedJIRA: JY-20842Changes:• Introduce events and eventlisteners that allow sending"document deleted" events for ESconsumption - both Hard and Softdeleted documents will beremoved.• Loa...Show morejiminny/appAdded by Toast for GitHubMessage Toast+Aa..•...
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SlackFile EditViewGoHistoryWindowHelpAPP (IDOCKERD SlackFile EditViewGoHistoryWindowHelpAPP (IDOCKERDEV (-zsh)O $82APP (-zsh)tests/Unit/Services/Mail/0ffice/EmailApiClientTest.phptests/Unit/Services/Mail/TextRelayServiceTest.phptests/Unit/Services/RecallAI/RecallAIServiceTest.php79 files changed, 4254 insertions(+), 2020 deletions(-)create mode 100644•github/claude-reviewer/no-ticket-warning.txtcreate mode100644.github/claude-reviewer/scripts/fetch-jira-context.mjsdelete mode100644 app/Component/ES/Processor/BatchStatusInterface.phpcreate mode100644 app/Component/ES/Processor/RedisEntityExtractor.phpdelete mode100644 app/Component/ES/Processor/Traits/WorkerIdTrait.phpcreate mode100644 app/Component/ES/QueuePriorityEnum.phpcreate mode100644 front-end/src/components/DealInsights/Modals/__tests__/AskAnythingModacreatemode 100644 front-end/src/components/shared/AskAnything/__tests__/__snapshots__/Asdeletemode100644 front-end/src/components/shared/AskAnything/__tests__/__snapshots_/Ascreatemode100644 tests/Unit/Component/ES/Processor/RedisEntityExtractorTest.phpdelete mode100644 tests/Unit/Component/ES/Processor/Traits/WorkerIdTraitTest.phpcreate mode100644 tests/Unit/Component/ES/QueuePriorityEnumTest.phpcreate mode100644 tests/Unit/Notifications/Activities/SmsReceivedTest.phpcreate mode100644 tests/Unit/Services/Mail/TextRelayServiceTest.phplukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $ co -b JY-20963-fix-imporSwitched to a new branch 'JY-20963-fix-import-on-deleted-entity'lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/Jiminny/app (JY-20963-fix-import-on-deleted-ent|docker exec -it docker_lamp_1 ./vendor/bin/php-cs-fixer fix--config=.php-cs-fixer.dist.phWhat's next:Try Docker Debug forseamless, persistent debugging tools in any container or image →Learn moreat [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-ent)docker exec -it docker_lamp_1 ./vendor/bin/php-cs-fixer fix --config=.php-cs-fixer.dist.phPHP CS Fixer 3.87.1 Alexander by Fabien Potencier, Dariusz Ruminski15 umconafi amp cont-fbteo-di5t. phPHP runtime: 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.Loaded config default from".php-cs-fixer.dist.php".5691/5691 [8100%Fixed 0 of 5691 files in 96.077 seconds, 67.00 MB memory usedWhat's next:Try Docker Debug for seamless, persistent debugging tools in anycontainer orimage →Learn moreat [URL_WITH_CREDENTIALS] review requested by @VasilVasilev#12120 Jy 20842 add deleteevents for es by @Vasil Vasilev9 commits • 14 files changedJIRA: JY-20842Changes:• Introduce events and eventlisteners that allow sending"document deleted" events for ESconsumption - both Hard and Softdeleted documents will beremoved.• Loa...Show morejiminny/appAdded by Toast for GitHubMessage Toast+Aa..•...
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* Toast (DM) - Jiminny Inc - 2 new items - Slack
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PhostormProiect vVIewINavicarecoderravsco.s°9 JY-2 PhostormProiect vVIewINavicarecoderravsco.s°9 JY-20963-fix-© ServiceTest.php XT DeleteObjectsTrait.php© DeleteOpportunityJob.php= custom.log= laravel.log4 SF jiminny@localhost]• m Zoom• MZ00mBotcoomrnoneC ActivitvCrmfieldsResolverlest.ong© ActivityProviderClientTest.php©) ActivityProviderRegistryTest.php©) ActivityProviderServiceTest.php© CallDenormalizerRegistryTest.phpg crmownerkesolverlest.onpc) Meeuingbotserviceonmeeuingstaneoc MeeuingbotserviceonsharingData lesc) MeeungbotservicekequestkecoraingT SoftDeletes.pngyMatchactvitycrmbata.ongsiohp© CrmActivityService.php© RecordSelector.phpo Acuivily.onp44 432 168 V1 V.28 A V1rowv OU+tii crm_configurations [EU] X A console [STAGING]Commit Chanaesdeclare strict-cypes=l)namespace Tests Unit Services CrmChangelist: ChangesAuthor:use...Amend commitSian-oft commitclass Servicelest extends Testcaseo) PanicipantConsencservicelesc.onoe) Panicioanisservicelest.onoc) ResponseValidationTraitTest.onoc) TrackRecordingFileSizeServiceTest.or150 V5c) TrackRecordingSizeEntorcerTest.onoc)ValidateEmitProspectEventTraitTest.rActivitvProviders•AvatarN CalendanN ConferenceD CrmM BullhornCloseM Conner• M CrmOhiectsn Helpers• D HubspotD IntegrationApp• hlictenercPipedrive• MSalesforce> C Fields> • OpportunityMatcher199 % >225 vs254V403 %435 %478 %Local changesConcole ylLog Xv Chandes A filles=env.local annC.liminnvDebuaCommand.nhn ann/Console/Commandsphp logging.php config© Service.php app/Services/Crm/Salesforce• Unversioned Siles 9 filedv V MServices/Crm/Salesforce 1 filev © Service.php> _ U config 1 file= env.local1 modifieduse TestPrivatelethod:Commit checksCommit MessageJY-209631Update copvriahioublic function testfetchAndAs.Poformat codeoublic function testFetchAndAs.Rearrange codeOouimize impor'spublic function testFetchAndAspublic function testFetchAndAs:v DiftTJ<→o laee/aaoDo not ignore4 omerencesCurrent versionpublic function testFetchAndAs:$this->handle0bjectDeletion(Slead, $crmDatpUbLic tunccion cesthacchexacyehie-shandteObjectDeletion(sLead, ScrmDatdypublic function testMatchlomas.netunn Slead.19971087 Mif (Slead->trashed0) {neturn null.1090public tunction testbulldlaskspublic tunction testMapermubnereturn $lead;$this->importOpportunityCrmFieldData($1433public tunction testbetinstallnuolic tunction testsyncprorilCancecommitUl lonnortunitv assianment rule+ → alDo not ianore vHiahliaht wordswXô ?1aee7aad app/private function importContact(ScrmData): ContactContante mav not havo accounteif (isset(ScrmDatal'Accounttd!1)) d/** @var Contact Scontact */Scontact = Sthis->confiq->contacts(->update0rCreate(['crm_provider id' => ScrmData['Id']]. $data):Sthis->handle0biectDeletion(Scontact, ScrmData):4 HS_local [jiminny@localhost]& console [PROD]* console (EUlCascadeInvestigate Foreign KeCSVL8Jira Ticket:100% 52• Fri 22 May 13:26:55+O •Give me the lira ticket and the descriptionJY-XXXXX: Fix foreign key violation when matching activities to deleted Salesforce opportunitiesozyasbeyad/When an opportunity is deleted in Salesforce and the local deletion job runs, activities that belonged to that opportunity areematched via the RematchActivity0nCrmObjectDetach listener. During this rematch, the system attempts to re-link thealesforce..ndleObjectDeletion (because IsDeleted = truel)The deleted opportunity's ID is then used in Activity: :updateActivityCrmData to set activity.opportunity_id,causina a foreian key violation because the opportunity no longer exists in the databaseThe FixAdded checks in importLead. importAccount. importOpportunity. and importContact methods to return null if theentty was deleted oy hand leudi ectbeletionuphoschas→nano levo ectvelecion sopportunaty, scruvata"if (Sopportunity->trashed)) {return null:return Sopportunity:Ask anything (&OL)':"5m" "oppA difterencescurrent versionprivate function importContact(ScrmData): ?ContactSaccount = null;Contante mav not havo accounteif (isset(ScrmData['AccountId'])) {/** @var Contact Scontact *Ccontant = Cthic-sconfia-Scontactc()_Sundatoßnfnonto/ftenm_nnowidon idt = Cenmhatalitdill Cdata)Sthie, hondlonhdontholotionfchontont Canmhotol.Po 4 space....
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PhostormProiect vVIewINavicarecoderravsco.s°9 JY-2 PhostormProiect vVIewINavicarecoderravsco.s°9 JY-20963-fix-© ServiceTest.php XT DeleteObjectsTrait.php© DeleteOpportunityJob.php= custom.log= laravel.log4 SF jiminny@localhost]• m Zoom• MZ00mBotcoomrnoneC ActivitvCrmfieldsResolverlest.ong© ActivityProviderClientTest.php©) ActivityProviderRegistryTest.php©) ActivityProviderServiceTest.php© CallDenormalizerRegistryTest.phpg crmownerkesolverlest.onpc) Meeuingbotserviceonmeeuingstaneoc MeeuingbotserviceonsharingData lesc) MeeungbotservicekequestkecoraingT SoftDeletes.pngyMatchactvitycrmbata.ongsiohp© CrmActivityService.php© RecordSelector.phpo Acuivily.onp44 432 168 V1 V.28 A V1rowv OU+tii crm_configurations [EU] X A console [STAGING]Commit Chanaesdeclare strict-cypes=l)namespace Tests Unit Services CrmChangelist: ChangesAuthor:use...Amend commitSian-oft commitclass Servicelest extends Testcaseo) PanicipantConsencservicelesc.onoe) Panicioanisservicelest.onoc) ResponseValidationTraitTest.onoc) TrackRecordingFileSizeServiceTest.or150 V5c) TrackRecordingSizeEntorcerTest.onoc)ValidateEmitProspectEventTraitTest.rActivitvProviders•AvatarN CalendanN ConferenceD CrmM BullhornCloseM Conner• M CrmOhiectsn Helpers• D HubspotD IntegrationApp• hlictenercPipedrive• MSalesforce> C Fields> • OpportunityMatcher199 % >225 vs254V403 %435 %478 %Local changesConcole ylLog Xv Chandes A filles=env.local annC.liminnvDebuaCommand.nhn ann/Console/Commandsphp logging.php config© Service.php app/Services/Crm/Salesforce• Unversioned Siles 9 filedv V MServices/Crm/Salesforce 1 filev © Service.php> _ U config 1 file= env.local1 modifieduse TestPrivatelethod:Commit checksCommit MessageJY-209631Update copvriahioublic function testfetchAndAs.Poformat codeoublic function testFetchAndAs.Rearrange codeOouimize impor'spublic function testFetchAndAspublic function testFetchAndAs:v DiftTJ<→o laee/aaoDo not ignore4 omerencesCurrent versionpublic function testFetchAndAs:$this->handle0bjectDeletion(Slead, $crmDatpUbLic tunccion cesthacchexacyehie-shandteObjectDeletion(sLead, ScrmDatdypublic function testMatchlomas.netunn Slead.19971087 Mif (Slead->trashed0) {neturn null.1090public tunction testbulldlaskspublic tunction testMapermubnereturn $lead;$this->importOpportunityCrmFieldData($1433public tunction testbetinstallnuolic tunction testsyncprorilCancecommitUl lonnortunitv assianment rule+ → alDo not ianore vHiahliaht wordswXô ?1aee7aad app/private function importContact(ScrmData): ContactContante mav not havo accounteif (isset(ScrmDatal'Accounttd!1)) d/** @var Contact Scontact */Scontact = Sthis->confiq->contacts(->update0rCreate(['crm_provider id' => ScrmData['Id']]. $data):Sthis->handle0biectDeletion(Scontact, ScrmData):4 HS_local [jiminny@localhost]& console [PROD]* console (EUlCascadeInvestigate Foreign KeCSVL8Jira Ticket:100% 52• Fri 22 May 13:26:55+O •Give me the lira ticket and the descriptionJY-XXXXX: Fix foreign key violation when matching activities to deleted Salesforce opportunitiesozyasbeyad/When an opportunity is deleted in Salesforce and the local deletion job runs, activities that belonged to that opportunity areematched via the RematchActivity0nCrmObjectDetach listener. During this rematch, the system attempts to re-link thealesforce..ndleObjectDeletion (because IsDeleted = truel)The deleted opportunity's ID is then used in Activity: :updateActivityCrmData to set activity.opportunity_id,causina a foreian key violation because the opportunity no longer exists in the databaseThe FixAdded checks in importLead. importAccount. importOpportunity. and importContact methods to return null if theentty was deleted oy hand leudi ectbeletionuphoschas→nano levo ectvelecion sopportunaty, scruvata"if (Sopportunity->trashed)) {return null:return Sopportunity:Ask anything (&OL)':"5m" "oppA difterencescurrent versionprivate function importContact(ScrmData): ?ContactSaccount = null;Contante mav not havo accounteif (isset(ScrmData['AccountId'])) {/** @var Contact Scontact *Ccontant = Cthic-sconfia-Scontactc()_Sundatoßnfnonto/ftenm_nnowidon idt = Cenmhatalitdill Cdata)Sthie, hondlonhdontholotionfchontont Canmhotol.Po 4 space....
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Switch workspaces… (Jiminny Inc) Has new messages
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Switch workspaces… (Jiminny Inc) Has new messages
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SlackFileEditViewGoHistoryWindowHelpDOCKERDEV (-zsh)О 882APP (-zsh)tests/Unit/Services/Mail/0ffice/EmailApiClientTest.phptests/Unit/Services/Mail/TextRelayServiceTest.phptests/Unit/Services/RecallAI/RecallAIServiceTest.php79 files changed, 4254 insertions(+), 2020 deletions(-)create mode 100644•github/claude-reviewer/no-ticket-warning.txtcreate mode100644.github/claude-reviewer/scripts/fetch-jira-context.mjsdelete mode100644 app/Component/ES/Processor/BatchStatusInterface.phpcreate mode100644 app/Component/ES/Processor/RedisEntityExtractor.phpdelete mode100644 app/Component/ES/Processor/Traits/WorkerIdTrait.phpcreate mode100644 app/Component/ES/QueuePriorityEnum.phpcreate mode100644 front-end/src/components/DealInsights/Modals/__tests__/AskAnythingModacreate mode 100644 front-end/src/components/shared/AskAnything/__tests__/__snapshots__/Asdelete mode100644 front-end/src/components/shared/AskAnything/__tests__/_snapshots_./Ascreate mode 100644 tests/Unit/Component/ES/Processor/RedisEntityExtractorTest.phpdelete mode 100644 tests/Unit/Component/ES/Processor/Traits/WorkerIdTraitTest.phpcreate mode100644 tests/Unit/Component/ES/QueuePriorityEnumTest.phpcreate mode 100644 tests/Unit/Notifications/Activities/SmsReceivedTest.phpcreate mode100644 tests/Unit/Services/Mail/TextRelayServiceTest.phplukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $ co -b JY-20963-fix-imporSwitched to a new branch 'JY-20963-fix-import-on-deleted-entity'lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/Jiminny/app (JY-20963-fix-import-on-deleted-ent|docker exec -it docker_lamp_1 ./vendor/bin/php-cs-fixer fix--config=.php-cs-fixer.dist.phWhat's next:Try Docker Debug forseamless, persistent debugging tools in any container or image →Learn moreat [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-ent|docker exec -it docker_lamp_1 ./vendor/bin/php-cs-fixer fix --config=.php-cs-fixer.dist.phPHP CS Fixer 3.87.1 Alexander by Fabien Potencier, Dariusz Ruminskiandcontributors.PHP runtime: 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.Loaded config default from".php-cs-fixer.dist.php".5691/5691 [8100%Fixed 0 of 5691 files in 96.077 seconds, 67.00 MB memory usedWhat's next:Try Docker Debug for seamless, persistent debugging tools in anycontainer orimage →Learn moreat [URL_WITH_CREDENTIALS] review requested by @VasilVasilev#12120 Jy 20842 add deleteevents for es by @Vasil Vasilev9 commits • 14 files changedJIRA: JY-20842Changes:• Introduce events and eventlisteners that allow sending"document deleted" events for ESconsumption - both Hard and Softdeleted documents will beremoved.• Loa...Show morejiminny/appAdded by Toast for GitHubMessage Toast+Аа..•...
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Switch workspaces… (Jiminny Inc) Has new messages
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Lukas Kovalik
Yesterday at 9:44:16 AM
9:44 AM
добро утро, тази страница не трябва ли да я показваме само ако няма reports
CleanShot 2026-05-21 at [EMAIL]
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CleanShot 2026-05-21 at [EMAIL]
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Steliyan Georgiev
Yesterday at 3:05:08 PM
3:05 PM
Може ли лайк?
https://github.com/jiminny/prophet/pull/519
https://github.com/jiminny/prophet/pull/519
"This is ready to merge from a code quality standpoint."
Nikolay Yankov
Yesterday at 5:32:49 PM
5:32 PM
може ли 1 approve, че не мога да го тествам без да merge в мастер
https://github.com/jiminny/app/pull/12115
https://github.com/jiminny/app/pull/12115
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Yesterday at 5:32:57 PM
5:32
за github action-a
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Galya Dimitrova
Today at 1:24:02 PM
1:24 PM
Сторита за рефайнмънт за вторник:
https://jiminny.atlassian.net/browse/JY-20834
https://jiminny.atlassian.net/browse/JY-20834
- това го гледахме и преди но вкарах дизайн и по подробно описание и е добре пак да го минем
https://jiminny.atlassian.net/browse/JY-20836
https://jiminny.atlassian.net/browse/JY-20836
https://jiminny.atlassian.net/browse/JY-20813
https://jiminny.atlassian.net/browse/JY-20813
https://jiminny.atlassian.net/browse/JY-20814
https://jiminny.atlassian.net/browse/JY-20814
4 attachments
4 attachments
Jira Cloud Story JY-20834 MCP > Authenticate each user for easy access Story JY-20834 in Jira Cloud Preview in Slack
MCP > Authenticate each user for easy access
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Jira Cloud Story JY-20836 MCP > Audit log Story JY-20836 in Jira Cloud Preview in Slack
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Jira Cloud Bug JY-20813 Twilio number is not released when Voice role is removed from user Bug JY-20813 in Jira Cloud Preview in Slack
Twilio number is not released when Voice role is removed from user
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Jira Cloud Story JY-20814 Release unused Twilio numbers on Production Story JY-20814 in Jira Cloud Preview in Slack
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Switch workspaces… (Jiminny Inc) Has new messages
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Lukas Kovalik
Yesterday at 9:44:16 AM
9:44 AM
добро утро, тази страница не трябва ли да я показваме само ако няма reports
CleanShot 2026-05-21 at [EMAIL]
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Steliyan Georgiev
Yesterday at 3:05:08 PM
3:05 PM
Може ли лайк?
https://github.com/jiminny/prophet/pull/519
https://github.com/jiminny/prophet/pull/519
"This is ready to merge from a code quality standpoint."
Nikolay Yankov
Yesterday at 5:32:49 PM
5:32 PM
може ли 1 approve, че не мога да го тествам без да merge в мастер
https://github.com/jiminny/app/pull/12115
https://github.com/jiminny/app/pull/12115
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Galya Dimitrova
Today at 1:24:02 PM
1:24 PM
Сторита за рефайнмънт за вторник:
https://jiminny.atlassian.net/browse/JY-20834
https://jiminny.atlassian.net/browse/JY-20834
- това го гледахме и преди но вкарах дизайн и по подробно описание и е добре пак да го минем
https://jiminny.atlassian.net/browse/JY-20836
https://jiminny.atlassian.net/browse/JY-20836
https://jiminny.atlassian.net/browse/JY-20813
https://jiminny.atlassian.net/browse/JY-20813
https://jiminny.atlassian.net/browse/JY-20814
https://jiminny.atlassian.net/browse/JY-20814
4 attachments
4 attachments
Jira Cloud Story JY-20834 MCP > Authenticate each user for easy access Story JY-20834 in Jira Cloud Preview in Slack
MCP > Authenticate each user for easy access
Story JY-20834 in Jira Cloud
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Jira Cloud Story JY-20836 MCP > Audit log Story JY-20836 in Jira Cloud Preview in Slack
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Jira Cloud Bug JY-20813 Twilio number is not released when Voice role is removed from user Bug JY-20813 in Jira Cloud Preview in Slack
Twilio number is not released when Voice role is removed from user
Bug JY-20813 in Jira Cloud
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Jira Cloud Story JY-20814 Release unused Twilio numbers on Production Story JY-20814 in Jira Cloud Preview in Slack
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Processing uploaded file… complete! Message ready to be sent.
Channel platform-inner-team
SlackFileEditViewGoHistoryWindowHelpDOCKERDEV (-zsh)O $82APP (-zsh)tests/Unit/Services/Mail/0ffice/EmailApiClientTest.phptests/Unit/Services/Mail/TextRelayServiceTest.phptests/Unit/Services/RecallAI/RecallAIServiceTest.php79 files changed, 4254 insertions(+), 2020 deletions(-)create mode 100644•github/claude-reviewer/no-ticket-warning.txtcreate mode100644.github/claude-reviewer/scripts/fetch-jira-context.mjsdelete mode100644 app/Component/ES/Processor/BatchStatusInterface.phpcreate mode100644 app/Component/ES/Processor/RedisEntityExtractor.phpdelete mode100644 app/Component/ES/Processor/Traits/WorkerIdTrait.phpcreate mode100644 app/Component/ES/QueuePriorityEnum.phpcreate mode100644 front-end/src/components/DealInsights/Modals/__tests__/AskAnythingModacreate mode 100644 front-end/src/components/shared/AskAnything/__tests__/__snapshots__/Asdelete mode100644 front-end/src/components/shared/AskAnything/__tests_/_snapshots_./Ascreate mode 100644 tests/Unit/Component/ES/Processor/RedisEntityExtractorTest.phpdelete mode 100644 tests/Unit/Component/ES/Processor/Traits/WorkerIdTraitTest.phpcreate mode100644 tests/Unit/Component/ES/QueuePriorityEnumTest.phpcreate mode 100644 tests/Unit/Notifications/Activities/SmsReceivedTest.phpcreate mode100644 tests/Unit/Services/Mail/TextRelayServiceTest.phplukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $ co -b JY-20963-fix-imporSwitched to a new branch 'JY-20963-fix-import-on-deleted-entity'lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/Jiminny/app (JY-20963-fix-import-on-deleted-ent|docker exec -it docker_lamp_1 ./vendor/bin/php-cs-fixer fix--config=.php-cs-fixer.dist.phWhat's next:Try Docker Debug forseamless, persistent debugging tools in any container or image →Learn moreat [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-ent|docker exec -it docker_lamp_1 ./vendor/bin/php-cs-fixer fix --config=.php-cs-fixer.dist.phPHP CS Fixer 3.87.1 Alexander by Fabien Potencier, Dariusz Ruminskiandcontributors.PHP runtime: 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.Loaded config default from".php-cs-fixer.dist.php".5691/5691 [8100%Fixed 0 of 5691 files in 96.077 seconds, 67.00 MB memory usedWhat's next:Try Docker Debug for seamless, persistent debugging tools in anycontainer orimageLearn moreat https://docs.docker.com/go/debug-cli/lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (JY-20963-fix-import-on-deleted-eAPP (...ED→HomeDMsActivityFilesLater...More+Jiminny ...w Starrea& jiminny-x-integrati...8platform-inner-teamChannels# ai-chapter# alerts# backend# bugs# confusion-clinic# curiosity_lab# engineering# general# happy_birthday# jiminny-bg# platform-tickets# product_launches# random# releases# sofia-office# support# thank-yous# the_people_of_jimi...• Direct messages. Galya Dimitrova "o Nikolay YankovR. Aneliya Angelova. Stoyan TanevIomac Grshamlahl100% C8•Fri 22 May 13:27:00Describe what you are looking for* & platform-inner-team& 106 0• MessagesP Channel OverviewMore ~+https://github.cis ready to mYesterdaypphet/pull/519 "ThisNikolay Yan.може ли 1 approve, че не мога да го тествам безда mergе в мастерhttps://github.com/jiminny/app/pull/12115за github action-aToday ~NewGalya Dimitrova *Y 1:24 PMСторита за рефайнмьнт за вторник:• https://jiminny.atlassian.net/browse/JY-20834- това го гледахме и преди но вкарах дизайни по подробно описание и е добре пак да гоминем• https://jiminny.atlassian.net/browse/JY-20836• https://jiminny.atlassian.net/browse/JY-20813• https://jiminny.atlassian.net/browse/JY-208144 attachmentsMCP › Authenticate each user for eas...Story JY-20834 in Jira CloudMCP > Audit logStory JY-20836 in Jira CloudMruhhe MuMhArHAtAnAoA MihAnMessage & platform-inner-team+Aa...
