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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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-4445765612422343807
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visual_change
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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
Jira
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70689
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2539
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14
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2026-05-22T10:32:26.962179+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-22/1779 /Users/lukas/.screenpipe/data/data/2026-05-22/1779445946962_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
[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)
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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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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...
|
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2847799054033874864
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5982319265964611268
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visual_change
|
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
[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
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...
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70688
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NULL
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70690
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2539
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15
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2026-05-22T10:32:35.961741+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-22/1779 /Users/lukas/.screenpipe/data/data/2026-05-22/1779445955961_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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[JY-20813] Twilio number is not released when Voic [JY-20813] Twilio number is not released when Voice role is removed from user - Jira
jiminny.atlassian.net
[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
[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
Customize sidebar
Open Google Gemini (⌃X)...
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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
jiminny.atlassian.net
[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
[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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[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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2539
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2026-05-22T10:33:06.695751+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-22/1779 /Users/lukas/.screenpipe/data/data/2026-05-22/1779445986695_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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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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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
Steps to reproduce
Steps to reproduce
More information about
Edit Steps to reproduce, edit
None
Actual outcome
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Edit Actual outcome
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Expected outcome
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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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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"},{"role":"AXRadioButton","text":"All","depth":14,"bounds":{"left":0.27360374,"top":1.0,"width":0.013962766,"height":-0.014764547},"on_screen":false,"help_text":"","role_description":"radio button","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"All","depth":16,"bounds":{"left":0.27792552,"top":1.0,"width":0.005319149,"height":-0.017956853},"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXRadioButton","text":"Comments","depth":14,"bounds":{"left":0.28823137,"top":1.0,"width":0.032413565,"height":-0.014764547},"on_screen":false,"help_text":"","role_description":"radio button","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false},{"role":"AXStaticText","text":"Comments","depth":16,"bounds":{"left":0.2925532,"top":1.0,"width":0.023769947,"height":-0.017956853},"on_screen":false,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXRadioButton","text":"History","depth":14,"bounds":{"left":0.32130983,"top":1.0,"width":0.02443484,"height":-0.014764547},"on_screen":false,"help_text":"","role_description":"radio button","subrole":"AXUnknown","is_enabled":true,"is_focused":false,"is_selected":false}]...
|
3386168192465642517
|
5986963584828265156
|
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
All
All
Comments
Comments
History...
|
70690
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NULL
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NULL
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NULL
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70693
|
2538
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10
|
2026-05-22T10:33:19.972335+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-22/1779 /Users/lukas/.screenpipe/data/data/2026-05-22/1779445999972_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
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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Create board...
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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
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/2026-05-22/1779445999871_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
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
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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2026-05-22T10:33:20.906380+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-22/1779 /Users/lukas/.screenpipe/data/data/2026-05-22/1779446000906_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
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
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/2026-05-22/1779446001010_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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2026-05-22T10:33:21.988796+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-22/1779 /Users/lukas/.screenpipe/data/data/2026-05-22/1779446001988_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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click
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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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70695
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70698
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0
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2026-05-22T10:33:22.088971+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-22/1779 /Users/lukas/.screenpipe/data/data/2026-05-22/1779446002088_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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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
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
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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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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:...
|
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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
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
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:...
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70699
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2540
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0
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2026-05-22T10:33:52.448817+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-22/1779 /Users/lukas/.screenpipe/data/data/2026-05-22/1779446032448_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
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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1321075909126215373
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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
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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NULL
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NULL
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NULL
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2026-05-22T10:33:52.769864+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-22/1779 /Users/lukas/.screenpipe/data/data/2026-05-22/1779446032769_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
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)
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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
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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
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
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View app actions
Collapse Key details Key details
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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...
Pro tip:
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to comment
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Watch options: You are not watching this issue, 1 person watching
1
Share
Share
Actions
Actions
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Backlog
Automation
Automation
Improve Bug
Improve Bug
Details
Details
Details...