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Switch workspaces… (Jiminny Inc) Has new messages
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Lukas Kovalik
Yesterday at 9:44:16 AM
9:44 AM
добро утро, тази страница не трябва ли да я показваме само ако няма reports
CleanShot 2026-05-21 at [EMAIL]
Toggle file
CleanShot 2026-05-21 at [EMAIL]
4 replies
Last reply 1 day ago
View thread
Steliyan Georgiev
Yesterday at 3:05:08 PM
3:05 PM
Може ли лайк?
https://github.com/jiminny/prophet/pull/519
https://github.com/jiminny/prophet/pull/519
"This is ready to merge from a code quality standpoint."
Nikolay Yankov
Yesterday at 5:32:49 PM
5:32 PM
може ли 1 approve, че не мога да го тествам без да merge в мастер
https://github.com/jiminny/app/pull/12115
https://github.com/jiminny/app/pull/12115
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Galya Dimitrova
Today at 1:24:02 PM
1:24 PM
Сторита за рефайнмънт за вторник:
https://jiminny.atlassian.net/browse/JY-20834
https://jiminny.atlassian.net/browse/JY-20834
- това го гледахме и преди но вкарах дизайн и по подробно описание и е добре пак да го минем
https://jiminny.atlassian.net/browse/JY-20836
https://jiminny.atlassian.net/browse/JY-20836
https://jiminny.atlassian.net/browse/JY-20813
https://jiminny.atlassian.net/browse/JY-20813
https://jiminny.atlassian.net/browse/JY-20814
https://jiminny.atlassian.net/browse/JY-20814
4 attachments
4 attachments
Jira Cloud Story JY-20834 MCP > Authenticate each user for easy access Story JY-20834 in Jira Cloud Preview in Slack
MCP > Authenticate each user for easy access
Story JY-20834 in Jira Cloud
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Jira Cloud Story JY-20836 MCP > Audit log Story JY-20836 in Jira Cloud Preview in Slack
MCP > Audit log
Story JY-20836 in Jira Cloud
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Lukas Kovalik
Yesterday at 9:44:16 AM
9:44 AM
добро утро, тази страница не трябва ли да я показваме само ако няма reports
CleanShot 2026-05-21 at [EMAIL]
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CleanShot 2026-05-21 at [EMAIL]
4 replies
Last reply 1 day ago
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Steliyan Georgiev
Yesterday at 3:05:08 PM
3:05 PM
Може ли лайк?
https://github.com/jiminny/prophet/pull/519
https://github.com/jiminny/prophet/pull/519
"This is ready to merge from a code quality standpoint."
Nikolay Yankov
Yesterday at 5:32:49 PM
5:32 PM
може ли 1 approve, че не мога да го тествам без да merge в мастер
https://github.com/jiminny/app/pull/12115
https://github.com/jiminny/app/pull/12115
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Yesterday at 5:32:57 PM
5:32
за github action-a
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Galya Dimitrova
Today at 1:24:02 PM
1:24 PM
Сторита за рефайнмънт за вторник:
https://jiminny.atlassian.net/browse/JY-20834
https://jiminny.atlassian.net/browse/JY-20834
- това го гледахме и преди но вкарах дизайн и по подробно описание и е добре пак да го минем
https://jiminny.atlassian.net/browse/JY-20836
https://jiminny.atlassian.net/browse/JY-20836
https://jiminny.atlassian.net/browse/JY-20813
https://jiminny.atlassian.net/browse/JY-20813
https://jiminny.atlassian.net/browse/JY-20814
https://jiminny.atlassian.net/browse/JY-20814
4 attachments
4 attachments
Jira Cloud Story JY-20834 MCP > Authenticate each user for easy access Story JY-20834 in Jira Cloud Preview in Slack
MCP > Authenticate each user for easy access
Story JY-20834 in Jira Cloud
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Jira Cloud Story JY-20836 MCP > Audit log Story JY-20836 in Jira Cloud Preview in Slack
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SlackFileEditViewGoHistoryWindowHelpDOCKERDEV (-zsh)O $82APP (-zsh)tests/Unit/Services/Mail/0ffice/EmailApiClientTest.phptests/Unit/Services/Mail/TextRelayServiceTest.phptests/Unit/Services/RecallAI/RecallAIServiceTest.php79 files changed, 4254 insertions(+), 2020 deletions(-)create mode 100644•github/claude-reviewer/no-ticket-warning.txtcreate mode100644.github/claude-reviewer/scripts/fetch-jira-context.mjsdelete mode100644 app/Component/ES/Processor/BatchStatusInterface.phpcreate mode100644 app/Component/ES/Processor/RedisEntityExtractor.phpdelete mode100644 app/Component/ES/Processor/Traits/WorkerIdTrait.phpcreate mode100644 app/Component/ES/QueuePriorityEnum.phpcreate mode100644 front-end/src/components/DealInsights/Modals/__tests__/AskAnythingModacreate mode 100644 front-end/src/components/shared/AskAnything/__tests__/__snapshots__/Asdelete mode100644 front-end/src/components/shared/AskAnything/__tests__/_snapshots_./Ascreate mode 100644 tests/Unit/Component/ES/Processor/RedisEntityExtractorTest.phpdelete mode 100644 tests/Unit/Component/ES/Processor/Traits/WorkerIdTraitTest.phpcreate mode100644 tests/Unit/Component/ES/QueuePriorityEnumTest.phpcreate mode 100644 tests/Unit/Notifications/Activities/SmsReceivedTest.phpcreate mode100644 tests/Unit/Services/Mail/TextRelayServiceTest.phplukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $ co -b JY-20963-fix-imporSwitched to a new branch 'JY-20963-fix-import-on-deleted-entity'lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/Jiminny/app (JY-20963-fix-import-on-deleted-ent|docker exec -it docker_lamp_1 ./vendor/bin/php-cs-fixer fix--config=.php-cs-fixer.dist.phWhat's next:Try Docker Debug forseamless, persistent debugging tools in any container or image →Learn moreat [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-ent|docker exec -it docker_lamp_1 ./vendor/bin/php-cs-fixer fix --config=.php-cs-fixer.dist.phPHP CS Fixer 3.87.1 Alexander by Fabien Potencier, Dariusz Ruminskiandcontributors.PHP runtime: 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.Loaded config default from".php-cs-fixer.dist.php".5691/5691 [8100%Fixed 0 of 5691 files in 96.077 seconds, 67.00 MB memory usedWhat's next:Try Docker Debug for seamless, persistent debugging tools in anycontainer orimageLearn moreat https://docs.docker.com/go/debug-cli/lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (JY-20963-fix-import-on-deleted-eAPP (...ED→HomeDMsActivityFilesLater...More+Jiminny ...w Starrea& jiminny-x-integrati...8platform-inner-teamChannels# ai-chapter# alerts# backend# bugs# confusion-clinic# curiosity_lab# engineering# general# happy_birthday# jiminny-bg# platform-tickets# product_launches# random# releases# sofia-office# support# thank-yous# the_people_of_jimi...• Direct messages. Galya Dimitrova "o Nikolay YankovR. Aneliya Angelova. Stoyan TanevIomac Grshamlahl100% <478•Fri 22 May 13:27:04Describe what you are looking for* & platform-inner-team& 10MessagesP Channel OverviewMore ~+8inuv.com/muuvzapp/pum 1z119Yesterday~за github action -Today~NewGalya Dimit.Сторита за рефайнмьнт за вторник:• https://jiminny.atlassian.net/browse/JY-20834- това го гледахме и преди но вкарах дизайни по подробно описание и е добре пак да гоминем• https://jiminny.atlassian.net/browse/JY-20836http://iminyatassan.net/browse/Y/208134 attachments •MCP > Authenticate each user for eas...Story JY-20834 in Jira CloudMCP > Audit logStory JY-20836 in Jira CloudTwilio number is not released when V...T' Bug JY-20813 in Jira CloudRelease unused Twilio numbers on Pr...# Story JY-20814 in Jira CloudMessage & platform-inner-team+...
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Switch workspaces… (Jiminny Inc) Has new messages
Switch workspaces… (Jiminny Inc) Has new messages
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SlackFileEditViewGoHistoryWindowHelpDOCKERDEV (-zsh)О 882APP (-zsh)tests/Unit/Services/Mail/0ffice/EmailApiClientTest.phptests/Unit/Services/Mail/TextRelayServiceTest.phptests/Unit/Services/RecallAI/RecallAIServiceTest.php79 files changed, 4254 insertions(+), 2020 deletions(-)create mode 100644•github/claude-reviewer/no-ticket-warning.txtcreate mode100644.github/claude-reviewer/scripts/fetch-jira-context.mjsdelete mode100644 app/Component/ES/Processor/BatchStatusInterface.phpcreate mode100644 app/Component/ES/Processor/RedisEntityExtractor.phpdelete mode100644 app/Component/ES/Processor/Traits/WorkerIdTrait.phpcreate mode100644 app/Component/ES/QueuePriorityEnum.phpcreate mode100644 front-end/src/components/DealInsights/Modals/__tests__/AskAnythingModacreate mode 100644 front-end/src/components/shared/AskAnything/__tests__/__snapshots__/Asdelete mode100644 front-end/src/components/shared/AskAnything/__tests__/_snapshots_./Ascreate mode 100644 tests/Unit/Component/ES/Processor/RedisEntityExtractorTest.phpdelete mode 100644 tests/Unit/Component/ES/Processor/Traits/WorkerIdTraitTest.phpcreate mode100644 tests/Unit/Component/ES/QueuePriorityEnumTest.phpcreate mode 100644 tests/Unit/Notifications/Activities/SmsReceivedTest.phpcreate mode100644 tests/Unit/Services/Mail/TextRelayServiceTest.phplukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $ co -b JY-20963-fix-imporSwitched to a new branch 'JY-20963-fix-import-on-deleted-entity'lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/Jiminny/app (JY-20963-fix-import-on-deleted-ent|docker exec -it docker_lamp_1 ./vendor/bin/php-cs-fixer fix--config=.php-cs-fixer.dist.phWhat's next:Try Docker Debug forseamless, persistent debugging tools in any container or image →Learn moreat [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-ent|docker exec -it docker_lamp_1 ./vendor/bin/php-cs-fixer fix --config=.php-cs-fixer.dist.phPHP CS Fixer 3.87.1 Alexander by Fabien Potencier, Dariusz Ruminskiandcontributors.PHP runtime: 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.Loaded config default from".php-cs-fixer.dist.php".5691/5691 [8100%Fixed 0 of 5691 files in 96.077 seconds, 67.00 MB memory usedWhat's next:Try Docker Debug for seamless, persistent debugging tools in anycontainer orimage →Learn moreat https://docs.docker.com/go/debug-cli/lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (JY-20963-fix-import-on-deleted-eAPP (...ED→HomeDMsActivityFilesLater...More+Jiminny ...w Starrea& jiminny-x-integrati...8platform-inner-teamChannels# ai-chapter# alerts# backend# bugs# confusion-clinic# curiosity_lab# engineering# general# happy_birthday# jiminny-bg# platform-tickets# product_launches# random# releases# sofia-office# support# thank-yous# the_people_of_jimi...• Direct messages. Galya Dimitrova "o Nikolay YankovR. Aneliya Angelova. Stoyan TanevIomac Grsham, 0labl100% C8•Fri 22 May 13:27:07Describe what you are looking for* & platform-inner-team& 106 0• MessagesP Channel OverviewMore ~+29Lukas NYesterday~добро утро, тази страница не трябва ли да япоказваме само ако няма reportsCleanShot 2026-05-21 at [EMAIL] your questions into ongoing insights+ ALT4 replies Last reply 1 day agoSteliyan Georgiev 3:05 PMМоже ли лайк?https://github.com/jiminny/prophet/pull/519 "Thisis ready to merge from a code quality standpoint."Nikolay Yankov 5:32 PMможе ли 1 approve, че не мога да го тествам безда mergе в мастерhttps://github.com/jiminny/app/pull/12115за github action-aToday ~NewGalya Dimitrova *Y 1:24 PMСторита за рефайнмьнт за вторник:Message & platform-inner-team+...
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Switch workspaces… (Jiminny Inc) Has new messages
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Lukas Kovalik
Yesterday at 9:44:16 AM
9:44 AM
добро утро, тази страница не трябва ли да я показваме само ако няма reports
CleanShot 2026-05-21 at [EMAIL]
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Steliyan Georgiev
Yesterday at 3:05:08 PM
3:05 PM
Може ли лайк?
https://github.com/jiminny/prophet/pull/519
https://github.com/jiminny/prophet/pull/519
"This is ready to merge from a code quality standpoint."
Nikolay Yankov
Yesterday at 5:32:49 PM
5:32 PM
може ли 1 approve, че не мога да го тествам без да merge в мастер
https://github.com/jiminny/app/pull/12115
https://github.com/jiminny/app/pull/12115
Yesterday at 5:32:57 PM
5:32
за github action-a
React with white_check_mark...
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Switch workspaces… (Jiminny Inc) Has new messages
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Lukas Kovalik
Yesterday at 9:44:16 AM
9:44 AM
добро утро, тази страница не трябва ли да я показваме само ако няма reports
CleanShot 2026-05-21 at [EMAIL]
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Steliyan Georgiev
Yesterday at 3:05:08 PM
3:05 PM
Може ли лайк?
https://github.com/jiminny/prophet/pull/519
https://github.com/jiminny/prophet/pull/519
"This is ready to merge from a code quality standpoint."
Nikolay Yankov
Yesterday at 5:32:49 PM
5:32 PM
може ли 1 approve, че не мога да го тествам без да merge в мастер
https://github.com/jiminny/app/pull/12115
https://github.com/jiminny/app/pull/12115
Yesterday at 5:32:57 PM
5:32
за github action-a
React with white_check_mark
SlackFileEditViewGoHistoryWindowHelpDOCKERDEV (-zsh)O $82APP (-zsh)tests/Unit/Services/Mail/0ffice/EmailApiClientTest.phptests/Unit/Services/Mail/TextRelayServiceTest.phptests/Unit/Services/RecallAI/RecallAIServiceTest.php79 files changed, 4254 insertions(+), 2020 deletions(-)create mode 100644•github/claude-reviewer/no-ticket-warning.txtcreate mode100644.github/claude-reviewer/scripts/fetch-jira-context.mjsdelete mode100644 app/Component/ES/Processor/BatchStatusInterface.phpcreate mode100644 app/Component/ES/Processor/RedisEntityExtractor.phpdelete mode100644 app/Component/ES/Processor/Traits/WorkerIdTrait.phpcreate mode100644 app/Component/ES/QueuePriorityEnum.phpcreate mode100644 front-end/src/components/DealInsights/Modals/__tests__/AskAnythingModacreate mode 100644 front-end/src/components/shared/AskAnything/__tests__/__snapshots__/Asdelete mode100644 front-end/src/components/shared/AskAnything/__tests__/_create mode 100644 tests/Unit/Component/ES/Processor/RedisEntityExtractorTest.phpdelete mode 100644 tests/Unit/Component/ES/Processor/Traits/WorkerIdTraitTest.phpcreate mode100644 tests/Unit/Component/ES/QueuePriorityEnumTest.phpcreate mode 100644 tests/Unit/Notifications/Activities/SmsReceivedTest.phpcreate mode100644 tests/Unit/Services/Mail/TextRelayServiceTest.phplukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $ co -b JY-20963-fix-imporSwitched to a new branch 'JY-20963-fix-import-on-deleted-entity'lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/Jiminny/app (JY-20963-fix-import-on-deleted-ent|docker exec -it docker_lamp_1 ./vendor/bin/php-cs-fixer fix--config=.php-cs-fixer.dist.phWhat's next:Try Docker Debug forseamless, persistent debugging tools in any container or image →Learn moreat [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-ent|docker exec -it docker_lamp_1 ./vendor/bin/php-cs-fixer fix --config=.php-cs-fixer.dist.phPHP CS Fixer 3.87.1 Alexander by Fabien Potencier, Dariusz Ruminskiandcontributors.PHP runtime: 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.Loaded config default from".php-cs-fixer.dist.php".5691/5691 [8100%Fixed 0 of 5691 files in 96.077 seconds, 67.00 MB memory usedWhat's next:Try Docker Debug for seamless, persistent debugging tools in anycontainer orimage →Learn moreat https://docs.docker.com/go/debug-cli/lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (JY-20963-fix-import-on-deleted-eAPP (...ED→HomeDMsActivityFilesLater...More+Jiminny ...w Starrea& jiminny-x-integrati...8platform-inner-teamChannels# ai-chapter# alerts# backend# bugs# confusion-clinic# curiosity_lab# engineering# general# happy_birthday# jiminny-bg# platform-tickets# product_launches# random# releases# sofia-office# support# thank-yous# the_people_of_jimi...• Direct messages%. Galya Dimitrova **o Nikolay YankovR. Aneliya Angelova. Stoyan TanevIomac Grshamlahl100% <478•Fri 22 May 13:27:10Describe what you are looking for* & platform-inner-team& 106 0• MessagesP Channel OverviewMore ~+p5//ginao.comzmmnnvrapp/pai 12119Yesterday~за github action .Today~NewGalya Dimit.Сторита за рефайнмьнт за вторник:• https://jiminny.atlassian.net/browse/JY-20834- това го гледахме и преди но вкарах дизайни по подробно описание и е добре пак да гоминем• https://jiminny.atlassian.net/browse/JY-20836http://iminyatassan.net/browse/Y/208134 attachments •MCP > AuthenticatPreview in SlackMCP > Audit logStory JY-20836 in Jira CloudTwilio number is not released when V...7 Bug JY-20813 in Jira CloudRelease unused Twilio numbers on Pr...# Story JY-20814 in Jira CloudMessage & platform-inner-team+...
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Lukas Kovalik
Yesterday at 9:44:16 AM
9:44 AM
добро утро, тази страница не трябва ли да я показваме само ако няма reports
CleanShot 2026-05-21 at [EMAIL]
Toggle file
CleanShot 2026-05-21 at [EMAIL]
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Steliyan Georgiev
Yesterday at 3:05:08 PM
3:05 PM
Може ли лайк?
https://github.com/jiminny/prophet/pull/519
https://github.com/jiminny/prophet/pull/519
"This is ready to merge from a code quality standpoint."
Nikolay Yankov
Yesterday at 5:32:49 PM
5:32 PM
може ли 1 approve, че не мога да го тествам без да merge в мастер
https://github.com/jiminny/app/pull/12115
https://github.com/jiminny/app/pull/12115
Yesterday at 5:32:57 PM
5:32
за github action-a
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Galya Dimitrova
Today at 1:24:02 PM
1:24 PM
Сторита за рефайнмънт за вторник:
https://jiminny.atlassian.net/browse/JY-20834
https://jiminny.atlassian.net/browse/JY-20834
- това го гледахме и преди но вкарах дизайн и по подробно описание и е добре пак да го минем
https://jiminny.atlassian.net/browse/JY-20836
https://jiminny.atlassian.net/browse/JY-20836
https://jiminny.atlassian.net/browse/JY-20813
https://jiminny.atlassian.net/browse/JY-20813
https://jiminny.atlassian.net/browse/JY-20814
https://jiminny.atlassian.net/browse/JY-20814
4 attachments
4 attachments
Jira Cloud Story JY-20834 MCP > Authenticate each user for easy access Story JY-20834 in Jira Cloud Preview in Slack
MCP > Authenticate each user for easy access
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Jira Cloud Story JY-20836 MCP > Audit log Story JY-20836 in Jira Cloud Preview in Slack
MCP > Audit log
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Jira Cloud Bug JY-20813 Twilio number is not released when Voice role is removed from user Bug JY-20813 in Jira Cloud Preview in Slack
Twilio number is not released when Voice role is removed from user
Bug JY-20813 in Jira Cloud
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Jira Cloud Story JY-20814 Release unused Twilio numbers on Production Story JY-20814 in Jira Cloud Preview in Slack
Release unused Twilio numbers on Production
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Switch workspaces… (Jiminny Inc) Has new messages
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Lukas Kovalik
Yesterday at 9:44:16 AM
9:44 AM
добро утро, тази страница не трябва ли да я показваме само ако няма reports
CleanShot 2026-05-21 at [EMAIL]
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CleanShot 2026-05-21 at [EMAIL]
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Steliyan Georgiev
Yesterday at 3:05:08 PM
3:05 PM
Може ли лайк?
https://github.com/jiminny/prophet/pull/519
https://github.com/jiminny/prophet/pull/519
"This is ready to merge from a code quality standpoint."