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70698
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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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FirefoxFileEditViewHistoryBookmarksProfilesToolsWi FirefoxFileEditViewHistoryBookmarksProfilesToolsWindowHelp•• 0APP (DOCKERDEV (-zsh)O $82APP (-zsh)tests/Unit/Services/Activity/RingCentral/ServiceTest.phptests/Unit/Services/Activity/TwilioVideo/ServiceTest.phptests/Unit/Services/Activity/TwilioVideo/TwilioVideoMetadataHandlerTest.phptests/Unit/Services/Kiosk/AutomatedReports/AutomatedReportsServiceTest.phptests/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 100644 .github/claude-reviewer/scripts/fetch-jira-context.mjsdelete mode 100644 app/Component/ES/Processor/BatchStatusInterface.phpcreatemode 100644 app/Component/ES/Processor/RedisEntityExtractor.phpdelete mode100644 app/Component/ES/Processor/Traits/WorkerIdTrait.phpcreate mode 100644 app/Component/ES/QueuePriorityEnum.phpcreate mode 100644 front-end/src/components/DealInsights/Modals/__tests__/AskAnythingModacreate mode100644 front-end/src/components/shared/AskAnything/__tests__/__snapshots__/Asdeletemode100644 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 mode 100644 tests/Unit/Component/ES/QueuePriorityEnumTest.phpcreate mode 100644 tests/Unit/Notifications/Activities/SmsReceivedTest.phpcreate mode 100644 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-entdocker 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] (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 Ruminski and contributors.PHPruntime: 8.3.30Running analysis on 7 cores with 10 files perprocess.Parallel runner is an experimental feature and may be unstable,use itat yourownrisk.Loaded config default from".php-cs-fixer.dist.php"5691/5691100%Fixed 0 of 5691 files in 96.077 seconds, 67.00 MBmemory used•HomeDMsActivityFilesLaterMore+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 Tanevt. lamoc Graham> 0(all100%8 • Fri 22 May 13:34:22Describe 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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5519001108836730840
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FirefoxFileEditViewHistoryBookmarksProfilesToolsWi FirefoxFileEditViewHistoryBookmarksProfilesToolsWindowHelp•• 0APP (DOCKERDEV (-zsh)O $82APP (-zsh)tests/Unit/Services/Activity/RingCentral/ServiceTest.phptests/Unit/Services/Activity/TwilioVideo/ServiceTest.phptests/Unit/Services/Activity/TwilioVideo/TwilioVideoMetadataHandlerTest.phptests/Unit/Services/Kiosk/AutomatedReports/AutomatedReportsServiceTest.phptests/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 100644 .github/claude-reviewer/scripts/fetch-jira-context.mjsdelete mode 100644 app/Component/ES/Processor/BatchStatusInterface.phpcreatemode 100644 app/Component/ES/Processor/RedisEntityExtractor.phpdelete mode100644 app/Component/ES/Processor/Traits/WorkerIdTrait.phpcreate mode 100644 app/Component/ES/QueuePriorityEnum.phpcreate mode 100644 front-end/src/components/DealInsights/Modals/__tests__/AskAnythingModacreate mode100644 front-end/src/components/shared/AskAnything/__tests__/__snapshots__/Asdeletemode100644 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 mode 100644 tests/Unit/Component/ES/QueuePriorityEnumTest.phpcreate mode 100644 tests/Unit/Notifications/Activities/SmsReceivedTest.phpcreate mode 100644 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-entdocker 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] (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 Ruminski and contributors.PHPruntime: 8.3.30Running analysis on 7 cores with 10 files perprocess.Parallel runner is an experimental feature and may be unstable,use itat yourownrisk.Loaded config default from".php-cs-fixer.dist.php"5691/5691100%Fixed 0 of 5691 files in 96.077 seconds, 67.00 MBmemory used•HomeDMsActivityFilesLaterMore+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 Tanevt. lamoc Graham> 0(all100%8 • Fri 22 May 13:34:22Describe 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•.•EditVIewMistorbookmarksProtllesToolsWind Firefox•.•EditVIewMistorbookmarksProtllesToolsWindowmelpny.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!Pipelines - jiminny/appl SevenShores|Hubspot|Exceptions|8 Jiminnv(UY-20879) Enable users to use thiSentry error)f JY-20842 add delete events for es(VY-20813) Twilio number is nc X+ New Tab@ For you© Recent|# Starred•$ Apps0, Spaces+ ...Recent2 Jiminny (New) + ...I 00 Platform TeamIID Capture TeamID Enterprise Stability I…..W Processing TeamIN SE KanbanService-Desk= More spaces= FiltersCB DashboardsC Operations& Confluence: Teams"= Customise sidebarIQ SearchSpaces / El Jiminny (New) / & JY-12249 / 7Q7 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+ CreateOOMOAX 100%E3 8• Fri22May 13:34:22E 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•.