Nikolay Yankov
Yesterday at 5:32:49 PM
5:32 PM
може ли 1 approve, че не мога да го тествам без да merge в мастер
https://github.com/jiminny/app/pull/12115
https://github.com/jiminny/app/pull/12115
Yesterday at 5:32:57 PM
5:32
за github action-a
React with white_check_mark
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Galya Dimitrova
Today at 1:24:02 PM
1:24 PM
Сторита за рефайнмънт за вторник:
https://jiminny.atlassian.net/browse/JY-20834
https://jiminny.atlassian.net/browse/JY-20834
- това го гледахме и преди но вкарах дизайн и по подробно описание и е добре пак да го минем
https://jiminny.atlassian.net/browse/JY-20836
https://jiminny.atlassian.net/browse/JY-20836
https://jiminny.atlassian.net/browse/JY-20813
https://jiminny.atlassian.net/browse/JY-20813
https://jiminny.atlassian.net/browse/JY-20814
https://jiminny.atlassian.net/browse/JY-20814
4 attachments
4 attachments
Jira Cloud Story JY-20834 MCP > Authenticate each user for easy access Story JY-20834 in Jira Cloud Preview in Slack
MCP > Authenticate each user for easy access
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Jira Cloud Story JY-20836 MCP > Audit log Story JY-20836 in Jira Cloud Preview in Slack
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Jira Cloud Bug JY-20813 Twilio number is not released when Voice role is removed from user Bug JY-20813 in Jira Cloud Preview in Slack
Twilio number is not released when Voice role is removed from user
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Jira Cloud Story JY-20814 Release unused Twilio numbers on Production Story JY-20814 in Jira Cloud Preview in Slack
Release unused Twilio numbers on Production
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Twilio number is not released when Voice role is removed from user
SlackFileEditViewGoHistoryWindowHelpDOCKERDEV (-zsh)O $82APP (-zsh)tests/Unit/Services/Mail/0ffice/EmailApiClientTest.phptests/Unit/Services/Mail/TextRelayServiceTest.phptests/Unit/Services/RecallAI/RecallAIServiceTest.php79 files changed, 4254 insertions(+), 2020 deletions(-)create mode 100644•github/claude-reviewer/no-ticket-warning.txtcreate mode100644.github/claude-reviewer/scripts/fetch-jira-context.mjsdelete mode100644 app/Component/ES/Processor/BatchStatusInterface.phpcreate mode100644 app/Component/ES/Processor/RedisEntityExtractor.phpdelete mode100644 app/Component/ES/Processor/Traits/WorkerIdTrait.phpcreate mode100644 app/Component/ES/QueuePriorityEnum.phpcreate mode100644 front-end/src/components/DealInsights/Modals/__tests__/AskAnythingModacreate mode 100644 front-end/src/components/shared/AskAnything/__tests__/__snapshots__/Asdelete mode100644 front-end/src/components/shared/AskAnything/__tests__/_snapshots_./Ascreate mode 100644 tests/Unit/Component/ES/Processor/RedisEntityExtractorTest.phpdelete mode 100644 tests/Unit/Component/ES/Processor/Traits/WorkerIdTraitTest.phpcreate mode100644 tests/Unit/Component/ES/QueuePriorityEnumTest.phpcreate mode 100644 tests/Unit/Notifications/Activities/SmsReceivedTest.phpcreate mode100644 tests/Unit/Services/Mail/TextRelayServiceTest.phplukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $ co -b JY-20963-fix-imporSwitched to a new branch 'JY-20963-fix-import-on-deleted-entity'lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/Jiminny/app (JY-20963-fix-import-on-deleted-ent|docker exec -it docker_lamp_1 ./vendor/bin/php-cs-fixer fix--config=.php-cs-fixer.dist.phWhat's next:Try Docker Debug forseamless, persistent debugging tools in any container or image →Learn moreat [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-ent|docker exec -it docker_lamp_1 ./vendor/bin/php-cs-fixer fix --config=.php-cs-fixer.dist.phPHP CS Fixer 3.87.1 Alexander by Fabien Potencier, Dariusz Ruminskiandcontributors.PHP runtime: 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.Loaded config default from".php-cs-fixer.dist.php".5691/5691 [8100%Fixed 0 of 5691 files in 96.077 seconds, 67.00 MB memory usedWhat's next:Try Docker Debug for seamless, persistent debugging tools in anycontainer orimage →Learn moreat https://docs.docker.com/go/debug-cli/lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (JY-20963-fix-import-on-deleted-eAPP (...ED→HomeDMsActivityFilesLater...More+Jiminny ...w Starrea& jiminny-x-integrati...8platform-inner-teamChannels# ai-chapter# alerts# backend# bugs# confusion-clinic# curiosity_lab# engineering# general# happy_birthday# jiminny-bg# platform-tickets# product_launches# random# releases# sofia-office# support# thank-yous# the_people_of_jimi...• Direct messages. Galya Dimitrova "o Nikolay YankovR. Aneliya Angelova. Stoyan TanevIomac Grshamlahl100% <478•Fri 22 May 13:27:24Describe what you are looking for* & platform-inner-team& 106 0• MessagesP Channel OverviewMore ~+psa/ ginav.comzummnvrapp/panz 12119Yesterday~за github action .Today~NewGalya Dimit.Сторита за рефайнмьнт за вторник:• https://jiminny.atlassian.net/browse/JY-20834- това го гледахме и преди но вкарах дизайни по подробно описание и е добре пак да гоминем• https://jiminny.atlassian.net/browse/JY-20836http://iminyatassan.net/browse/Y/208134 attachments •MCP > Authenticate each user for eas...Story JY-20834 in Jira CloudMCPS StoryTwilio number is not releasedwhen Voice role is removedfrom userTwilio number is noPreview in SlackRelease unused Twilio numbers on Pr...# Story JY-20814 in Jira CloudMessage & platform-inner-team+...
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Switch workspaces… (Jiminny Inc) Has new messages
Switch workspaces… (Jiminny Inc) Has new messages
Home
Home
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DMs
Activity
Activity
Files
Files
Later
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More…
More
Unreads
Threads
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Drafts & sent
1
Directories
jiminny-x-integration-app
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Switch workspaces… (Jiminny Inc) Has new messages
Switch workspaces… (Jiminny Inc) Has new messages
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Later
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More…
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Threads
Huddles
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SlackFileEditViewGoHistoryWindowHelp<DOCKERDEV (-zsh)О 882APP (-zsh)tests/Unit/Services/Mail/0ffice/EmailApiClientTest.phptests/Unit/Services/Mail/TextRelayServiceTest.phptests/Unit/Services/RecallAI/RecallAIServiceTest.php79 files changed, 4254 insertions(+), 2020 deletions(-)create mode 100644•github/claude-reviewer/no-ticket-warning.txtcreate mode100644.github/claude-reviewer/scripts/fetch-jira-context.mjsdelete mode100644 app/Component/ES/Processor/BatchStatusInterface.phpcreate mode100644 app/Component/ES/Processor/RedisEntityExtractor.phpdelete mode100644 app/Component/ES/Processor/Traits/WorkerIdTrait.phpcreate mode100644 app/Component/ES/QueuePriorityEnum.phpcreate mode100644 front-end/src/components/DealInsights/Modals/__tests__/AskAnythingModacreate mode 100644 front-end/src/components/shared/AskAnything/__tests__/__snapshots__/Asdelete mode100644 front-end/src/components/shared/AskAnything/__tests__/_snapshots_./Ascreate mode 100644 tests/Unit/Component/ES/Processor/RedisEntityExtractorTest.phpdelete mode 100644 tests/Unit/Component/ES/Processor/Traits/WorkerIdTraitTest.phpcreate mode100644 tests/Unit/Component/ES/QueuePriorityEnumTest.phpcreate mode 100644 tests/Unit/Notifications/Activities/SmsReceivedTest.phpcreate mode100644 tests/Unit/Services/Mail/TextRelayServiceTest.phplukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $ co -b JY-20963-fix-imporSwitched to a new branch 'JY-20963-fix-import-on-deleted-entity'lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/Jiminny/app (JY-20963-fix-import-on-deleted-ent|docker exec -it docker_lamp_1 ./vendor/bin/php-cs-fixer fix--config=.php-cs-fixer.dist.phWhat's next:Try Docker Debug forseamless, persistent debugging tools in any container or image →Learn moreat [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-ent|docker exec -it docker_lamp_1 ./vendor/bin/php-cs-fixer fix --config=.php-cs-fixer.dist.phPHP CS Fixer 3.87.1 Alexander by Fabien Potencier, Dariusz Ruminskiandcontributors.PHP runtime: 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.Loaded config default from".php-cs-fixer.dist.php".5691/5691 [8100%Fixed 0 of 5691 files in 96.077 seconds, 67.00 MB memory usedWhat's next:Try Docker Debug for seamless, persistent debugging tools in anycontainer orimage →Learn moreat https://docs.docker.com/go/debug-cli/lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (JY-20963-fix-import-on-deleted-eAPP (...ED→HomeDMsActivityFilesLater...More+Jiminny ...w Starrea& jiminny-x-integrati...8platform-inner-teamChannels# ai-chapter# alerts# backend# bugs# confusion-clinic# curiosity_lab# engineering# general# happy_birthday# jiminny-bg# platform-tickets# product_launches# random# releases# sofia-office# support# thank-yous# the_people_of_jimi...• Direct messages. Galya Dimitrova "o Nikolay YankovR. Aneliya Angelova. Stoyan TanevIomac GrshamQlahl100% <478•Fri 22 May 13:27:25Describe what you are looking for<Bug JY-208... Jira Clo...S Syncing...Twilio number is not released whenVoice role is removed from userJira Cloud CDetailsConversations 1X...
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Switch workspaces… (Jiminny Inc) Has new messages
Switch workspaces… (Jiminny Inc) Has new messages
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Galya Dimitrova
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Twilio number is not released when Voice role is removed from user
Twilio number is not released when Voice role is removed from user
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Switch workspaces… (Jiminny Inc) Has new messages
Switch workspaces… (Jiminny Inc) Has new messages
Home
Home
DMs
DMs
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Activity
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Files
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jiminny-x-integration-app
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ai-chapter
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backend
bugs
confusion-clinic
curiosity_lab
engineering
general
happy_birthday
jiminny-bg
platform-tickets
product_launches
random
releases
sofia-office
support
thank-yous
the_people_of_jiminny
Galya Dimitrova
Nikolay Yankov
Aneliya Angelova
Stoyan Tanev
James Graham
Stefka Stoyanova
Vasil Vasilev
Stoyan Tomov
Todor Stamatov
Lukas Kovalik
you
Jira Cloud
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Twilio number is not released when Voice role is removed from user
Twilio number is not released when Voice role is removed from user
Open in Jira Cloud
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Conversations 1
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Example Creator
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Description
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Sed do eiusmod temporincididunt ut labore et dolore
magna aliqua. Ut enim ad minim veniam, quis nostrud
exercitation ullamco laboris nisi ut aliquip ex ea
commodo consequat.
Duis aute irure dolor in reprehenderit in voluptate velit
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PnostormFV faVsco.js°9 JY-20963-fix-irProiect v• m Zoom• M ZoomBotcoomrnonec ActivitvCrmFieldsResolverlest.ono© ActivityProviderClientTest.php©) ActivityProviderRegistryTest.php© ActivityProviderServiceTest.php© CallDenormalizerRegistryTest.phpg crmownerkesolverlest.onpc) Meeuingbotserviceonmeeuingstaneoc MeeuingbotserviceonsharingData lesc) Meeungbotservicekequestkecoraingo) PanicipantConsencservicelesc.onoe) Panicioanisservicelest.onoc) ResponseValidationTraitTest.onoc) TrackRecordingFileSizeServiceTest.or150 V5c) TrackRecordingSizeEntorcerTest.onoc)ValidateEmitProspectEventTraitTest.r199 % >ActivitvProviders•Avatar225 vsN CalendanN Conference254VD CrmM Bullhorn201 VCloseM Conner• M CrmOhiectsn Helpers2012• D HubspotD IntegrationApp403 %• hlictenercPipedrive435 %• MSalesforce> C Fields> 0 OpportunityMatcher478 YSLocal changesConcole yLog Xv Chandes A filles=env.local annC.liminnvDebuaCommand.nhn ann/Console/Commandsphp logging.php config© Service.php app/Services/Crm/Salesforce• Unversioned Siles 9 filedC ServiceTest.php X PlaybookRepository.phpT DeleteObjectsTrait.php© DeleteOpportunityJob.php= custom.log= laravel.log« SF jiminny@localhost]4 HS_local [jiminny@localhost]• SoftDeletes.phpyMatchactvitycrmbata.ong© CrmActivityService.php© RecordSelector.phpo Acuivily.onptii crm_configurations [EU] X A console [STAGING]siohp14 432 H168 V1 V.28 A V1rowvOU+declare strict-cypes=l)namespace Tests Unit Services CrmChangelist: Changesv V MServices/Crm/Salesforce 1 fileAuthor:ozyosbeyad/use...class Servicelest extends Testcasev © Service.php> _ U config 1 file= env.localAmend commitSian-oft commit1 modifieduse TestPrivatelethod:Commit checksCommit MessageJY-20963Update copvriahioublic function testfetchAndAs:Poformat codeoublic function testFetchAndAs.Rearrange codeOouimize impor'spublic function testFetchAndAs:v Diftpublic function testFetchAndAs:TJ<→Do not ignore4 omerenceso laee/aaoCurrent versionpublic function testFetchAndAs:$this->handle0bjectDeletion(Slead, $crmDatalesforce..Sthis->handle0bjectDeletion(Slead, ScrmDatd)pUbLic tunccion cesthacchexacypublic function testMatchlomas.netunn Slead.19971087 Mif (Slead->trashed0) {neturn null.1090public tunction testbulldlaskspublic tunction testhapurmubnereturn $lead;$this->importOpportunityCrmFieldData($1433public tunction testbetinstallnuolic tunction testsuncprotilCancecommit': "3m" "oppulonnortunitv assianment ruleonen-recentlv-undated+ → alDo not ianore vHighlight words x 13 B ?1aee7aad app/current versionprivate function importContact(ScrmData): ContactContante mav not havo accounteif (isset(ScrmDatal'Accounttd!1)) d/** @var Contact Scontact */Ccontant = Cthic-sconfia-scontantc()_sundatoßnfnonto/ftenm_nnowidon idt = Gonmhatalitdill Cdata).Sthis->handle0biectDeletion(Scontact, ScrmData):& console [PROD]* console (EUlCascadeInvestigate Foreign KeJira Ticket:3• rli zz May 13-21•20+O •Give me the lira ticket and the descriptionJY-XXXXX: Fix foreign key violation when matching activities to deleted Salesforce opportunitiesWhen an opportunity is deleted in Salesforce and the local deletion job runs, activities that belonged to that opportunity areematched via the RematchActivity0nCrmObjectDetach listener. During this rematch, the system attempts to re-link thendleObjectDeletion (because IsDeleted = truel)The deleted opportunity's ID is then used in Activity: :updateActivityCrmData to set activity.opportunity_id,causina a foreian key violation because the opportunity no longer exists in the databaseThe FixAdded checks in importLead. importAccount. importOpportunity. and importContact methods to return null if theentty was deleted oy hand leudi ectbeletionuphoschas→nano levo ectvelecion sopportunaty, scruvata"if (Sopportunity->trashed)) {return null:return Sopportunity:Ask anything (&OL)A difterencesprivate function importContact(ScrmData): ?ContactSaccount = null;Contante mav not havo accounteif (isset(ScrmData['AccountId'])) {/** @var Contact Scontact *Ccontant = Cthic-sconfia-Scontactc()_Sundatoßnfnonto/ftenm_nnowidon idt = Cenmhatalitdill Cdata)Sthie, hondlonhdontholotionfchontont Canmhotol.Po 4 space....
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2026-05-22T10:27:29.424822+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-22/1779 /Users/lukas/.screenpipe/data/data/2026-05-22/1779445649424_m1.jpg...
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platform-inner-team (Channel) - Jiminny Inc - 2 ne platform-inner-team (Channel) - Jiminny Inc - 2 new items - Slack...
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Switch workspaces… (Jiminny Inc) Has new messages
Switch workspaces… (Jiminny Inc) Has new messages
Home
Home
DMs
DMs
Activity
Activity
Files
Files
Later
Later...
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Switch workspaces… (Jiminny Inc) Has new messages
Switch workspaces… (Jiminny Inc) Has new messages
Home
Home
DMs
DMs
Activity
Activity
Files
Files
Later
Later
SlackFileEditViewGoHistoryWindowHelpDOCKERDEV (-zsh)O $82APP (-zsh)tests/Unit/Services/Mail/0ffice/EmailApiClientTest.phptests/Unit/Services/Mail/TextRelayServiceTest.phptests/Unit/Services/RecallAI/RecallAIServiceTest.php79 files changed, 4254 insertions(+), 2020 deletions(-)create mode 100644•github/claude-reviewer/no-ticket-warning.txtcreate mode.github/claude-reviewer/scripts/fetch-jira-context.mjsdelete mode100644 app/Component/ES/Processor/BatchStatusInterface.phpcreate mode100644 app/Component/ES/Processor/RedisEntityExtractor.phpdelete mode100644 app/Component/ES/Processor/Traits/WorkerIdTrait.php100644 app/Component/ES/QueuePriorityEnum.phpcreate mode100644 front-end/src/components/DealInsights/Modals/__tests__/AskAnythingModacreate mode 100644 front-end/src/components/shared/AskAnything/__tests__/__snapshots__/Asdelete mode100644 front-end/src/components/shared/AskAnything/__tests__/_snapshots_./Ascreate mode 100644 tests/Unit/Component/ES/Processor/RedisEntityExtractorTest.phpdelete mode 100644 tests/Unit/Component/ES/Processor/Traits/WorkerIdTraitTest.phpcreate mode100644 tests/Unit/Component/ES/QueuePriorityEnumTest.phpcreate mode 100644 tests/Unit/Notifications/Activities/SmsReceivedTest.phpcreate mode100644 tests/Unit/Services/Mail/TextRelayServiceTest.phplukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $ co -b JY-20963-fix-imporSwitched to a new branch 'JY-20963-fix-import-on-deleted-entity'lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/Jiminny/app (JY-20963-fix-import-on-deleted-ent|docker exec -it docker_lamp_1 ./vendor/bin/php-cs-fixer fix--config=.php-cs-fixer.dist.phWhat's next:Try Docker Debug forseamless, persistent debugging tools in any container or image →Learn moreat [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-ent|docker exec -it docker_lamp_1 ./vendor/bin/php-cs-fixer fix --config=.php-cs-fixer.dist.phPHP CS Fixer 3.87.1 Alexander by Fabien Potencier, Dariusz Ruminskiandcontributors.PHP runtime: 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.Loaded config default from".php-cs-fixer.dist.php".5691/5691 [8100%Fixed 0 of 5691 files in 96.077 seconds, 67.00 MB memory usedWhat's next:Try Docker Debug for seamless, persistent debugging tools in anycontainer orimage →Learn moreat https://docs.docker.com/go/debug-cli/lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (JY-20963-fix-import-on-deleted-e<APP (...ED→HomeDMsActivityFilesLater...More+Jiminny ...w Starrea& jiminny-x-integrati...8platform-inner-teamChannels# ai-chapter# alerts# backend# bugs# confusion-clinic# curiosity_lab# engineering# general# happy_birthday# jiminny-bg# platform-tickets# product_launches# random# releases# sofia-office# support# thank-yous# the_people_of_jimi...• Direct messages. Galya Dimitrova "o Nikolay YankovR. Aneliya Angelova. Stoyan TanevIomac GrshamQlahl100% C8•Fri 22 May 13:27:29Describe what you are looking forJY-20813 Jira CloudXTwilio number is not released whenVoice role is removed from userJira Cloud CDetailsConversations 1DescriptionPrecondition:User "A" has Recorder & Voice * * role and has anassigned Twilio softphone number.Steps to reproduce:1. Log in to Jiminny as an admin user.2. Navigate to Organization Settings > User page/settings/organization/members3. Remove the Voice role from user "A"4. Check the assigned number in TwilioExpected:The assigned phone number should be automaticallyreleased in Twilio.Observed:The phone number is not released in Twilio.*Note: * The issue appears to be that the number isremoved locally but not released in Twilio.• users.softphone_number is set to NULL ==>CORRECT• the related record in phone_numbers table is deletnd==> CORRECTStatusOpen in Jirait Summarize...
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2026-05-22T10:27:31.532678+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-22/1779 /Users/lukas/.screenpipe/data/data/2026-05-22/1779445651532_m1.jpg...
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SlackFileEditViewGoHistoryWindowHelpDOCKERDEV (-zs SlackFileEditViewGoHistoryWindowHelpDOCKERDEV (-zsh)O $82APP (-zsh)tests/Unit/Services/Mail/0ffice/EmailApiClientTest.phptests/Unit/Services/Mail/TextRelayServiceTest.phptests/Unit/Services/RecallAI/RecallAIServiceTest.php79 files changed, 4254 insertions(+), 2020 deletions(-)create mode 100644•github/claude-reviewer/no-ticket-warning.txtcreate mode.github/claude-reviewer/scripts/fetch-jira-context.mjsdelete mode100644 app/Component/ES/Processor/BatchStatusInterface.phpcreate mode100644 app/Component/ES/Processor/RedisEntityExtractor.phpdelete mode100644 app/Component/ES/Processor/Traits/WorkerIdTrait.php100644 app/Component/ES/QueuePriorityEnum.phpcreate mode100644 front-end/src/components/DealInsights/Modals/__tests__/AskAnythingModacreate mode 100644 front-end/src/components/shared/AskAnything/__tests__/__snapshots__/Asdelete mode100644 front-end/src/components/shared/AskAnything/__tests__/_create mode 100644 tests/Unit/Component/ES/Processor/RedisEntityExtractorTest.phpdelete mode 100644 tests/Unit/Component/ES/Processor/Traits/WorkerIdTraitTest.phpcreate mode100644 tests/Unit/Component/ES/QueuePriorityEnumTest.phpcreate mode 100644 tests/Unit/Notifications/Activities/SmsReceivedTest.phpcreate mode100644 tests/Unit/Services/Mail/TextRelayServiceTest.phplukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $ co -b JY-20963-fix-imporSwitched to a new branch 'JY-20963-fix-import-on-deleted-entity'lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/Jiminny/app (JY-20963-fix-import-on-deleted-ent|docker exec -it docker_lamp_1 ./vendor/bin/php-cs-fixer fix--config=.php-cs-fixer.dist.phWhat's next:Try Docker Debug forseamless, persistent debugging tools in any container or image →Learn moreat [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-ent|docker exec -it docker_lamp_1 ./vendor/bin/php-cs-fixer fix --config=.php-cs-fixer.dist.phPHP CS Fixer 3.87.1 Alexander by Fabien Potencier, Dariusz Ruminskiandcontributors.PHP runtime: 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.Loaded config default from".php-cs-fixer.dist.php".5691/5691 [8100%Fixed 0 of 5691 files in 96.077 seconds, 67.00 MB memory usedWhat's next:Try Docker Debug for seamless, persistent debugging tools in anycontainer orimage →Learn moreat https://docs.docker.com/go/debug-cli/lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (JY-20963-fix-import-on-deleted-e<APP (...ED→HomeDMsActivityFilesLater...More+Jiminny ...w Starrea& jiminny-x-integrati...8platform-inner-teamChannels# ai-chapter# alerts# backend# bugs# confusion-clinic# curiosity_lab# engineering# general# happy_birthday# jiminny-bg# platform-tickets# product_launches# random# releases# sofia-office# support# thank-yous# the_people_of_jimi...• Direct messages%. Galya Dimitrova **o Nikolay YankovR. Aneliya Angelova. Stoyan TanevIomac GrshamQlahl100% C8•Fri 22 May 13:27:31Describe what you are looking forJY-20813 Jira CloudXTwilio number is not released whenVoice role is removed from userJira Cloud CDetailsConversations 1DescriptionPrecondition:User "A" has Recorder & Voice * * role and has anassigned Twilio softphone number.Steps to reproduce:1. Log in to Jiminny as an admin user.2. Navigate to Organization Settings > User page/settings/organization/members3. Remove the Voice role from user "A"4. Check the assigned number in TwilioExpected:The assigned phone number should be automaticallyreleased in Twilio.Observed:The phone number is not released in Twilio.*Note: * The issue appears to be that the number isremoved locally but not released in Twilio.• users.softphone_number is set to NULL ==>CORRECT• the related record in phone_numbers table is deleted==> CORRECTStatusOpen in Jirai Summarize...
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SlackFileEditViewGoHistoryWindowHelpDOCKERDEV (-zs SlackFileEditViewGoHistoryWindowHelpDOCKERDEV (-zsh)O $82APP (-zsh)tests/Unit/Services/Mail/0ffice/EmailApiClientTest.phptests/Unit/Services/Mail/TextRelayServiceTest.phptests/Unit/Services/RecallAI/RecallAIServiceTest.php79 files changed, 4254 insertions(+), 2020 deletions(-)create mode 100644•github/claude-reviewer/no-ticket-warning.txtcreate mode.github/claude-reviewer/scripts/fetch-jira-context.mjsdelete mode100644 app/Component/ES/Processor/BatchStatusInterface.phpcreate mode100644 app/Component/ES/Processor/RedisEntityExtractor.phpdelete mode100644 app/Component/ES/Processor/Traits/WorkerIdTrait.php100644 app/Component/ES/QueuePriorityEnum.phpcreate mode100644 front-end/src/components/DealInsights/Modals/__tests__/AskAnythingModacreate mode 100644 front-end/src/components/shared/AskAnything/__tests__/__snapshots__/Asdelete mode100644 front-end/src/components/shared/AskAnything/__tests__/_create mode 100644 tests/Unit/Component/ES/Processor/RedisEntityExtractorTest.phpdelete mode 100644 tests/Unit/Component/ES/Processor/Traits/WorkerIdTraitTest.phpcreate mode100644 tests/Unit/Component/ES/QueuePriorityEnumTest.phpcreate mode 100644 tests/Unit/Notifications/Activities/SmsReceivedTest.phpcreate mode100644 tests/Unit/Services/Mail/TextRelayServiceTest.phplukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $ co -b JY-20963-fix-imporSwitched to a new branch 'JY-20963-fix-import-on-deleted-entity'lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/Jiminny/app (JY-20963-fix-import-on-deleted-ent|docker exec -it docker_lamp_1 ./vendor/bin/php-cs-fixer fix--config=.php-cs-fixer.dist.phWhat's next:Try Docker Debug forseamless, persistent debugging tools in any container or image →Learn moreat [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-ent|docker exec -it docker_lamp_1 ./vendor/bin/php-cs-fixer fix --config=.php-cs-fixer.dist.phPHP CS Fixer 3.87.1 Alexander by Fabien Potencier, Dariusz Ruminskiandcontributors.PHP runtime: 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.Loaded config default from".php-cs-fixer.dist.php".5691/5691 [8100%Fixed 0 of 5691 files in 96.077 seconds, 67.00 MB memory usedWhat's next:Try Docker Debug for seamless, persistent debugging tools in anycontainer orimage →Learn moreat https://docs.docker.com/go/debug-cli/lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (JY-20963-fix-import-on-deleted-e<APP (...ED→HomeDMsActivityFilesLater...More+Jiminny ...w Starrea& jiminny-x-integrati...8platform-inner-teamChannels# ai-chapter# alerts# backend# bugs# confusion-clinic# curiosity_lab# engineering# general# happy_birthday# jiminny-bg# platform-tickets# product_launches# random# releases# sofia-office# support# thank-yous# the_people_of_jimi...• Direct messages%. Galya Dimitrova **o Nikolay YankovR. Aneliya Angelova. Stoyan TanevIomac GrshamQlahl100% C8•Fri 22 May 13:27:31Describe what you are looking forJY-20813 Jira CloudXTwilio number is not released whenVoice role is removed from userJira Cloud CDetailsConversations 1DescriptionPrecondition:User "A" has Recorder & Voice * * role and has anassigned Twilio softphone number.Steps to reproduce:1. Log in to Jiminny as an admin user.2. Navigate to Organization Settings > User page/settings/organization/members3. Remove the Voice role from user "A"4. Check the assigned number in TwilioExpected:The assigned phone number should be automaticallyreleased in Twilio.Observed:The phone number is not released in Twilio.*Note: * The issue appears to be that the number isremoved locally but not released in Twilio.• users.softphone_number is set to NULL ==>CORRECT• the related record in phone_numbers table is deleted==> CORRECTStatusOpen in Jirai Summarize...
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jiminny.atlassian.net/browse/JY-20813?atlOrigin=ey jiminny.atlassian.net/browse/JY-20813?atlOrigin=eyJpIjoiZGEwYThkZjQ5YjI4NGUyOTkyNjZiYmU0YmJmNWU0MmEiLCJwIjoiamlyYS1zbGFjay1pbnQifQ&issueKey=JY-20813&subProduct=jira-software...
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[JY-20963] Fix foreign key violation when matching [JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Pipelines - jiminny/app
Pipelines - jiminny/app
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Jiminny
Jiminny
[JY-20879] Enable users to use their new activity types - Jira
[JY-20879] Enable users to use their new activity types - Jira
Sentry error
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
CloudWatch | eu-west-1
CloudWatch | eu-west-1
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
Jira
Jira
Close tab
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Open Google Gemini (⌃X)
Tabs from other devices
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Transferring data from jiminny.atlassian.net…...
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[JY-20963] Fix foreign key violation when matching [JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Pipelines - jiminny/app
Pipelines - jiminny/app
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Jiminny
Jiminny
[JY-20879] Enable users to use their new activity types - Jira
[JY-20879] Enable users to use their new activity types - Jira
Sentry error
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
CloudWatch | eu-west-1
CloudWatch | eu-west-1
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
Jira
Jira
Close tab
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Customize sidebar
Open Google Gemini (⌃X)
Tabs from other devices
Open history (⇧⌘H)
Open bookmarks (⌘B)
Transferring data from jiminny.atlassian.net…...
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2026-05-22T10:27:31.432116+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-22/1779 /Users/lukas/.screenpipe/data/data/2026-05-22/1779445651432_m2.jpg...
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Slack
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platform-inner-team (Channel) - Jiminny Inc - 2 ne platform-inner-team (Channel) - Jiminny Inc - 2 new items - Slack...
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PnostormFV faVsco.js°9 JY-20963-fix-irProiect• m Z PnostormFV faVsco.js°9 JY-20963-fix-irProiect• m Zoom• M ZoomBotcoomrnonec ActivitvCrmFieldsResolverlest.ono© ActivityProviderClientTest.php©) ActivityProviderRegistryTest.php© ActivityProviderServiceTest.php© CallDenormalizerRegistryTest.phpg crmownerkesolverlest.onpc) Meeuingbotserviceonmeeuingstaneoc MeeuingbotserviceonsharingData lesc) Meeungbotservicekequestkecoraingo) PanicipantConsencservicelesc.onoe) Panicioanisservicelest.onoc) ResponseValidationTraitTest.onoc) TrackRecordingFileSizeServiceTest.or150 V5c) TrackRecordingSizeEntorcerTest.onoc)ValidateEmitProspectEventTraitTest.r199 % >ActivitvProviders•Avatar225 vsN CalendanN Conference254V0 CrmM Bullhorn201 VCloseM Conner• M CrmOhiectsn Helpers• D HubspotD IntegrationApp403 %• hlictenercPipedrive435 %• MSalesforce> C Fields> 0 OpportunityMatcher478 YSLocal changesConcole yLog Xv Chandes A filles=env.local annC.liminnvDebuaCommand.nhn ann/Console/Commandsphp logging.php config© Service.php app/Services/Crm/Salesforce• Unversioned Siles 9 filedC ServiceTest.php X PlaybookRepository.phpT DeleteObjectsTrait.php© DeleteOpportunityJob.php= custom.log= laravel.log« SF jiminny@localhost]4 HS_local [jiminny@localhost]• SoftDeletes.phpyMatchactvitycrmbata.ong© CrmActivityService.php© RecordSelector.phpo Acuivily.onptii crm_configurations [EU] X A console [STAGING]siohp14 432 H168 V1 V.28 A V1rowvOU+declare strict-cypes=l)namespace Tests Unit Services CrmChangelist: Changesv V MServices/Crm/Salesforce 1 fileAuthor:ozyosbeyad/use...v © Service.phpAmend commit> _ U config 1 fileSian-oft commitclass Servicelest extends Testcase= env.local1 modifieduse TestPrivatelethod:Commit checksCommit MessageJY-20963Update copvriahioublic function testfetchAndAs:Poformat codeoublic function testFetchAndAs.Rearrange codeOouimize impor'spublic function testFetchAndAs:v Diftpublic function testFetchAndAs:TJ<→Do not ignore4 omerenceso laee/aaoCurrent versionpublic function testFetchAndAs:$this->handle0bjectDeletion(Slead, $crmDatalesforce..Sthis->handle0bjectDeletion(Slead, ScrmDatd)pUbLic tunccion cesthacchexacypublic function testMatchlomas.netunn Slead.19971087 Mif (Slead->trashed0) {neturn null.1090public tunction testbulldlaskspublic tunction testhapurmubnereturn $lead;$this->importOpportunityCrmFieldData($1433public tunction testbetinstallnuolic tunction testsuncprotilCancecommit': "3m" "oppulonnortunitv assianment ruleonen-recentlv-undated+ → alDo not ianore vHighlight words x 13 B ?1aee7aad app/current versionprivate function importContact(ScrmData): ContactContante mav not havo accounteif (isset(ScrmDatal'Accounttd!1)) d/** @var Contact Scontact */Ccontant = Cthic-sconfia-scontantc()_sundatoßnfnonto/ftenm_nnowidon idt = Gonmhatalitdill Cdata).Sthis->handle0biectDeletion(Scontact, ScrmData):& console [PROD]* console (EUlCascadeInvestigate Foreign KeJira Ticket:3• rli zz May 13-21.3+0 •Give me the lira ticket and the descriptionJY-XXXXX: Fix foreign key violation when matching activities to deleted Salesforce opportunitiesWhen an opportunity is deleted in Salesforce and the local deletion job runs, activities that belonged to that opportunity areematched via the RematchActivity0nCrmObjectDetach listener. During this rematch, the system attempts to re-link thendleObjectDeletion (because IsDeleted = truel)The deleted opportunity's ID is then used in Activity: :updateActivityCrmData to set activity.opportunity_id,causina a foreian key violation because the opportunity no longer exists in the databaseThe FixAdded checks in importLead. importAccount. importOpportunity. and importContact methods to return null if theentty was deleted oy hand leudi ectbeletionuphoschas→nano levo ectvelecion sopportunaty, scruvata"if (Sopportunity->trashed)) {return null:return Sopportunity:Ask anything (&OL)A difterencesprivate function importContact(ScrmData): ?ContactSaccount = null;Contante mav not havo accounteif (isset(ScrmData['AccountId'])) {/** @var Contact Scontact *Ccontant = Cthic-sconfia-Scontactc()_Sundatoßnfnonto/ftenm_nnowidon idt = Cenmhatalitdill Cdata)Sthie, hondlonhdontholotionfchontont Canmhotol.Po 4 space....
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PnostormFV faVsco.js°9 JY-20963-fix-irProiect• m Z PnostormFV faVsco.js°9 JY-20963-fix-irProiect• m Zoom• M ZoomBotcoomrnonec ActivitvCrmFieldsResolverlest.ono© ActivityProviderClientTest.php©) ActivityProviderRegistryTest.php© ActivityProviderServiceTest.php© CallDenormalizerRegistryTest.phpg crmownerkesolverlest.onpc) Meeuingbotserviceonmeeuingstaneoc MeeuingbotserviceonsharingData lesc) Meeungbotservicekequestkecoraingo) PanicipantConsencservicelesc.onoe) Panicioanisservicelest.onoc) ResponseValidationTraitTest.onoc) TrackRecordingFileSizeServiceTest.or150 V5c) TrackRecordingSizeEntorcerTest.onoc)ValidateEmitProspectEventTraitTest.r199 % >ActivitvProviders•Avatar225 vsN CalendanN Conference254V0 CrmM Bullhorn201 VCloseM Conner• M CrmOhiectsn Helpers• D HubspotD IntegrationApp403 %• hlictenercPipedrive435 %• MSalesforce> C Fields> 0 OpportunityMatcher478 YSLocal changesConcole yLog Xv Chandes A filles=env.local annC.liminnvDebuaCommand.nhn ann/Console/Commandsphp logging.php config© Service.php app/Services/Crm/Salesforce• Unversioned Siles 9 filedC ServiceTest.php X PlaybookRepository.phpT DeleteObjectsTrait.php© DeleteOpportunityJob.php= custom.log= laravel.log« SF jiminny@localhost]4 HS_local [jiminny@localhost]• SoftDeletes.phpyMatchactvitycrmbata.ong© CrmActivityService.php© RecordSelector.phpo Acuivily.onptii crm_configurations [EU] X A console [STAGING]siohp14 432 H168 V1 V.28 A V1rowvOU+declare strict-cypes=l)namespace Tests Unit Services CrmChangelist: Changesv V MServices/Crm/Salesforce 1 fileAuthor:ozyosbeyad/use...v © Service.phpAmend commit> _ U config 1 fileSian-oft commitclass Servicelest extends Testcase= env.local1 modifieduse TestPrivatelethod:Commit checksCommit MessageJY-20963Update copvriahioublic function testfetchAndAs:Poformat codeoublic function testFetchAndAs.Rearrange codeOouimize impor'spublic function testFetchAndAs:v Diftpublic function testFetchAndAs:TJ<→Do not ignore4 omerenceso laee/aaoCurrent versionpublic function testFetchAndAs:$this->handle0bjectDeletion(Slead, $crmDatalesforce..Sthis->handle0bjectDeletion(Slead, ScrmDatd)pUbLic tunccion cesthacchexacypublic function testMatchlomas.netunn Slead.19971087 Mif (Slead->trashed0) {neturn null.1090public tunction testbulldlaskspublic tunction testhapurmubnereturn $lead;$this->importOpportunityCrmFieldData($1433public tunction testbetinstallnuolic tunction testsuncprotilCancecommit': "3m" "oppulonnortunitv assianment ruleonen-recentlv-undated+ → alDo not ianore vHighlight words x 13 B ?1aee7aad app/current versionprivate function importContact(ScrmData): ContactContante mav not havo accounteif (isset(ScrmDatal'Accounttd!1)) d/** @var Contact Scontact */Ccontant = Cthic-sconfia-scontantc()_sundatoßnfnonto/ftenm_nnowidon idt = Gonmhatalitdill Cdata).Sthis->handle0biectDeletion(Scontact, ScrmData):& console [PROD]* console (EUlCascadeInvestigate Foreign KeJira Ticket:3• rli zz May 13-21.3+0 •Give me the lira ticket and the descriptionJY-XXXXX: Fix foreign key violation when matching activities to deleted Salesforce opportunitiesWhen an opportunity is deleted in Salesforce and the local deletion job runs, activities that belonged to that opportunity areematched via the RematchActivity0nCrmObjectDetach listener. During this rematch, the system attempts to re-link thendleObjectDeletion (because IsDeleted = truel)The deleted opportunity's ID is then used in Activity: :updateActivityCrmData to set activity.opportunity_id,causina a foreian key violation because the opportunity no longer exists in the databaseThe FixAdded checks in importLead. importAccount. importOpportunity. and importContact methods to return null if theentty was deleted oy hand leudi ectbeletionuphoschas→nano levo ectvelecion sopportunaty, scruvata"if (Sopportunity->trashed)) {return null:return Sopportunity:Ask anything (&OL)A difterencesprivate function importContact(ScrmData): ?ContactSaccount = null;Contante mav not havo accounteif (isset(ScrmData['AccountId'])) {/** @var Contact Scontact *Ccontant = Cthic-sconfia-Scontactc()_Sundatoßnfnonto/ftenm_nnowidon idt = Cenmhatalitdill Cdata)Sthie, hondlonhdontholotionfchontont Canmhotol.Po 4 space....
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jiminny.atlassian.net/browse/JY-20813?atlOrigin=ey jiminny.atlassian.net/browse/JY-20813?atlOrigin=eyJpIjoiZGEwYThkZjQ5YjI4NGUyOTkyNjZiYmU0YmJmNWU0MmEiLCJwIjoiamlyYS1zbGFjay1pbnQifQ&issueKey=JY-20813&subProduct=jira-software...
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[JY-20963] Fix foreign key violation when matching [JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Pipelines - jiminny/app
Pipelines - jiminny/app
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Jiminny
Jiminny
[JY-20879] Enable users to use their new activity types - Jira
[JY-20879] Enable users to use their new activity types - Jira
Sentry error
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
CloudWatch | eu-west-1
CloudWatch | eu-west-1
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
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Epic - Change parent
JY-12249
JY-12249
/
Bug - Change work type
JY-20813
JY-20813
Copy link
Twilio number is not released when Voice role is removed from user- Summary, edit
Twilio number is not released when Voice role is removed from user
Twilio number is not released when Voice role is removed from user
Add or create work related to this Bug
Add or create work related to this Bug
View app actions
View app actions
Collapse Key details Key details
Collapse Key details
Collapse Key details
Key details
Description
Description
Add Description, edit
Precondition:
User “A” has
Recorder & Voice
role and has an assigned Twilio softphone number.
Steps to reproduce:
Log in to Jiminny as an admin user.
Navigate to Organization Settings > User page
/settings/organization/members
Remove the Voice role from user “A”...
|
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5910244082963403974
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visual_change
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accessibility
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NULL
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[JY-20963] Fix foreign key violation when matching [JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Pipelines - jiminny/app
Pipelines - jiminny/app
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Jiminny
Jiminny
[JY-20879] Enable users to use their new activity types - Jira
[JY-20879] Enable users to use their new activity types - Jira
Sentry error
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
CloudWatch | eu-west-1
CloudWatch | eu-west-1
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
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Jiminny (New) Jiminny (New)
Jiminny (New)
/
Epic - Change parent
JY-12249
JY-12249
/
Bug - Change work type
JY-20813
JY-20813
Copy link
Twilio number is not released when Voice role is removed from user- Summary, edit
Twilio number is not released when Voice role is removed from user
Twilio number is not released when Voice role is removed from user
Add or create work related to this Bug
Add or create work related to this Bug
View app actions
View app actions
Collapse Key details Key details
Collapse Key details
Collapse Key details
Key details
Description
Description
Add Description, edit
Precondition:
User “A” has
Recorder & Voice
role and has an assigned Twilio softphone number.
Steps to reproduce:
Log in to Jiminny as an admin user.
Navigate to Organization Settings > User page
/settings/organization/members
Remove the Voice role from user “A”...
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NULL
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NULL
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NULL
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NULL
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70663
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2537
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23
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2026-05-22T10:27:40.514224+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-22/1779 /Users/lukas/.screenpipe/data/data/2026-05-22/1779445660514_m2.jpg...
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Firefox
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Jira — Work
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1
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jiminny.atlassian.net/browse/JY-20813?atlOrigin=ey jiminny.atlassian.net/browse/JY-20813?atlOrigin=eyJpIjoiZGEwYThkZjQ5YjI4NGUyOTkyNjZiYmU0YmJmNWU0MmEiLCJwIjoiamlyYS1zbGFjay1pbnQifQ&issueKey=JY-20813&subProduct=jira-software...
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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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[JY-20963] Fix foreign key violation when matching [JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Pipelines - jiminny/app
Pipelines - jiminny/app
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Jiminny
Jiminny
[JY-20879] Enable users to use their new activity types - Jira
[JY-20879] Enable users to use their new activity types - Jira
Sentry error
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
CloudWatch | eu-west-1
CloudWatch | eu-west-1
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
Jira
Jira
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Jiminny (New)
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Jiminny (New)
Create board
Create board
More actions for Jiminny (New)
More actions for Jiminny (New)
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Platform Team
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Capture Team
Board actions
Board actions
Enterprise Stability Issues 🤕
Enterprise Stability Issues 🤕
Board actions
Board actions
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Processing Team
Board actions
Board actions
SE Kanban
SE Kanban
Board actions
Board actions
Service-Desk
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More actions for Service-Desk
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Create dashboard
Create dashboard
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More actions for Operations
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Assets
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Teams , (opens new window)
Teams
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open menu
open menu
Customise sidebar
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Spaces
Spaces
/
Jiminny (New) Jiminny (New)
Jiminny (New)
/
Epic - Change parent
JY-12249
JY-12249
/
Bug - Change work type
JY-20813
JY-20813
Copy link
Twilio number is not released when Voice role is removed from user- Summary, edit
Twilio number is not released when Voice role is removed from user
Twilio number is not released when Voice role is removed from user
Add or create work related to this Bug
Add or create work related to this Bug
View app actions
View app actions
Collapse Key details Key details
Collapse Key details
Collapse Key details
Key details
Description
Description
Add Description, edit
Precondition:
User “A” has
Recorder & Voice
role and has an assigned Twilio softphone number....
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number.","depth":14,"bounds":{"left":0.34458113,"top":0.2897047,"width":0.11153591,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"}]...
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2405049849829003292
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1303061663087547588
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visual_change
|
accessibility
|
NULL
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[JY-20963] Fix foreign key violation when matching [JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Pipelines - jiminny/app
Pipelines - jiminny/app
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Jiminny
Jiminny
[JY-20879] Enable users to use their new activity types - Jira
[JY-20879] Enable users to use their new activity types - Jira
Sentry error
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
CloudWatch | eu-west-1
CloudWatch | eu-west-1
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
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Jiminny (New) Jiminny (New)
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Epic - Change parent
JY-12249
JY-12249
/
Bug - Change work type
JY-20813
JY-20813
Copy link
Twilio number is not released when Voice role is removed from user- Summary, edit
Twilio number is not released when Voice role is removed from user
Twilio number is not released when Voice role is removed from user
Add or create work related to this Bug
Add or create work related to this Bug
View app actions
View app actions
Collapse Key details Key details
Collapse Key details
Collapse Key details
Key details
Description
Description
Add Description, edit
Precondition:
User “A” has
Recorder & Voice
role and has an assigned Twilio softphone number....