•EditVIewMistorbookmarksProtllesToolsWind Firefox•.•EditVIewMistorbookmarksProtllesToolsWindowmelpny.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!Pipelines - jiminny/appl SevenShores|Hubspot|Exceptions|8 Jiminnv(UY-20879) Enable users to use thiSentry error)f JY-20842 add delete events for es(VY-20813) Twilio number is nc X+ New Tab@ For you© Recent|# Starred•$ Apps0, Spaces+ ...Recent2 Jiminny (New) + ...I 00 Platform TeamIID Capture TeamID Enterprise Stability I…..W Processing TeamIN SE KanbanService-Desk= More spaces= FiltersCB DashboardsC Operations& Confluence: Teams"= Customise sidebarIQ SearchSpaces / El Jiminny (New) / & JY-12249 / 7Q7 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+ CreateOOMOAX 100%E3 8• Fri22May 13:34:22E 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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Switch workspaces… (Jiminny Inc) Has new messages
Switch workspaces… (Jiminny Inc) Has new messages
Home
Home
DMs
DMs
Activity
Activity
Files
Files
Later
Later
More…
More
Unreads
Threads
Huddles
Drafts & sent
1
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jiminny-x-integration-app
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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Activity
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Files
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Later
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More…
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Unreads
Threads
Huddles
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jiminny-x-integration-app
platform-inner-team
SlackFileEditViewGoHistoryWindowHelpDOCKER0 81DEV (-zsh)O $82APP (-zsh)tests/Unit/Services/Activity/RingCentral/ServiceTest.phptests/Unit/Services/Activity/TwilioVideo/ServiceTest.phptests/Unit/Services/Activity/TwilioVideo/TwilioVideoMetadataHandlerTest.phptests/Unit/Services/Kiosk/AutomatedReports/AutomatedReportsServiceTest.phptests/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 100644.github/claude-reviewer/scripts/fetch-jira-context.mjsdelete mode 100644 app/Component/ES/Processor/BatchStatusInterface.phpcreatemode 100644 app/Component/ES/Processor/RedisEntityExtractor.phpdelete mode100644 app/Component/ES/Processor/Traits/WorkerIdTrait.phpcreate mode 100644 app/Component/ES/QueuePriorityEnum.phpTrginusWorker/aTrai+: Phpcreate mode 100644 front-end/src/components/DealInsights/Modals/__tests__/AskAnythingModacreate mode100644 front-end/src/components/shared/AskAnything/__tests__/__snapshots__/Asdeletemode100644 front-end/src/components/shared/AskAnything/__tests__/__snapshots__/Ascreatemode 100644tests/Unit/Component/ES/Processor/RedisEntityExtractorTest.phpdelete mode 100644 tests/Unit/Component/ES/Processor/Traits/WorkerIdTraitTest.phpcreate mode 100644 tests/Unit/Component/ES/QueuePriorityEnumTest.phpcreate mode 100644 tests/Unit/Notifications/Activities/SmsReceivedTest.phpcreate mode 100644 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-entdocker 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] (JY-20963-fix-import-on-deleted-entdocker 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 Ruminski and contributors.PHPruntime: 8.3.30Running analysis on 7 cores with 10 files perprocess.Parallel runner is an experimental feature and may be unstable,useitat yourownrisk.Loaded config default from".php-cs-fixer.dist.php"5691/5691100%Fixed 0 of 5691 files in 96.077 seconds, 67.00 MBmemory usedAPP (..•HomeDMsActivityFilesLaterMore+ED→Jiminny ...& jiminny-x-integrati...& platform-inner-team# Channels# 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...0 Direct messagesGalya Dimitrova "o Nikolay YankovP. Aneliya Angelova. Stoyan Tanev2o James Grahamlahl100% <478•Fri 22 May 13:34:25Describe what you are looking for# releases8 22• MessagesC Files• Bookmarks+fetch PR data vi- CitLlnh API0f883d21 - Re.Today~orking version1be25ca1 - Add github_token to Claude Codeaction for enhanced authenticationShow more( jiminny/app| Added by GitHubNewCircleCl APP 1:26 PMDeployment Successful!Project: appWhen:05/22/202610:26:05Tag:View JobGitHub APP 1:27 PM4 new commits pushed to master byTodorStamatovJiminnycbf9b72b - JY-20955: fix calendar eventduplication checkafe8dceg - Merge branch 'master' into JY-20955-multiple-calendars-events218a8602 - Merge branch 'master' into JY-20955-multiple-calendars-eventsbe560cbf - Merge pull request #12119 fromjiminny/JY-20955-multiple-calendars-eventsjiminny/app| Added by GitHubMessage #releases+..•...
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2026-05-22T10:34:53.728566+00:00
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Switch workspaces… (Jiminny Inc) Has new messages
Switch workspaces… (Jiminny Inc) Has new messages
Home
Home
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Activity
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backend
bugs
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curiosity_lab
engineering
general
happy_birthday
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platform-tickets
product_launches
random
releases
sofia-office
support
thank-yous
the_people_of_jiminny
Galya Dimitrova
Nikolay Yankov
Aneliya Angelova
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Jump to date
Today at 12:08:14 PM
12:08
New commits deployed to Prophet Prod-EU:
[055b97b](
https://github.com/jiminny/prophet/commit/055b97ba1bd347e4ca514ccbc5a467a76b4801d2
https://github.com/jiminny/prophet/commit/055b97ba1bd347e4ca514ccbc5a467a76b4801d2
) - [JY-20410](
https://jiminny.atlassian.net/browse/JY-20410
https://jiminny.atlassian.net/browse/JY-20410
): Improve activity type suggestions (#519) (steliyan-g)
GitHub
APP
Today at 12:59:25 PM
12:59 PM
15 new commits
15 new commits
pushed to
master
master
by
nikolay-yankov
nikolay-yankov
aacdb336
aacdb336
- Add Jira ticket context fetching to Claude workflow
1704bba0
1704bba0
- JY: inline Jira fetch script into workflow to avoid pre-checkout file-not-found error
1e31f03e
1e31f03e
- JY: fix Jira fetch - write to temp file, fetch PR data via GitHub API
0f883d21
0f883d21
- Revert last working version
1be25ca1
1be25ca1
- Add github_token to Claude Code action for enhanced authentication
Show more
jiminny/app
jiminny/app...
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Today at 12:08:14 PM
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New commits deployed to Prophet Prod-EU:
[055b97b](
https://github.com/jiminny/prophet/commit/055b97ba1bd347e4ca514ccbc5a467a76b4801d2
https://github.com/jiminny/prophet/commit/055b97ba1bd347e4ca514ccbc5a467a76b4801d2
) - [JY-20410](
https://jiminny.atlassian.net/browse/JY-20410
https://jiminny.atlassian.net/browse/JY-20410
): Improve activity type suggestions (#519) (steliyan-g)
GitHub
APP
Today at 12:59:25 PM
12:59 PM
15 new commits
15 new commits
pushed to
master
master
by
nikolay-yankov
nikolay-yankov
aacdb336
aacdb336
- Add Jira ticket context fetching to Claude workflow
1704bba0
1704bba0
- JY: inline Jira fetch script into workflow to avoid pre-checkout file-not-found error
1e31f03e
1e31f03e
- JY: fix Jira fetch - write to temp file, fetch PR data via GitHub API
0f883d21
0f883d21
- Revert last working version
1be25ca1
1be25ca1
- Add github_token to Claude Code action for enhanced authentication
Show more
jiminny/app
jiminny/app
rireroy•0 l[JY-20963] Fix foreign key violati-7 (JY-209121 Fallback mechanism fdJY-20915 add alias for EU by Laky!Service-Desk - Queues - PlatfornfJY-20676 delete AJ reports relatecf JY-20915 add alias for EU by Laky!Pipelines - jiminny/appl SevenShores|Hubspot|Exceptions|8 Jiminnv(UY-20879) Enable users to use thiSentry error)f JY-20842 add delete events for es(VY-20813) Twilio number is nc X- New TabProtllesWindow00O JIMINNY@ For you• Recent|# Starred8$ Apps0, Spaces+ ...2 Jiminny (New) + ...I 00 Platform TeamIID Capture TeamID Enterprise Stability I…..W Processing TeamIN SE KanbanService-Desk= More spaces= FiltersCB DashboardsC Operations& Confluence:: Teams"= Customise sidebarEwYThkZjQ5YjI4NGUyOTkyNjZiYmUOYmJmNWUOMmEiLCJwljoiamlyYS1zbGFjay1pbnQifQ&issueKey=JY-20813&subProduct=jira-softwareQ 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+ Create‹$0 M O A X 100%C8 8• Fri 22 May 13:34:53.Ask Rovo ® Ê Qo= ..1llldllll111Days* 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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Switch workspaces… (Jiminny Inc) Has new messages
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Today at 12:08:14 PM