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70662
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70664
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2026-05-22T10:28:06.128482+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-22/1779 /Users/lukas/.screenpipe/data/data/2026-05-22/1779445686128_m1.jpg...
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Firefox
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[JY-20813] Twilio number is not released when Voic [JY-20813] Twilio number is not released when Voice role is removed from user - Jira — Work...
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1
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jiminny.atlassian.net/browse/JY-20813?atlOrigin=ey jiminny.atlassian.net/browse/JY-20813?atlOrigin=eyJpIjoiZGEwYThkZjQ5YjI4NGUyOTkyNjZiYmU0YmJmNWU0MmEiLCJwIjoiamlyYS1zbGFjay1pbnQifQ&issueKey=JY-20813&subProduct=jira-software...
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monitor_1
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NULL
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NULL
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[JY-20963] Fix foreign key violation when matching [JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Pipelines - jiminny/app
Pipelines - jiminny/app
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Jiminny
Jiminny
[JY-20879] Enable users to use their new activity types - Jira
[JY-20879] Enable users to use their new activity types - Jira
Sentry error
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
CloudWatch | eu-west-1
CloudWatch | eu-west-1
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
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idle
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accessibility
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[JY-20963] Fix foreign key violation when matching [JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Pipelines - jiminny/app
Pipelines - jiminny/app
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Jiminny
Jiminny
[JY-20879] Enable users to use their new activity types - Jira
[JY-20879] Enable users to use their new activity types - Jira
Sentry error
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
CloudWatch | eu-west-1
CloudWatch | eu-west-1
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
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70660
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70665
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NULL
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0
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2026-05-22T10:28:11.084513+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-22/1779 /Users/lukas/.screenpipe/data/data/2026-05-22/1779445691084_m2.jpg...
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Firefox
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[JY-20813] Twilio number is not released when Voic [JY-20813] Twilio number is not released when Voice role is removed from user - Jira — Work...
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1
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jiminny.atlassian.net/browse/JY-20813?atlOrigin=ey jiminny.atlassian.net/browse/JY-20813?atlOrigin=eyJpIjoiZGEwYThkZjQ5YjI4NGUyOTkyNjZiYmU0YmJmNWU0MmEiLCJwIjoiamlyYS1zbGFjay1pbnQifQ&issueKey=JY-20813&subProduct=jira-software...
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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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[JY-20963] Fix foreign key violation when matching [JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Pipelines - jiminny/app
Pipelines - jiminny/app
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Jiminny
Jiminny
[JY-20879] Enable users to use their new activity types - Jira
[JY-20879] Enable users to use their new activity types - Jira
Sentry error
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
CloudWatch | eu-west-1
CloudWatch | eu-west-1
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
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[JY-20963] Fix foreign key violation when matching [JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Pipelines - jiminny/app
Pipelines - jiminny/app
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Jiminny
Jiminny
[JY-20879] Enable users to use their new activity types - Jira
[JY-20879] Enable users to use their new activity types - Jira
Sentry error
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
CloudWatch | eu-west-1
CloudWatch | eu-west-1
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
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70666
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2026-05-22T10:28:36.650501+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-22/1779 /Users/lukas/.screenpipe/data/data/2026-05-22/1779445716650_m1.jpg...
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Firefox
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[JY-20813] Twilio number is not released when Voic [JY-20813] Twilio number is not released when Voice role is removed from user - Jira — Work...
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1
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jiminny.atlassian.net/browse/JY-20813?atlOrigin=ey jiminny.atlassian.net/browse/JY-20813?atlOrigin=eyJpIjoiZGEwYThkZjQ5YjI4NGUyOTkyNjZiYmU0YmJmNWU0MmEiLCJwIjoiamlyYS1zbGFjay1pbnQifQ&issueKey=JY-20813&subProduct=jira-software...
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monitor_1
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[JY-20963] Fix foreign key violation when matching [JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Pipelines - jiminny/app
Pipelines - jiminny/app
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Jiminny
Jiminny
[JY-20879] Enable users to use their new activity types - Jira
[JY-20879] Enable users to use their new activity types - Jira
Sentry error
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
CloudWatch | eu-west-1
CloudWatch | eu-west-1
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
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JY-12249
JY-12249
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Bug - Change work type
JY-20813
JY-20813
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Twilio number is not released when Voice role is removed from user- Summary, edit
Twilio number is not released when Voice role is removed from user
Twilio number is not released when Voice role is removed from user
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Add or create work related to this Bug
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idle
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accessibility
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NULL
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[JY-20963] Fix foreign key violation when matching [JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Pipelines - jiminny/app
Pipelines - jiminny/app
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Jiminny
Jiminny
[JY-20879] Enable users to use their new activity types - Jira
[JY-20879] Enable users to use their new activity types - Jira
Sentry error
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
CloudWatch | eu-west-1
CloudWatch | eu-west-1
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
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Bug - Change work type
JY-20813
JY-20813
Copy link
Twilio number is not released when Voice role is removed from user- Summary, edit
Twilio number is not released when Voice role is removed from user
Twilio number is not released when Voice role is removed from user
Add or create work related to this Bug
Add or create work related to this Bug
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View app actions
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Description
Description...
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2026-05-22T10:28:41.604557+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-22/1779 /Users/lukas/.screenpipe/data/data/2026-05-22/1779445721604_m2.jpg...
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[JY-20813] Twilio number is not released when Voic [JY-20813] Twilio number is not released when Voice role is removed from user - Jira — Work...
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jiminny.atlassian.net/browse/JY-20813?atlOrigin=ey jiminny.atlassian.net/browse/JY-20813?atlOrigin=eyJpIjoiZGEwYThkZjQ5YjI4NGUyOTkyNjZiYmU0YmJmNWU0MmEiLCJwIjoiamlyYS1zbGFjay1pbnQifQ&issueKey=JY-20813&subProduct=jira-software...
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[JY-20963] Fix foreign key violation when matching [JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Pipelines - jiminny/app
Pipelines - jiminny/app
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Jiminny
Jiminny
[JY-20879] Enable users to use their new activity types - Jira
[JY-20879] Enable users to use their new activity types - Jira
Sentry error
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
CloudWatch | eu-west-1
CloudWatch | eu-west-1
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
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Capture Team
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Enterprise Stability Issues 🤕
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SE Kanban
SE Kanban
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More spaces
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Dashboards
Create dashboard
Create dashboard
More actions for Dashboards
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Operations
Operations
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More actions for Operations
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open menu
open menu
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/
Jiminny (New) Jiminny (New)
Jiminny (New)
/
Epic - Change parent
JY-12249
JY-12249
/
Bug - Change work type
JY-20813
JY-20813
Copy link
Twilio number is not released when Voice role is removed from user- Summary, edit
Twilio number is not released when Voice role is removed from user
Twilio number is not released when Voice role is removed from user
Add or create work related to this Bug
Add or create work related to this Bug
View app actions
View app actions
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Description
Description
Edit Description, edit
Precondition:
User “A” has
Recorder & Voice
role and has an assigned Twilio softphone number.
Steps to reproduce:
Log in to Jiminny as an admin user.
Navigate to Organization Settings > User page
/settings/organization/members
Remove the Voice role from user “A”
Check the assigned number in Twilio
Expected:
The assigned phone number should be automatically released in Twilio.
Observed:
The phone number is
not released
in Twilio.
Note:
The issue appears to be that the number is removed locally but not released in Twilio.
users.softphone_number
is set to NULL ==> CORRECT
the related record in
phone_numbers
table is deleted ==> CORRECT
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[JY-20963] Fix foreign key violation when matching [JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Pipelines - jiminny/app
Pipelines - jiminny/app
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Jiminny
Jiminny
[JY-20879] Enable users to use their new activity types - Jira
[JY-20879] Enable users to use their new activity types - Jira
Sentry error
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
CloudWatch | eu-west-1
CloudWatch | eu-west-1
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
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Jiminny (New) Jiminny (New)
Jiminny (New)
/
Epic - Change parent
JY-12249
JY-12249
/
Bug - Change work type
JY-20813
JY-20813
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Twilio number is not released when Voice role is removed from user- Summary, edit
Twilio number is not released when Voice role is removed from user
Twilio number is not released when Voice role is removed from user
Add or create work related to this Bug
Add or create work related to this Bug
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Description
Description
Edit Description, edit
Precondition:
User “A” has
Recorder & Voice
role and has an assigned Twilio softphone number.
Steps to reproduce:
Log in to Jiminny as an admin user.
Navigate to Organization Settings > User page
/settings/organization/members
Remove the Voice role from user “A”
Check the assigned number in Twilio
Expected:
The assigned phone number should be automatically released in Twilio.
Observed:
The phone number is
not released
in Twilio.
Note:
The issue appears to be that the number is removed locally but not released in Twilio.
users.softphone_number
is set to NULL ==> CORRECT
the related record in
phone_numbers
table is deleted ==> CORRECT
Steps to reproduce
Steps to reproduce
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Edit Steps to reproduce, edit
None
Actual outcome
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Expected outcome
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Aneliya Angelova- edit Reporter
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2538
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1
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2026-05-22T10:29:07.090260+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-22/1779 /Users/lukas/.screenpipe/data/data/2026-05-22/1779445747090_m1.jpg...
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[JY-20813] Twilio number is not released when Voic [JY-20813] Twilio number is not released when Voice role is removed from user - Jira — Work...
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1
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jiminny.atlassian.net/browse/JY-20813?atlOrigin=ey jiminny.atlassian.net/browse/JY-20813?atlOrigin=eyJpIjoiZGEwYThkZjQ5YjI4NGUyOTkyNjZiYmU0YmJmNWU0MmEiLCJwIjoiamlyYS1zbGFjay1pbnQifQ&issueKey=JY-20813&subProduct=jira-software...
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[JY-20963] Fix foreign key violation when matching [JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Pipelines - jiminny/app
Pipelines - jiminny/app
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Jiminny
Jiminny
[JY-20879] Enable users to use their new activity types - Jira
[JY-20879] Enable users to use their new activity types - Jira
Sentry error
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
CloudWatch | eu-west-1
CloudWatch | eu-west-1
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
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8482050890339170939
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-9057451700642950272
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idle
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accessibility
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NULL
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[JY-20963] Fix foreign key violation when matching [JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Pipelines - jiminny/app
Pipelines - jiminny/app
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Jiminny
Jiminny
[JY-20879] Enable users to use their new activity types - Jira
[JY-20879] Enable users to use their new activity types - Jira
Sentry error
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
CloudWatch | eu-west-1
CloudWatch | eu-west-1
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
Close tab
New Tab
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Open Google Gemini (⌃X)
Tabs from other devices
Open history (⇧⌘H)
Open bookmarks (⌘B)
Skip to:
Sidebar
Sidebar
Top Bar
Top Bar
Main Content
Main Content
Collapse sidebar [
Collapse sidebar [
Switch sites or apps
Switch sites or apps
Go to your Jira homepage
Search, press enter to navigate to advanced search with your text query
Create
Create
Rovo Ask Rovo
Ask Rovo
8 Notifications
8 Notifications
Help
Help
Settings
Settings
[EMAIL]
[EMAIL]
For you...
|
70666
|
NULL
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NULL
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NULL
|
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70669
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2539
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1
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2026-05-22T10:29:12.129997+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-22/1779 /Users/lukas/.screenpipe/data/data/2026-05-22/1779445752129_m2.jpg...
|
Firefox
|
[JY-20813] Twilio number is not released when Voic [JY-20813] Twilio number is not released when Voice role is removed from user - Jira — Work...
|
1
|
jiminny.atlassian.net/browse/JY-20813?atlOrigin=ey jiminny.atlassian.net/browse/JY-20813?atlOrigin=eyJpIjoiZGEwYThkZjQ5YjI4NGUyOTkyNjZiYmU0YmJmNWU0MmEiLCJwIjoiamlyYS1zbGFjay1pbnQifQ&issueKey=JY-20813&subProduct=jira-software...
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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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[JY-20963] Fix foreign key violation when matching [JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Pipelines - jiminny/app
Pipelines - jiminny/app
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Jiminny
Jiminny
[JY-20879] Enable users to use their new activity types - Jira
[JY-20879] Enable users to use their new activity types - Jira
Sentry error
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
CloudWatch | eu-west-1
CloudWatch | eu-west-1
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
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Epic - Change parent
JY-12249
JY-12249
/
Bug - Change work type
JY-20813
JY-20813
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Twilio number is not released when Voice role is removed from user- Summary, edit
Twilio number is not released when Voice role is removed from user
Twilio number is not released when Voice role is removed from user
Add or create work related to this Bug
Add or create work related to this Bug
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Description
Description
Edit Description, edit
Precondition:
User “A” has
Recorder & Voice
role and has an assigned Twilio softphone number.
Steps to reproduce:
Log in to Jiminny as an admin user.
Navigate to Organization Settings > User page
/settings/organization/members
Remove the Voice role from user “A”
Check the assigned number in Twilio
Expected:
The assigned phone number should be automatically released in Twilio.
Observed:
The phone number is
not released
in Twilio.
Note:
The issue appears to be that the number is removed locally but not released in Twilio.
users.softphone_number
is set to NULL ==> CORRECT
the related record in
phone_numbers
table is deleted ==> CORRECT
Steps to reproduce
Steps to reproduce
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None
Actual outcome
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Expected outcome
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Linked work items
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Activity
Activity...
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edit","depth":13,"on_screen":false,"help_text":"","role_description":"button","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"Precondition:","depth":15,"bounds":{"left":0.27327126,"top":0.26097366,"width":0.030418882,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"User “A” has","depth":14,"bounds":{"left":0.27327126,"top":0.2897047,"width":0.028590426,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Recorder & Voice","depth":15,"bounds":{"left":0.30319148,"top":0.29090184,"width":0.0390625,"height":0.0131683955},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"role and has an assigned Twilio softphone number.","depth":14,"bounds":{"left":0.34458113,"top":0.2897047,"width":0.11153591,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Steps to reproduce:","depth":15,"bounds":{"left":0.27327126,"top":0.31843576,"width":0.044714097,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Log in to Jiminny as an admin user.","depth":16,"bounds":{"left":0.28125,"top":0.3471668,"width":0.07712766,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Navigate to Organization Settings > User page","depth":16,"bounds":{"left":0.28125,"top":0.36951315,"width":0.101894945,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"/settings/organization/members","depth":17,"bounds":{"left":0.28241357,"top":0.38986433,"width":0.07330452,"height":0.0131683955},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Remove the Voice role from user “A”","depth":16,"bounds":{"left":0.28125,"top":0.41101357,"width":0.07962101,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Check the assigned number in Twilio","depth":16,"bounds":{"left":0.28125,"top":0.43335995,"width":0.080784574,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Expected:","depth":15,"bounds":{"left":0.27327126,"top":0.49082202,"width":0.022772606,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"The assigned phone number should be automatically released in Twilio.","depth":14,"bounds":{"left":0.27327126,"top":0.509976,"width":0.15708111,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Observed:","depth":15,"bounds":{"left":0.27327126,"top":0.5387071,"width":0.023769947,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"The phone number is","depth":14,"bounds":{"left":0.27327126,"top":0.55786115,"width":0.047872342,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"not released","depth":15,"bounds":{"left":0.32114363,"top":0.55786115,"width":0.02825798,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"in Twilio.","depth":14,"bounds":{"left":0.3494016,"top":0.55786115,"width":0.020611702,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Note:","depth":15,"bounds":{"left":0.27327126,"top":0.61532325,"width":0.013464096,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"The issue appears to be that the number is removed locally but not released in Twilio.","depth":14,"bounds":{"left":0.2867354,"top":0.61532325,"width":0.1875,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"users.softphone_number","depth":17,"bounds":{"left":0.28241357,"top":0.6452514,"width":0.053690158,"height":0.0131683955},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"is set to NULL ==> CORRECT","depth":16,"bounds":{"left":0.33743352,"top":0.6440543,"width":0.06299867,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"the related record in","depth":16,"bounds":{"left":0.28125,"top":0.6664006,"width":0.045545213,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"phone_numbers","depth":17,"bounds":{"left":0.32795876,"top":0.6675978,"width":0.03174867,"height":0.0131683955},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"table is deleted ==> CORRECT","depth":16,"bounds":{"left":0.36103722,"top":0.6664006,"width":0.06582447,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXHeading","text":"Steps to reproduce","depth":12,"bounds":{"left":0.27260637,"top":0.7035116,"width":0.042386968,"height":0.015163607},"on_screen":true,"help_text":"","role_description":"heading","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Steps to 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text","depth":14,"bounds":{"left":0.42270613,"top":0.7721468,"width":0.018450798,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Expected outcome","depth":13,"bounds":{"left":0.27260637,"top":0.8104549,"width":0.04155585,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXMenuButton","text":"More information about","depth":12,"bounds":{"left":0.3181516,"top":0.811253,"width":0.005319149,"height":0.012769354},"on_screen":true,"help_text":"","role_description":"menu button","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Edit Expected outcome","depth":13,"bounds":{"left":0.42270613,"top":0.8172386,"width":0.0003324468,"height":0.0007980846},"on_screen":true,"help_text":"","role_description":"button","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"Add text","depth":14,"bounds":{"left":0.42270613,"top":0.8104549,"width":0.018450798,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXHeading","text":"Subtasks","depth":11,"bounds":{"left":0.27260637,"top":0.8639266,"width":0.023936171,"height":0.015961692},"on_screen":true,"help_text":"","role_description":"heading","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Subtasks","depth":12,"bounds":{"left":0.27260637,"top":0.8639266,"width":0.023936171,"height":0.01556265},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXButton","text":"Add subtask","depth":12,"bounds":{"left":0.26861703,"top":0.88467675,"width":0.035405584,"height":0.025538707},"on_screen":true,"help_text":"","role_description":"button","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"Add subtask","depth":14,"bounds":{"left":0.27260637,"top":0.8902634,"width":0.027426861,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXHeading","text":"Linked work items","depth":11,"bounds":{"left":0.27260637,"top":0.9293695,"width":0.04654255,"height":0.015961692},"on_screen":true,"help_text":"","role_description":"heading","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Linked work items","depth":12,"bounds":{"left":0.27260637,"top":0.9293695,"width":0.04654255,"height":0.01556265},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXButton","text":"Add linked work item","depth":12,"bounds":{"left":0.26861703,"top":0.9485235,"width":0.054022606,"height":0.025538707},"on_screen":true,"help_text":"","role_description":"button","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"Add linked work item","depth":14,"bounds":{"left":0.27260637,"top":0.95411015,"width":0.046043884,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXHeading","text":"Activity","depth":13,"bounds":{"left":0.27260637,"top":0.9932163,"width":0.019780586,"height":0.006783724},"on_screen":true,"help_text":"","role_description":"heading","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Activity","depth":14,"bounds":{"left":0.27260637,"top":0.9932163,"width":0.019780586,"height":0.006783724},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"}]...
|
8920998513320133986
|
5986963588049490628
|
idle
|
accessibility
|
NULL
|
[JY-20963] Fix foreign key violation when matching [JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Pipelines - jiminny/app
Pipelines - jiminny/app
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Jiminny
Jiminny
[JY-20879] Enable users to use their new activity types - Jira
[JY-20879] Enable users to use their new activity types - Jira
Sentry error
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
CloudWatch | eu-west-1
CloudWatch | eu-west-1
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
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Epic - Change parent
JY-12249
JY-12249
/
Bug - Change work type
JY-20813
JY-20813
Copy link
Twilio number is not released when Voice role is removed from user- Summary, edit
Twilio number is not released when Voice role is removed from user
Twilio number is not released when Voice role is removed from user
Add or create work related to this Bug
Add or create work related to this Bug
View app actions
View app actions
Collapse Key details Key details
Collapse Key details
Collapse Key details
Key details
Description
Description
Edit Description, edit
Precondition:
User “A” has
Recorder & Voice
role and has an assigned Twilio softphone number.
Steps to reproduce:
Log in to Jiminny as an admin user.
Navigate to Organization Settings > User page
/settings/organization/members
Remove the Voice role from user “A”
Check the assigned number in Twilio
Expected:
The assigned phone number should be automatically released in Twilio.
Observed:
The phone number is
not released
in Twilio.
Note:
The issue appears to be that the number is removed locally but not released in Twilio.
users.softphone_number
is set to NULL ==> CORRECT
the related record in
phone_numbers
table is deleted ==> CORRECT
Steps to reproduce
Steps to reproduce
More information about
Edit Steps to reproduce, edit
None
Actual outcome
More information about
Edit Actual outcome
Add text
Expected outcome
More information about
Edit Expected outcome
Add text
Subtasks
Subtasks
Add subtask
Add subtask
Linked work items
Linked work items
Add linked work item
Add linked work item
Activity
Activity...
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NULL
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NULL
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NULL
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NULL
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70670
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2538
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2
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2026-05-22T10:29:37.617026+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-22/1779 /Users/lukas/.screenpipe/data/data/2026-05-22/1779445777617_m1.jpg...
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Firefox
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[JY-20813] Twilio number is not released when Voic [JY-20813] Twilio number is not released when Voice role is removed from user - Jira — Work...
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1
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jiminny.atlassian.net/browse/JY-20813?atlOrigin=ey jiminny.atlassian.net/browse/JY-20813?atlOrigin=eyJpIjoiZGEwYThkZjQ5YjI4NGUyOTkyNjZiYmU0YmJmNWU0MmEiLCJwIjoiamlyYS1zbGFjay1pbnQifQ&issueKey=JY-20813&subProduct=jira-software...
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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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[JY-20963] Fix foreign key violation when matching [JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Pipelines - jiminny/app
Pipelines - jiminny/app
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Jiminny
Jiminny
[JY-20879] Enable users to use their new activity types - Jira
[JY-20879] Enable users to use their new activity types - Jira
Sentry error
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
CloudWatch | eu-west-1
CloudWatch | eu-west-1
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
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Jiminny (New) Jiminny (New)
Jiminny (New)
/
Epic - Change parent
JY-12249
JY-12249
/
Bug - Change work type
JY-20813
JY-20813
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Twilio number is not released when Voice role is removed from user- Summary, edit
Twilio number is not released when Voice role is removed from user
Twilio number is not released when Voice role is removed from user
Add or create work related to this Bug
Add or create work related to this Bug
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Collapse Key details Key details
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Key details
Description
Description
Edit Description, edit
Precondition:
User “A” has
Recorder & Voice
role and has an assigned Twilio softphone number.
Steps to reproduce:
Log in to Jiminny as an admin user.
Navigate to Organization Settings > User page
/settings/organization/members
Remove the Voice role from user “A”
Check the assigned number in Twilio
Expected:
The assigned phone number should be automatically released in Twilio.
Observed:
The phone number is
not released
in Twilio....
|
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1370615657500202692
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idle
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accessibility
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NULL
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[JY-20963] Fix foreign key violation when matching [JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Pipelines - jiminny/app
Pipelines - jiminny/app
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Jiminny
Jiminny
[JY-20879] Enable users to use their new activity types - Jira
[JY-20879] Enable users to use their new activity types - Jira
Sentry error
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
CloudWatch | eu-west-1
CloudWatch | eu-west-1
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
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JY-12249
JY-12249
/
Bug - Change work type
JY-20813
JY-20813
Copy link
Twilio number is not released when Voice role is removed from user- Summary, edit
Twilio number is not released when Voice role is removed from user
Twilio number is not released when Voice role is removed from user
Add or create work related to this Bug
Add or create work related to this Bug
View app actions
View app actions
Collapse Key details Key details
Collapse Key details
Collapse Key details
Key details
Description
Description
Edit Description, edit
Precondition:
User “A” has
Recorder & Voice
role and has an assigned Twilio softphone number.
Steps to reproduce:
Log in to Jiminny as an admin user.
Navigate to Organization Settings > User page
/settings/organization/members
Remove the Voice role from user “A”
Check the assigned number in Twilio
Expected:
The assigned phone number should be automatically released in Twilio.
Observed:
The phone number is
not released
in Twilio....
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NULL
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NULL
|
NULL
|
NULL
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70671
|
2539
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2
|
2026-05-22T10:29:42.639422+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-22/1779 /Users/lukas/.screenpipe/data/data/2026-05-22/1779445782639_m2.jpg...
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Firefox
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[JY-20813] Twilio number is not released when Voic [JY-20813] Twilio number is not released when Voice role is removed from user - Jira — Work...
|
1
|
jiminny.atlassian.net/browse/JY-20813?atlOrigin=ey jiminny.atlassian.net/browse/JY-20813?atlOrigin=eyJpIjoiZGEwYThkZjQ5YjI4NGUyOTkyNjZiYmU0YmJmNWU0MmEiLCJwIjoiamlyYS1zbGFjay1pbnQifQ&issueKey=JY-20813&subProduct=jira-software...
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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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[JY-20963] Fix foreign key violation when matching [JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Pipelines - jiminny/app
Pipelines - jiminny/app
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Jiminny
Jiminny
[JY-20879] Enable users to use their new activity types - Jira
[JY-20879] Enable users to use their new activity types - Jira
Sentry error
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
CloudWatch | eu-west-1
CloudWatch | eu-west-1
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
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Jiminny (New)
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Create board
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More actions for Jiminny (New)
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Platform Team
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Capture Team
Capture Team
Board actions
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Enterprise Stability Issues 🤕
Enterprise Stability Issues 🤕
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Processing Team
Processing Team
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SE Kanban
SE Kanban
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Service-Desk
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Filters
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Dashboards
Create dashboard
Create dashboard
More actions for Dashboards
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Operations
Operations
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More actions for Operations
Confluence , (opens new window)
Confluence
, (opens new window)
Teams , (opens new window)
Teams
, (opens new window)
open menu
open menu
Customise sidebar
Customise sidebar
Resize side navigation panel
Spaces
Spaces
/
Jiminny (New) Jiminny (New)
Jiminny (New)
/
Epic - Change parent
JY-12249
JY-12249
/
Bug - Change work type
JY-20813
JY-20813
Copy link
Twilio number is not released when Voice role is removed from user- Summary, edit
Twilio number is not released when Voice role is removed from user
Twilio number is not released when Voice role is removed from user
Add or create work related to this Bug
Add or create work related to this Bug
View app actions
View app actions
Collapse Key details Key details
Collapse Key details
Collapse Key details
Key details
Description
Description
Edit Description, edit
Precondition:
User “A” has
Recorder & Voice
role and has an assigned Twilio softphone number.
Steps to reproduce:
Log in to Jiminny as an admin user.
Navigate to Organization Settings > User page
/settings/organization/members
Remove the Voice role from user “A”
Check the assigned number in Twilio
Expected:
The assigned phone number should be automatically released in Twilio.
Observed:
The phone number is
not released
in Twilio.
Note:
The issue appears to be that the number is removed locally but not released in Twilio.
users.softphone_number
is set to NULL ==> CORRECT
the related record in
phone_numbers
table is deleted ==> CORRECT
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Aneliya Angelova- edit Reporter
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-5085564877286120066
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5053028938861990596
|
idle
|
accessibility
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NULL
|
[JY-20963] Fix foreign key violation when matching [JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Pipelines - jiminny/app
Pipelines - jiminny/app
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Jiminny
Jiminny
[JY-20879] Enable users to use their new activity types - Jira
[JY-20879] Enable users to use their new activity types - Jira
Sentry error
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
CloudWatch | eu-west-1
CloudWatch | eu-west-1
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
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JY-20813
JY-20813
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Twilio number is not released when Voice role is removed from user- Summary, edit
Twilio number is not released when Voice role is removed from user
Twilio number is not released when Voice role is removed from user
Add or create work related to this Bug
Add or create work related to this Bug
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View app actions
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Description
Description
Edit Description, edit
Precondition:
User “A” has
Recorder & Voice
role and has an assigned Twilio softphone number.
Steps to reproduce:
Log in to Jiminny as an admin user.
Navigate to Organization Settings > User page
/settings/organization/members
Remove the Voice role from user “A”
Check the assigned number in Twilio
Expected:
The assigned phone number should be automatically released in Twilio.
Observed:
The phone number is
not released
in Twilio.
Note:
The issue appears to be that the number is removed locally but not released in Twilio.
users.softphone_number
is set to NULL ==> CORRECT
the related record in
phone_numbers
table is deleted ==> CORRECT
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Aneliya Angelova- edit Reporter
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Aneliya Angelova
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None...
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2026-05-22T10:30:07.968605+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-22/1779 /Users/lukas/.screenpipe/data/data/2026-05-22/1779445807968_m1.jpg...
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[JY-20813] Twilio number is not released when Voic [JY-20813] Twilio number is not released when Voice role is removed from user - Jira — Work...
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jiminny.atlassian.net/browse/JY-20813?atlOrigin=ey jiminny.atlassian.net/browse/JY-20813?atlOrigin=eyJpIjoiZGEwYThkZjQ5YjI4NGUyOTkyNjZiYmU0YmJmNWU0MmEiLCJwIjoiamlyYS1zbGFjay1pbnQifQ&issueKey=JY-20813&subProduct=jira-software...
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[JY-20963] Fix foreign key violation when matching [JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Pipelines - jiminny/app
Pipelines - jiminny/app
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Jiminny
Jiminny
[JY-20879] Enable users to use their new activity types - Jira
[JY-20879] Enable users to use their new activity types - Jira
Sentry error
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
CloudWatch | eu-west-1
CloudWatch | eu-west-1
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
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open menu
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Jiminny (New) Jiminny (New)
Jiminny (New)
/
Epic - Change parent
JY-12249
JY-12249
/
Bug - Change work type
JY-20813
JY-20813
Copy link
Twilio number is not released when Voice role is removed from user- Summary, edit
Twilio number is not released when Voice role is removed from user
Twilio number is not released when Voice role is removed from user
Add or create work related to this Bug
Add or create work related to this Bug
View app actions...
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[JY-20963] Fix foreign key violation when matching [JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Pipelines - jiminny/app
Pipelines - jiminny/app
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Jiminny
Jiminny
[JY-20879] Enable users to use their new activity types - Jira
[JY-20879] Enable users to use their new activity types - Jira
Sentry error
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
CloudWatch | eu-west-1
CloudWatch | eu-west-1
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
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Jiminny (New)
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Epic - Change parent
JY-12249
JY-12249
/
Bug - Change work type
JY-20813
JY-20813
Copy link
Twilio number is not released when Voice role is removed from user- Summary, edit
Twilio number is not released when Voice role is removed from user
Twilio number is not released when Voice role is removed from user
Add or create work related to this Bug
Add or create work related to this Bug
View app actions...
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70670
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NULL
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NULL
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NULL
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70673
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2539
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3
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2026-05-22T10:30:13.102362+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-22/1779 /Users/lukas/.screenpipe/data/data/2026-05-22/1779445813102_m2.jpg...
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Firefox
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[JY-20813] Twilio number is not released when Voic [JY-20813] Twilio number is not released when Voice role is removed from user - Jira — Work...
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1
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jiminny.atlassian.net/browse/JY-20813?atlOrigin=ey jiminny.atlassian.net/browse/JY-20813?atlOrigin=eyJpIjoiZGEwYThkZjQ5YjI4NGUyOTkyNjZiYmU0YmJmNWU0MmEiLCJwIjoiamlyYS1zbGFjay1pbnQifQ&issueKey=JY-20813&subProduct=jira-software...
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monitor_2
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[JY-20963] Fix foreign key violation when matching [JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Pipelines - jiminny/app
Pipelines - jiminny/app
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Jiminny
Jiminny
[JY-20879] Enable users to use their new activity types - Jira
[JY-20879] Enable users to use their new activity types - Jira
Sentry error
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
CloudWatch | eu-west-1
CloudWatch | eu-west-1
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
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Capture Team
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Enterprise Stability Issues 🤕
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SE Kanban
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open menu
open menu
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/
Jiminny (New) Jiminny (New)
Jiminny (New)
/
Epic - Change parent
JY-12249
JY-12249
/
Bug - Change work type
JY-20813
JY-20813
Copy link
Twilio number is not released when Voice role is removed from user- Summary, edit
Twilio number is not released when Voice role is removed from user
Twilio number is not released when Voice role is removed from user
Add or create work related to this Bug
Add or create work related to this Bug
View app actions
View app actions
Collapse Key details Key details
Collapse Key details
Collapse Key details
Key details
Description
Description
Edit Description, edit
Precondition:
User “A” has
Recorder & Voice
role and has an assigned Twilio softphone number.
Steps to reproduce:
Log in to Jiminny as an admin user.
Navigate to Organization Settings > User page
/settings/organization/members
Remove the Voice role from user “A”
Check the assigned number in Twilio
Expected:
The assigned phone number should be automatically released in Twilio.
Observed:
The phone number is
not released
in Twilio.
Note:
The issue appears to be that the number is removed locally but not released in Twilio.
users.softphone_number
is set to NULL ==> CORRECT
the related record in
phone_numbers
table is deleted ==> CORRECT
Steps to reproduce
Steps to reproduce
More information about
Edit Steps to reproduce, edit...
|
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link","depth":16,"bounds":{"left":0.38946143,"top":0.11213089,"width":0.005319149,"height":0.012769354},"on_screen":true,"help_text":"","role_description":"button","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXButton","text":"Twilio number is not released when Voice role is removed from user- Summary, edit","depth":11,"on_screen":false,"help_text":"","role_description":"button","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXHeading","text":"Twilio number is not released when Voice role is removed from user","depth":11,"bounds":{"left":0.27327126,"top":0.1396648,"width":0.25149602,"height":0.022346368},"on_screen":true,"help_text":"","role_description":"heading","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Twilio number is not released when Voice role is removed from user","depth":12,"bounds":{"left":0.27327126,"top":0.13926576,"width":0.25149602,"height":0.023543496},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXMenuButton","text":"Add or create work related to this Bug","depth":12,"bounds":{"left":0.27260637,"top":0.17158818,"width":0.010638298,"height":0.025538707},"on_screen":true,"help_text":"","role_description":"menu button","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Add or create work related to this Bug","depth":14,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXMenuButton","text":"View app actions","depth":12,"bounds":{"left":0.28590426,"top":0.17158818,"width":0.010638298,"height":0.025538707},"on_screen":true,"help_text":"","role_description":"menu button","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"View app actions","depth":14,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXHeading","text":"Collapse Key details Key details","depth":11,"bounds":{"left":0.26462767,"top":0.20989625,"width":0.38314494,"height":0.025538707},"on_screen":true,"help_text":"","role_description":"heading","subrole":"AXUnknown"},{"role":"AXButton","text":"Collapse Key details","depth":13,"bounds":{"left":0.2632979,"top":0.21308859,"width":0.007978723,"height":0.01915403},"on_screen":true,"help_text":"","role_description":"button","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"Collapse Key details","depth":15,"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Key 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edit","depth":13,"on_screen":false,"help_text":"","role_description":"button","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"Precondition:","depth":15,"bounds":{"left":0.27327126,"top":0.26097366,"width":0.030418882,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"User “A” has","depth":14,"bounds":{"left":0.27327126,"top":0.2897047,"width":0.028590426,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Recorder & Voice","depth":15,"bounds":{"left":0.30319148,"top":0.29090184,"width":0.0390625,"height":0.0131683955},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"role and has an assigned Twilio softphone number.","depth":14,"bounds":{"left":0.34458113,"top":0.2897047,"width":0.11153591,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Steps to reproduce:","depth":15,"bounds":{"left":0.27327126,"top":0.31843576,"width":0.044714097,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Log in to Jiminny as an admin user.","depth":16,"bounds":{"left":0.28125,"top":0.3471668,"width":0.07712766,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Navigate to Organization Settings > User page","depth":16,"bounds":{"left":0.28125,"top":0.36951315,"width":0.101894945,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"/settings/organization/members","depth":17,"bounds":{"left":0.28241357,"top":0.38986433,"width":0.07330452,"height":0.0131683955},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Remove the Voice role from user “A”","depth":16,"bounds":{"left":0.28125,"top":0.41101357,"width":0.07962101,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Check the assigned number in Twilio","depth":16,"bounds":{"left":0.28125,"top":0.43335995,"width":0.080784574,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Expected:","depth":15,"bounds":{"left":0.27327126,"top":0.49082202,"width":0.022772606,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"The assigned phone number should be automatically released in Twilio.","depth":14,"bounds":{"left":0.27327126,"top":0.509976,"width":0.15708111,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Observed:","depth":15,"bounds":{"left":0.27327126,"top":0.5387071,"width":0.023769947,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"The phone number is","depth":14,"bounds":{"left":0.27327126,"top":0.55786115,"width":0.047872342,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"not released","depth":15,"bounds":{"left":0.32114363,"top":0.55786115,"width":0.02825798,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"in Twilio.","depth":14,"bounds":{"left":0.3494016,"top":0.55786115,"width":0.020611702,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Note:","depth":15,"bounds":{"left":0.27327126,"top":0.61532325,"width":0.013464096,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"The issue appears to be that the number is removed locally but not released in Twilio.","depth":14,"bounds":{"left":0.2867354,"top":0.61532325,"width":0.1875,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"users.softphone_number","depth":17,"bounds":{"left":0.28241357,"top":0.6452514,"width":0.053690158,"height":0.0131683955},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"is set to NULL ==> CORRECT","depth":16,"bounds":{"left":0.33743352,"top":0.6440543,"width":0.06299867,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"the related record in","depth":16,"bounds":{"left":0.28125,"top":0.6664006,"width":0.045545213,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"phone_numbers","depth":17,"bounds":{"left":0.32795876,"top":0.6675978,"width":0.03174867,"height":0.0131683955},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"table is deleted ==> CORRECT","depth":16,"bounds":{"left":0.36103722,"top":0.6664006,"width":0.06582447,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXHeading","text":"Steps to reproduce","depth":12,"bounds":{"left":0.27260637,"top":0.7035116,"width":0.042386968,"height":0.015163607},"on_screen":true,"help_text":"","role_description":"heading","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Steps to reproduce","depth":13,"bounds":{"left":0.27260637,"top":0.70430964,"width":0.042386968,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXMenuButton","text":"More information about","depth":12,"bounds":{"left":0.31632313,"top":0.7055068,"width":0.005319149,"height":0.012769354},"on_screen":true,"help_text":"","role_description":"menu button","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Edit Steps to reproduce, edit","depth":12,"on_screen":false,"help_text":"","role_description":"button","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false}]...
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2991832974549518336
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5986946013043315396
|
idle
|
accessibility
|
NULL
|
[JY-20963] Fix foreign key violation when matching [JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Pipelines - jiminny/app
Pipelines - jiminny/app
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Jiminny
Jiminny
[JY-20879] Enable users to use their new activity types - Jira
[JY-20879] Enable users to use their new activity types - Jira
Sentry error
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
CloudWatch | eu-west-1
CloudWatch | eu-west-1
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
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Epic - Change parent
JY-12249
JY-12249
/
Bug - Change work type
JY-20813
JY-20813
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Twilio number is not released when Voice role is removed from user- Summary, edit
Twilio number is not released when Voice role is removed from user
Twilio number is not released when Voice role is removed from user
Add or create work related to this Bug
Add or create work related to this Bug
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Key details
Description
Description
Edit Description, edit
Precondition:
User “A” has
Recorder & Voice
role and has an assigned Twilio softphone number.
Steps to reproduce:
Log in to Jiminny as an admin user.
Navigate to Organization Settings > User page
/settings/organization/members
Remove the Voice role from user “A”
Check the assigned number in Twilio
Expected:
The assigned phone number should be automatically released in Twilio.
Observed:
The phone number is
not released
in Twilio.
Note:
The issue appears to be that the number is removed locally but not released in Twilio.
users.softphone_number
is set to NULL ==> CORRECT
the related record in
phone_numbers
table is deleted ==> CORRECT
Steps to reproduce
Steps to reproduce
More information about
Edit Steps to reproduce, edit...
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2026-05-22T10:30:38.477155+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-22/1779 /Users/lukas/.screenpipe/data/data/2026-05-22/1779445838477_m1.jpg...
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[JY-20813] Twilio number is not released when Voic [JY-20813] Twilio number is not released when Voice role is removed from user - Jira — Work...
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jiminny.atlassian.net/browse/JY-20813?atlOrigin=ey jiminny.atlassian.net/browse/JY-20813?atlOrigin=eyJpIjoiZGEwYThkZjQ5YjI4NGUyOTkyNjZiYmU0YmJmNWU0MmEiLCJwIjoiamlyYS1zbGFjay1pbnQifQ&issueKey=JY-20813&subProduct=jira-software...
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[JY-20963] Fix foreign key violation when matching [JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Pipelines - jiminny/app
Pipelines - jiminny/app
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Jiminny
Jiminny
[JY-20879] Enable users to use their new activity types - Jira
[JY-20879] Enable users to use their new activity types - Jira
Sentry error
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
CloudWatch | eu-west-1
CloudWatch | eu-west-1
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
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idle
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[JY-20963] Fix foreign key violation when matching [JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Pipelines - jiminny/app
Pipelines - jiminny/app
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Jiminny
Jiminny
[JY-20879] Enable users to use their new activity types - Jira
[JY-20879] Enable users to use their new activity types - Jira
Sentry error
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
CloudWatch | eu-west-1
CloudWatch | eu-west-1
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
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NULL
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70675
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2539
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4
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2026-05-22T10:30:43.599782+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-22/1779 /Users/lukas/.screenpipe/data/data/2026-05-22/1779445843599_m2.jpg...
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Firefox
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[JY-20813] Twilio number is not released when Voic [JY-20813] Twilio number is not released when Voice role is removed from user - Jira — Work...
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1
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jiminny.atlassian.net/browse/JY-20813?atlOrigin=ey jiminny.atlassian.net/browse/JY-20813?atlOrigin=eyJpIjoiZGEwYThkZjQ5YjI4NGUyOTkyNjZiYmU0YmJmNWU0MmEiLCJwIjoiamlyYS1zbGFjay1pbnQifQ&issueKey=JY-20813&subProduct=jira-software...
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[JY-20963] Fix foreign key violation when matching [JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Pipelines - jiminny/app
Pipelines - jiminny/app
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Jiminny
Jiminny
[JY-20879] Enable users to use their new activity types - Jira
[JY-20879] Enable users to use their new activity types - Jira
Sentry error
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
CloudWatch | eu-west-1
CloudWatch | eu-west-1
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
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Jiminny (New) Jiminny (New)
Jiminny (New)
/
Epic - Change parent
JY-12249
JY-12249
/
Bug - Change work type
JY-20813
JY-20813
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Twilio number is not released when Voice role is removed from user- Summary, edit
Twilio number is not released when Voice role is removed from user
Twilio number is not released when Voice role is removed from user
Add or create work related to this Bug
Add or create work related to this Bug
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Description
Description
Edit Description, edit
Precondition:
User “A” has
Recorder & Voice
role and has an assigned Twilio softphone number.
Steps to reproduce:
Log in to Jiminny as an admin user.
Navigate to Organization Settings > User page
/settings/organization/members
Remove the Voice role from user “A”
Check the assigned number in Twilio
Expected:
The assigned phone number should be automatically released in Twilio.
Observed:
The phone number is
not released
in Twilio.
Note:
The issue appears to be that the number is removed locally but not released in Twilio.
users.softphone_number
is set to NULL ==> CORRECT
the related record in
phone_numbers
table is deleted ==> CORRECT
Steps to reproduce
Steps to reproduce
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None
Actual outcome
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Activity
Activity
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5986822846266168004
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idle
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accessibility
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NULL
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[JY-20963] Fix foreign key violation when matching [JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Pipelines - jiminny/app
Pipelines - jiminny/app
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Jiminny
Jiminny
[JY-20879] Enable users to use their new activity types - Jira
[JY-20879] Enable users to use their new activity types - Jira
Sentry error
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
CloudWatch | eu-west-1
CloudWatch | eu-west-1
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
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Epic - Change parent
JY-12249
JY-12249
/
Bug - Change work type
JY-20813
JY-20813
Copy link
Twilio number is not released when Voice role is removed from user- Summary, edit
Twilio number is not released when Voice role is removed from user
Twilio number is not released when Voice role is removed from user
Add or create work related to this Bug
Add or create work related to this Bug
View app actions
View app actions
Collapse Key details Key details
Collapse Key details
Collapse Key details
Key details
Description
Description
Edit Description, edit
Precondition:
User “A” has
Recorder & Voice
role and has an assigned Twilio softphone number.
Steps to reproduce:
Log in to Jiminny as an admin user.
Navigate to Organization Settings > User page
/settings/organization/members
Remove the Voice role from user “A”
Check the assigned number in Twilio
Expected:
The assigned phone number should be automatically released in Twilio.
Observed:
The phone number is
not released
in Twilio.
Note:
The issue appears to be that the number is removed locally but not released in Twilio.
users.softphone_number
is set to NULL ==> CORRECT
the related record in
phone_numbers
table is deleted ==> CORRECT
Steps to reproduce
Steps to reproduce
More information about
Edit Steps to reproduce, edit
None
Actual outcome
More information about
Edit Actual outcome
Add text
Expected outcome
More information about
Edit Expected outcome
Add text
Subtasks
Subtasks
Add subtask
Add subtask
Linked work items
Linked work items
Add linked work item
Add linked work item
Activity
Activity
All
All
Comments
Comments
History
History
Work log
Work log
Newest first Newest first
Newest first
Add a comment…
Who is working on this...?
Who is working on this...?
Status update...
Status update...
Thanks...
Thanks......
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70673
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NULL
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NULL
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NULL
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70676
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2538
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5
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2026-05-22T10:31:08.911217+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-22/1779 /Users/lukas/.screenpipe/data/data/2026-05-22/1779445868911_m1.jpg...
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Firefox
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[JY-20813] Twilio number is not released when Voic [JY-20813] Twilio number is not released when Voice role is removed from user - Jira — Work...
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1
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jiminny.atlassian.net/browse/JY-20813?atlOrigin=ey jiminny.atlassian.net/browse/JY-20813?atlOrigin=eyJpIjoiZGEwYThkZjQ5YjI4NGUyOTkyNjZiYmU0YmJmNWU0MmEiLCJwIjoiamlyYS1zbGFjay1pbnQifQ&issueKey=JY-20813&subProduct=jira-software...
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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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[JY-20963] Fix foreign key violation when matching [JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Pipelines - jiminny/app
Pipelines - jiminny/app
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Jiminny
Jiminny
[JY-20879] Enable users to use their new activity types - Jira
[JY-20879] Enable users to use their new activity types - Jira
Sentry error
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
CloudWatch | eu-west-1
CloudWatch | eu-west-1
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
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Capture Team
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Enterprise Stability Issues 🤕
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[JY-20963] Fix foreign key violation when matching [JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Pipelines - jiminny/app
Pipelines - jiminny/app
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Jiminny
Jiminny
[JY-20879] Enable users to use their new activity types - Jira
[JY-20879] Enable users to use their new activity types - Jira
Sentry error
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
CloudWatch | eu-west-1
CloudWatch | eu-west-1
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
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[JY-20813] Twilio number is not released when Voic [JY-20813] Twilio number is not released when Voice role is removed from user - Jira — Work...
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jiminny.atlassian.net/browse/JY-20813?atlOrigin=ey jiminny.atlassian.net/browse/JY-20813?atlOrigin=eyJpIjoiZGEwYThkZjQ5YjI4NGUyOTkyNjZiYmU0YmJmNWU0MmEiLCJwIjoiamlyYS1zbGFjay1pbnQifQ&issueKey=JY-20813&subProduct=jira-software...
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[JY-20963] Fix foreign key violation when matching [JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Pipelines - jiminny/app
Pipelines - jiminny/app
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Jiminny
Jiminny
[JY-20879] Enable users to use their new activity types - Jira
[JY-20879] Enable users to use their new activity types - Jira
Sentry error
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
CloudWatch | eu-west-1
CloudWatch | eu-west-1
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
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Epic - Change parent
JY-12249
JY-12249
/
Bug - Change work type
JY-20813
JY-20813
Copy link
Twilio number is not released when Voice role is removed from user- Summary, edit
Twilio number is not released when Voice role is removed from user
Twilio number is not released when Voice role is removed from user
Add or create work related to this Bug
Add or create work related to this Bug
View app actions
View app actions
Collapse Key details Key details
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Description
Description
Edit Description, edit
Precondition:
User “A” has
Recorder & Voice
role and has an assigned Twilio softphone number....
|
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idle
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accessibility
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NULL
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[JY-20963] Fix foreign key violation when matching [JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Pipelines - jiminny/app
Pipelines - jiminny/app
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Jiminny
Jiminny
[JY-20879] Enable users to use their new activity types - Jira
[JY-20879] Enable users to use their new activity types - Jira
Sentry error
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
CloudWatch | eu-west-1
CloudWatch | eu-west-1
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
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JY-12249
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Bug - Change work type
JY-20813
JY-20813
Copy link
Twilio number is not released when Voice role is removed from user- Summary, edit
Twilio number is not released when Voice role is removed from user
Twilio number is not released when Voice role is removed from user
Add or create work related to this Bug
Add or create work related to this Bug
View app actions
View app actions
Collapse Key details Key details
Collapse Key details
Collapse Key details
Key details
Description
Description
Edit Description, edit
Precondition:
User “A” has
Recorder & Voice
role and has an assigned Twilio softphone number....
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2026-05-22T10:31:18.942239+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-22/1779 /Users/lukas/.screenpipe/data/data/2026-05-22/1779445878942_m1.jpg...
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[JY-20813] Twilio number is not released when Voic [JY-20813] Twilio number is not released when Voice role is removed from user - Jira — Work...
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1
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jiminny.atlassian.net/browse/JY-20813?atlOrigin=ey jiminny.atlassian.net/browse/JY-20813?atlOrigin=eyJpIjoiZGEwYThkZjQ5YjI4NGUyOTkyNjZiYmU0YmJmNWU0MmEiLCJwIjoiamlyYS1zbGFjay1pbnQifQ&issueKey=JY-20813&subProduct=jira-software...
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[JY-20963] Fix foreign key violation when matching [JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Pipelines - jiminny/app
Pipelines - jiminny/app
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Jiminny
Jiminny
[JY-20879] Enable users to use their new activity types - Jira
[JY-20879] Enable users to use their new activity types - Jira
Sentry error
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
CloudWatch | eu-west-1
CloudWatch | eu-west-1
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
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Create space
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Jiminny (New)
Jiminny (New)
Jiminny (New)
Create board
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Platform Team...
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[JY-20963] Fix foreign key violation when matching [JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Pipelines - jiminny/app
Pipelines - jiminny/app
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Jiminny
Jiminny
[JY-20879] Enable users to use their new activity types - Jira
[JY-20879] Enable users to use their new activity types - Jira
Sentry error
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
CloudWatch | eu-west-1
CloudWatch | eu-west-1
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
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2026-05-22T10:31:19.057501+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-22/1779 /Users/lukas/.screenpipe/data/data/2026-05-22/1779445879057_m2.jpg...
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[JY-20813] Twilio number is not released when Voic [JY-20813] Twilio number is not released when Voice role is removed from user - Jira — Work...
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jiminny.atlassian.net/browse/JY-20813?atlOrigin=ey jiminny.atlassian.net/browse/JY-20813?atlOrigin=eyJpIjoiZGEwYThkZjQ5YjI4NGUyOTkyNjZiYmU0YmJmNWU0MmEiLCJwIjoiamlyYS1zbGFjay1pbnQifQ&issueKey=JY-20813&subProduct=jira-software...
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[JY-20963] Fix foreign key violation when matching [JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Pipelines - jiminny/app
Pipelines - jiminny/app
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Jiminny
Jiminny
[JY-20879] Enable users to use their new activity types - Jira
[JY-20879] Enable users to use their new activity types - Jira
Sentry error
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
CloudWatch | eu-west-1
CloudWatch | eu-west-1
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
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[JY-20963] Fix foreign key violation when matching [JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Pipelines - jiminny/app
Pipelines - jiminny/app
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Jiminny
Jiminny
[JY-20879] Enable users to use their new activity types - Jira
[JY-20879] Enable users to use their new activity types - Jira
Sentry error
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
CloudWatch | eu-west-1
CloudWatch | eu-west-1
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
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/Users/lukas/.screenpipe/data/data/2026-05-22/1779 /Users/lukas/.screenpipe/data/data/2026-05-22/1779445882115_m2.jpg...
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[JY-20813] Twilio number is not released when Voic [JY-20813] Twilio number is not released when Voice role is removed from user - Jira — Work...
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jiminny.atlassian.net/browse/JY-20813?atlOrigin=ey jiminny.atlassian.net/browse/JY-20813?atlOrigin=eyJpIjoiZGEwYThkZjQ5YjI4NGUyOTkyNjZiYmU0YmJmNWU0MmEiLCJwIjoiamlyYS1zbGFjay1pbnQifQ&issueKey=JY-20813&subProduct=jira-software...
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[JY-20963] Fix foreign key violation when matching [JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Pipelines - jiminny/app
Pipelines - jiminny/app
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Jiminny
Jiminny
[JY-20879] Enable users to use their new activity types - Jira
[JY-20879] Enable users to use their new activity types - Jira
Sentry error
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
CloudWatch | eu-west-1
CloudWatch | eu-west-1
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
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Nikolay Yankov changed a bug from Ready To Merge to Deployed 4 hours ago
More information about this user
Nikolay Yankov changed a bug from Ready To Merge to Deployed4 hours ago
Nikolay Yankov changed a bug from Ready To Merge to Deployed
4 hours ago
Add environment-specific email domains for text relay to prevent duplicate processing
Add environment-specific email domains for text relay to prevent duplicate processing
JY-20915 • Deployed
JY-20915 • Deployed
Mark as read
+1 update from Stefka Stoyanova
+1 update from Stefka Stoyanova
Nikolay Yankov changed a subtask from Ready for Dev to Done 4 hours ago
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Nikolay Yankov changed a subtask from Ready for Dev to Done4 hours ago
Nikolay Yankov changed a subtask from Ready for Dev to Done
4 hours ago
BE
BE
JY-20927 • Done
JY-20927 • Done
Mark as read
+1 assignee update from Nikolay Yankov
+1 assignee update from Nikolay Yankov
Nikolay Yankov changed a story from Ready To Merge to Deployed 4 hours ago
More information about this user
Nikolay Yankov changed a story from Ready To Merge to Deployed4 hours ago
Nikolay Yankov changed a story from Ready To Merge to Deployed
4 hours ago
Notify the user if a SS is deleted but is used in AJ Report
Notify the user if a SS is deleted but is used in AJ Report
JY-20615 • Deployed
JY-20615 • Deployed
Mark as read
+9 updates from Nikolay Yankov and others
+9 updates from Nikolay Yankov and others
Nikolay Yankov changed a story from Ready To Merge to Deployed 4 hours ago
More information about this user
Nikolay Yankov changed a story from Ready To Merge to Deployed4 hours ago
Nikolay Yankov changed a story from Ready To Merge to Deployed
4 hours ago
Notify the user if a Panorama prompts is deleted but is used in AJ Report
Notify the user if a Panorama prompts is deleted but is used in AJ Report
JY-20676 • Deployed
JY-20676 • Deployed
Mark as read
+8 updates from Nikolay Yankov and others
+8 updates from Nikolay Yankov and others
Automation for Jira changed a bug from Ready for customer to Closed 5 hours ago
More information about this user
Automation for Jira changed a bug from Ready for customer to Closed5 hours ago
Automation for Jira changed a bug from Ready for customer to Closed
5 hours ago
Sensi.Ai - Call data not logging to HubSpot activity
Sensi.Ai - Call data not logging to HubSpot activity
SRD-6871 • Closed
SRD-6871 • Closed
Mark as read
Older
Older
Galya Dimitrova updated a story 2 days ago
More information about this user
Galya Dimitrova updated a story2 days ago
Galya Dimitrova updated a story
2 days ago
Allow owner's role to be selected when setting up a trial
Allow owner's role to be selected when setting up a trial
JY-20613 • Deployed
JY-20613 • Deployed
Mark as read
+5 updates from Nikolay Yankov and others
+5 updates from Nikolay Yankov and others
Aneliya Angelova changed a subtask from In Dev to Done 3 days ago
More information about this user
Aneliya Angelova changed a subtask from In Dev to Done3 days ago
Aneliya Angelova changed a subtask from In Dev to Done
3 days ago
BE
BE
JY-20923 • Done
JY-20923 • Done
Mark as read
+2 updates from Nikolay Yankov
+2 updates from Nikolay Yankov
Nikolay Yankov changed a subtask from Ready for Dev to In Dev 3 days ago
More information about this user
Nikolay Yankov changed a subtask from Ready for Dev to In Dev3 days ago
Nikolay Yankov changed a subtask from Ready for Dev to In Dev
3 days ago
BE
BE
JY-20925 • In Dev
JY-20925 • In Dev
Mark as read
+1 assignee update from Nikolay Yankov
+1 assignee update from Nikolay Yankov
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Epic - Change parent
JY-12249...
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visual_change
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NULL
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[JY-20963] Fix foreign key violation when matching [JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Pipelines - jiminny/app
Pipelines - jiminny/app
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Jiminny
Jiminny
[JY-20879] Enable users to use their new activity types - Jira
[JY-20879] Enable users to use their new activity types - Jira
Sentry error
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
CloudWatch | eu-west-1
CloudWatch | eu-west-1
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
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Nikolay Yankov changed a bug from Ready To Merge to Deployed 4 hours ago
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Nikolay Yankov changed a bug from Ready To Merge to Deployed4 hours ago
Nikolay Yankov changed a bug from Ready To Merge to Deployed
4 hours ago
Add environment-specific email domains for text relay to prevent duplicate processing
Add environment-specific email domains for text relay to prevent duplicate processing
JY-20915 • Deployed
JY-20915 • Deployed
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+1 update from Stefka Stoyanova
+1 update from Stefka Stoyanova
Nikolay Yankov changed a subtask from Ready for Dev to Done 4 hours ago
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Nikolay Yankov changed a subtask from Ready for Dev to Done4 hours ago
Nikolay Yankov changed a subtask from Ready for Dev to Done
4 hours ago
BE
BE
JY-20927 • Done
JY-20927 • Done
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+1 assignee update from Nikolay Yankov
+1 assignee update from Nikolay Yankov
Nikolay Yankov changed a story from Ready To Merge to Deployed 4 hours ago
More information about this user
Nikolay Yankov changed a story from Ready To Merge to Deployed4 hours ago
Nikolay Yankov changed a story from Ready To Merge to Deployed
4 hours ago
Notify the user if a SS is deleted but is used in AJ Report
Notify the user if a SS is deleted but is used in AJ Report
JY-20615 • Deployed
JY-20615 • Deployed
Mark as read
+9 updates from Nikolay Yankov and others
+9 updates from Nikolay Yankov and others
Nikolay Yankov changed a story from Ready To Merge to Deployed 4 hours ago
More information about this user
Nikolay Yankov changed a story from Ready To Merge to Deployed4 hours ago
Nikolay Yankov changed a story from Ready To Merge to Deployed
4 hours ago
Notify the user if a Panorama prompts is deleted but is used in AJ Report
Notify the user if a Panorama prompts is deleted but is used in AJ Report
JY-20676 • Deployed
JY-20676 • Deployed
Mark as read
+8 updates from Nikolay Yankov and others
+8 updates from Nikolay Yankov and others
Automation for Jira changed a bug from Ready for customer to Closed 5 hours ago
More information about this user
Automation for Jira changed a bug from Ready for customer to Closed5 hours ago
Automation for Jira changed a bug from Ready for customer to Closed
5 hours ago
Sensi.Ai - Call data not logging to HubSpot activity
Sensi.Ai - Call data not logging to HubSpot activity
SRD-6871 • Closed
SRD-6871 • Closed
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Older
Older
Galya Dimitrova updated a story 2 days ago
More information about this user
Galya Dimitrova updated a story2 days ago
Galya Dimitrova updated a story
2 days ago
Allow owner's role to be selected when setting up a trial
Allow owner's role to be selected when setting up a trial
JY-20613 • Deployed
JY-20613 • Deployed
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+5 updates from Nikolay Yankov and others
+5 updates from Nikolay Yankov and others
Aneliya Angelova changed a subtask from In Dev to Done 3 days ago
More information about this user
Aneliya Angelova changed a subtask from In Dev to Done3 days ago
Aneliya Angelova changed a subtask from In Dev to Done
3 days ago
BE
BE
JY-20923 • Done
JY-20923 • Done
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+2 updates from Nikolay Yankov
+2 updates from Nikolay Yankov
Nikolay Yankov changed a subtask from Ready for Dev to In Dev 3 days ago
More information about this user
Nikolay Yankov changed a subtask from Ready for Dev to In Dev3 days ago
Nikolay Yankov changed a subtask from Ready for Dev to In Dev
3 days ago
BE
BE
JY-20925 • In Dev
JY-20925 • In Dev
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+1 assignee update from Nikolay Yankov
+1 assignee update from Nikolay Yankov
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Epic - Change parent
JY-12249...
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NULL
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70681
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2539
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2026-05-22T10:31:29.311121+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-22/1779 /Users/lukas/.screenpipe/data/data/2026-05-22/1779445889311_m2.jpg...
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Firefox
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[JY-20813] Twilio number is not released when Voic [JY-20813] Twilio number is not released when Voice role is removed from user - Jira — Work...
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1
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jiminny.atlassian.net/browse/JY-20813?atlOrigin=ey jiminny.atlassian.net/browse/JY-20813?atlOrigin=eyJpIjoiZGEwYThkZjQ5YjI4NGUyOTkyNjZiYmU0YmJmNWU0MmEiLCJwIjoiamlyYS1zbGFjay1pbnQifQ&issueKey=JY-20813&subProduct=jira-software...
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[JY-20963] Fix foreign key violation when matching [JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Pipelines - jiminny/app
Pipelines - jiminny/app
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Jiminny
Jiminny
[JY-20879] Enable users to use their new activity types - Jira
[JY-20879] Enable users to use their new activity types - Jira
Sentry error
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
CloudWatch | eu-west-1
CloudWatch | eu-west-1
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
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1070461701728909730
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-3290593047809928512
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click
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accessibility
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NULL
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[JY-20963] Fix foreign key violation when matching [JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Pipelines - jiminny/app
Pipelines - jiminny/app
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Jiminny
Jiminny
[JY-20879] Enable users to use their new activity types - Jira
[JY-20879] Enable users to use their new activity types - Jira
Sentry error
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
CloudWatch | eu-west-1
CloudWatch | eu-west-1
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
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/Users/lukas/.screenpipe/data/data/2026-05-22/1779 /Users/lukas/.screenpipe/data/data/2026-05-22/1779445891325_m2.jpg...
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[JY-20813] Twilio number is not released when Voic [JY-20813] Twilio number is not released when Voice role is removed from user - Jira — Work...
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jiminny.atlassian.net/browse/JY-20813?atlOrigin=ey jiminny.atlassian.net/browse/JY-20813?atlOrigin=eyJpIjoiZGEwYThkZjQ5YjI4NGUyOTkyNjZiYmU0YmJmNWU0MmEiLCJwIjoiamlyYS1zbGFjay1pbnQifQ&issueKey=JY-20813&subProduct=jira-software...
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[JY-20963] Fix foreign key violation when matching [JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Pipelines - jiminny/app
Pipelines - jiminny/app
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Jiminny
Jiminny
[JY-20879] Enable users to use their new activity types - Jira
[JY-20879] Enable users to use their new activity types - Jira
Sentry error
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
CloudWatch | eu-west-1
CloudWatch | eu-west-1
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
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Create board
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More actions for Jiminny (New)
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Capture Team
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Enterprise Stability Issues 🤕
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Jiminny (New) Jiminny (New)
Jiminny (New)
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Epic - Change parent
JY-12249
JY-12249
/
Bug - Change work type
JY-20813
JY-20813
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Twilio number is not released when Voice role is removed from user- Summary, edit
Twilio number is not released when Voice role is removed from user
Twilio number is not released when Voice role is removed from user
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Description
Description
Edit Description, edit
Precondition:
User “A” has
Recorder & Voice
role and has an assigned Twilio softphone number.
Steps to reproduce:
Log in to Jiminny as an admin user.
Navigate to Organization Settings > User page
/settings/organization/members
Remove the Voice role from user “A”
Check the assigned number in Twilio
Expected:
The assigned phone number should be automatically released in Twilio.
Observed:
The phone number is
not released
in Twilio.
Note:
The issue appears to be that the number is removed locally but not released in Twilio.
users.softphone_number
is set to NULL ==> CORRECT
the related record in
phone_numbers
table is deleted ==> CORRECT
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Aneliya Angelova- edit Reporter
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[JY-20963] Fix foreign key violation when matching [JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Pipelines - jiminny/app
Pipelines - jiminny/app
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Jiminny
Jiminny
[JY-20879] Enable users to use their new activity types - Jira
[JY-20879] Enable users to use their new activity types - Jira
Sentry error
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
CloudWatch | eu-west-1
CloudWatch | eu-west-1
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
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JY-12249
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JY-20813
JY-20813
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Twilio number is not released when Voice role is removed from user- Summary, edit
Twilio number is not released when Voice role is removed from user
Twilio number is not released when Voice role is removed from user
Add or create work related to this Bug
Add or create work related to this Bug
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View app actions
Collapse Key details Key details
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Key details
Description
Description
Edit Description, edit
Precondition:
User “A” has
Recorder & Voice
role and has an assigned Twilio softphone number.
Steps to reproduce:
Log in to Jiminny as an admin user.
Navigate to Organization Settings > User page
/settings/organization/members
Remove the Voice role from user “A”
Check the assigned number in Twilio
Expected:
The assigned phone number should be automatically released in Twilio.
Observed:
The phone number is
not released
in Twilio.
Note:
The issue appears to be that the number is removed locally but not released in Twilio.
users.softphone_number
is set to NULL ==> CORRECT
the related record in
phone_numbers
table is deleted ==> CORRECT
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Aneliya Angelova- edit Reporter
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70683
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2538
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7
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2026-05-22T10:31:49.074612+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-22/1779 /Users/lukas/.screenpipe/data/data/2026-05-22/1779445909074_m1.jpg...
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[JY-20813] Twilio number is not released when Voic [JY-20813] Twilio number is not released when Voice role is removed from user - Jira — Work...
|
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jiminny.atlassian.net/browse/JY-20813?atlOrigin=ey jiminny.atlassian.net/browse/JY-20813?atlOrigin=eyJpIjoiZGEwYThkZjQ5YjI4NGUyOTkyNjZiYmU0YmJmNWU0MmEiLCJwIjoiamlyYS1zbGFjay1pbnQifQ&issueKey=JY-20813&subProduct=jira-software...
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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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[JY-20963] Fix foreign key violation when matching [JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Pipelines - jiminny/app
Pipelines - jiminny/app
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Jiminny
Jiminny
[JY-20879] Enable users to use their new activity types - Jira
[JY-20879] Enable users to use their new activity types - Jira
Sentry error
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
CloudWatch | eu-west-1
CloudWatch | eu-west-1
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
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Jiminny (New) Jiminny (New)
Jiminny (New)
/
Epic - Change parent
JY-12249
JY-12249
/
Bug - Change work type
JY-20813
JY-20813
Copy link
Twilio number is not released when Voice role is removed from user- Summary, edit
Twilio number is not released when Voice role is removed from user
Twilio number is not released when Voice role is removed from user
Add or create work related to this Bug
Add or create work related to this Bug
View app actions
View app actions
Collapse Key details Key details
Collapse Key details
Collapse Key details
Key details
Description
Description
Edit Description, edit
Precondition:
User “A” has
Recorder & Voice
role and has an assigned Twilio softphone number.
Steps to reproduce:
Log in to Jiminny as an admin user.
Navigate to Organization Settings > User page
/settings/organization/members
Remove the Voice role from user “A”
Check the assigned number in Twilio
Expected:
The assigned phone number should be automatically released in Twilio....
|
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[JY-20963] Fix foreign key violation when matching [JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Pipelines - jiminny/app
Pipelines - jiminny/app
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Jiminny
Jiminny
[JY-20879] Enable users to use their new activity types - Jira
[JY-20879] Enable users to use their new activity types - Jira
Sentry error
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
CloudWatch | eu-west-1
CloudWatch | eu-west-1
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
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JY-12249
JY-12249
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JY-20813
JY-20813
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Twilio number is not released when Voice role is removed from user- Summary, edit
Twilio number is not released when Voice role is removed from user
Twilio number is not released when Voice role is removed from user
Add or create work related to this Bug
Add or create work related to this Bug
View app actions
View app actions
Collapse Key details Key details
Collapse Key details
Collapse Key details
Key details
Description
Description
Edit Description, edit
Precondition:
User “A” has
Recorder & Voice
role and has an assigned Twilio softphone number.
Steps to reproduce:
Log in to Jiminny as an admin user.
Navigate to Organization Settings > User page
/settings/organization/members
Remove the Voice role from user “A”
Check the assigned number in Twilio
Expected:
The assigned phone number should be automatically released in Twilio....
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70678
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NULL
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NULL
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NULL
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70684
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2539
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10
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2026-05-22T10:32:01.771612+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-22/1779 /Users/lukas/.screenpipe/data/data/2026-05-22/1779445921771_m2.jpg...
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Firefox
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[JY-20813] Twilio number is not released when Voic [JY-20813] Twilio number is not released when Voice role is removed from user - Jira — Work...
|
1
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jiminny.atlassian.net/browse/JY-20813?atlOrigin=ey jiminny.atlassian.net/browse/JY-20813?atlOrigin=eyJpIjoiZGEwYThkZjQ5YjI4NGUyOTkyNjZiYmU0YmJmNWU0MmEiLCJwIjoiamlyYS1zbGFjay1pbnQifQ&issueKey=JY-20813&subProduct=jira-software...
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monitor_2
|
NULL
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NULL
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NULL
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NULL
|
[JY-20963] Fix foreign key violation when matching [JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Pipelines - jiminny/app
Pipelines - jiminny/app
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Jiminny
Jiminny
[JY-20879] Enable users to use their new activity types - Jira
[JY-20879] Enable users to use their new activity types - Jira
Sentry error
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
CloudWatch | eu-west-1
CloudWatch | eu-west-1
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
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Create dashboard
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/
Jiminny (New) Jiminny (New)
Jiminny (New)
/
Epic - Change parent
JY-12249
JY-12249
/
Bug - Change work type
JY-20813
JY-20813
Copy link
Twilio number is not released when Voice role is removed from user- Summary, edit
Twilio number is not released when Voice role is removed from user
Twilio number is not released when Voice role is removed from user
Add or create work related to this Bug
Add or create work related to this Bug
View app actions
View app actions
Collapse Key details Key details
Collapse Key details
Collapse Key details
Key details
Description
Description
Edit Description, edit
Precondition:
User “A” has
Recorder & Voice
role and has an assigned Twilio softphone number.
Steps to reproduce:
Log in to Jiminny as an admin user.
Navigate to Organization Settings > User page
/settings/organization/members
Remove the Voice role from user “A”
Check the assigned number in Twilio
Expected:
The assigned phone number should be automatically released in Twilio.
Observed:
The phone number is
not released
in Twilio.
Note:
The issue appears to be that the number is removed locally but not released in Twilio.
users.softphone_number
is set to NULL ==> CORRECT
the related record in
phone_numbers
table is deleted ==> CORRECT
Steps to reproduce
Steps to reproduce
More information about
Edit Steps to reproduce, edit
None
Actual outcome
More information about...
|
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Twilio","depth":16,"bounds":{"left":0.28125,"top":0.43335995,"width":0.080784574,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Expected:","depth":15,"bounds":{"left":0.27327126,"top":0.49082202,"width":0.022772606,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"The assigned phone number should be automatically released in Twilio.","depth":14,"bounds":{"left":0.27327126,"top":0.509976,"width":0.15708111,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Observed:","depth":15,"bounds":{"left":0.27327126,"top":0.5387071,"width":0.023769947,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"The phone number is","depth":14,"bounds":{"left":0.27327126,"top":0.55786115,"width":0.047872342,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"not released","depth":15,"bounds":{"left":0.32114363,"top":0.55786115,"width":0.02825798,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"in Twilio.","depth":14,"bounds":{"left":0.3494016,"top":0.55786115,"width":0.020611702,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Note:","depth":15,"bounds":{"left":0.27327126,"top":0.61532325,"width":0.013464096,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"The issue appears to be that the number is removed locally but not released in Twilio.","depth":14,"bounds":{"left":0.2867354,"top":0.61532325,"width":0.1875,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"users.softphone_number","depth":17,"bounds":{"left":0.28241357,"top":0.6452514,"width":0.053690158,"height":0.0131683955},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"is set to NULL ==> CORRECT","depth":16,"bounds":{"left":0.33743352,"top":0.6440543,"width":0.06299867,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"the related record in","depth":16,"bounds":{"left":0.28125,"top":0.6664006,"width":0.045545213,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"phone_numbers","depth":17,"bounds":{"left":0.32795876,"top":0.6675978,"width":0.03174867,"height":0.0131683955},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"table is deleted ==> CORRECT","depth":16,"bounds":{"left":0.36103722,"top":0.6664006,"width":0.06582447,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXHeading","text":"Steps to reproduce","depth":12,"bounds":{"left":0.27260637,"top":0.7035116,"width":0.042386968,"height":0.015163607},"on_screen":true,"help_text":"","role_description":"heading","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Steps to 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outcome","depth":13,"bounds":{"left":0.27260637,"top":0.7721468,"width":0.03474069,"height":0.01396648},"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXMenuButton","text":"More information about","depth":12,"bounds":{"left":0.31133643,"top":0.7729449,"width":0.005319149,"height":0.012769354},"on_screen":true,"help_text":"","role_description":"menu button","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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7757664353195851315
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5986963605229359812
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idle
|
accessibility
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NULL
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[JY-20963] Fix foreign key violation when matching [JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20963] Fix foreign key violation when matching activities to deleted Salesforce opportunities - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
[JY-20912] Fallback mechanism for users with active SF tokens for CRM Matching - Jira
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Service-Desk - Queues - Platform team - Service space - Jira
Service-Desk - Queues - Platform team - Service space - Jira
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20676 delete AJ reports related objects by LakyLak · Pull Request #12098 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
JY-20915 add alias for EU by LakyLak · Pull Request #12105 · jiminny/app
Pipelines - jiminny/app
Pipelines - jiminny/app
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
SevenShores\Hubspot\Exceptions\BadRequest: Client error: `POST https://api.hubapi.com/crm/v3/objects/contact/search` resulted in a `429 Too Many Requests` response: {"status":"error","message":"You have reached your secondly limit.","errorType":"RATE_LIMIT
Jiminny
Jiminny
[JY-20879] Enable users to use their new activity types - Jira
[JY-20879] Enable users to use their new activity types - Jira
Sentry error
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
Illuminate\Database\QueryException: SQLSTATE[23000]: Integrity constraint violation: 1452 Cannot add or update a child row: a foreign key constraint fails (`jiminny`.`activities`, CONSTRAINT `activities_opportunity_id_foreign` FOREIGN KEY (`opportunity_id`
CloudWatch | eu-west-1
CloudWatch | eu-west-1
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
[JY-20813] Twilio number is not released when Voice role is removed from user - Jira
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Jiminny (New) Jiminny (New)
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Epic - Change parent
JY-12249
JY-12249
/
Bug - Change work type
JY-20813
JY-20813
Copy link
Twilio number is not released when Voice role is removed from user- Summary, edit
Twilio number is not released when Voice role is removed from user
Twilio number is not released when Voice role is removed from user
Add or create work related to this Bug
Add or create work related to this Bug
View app actions
View app actions
Collapse Key details Key details
Collapse Key details
Collapse Key details
Key details
Description
Description
Edit Description, edit
Precondition:
User “A” has
Recorder & Voice
role and has an assigned Twilio softphone number.
Steps to reproduce:
Log in to Jiminny as an admin user.
Navigate to Organization Settings > User page
/settings/organization/members
Remove the Voice role from user “A”
Check the assigned number in Twilio
Expected:
The assigned phone number should be automatically released in Twilio.
Observed:
The phone number is
not released
in Twilio.
Note:
The issue appears to be that the number is removed locally but not released in Twilio.
users.softphone_number
is set to NULL ==> CORRECT
the related record in
phone_numbers
table is deleted ==> CORRECT
Steps to reproduce
Steps to reproduce
More information about
Edit Steps to reproduce, edit
None
Actual outcome
More information about...
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70682
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NULL
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NULL
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NULL
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70685
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2539
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11
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2026-05-22T10:32:14.168854+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-22/1779 /Users/lukas/.screenpipe/data/data/2026-05-22/1779445934168_m2.jpg...
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Firefox
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[JY-20813] Twilio number is not released when Voic [JY-20813] Twilio number is not released when Voice role is removed from user - Jira — Work...
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1
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jiminny.atlassian.net/browse/JY-20813?atlOrigin=ey jiminny.atlassian.net/browse/JY-20813?atlOrigin=eyJpIjoiZGEwYThkZjQ5YjI4NGUyOTkyNjZiYmU0YmJmNWU0MmEiLCJwIjoiamlyYS1zbGFjay1pbnQifQ&issueKey=JY-20813&subProduct=jira-software...
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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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Firefox•.•VIewMistorbookmarksProtllesToolsWindowme Firefox•.•VIewMistorbookmarksProtllesToolsWindowmelpny.atlassian.net/browse/JY-208132atlOrigin=eyJ/pljoiZGEWThkZjQ5Yjl4NGUyOTkyNjZiYmUOYmJmNWUOMmEiLCJWjoiamlyYStzbGFjay1pbnCifC&issueKey=JY-20813&subProduct=jira-software(JY-20963] Fix foreign key violatiO JIMINNY(JY-20912] Fallback mechanism fcJy-20915 add alias for EU by Laky!Service-Desk - Queues - PlatfornfJY-20676 delete AJ reports relatecf JY-20915 add alias for EU by Laky!@ For you© Recent|# Starred8$ Apps0, Spaces+ ...Pipelines - jiminny/apps!) SevenShores|Hubspot\Exceptions8 Jiminny* (JY-20879] Enable users to use thAl Illuminate|DatabaselQuervExcepCloudWatch | eu-west-1f JY-20842 add delete events for es[JY-20813] Twilio number is nc XJiminny (New) + ...IWD Platform TeamIID Capture TeamID Enterprise Stability I…..W Processing TeamIN SE Kanban( Service-Desk= More spaces— FiltersCB DashboardsC Operations— New Tab& Confluence: Teams"= Customise sidebarIQ SearchSpaces / E Jiminny (New) / & JY-12249 / 7Qk JY-20813Twilio number is not released when Voice role is removed from user~ Key detailsDescriptionPrecondition:User "A" has Recorder & Voice role and has an assigned Twilio softphone number.Steps to reproduce:1. Log in to Jiminny as an admin user.2. Navigate to Organization Settings > User page/settings/organization/members3. Remove the Voice role from user "A4. Check the assigned number in TwilioExoected:The assigned phone number should be automatically released in Twilio.Observed:The phone number is not released in Twilio.Note: The issue appears to be that the number is removed locally but not released in Twilio.• users.softphone_number is set to NULL → CORRECT• the related record in phone_numbers table is deleted → CORRECTSteps to reproduceNoneActual outcomeAdd textExpected outcomeAdd textSubtasksAdd subtaskLinked work itemsAdd linked work item+ CreateGGMOAX 100%E 8• Fri22May 13:32:13E ASK ROVO A ® Lô 01llldllll111Days* Improve Bug& UnassignedAssign to me& Aneliya Angelova[ Open with VS Code33 Create branch/ Create commitNoneAdd optionsNoneNonePlatformNone→ U-12249 MaintenancePlatform Sprint 5 Q2= MediumNoNoneAdd optionOpen Canny Linkstory point estimate, Original estimate, Time trackingRule executionsOpen featureOS...
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Firefox•.•VIewMistorbookmarksProtllesToolsWindowme Firefox•.•VIewMistorbookmarksProtllesToolsWindowmelpny.atlassian.net/browse/JY-208132atlOrigin=eyJ/pljoiZGEWThkZjQ5Yjl4NGUyOTkyNjZiYmUOYmJmNWUOMmEiLCJWjoiamlyYStzbGFjay1pbnCifC&issueKey=JY-20813&subProduct=jira-software(JY-20963] Fix foreign key violatiO JIMINNY(JY-20912] Fallback mechanism fcJy-20915 add alias for EU by Laky!Service-Desk - Queues - PlatfornfJY-20676 delete AJ reports relatecf JY-20915 add alias for EU by Laky!@ For you© Recent|# Starred8$ Apps0, Spaces+ ...Pipelines - jiminny/apps!) SevenShores|Hubspot\Exceptions8 Jiminny* (JY-20879] Enable users to use thAl Illuminate|DatabaselQuervExcepCloudWatch | eu-west-1f JY-20842 add delete events for es[JY-20813] Twilio number is nc XJiminny (New) + ...IWD Platform TeamIID Capture TeamID Enterprise Stability I…..W Processing TeamIN SE Kanban( Service-Desk= More spaces— FiltersCB DashboardsC Operations— New Tab& Confluence: Teams"= Customise sidebarIQ SearchSpaces / E Jiminny (New) / & JY-12249 / 7Qk JY-20813Twilio number is not released when Voice role is removed from user~ Key detailsDescriptionPrecondition:User "A" has Recorder & Voice role and has an assigned Twilio softphone number.Steps to reproduce:1. Log in to Jiminny as an admin user.2. Navigate to Organization Settings > User page/settings/organization/members3. Remove the Voice role from user "A4. Check the assigned number in TwilioExoected:The assigned phone number should be automatically released in Twilio.Observed:The phone number is not released in Twilio.Note: The issue appears to be that the number is removed locally but not released in Twilio.• users.softphone_number is set to NULL → CORRECT• the related record in phone_numbers table is deleted → CORRECTSteps to reproduceNoneActual outcomeAdd textExpected outcomeAdd textSubtasksAdd subtaskLinked work itemsAdd linked work item+ CreateGGMOAX 100%E 8• Fri22May 13:32:13E ASK ROVO A ® Lô 01llldllll111Days* Improve Bug& UnassignedAssign to me& Aneliya Angelova[ Open with VS Code33 Create branch/ Create commitNoneAdd optionsNoneNonePlatformNone→ U-12249 MaintenancePlatform Sprint 5 Q2= MediumNoNoneAdd optionOpen Canny Linkstory point estimate, Original estimate, Time trackingRule executionsOpen featureOS...
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Firefox File EditViewHistoryBookmarksProfilesTools Firefox File EditViewHistoryBookmarksProfilesToolsWindowHelp• 0APP (DOCKERDEV (-zsh)O $82APP (-zsh)tests/Unit/Services/Mail/0ffice/EmailApiClientTest.phptests/Unit/Services/Mail/TextRelayServiceTest.phptests/Unit/Services/RecallAI/RecallAIServiceTest.php79 files changed, 4254 insertions(+), 2020 deletions(-)create mode 100644 •github/claude-reviewer/no-ticket-warning.txtcreate mode.github/claude-reviewer/scripts/fetch-jira-context.mjsdelete mode100644 app/Component/ES/Processor/BatchStatusInterface.phpcreate mode100644 app/Component/ES/Processor/RedisEntityExtractor.phpdelete mode100644 app/Component/ES/Processor/Traits/WorkerIdTrait.php100644 app/Component/ES/QueuePriorityEnum.phpcreate mode 100644 front-end/src/components/DealInsights/Modals/__tests__/AskAnythingModacreatemode 100644 front-end/src/components/shared/AskAnything/__tests__/__snapshots__/Asdeletemode100644 front-end/src/components/shared/AskAnything/__tests__/_createmode 100644 tests/Unit/Component/ES/Processor/RedisEntityExtractorTest.phpdelete mode 100644 tests/Unit/Component/ES/Processor/Traits/WorkerIdTraitTest.phpcreate mode100644 tests/Unit/Component/ES/QueuePriorityEnumTest.phpcreate mode100644 tests/Unit/Notifications/Activities/SmsReceivedTest.phpcreate mode100644 tests/Unit/Services/Mail/TextRelayServiceTest.phplukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $ co -b JY-20963-fix-imporSwitched to a new branch 'JY-20963-fix-import-on-deleted-entity'lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/Jiminny/app (JY-20963-fix-import-on-deleted-ent|docker exec -it docker_lamp_1 ./vendor/bin/php-cs-fixer fix--config=.php-cs-fixer.dist.phWhat's next:Try Docker Debug forseamless, persistent debugging tools in any container or image →Learn moreat [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-ent)docker exec -it docker_lamp_1 ./vendor/bin/php-cs-fixer fix --config=.php-cs-fixer.dist.phPHP CS Fixer 3.87.1 Alexander by Fabien Potencier, Dariusz Ruminskiandcontributors.PHP runtime: 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.Loaded config default from".php-cs-fixer.dist.php".5691/5691 [8100%Fixed 0 of 5691 files in 96.077 seconds, 67.00 MB memory usedWhat's next:Try Docker Debug for seamless, persistent debugging tools in anycontainer orimage →Learn moreat https://docs.docker.com/go/debug-cli/lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (JY-20963-fix-import-on-deleted-eHomeDMsActivityFilesLaterMore+ED→Jiminny ..w starrea& jiminny-x-integrati...platform-inner-teamChannels# ai-chapter# alerts#backend# bugs# confusion-clinic# curiosity_lab# engineering# general# happy_birthday# jiminny-bg# platform-tickets# product_launches# random# releases# sofia-office# support# thank-yous# the_people_of jimi...° Direct messages% Galya Dimitrova **Ro Nikolay Yankove. Aneliya AngelovaStoyan Tanev+.lamec Graham> 0(all100%8 • Fri 22 May 13:32:14Describe what you are looking forJY-20813 Jira CloudXTwilio number is not released whenVoice role is removed from userJira Cloud CDetailsConversations 1DescriptionPrecondition:User "A" has Recorder & Voice * * role and has anassigned Twilio softphone number.Steps to reproduce:1. Log in to Jiminny as an admin user.2. Navigate to Organization Settings > User page/settings/organization/members3. Remove the Voice role from user "A"4. Check the assigned number in TwilioExpected:The assigned phone number should be automaticallyreleased in Twilio.Observed:The phone number is not released in Twilio.*Note: * The issue appears to be that the number isremoved locally but not released in Twilio.• users.softphone_number is set to NULL ==>CORRECT• the related record in phone_numbers table is deleted==> CORRECTStatusOpen in Jirai Summarize...
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Firefox File EditViewHistoryBookmarksProfilesTools Firefox File EditViewHistoryBookmarksProfilesToolsWindowHelp• 0APP (DOCKERDEV (-zsh)O $82APP (-zsh)tests/Unit/Services/Mail/0ffice/EmailApiClientTest.phptests/Unit/Services/Mail/TextRelayServiceTest.phptests/Unit/Services/RecallAI/RecallAIServiceTest.php79 files changed, 4254 insertions(+), 2020 deletions(-)create mode 100644 •github/claude-reviewer/no-ticket-warning.txtcreate mode.github/claude-reviewer/scripts/fetch-jira-context.mjsdelete mode100644 app/Component/ES/Processor/BatchStatusInterface.phpcreate mode100644 app/Component/ES/Processor/RedisEntityExtractor.phpdelete mode100644 app/Component/ES/Processor/Traits/WorkerIdTrait.php100644 app/Component/ES/QueuePriorityEnum.phpcreate mode 100644 front-end/src/components/DealInsights/Modals/__tests__/AskAnythingModacreatemode 100644 front-end/src/components/shared/AskAnything/__tests__/__snapshots__/Asdeletemode100644 front-end/src/components/shared/AskAnything/__tests__/_createmode 100644 tests/Unit/Component/ES/Processor/RedisEntityExtractorTest.phpdelete mode 100644 tests/Unit/Component/ES/Processor/Traits/WorkerIdTraitTest.phpcreate mode100644 tests/Unit/Component/ES/QueuePriorityEnumTest.phpcreate mode100644 tests/Unit/Notifications/Activities/SmsReceivedTest.phpcreate mode100644 tests/Unit/Services/Mail/TextRelayServiceTest.phplukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (master) $ co -b JY-20963-fix-imporSwitched to a new branch 'JY-20963-fix-import-on-deleted-entity'lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/Jiminny/app (JY-20963-fix-import-on-deleted-ent|docker exec -it docker_lamp_1 ./vendor/bin/php-cs-fixer fix--config=.php-cs-fixer.dist.phWhat's next:Try Docker Debug forseamless, persistent debugging tools in any container or image →Learn moreat [URL_WITH_CREDENTIALS] ~/jiminny/app (JY-20963-fix-import-on-deleted-ent)docker exec -it docker_lamp_1 ./vendor/bin/php-cs-fixer fix --config=.php-cs-fixer.dist.phPHP CS Fixer 3.87.1 Alexander by Fabien Potencier, Dariusz Ruminskiandcontributors.PHP runtime: 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.Loaded config default from".php-cs-fixer.dist.php".5691/5691 [8100%Fixed 0 of 5691 files in 96.077 seconds, 67.00 MB memory usedWhat's next:Try Docker Debug for seamless, persistent debugging tools in anycontainer orimage →Learn moreat https://docs.docker.com/go/debug-cli/lukas@Lukas-Kovaliks-MacBook-Pro-Jiminny ~/jiminny/app (JY-20963-fix-import-on-deleted-eHomeDMsActivityFilesLaterMore+ED→Jiminny ..w starrea& jiminny-x-integrati...platform-inner-teamChannels# ai-chapter# alerts#backend# bugs# confusion-clinic# curiosity_lab# engineering# general# happy_birthday# jiminny-bg# platform-tickets# product_launches# random# releases# sofia-office# support# thank-yous# the_people_of jimi...° Direct messages% Galya Dimitrova **Ro Nikolay Yankove. Aneliya AngelovaStoyan Tanev+.lamec Graham> 0(all100%8 • Fri 22 May 13:32:14Describe what you are looking forJY-20813 Jira CloudXTwilio number is not released whenVoice role is removed from userJira Cloud CDetailsConversations 1DescriptionPrecondition:User "A" has Recorder & Voice * * role and has anassigned Twilio softphone number.Steps to reproduce:1. Log in to Jiminny as an admin user.2. Navigate to Organization Settings > User page/settings/organization/members3. Remove the Voice role from user "A"4. Check the assigned number in TwilioExpected:The assigned phone number should be automaticallyreleased in Twilio.Observed:The phone number is not released in Twilio.*Note: * The issue appears to be that the number isremoved locally but not released in Twilio.• users.softphone_number is set to NULL ==>CORRECT• the related record in phone_numbers table is deleted==> CORRECTStatusOpen in Jirai Summarize...
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