12:08
New commits deployed to Prophet Prod-EU:
[055b97b](
https://github.com/jiminny/prophet/commit/055b97ba1bd347e4ca514ccbc5a467a76b4801d2
https://github.com/jiminny/prophet/commit/055b97ba1bd347e4ca514ccbc5a467a76b4801d2
) - [JY-20410](
https://jiminny.atlassian.net/browse/JY-20410
https://jiminny.atlassian.net/browse/JY-20410
): Improve activity type suggestions (#519) (steliyan-g)
GitHub
APP
Today at 12:59:25 PM
12:59 PM
15 new commits
15 new commits
pushed to
master
master
by
nikolay-yankov
nikolay-yankov
aacdb336
aacdb336
- Add Jira ticket context fetching to Claude workflow
1704bba0
1704bba0
- JY: inline Jira fetch script into workflow to avoid pre-checkout file-not-found error
1e31f03e
1e31f03e
- JY: fix Jira fetch - write to temp file, fetch PR data via GitHub API
0f883d21
0f883d21
- Revert last working version
1be25ca1
1be25ca1
- Add github_token to Claude Code action for enhanced authentication
Show more
jiminny/app
jiminny/app
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Today at 1:26:05 PM
1:26 PM
Deployment Successful! tada emoji
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Today at 1:27:02 PM
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4 new commits
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by
TodorStamatovJiminny
TodorStamatovJiminny
cbf9b72b
cbf9b72b
- JY-20955: fix calendar event duplication check
afe8dce9
afe8dce9
- Merge branch 'master' into JY-20955-multiple-calendars-events
218a8602
218a8602
- Merge branch 'master' into JY-20955-multiple-calendars-events
be560cbf
be560cbf
- Merge pull request #12119 from jiminny/JY-20955-multiple-calendars-events
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idle
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hybrid
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NULL
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Switch workspaces… (Jiminny Inc) Has new messages
Switch workspaces… (Jiminny Inc) Has new messages
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Today at 12:08:14 PM
12:08
New commits deployed to Prophet Prod-EU:
[055b97b](
https://github.com/jiminny/prophet/commit/055b97ba1bd347e4ca514ccbc5a467a76b4801d2
https://github.com/jiminny/prophet/commit/055b97ba1bd347e4ca514ccbc5a467a76b4801d2
) - [JY-20410](
https://jiminny.atlassian.net/browse/JY-20410
https://jiminny.atlassian.net/browse/JY-20410
): Improve activity type suggestions (#519) (steliyan-g)
GitHub
APP
Today at 12:59:25 PM
12:59 PM
15 new commits
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nikolay-yankov
nikolay-yankov
aacdb336
aacdb336
- Add Jira ticket context fetching to Claude workflow
1704bba0
1704bba0
- JY: inline Jira fetch script into workflow to avoid pre-checkout file-not-found error
1e31f03e
1e31f03e
- JY: fix Jira fetch - write to temp file, fetch PR data via GitHub API
0f883d21
0f883d21
- Revert last working version
1be25ca1
1be25ca1
- Add github_token to Claude Code action for enhanced authentication
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jiminny/app
jiminny/app
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Today at 1:26:05 PM
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Deployment Successful! tada emoji
Deployment Successful!
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TodorStamatovJiminny
TodorStamatovJiminny
cbf9b72b
cbf9b72b
- JY-20955: fix calendar event duplication check
afe8dce9
afe8dce9
- Merge branch 'master' into JY-20955-multiple-calendars-events
218a8602
218a8602
- Merge branch 'master' into JY-20955-multiple-calendars-events
be560cbf
be560cbf
- Merge pull request #12119 from jiminny/JY-20955-multiple-calendars-events
jiminny/app
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SlackFileEditViewGoHistoryWindowHelpDOCKER© 81DEV (-zsh)O $82APP (-zsh)tests/Unit/Services/Activity/RingCentral/ServiceTest.phptests/Unit/Services/Activity/TwilioVideo/ServiceTest.phptests/Unit/Services/Activity/TwilioVideo/TwilioVideoMetadataHandlerTest.phptests/Unit/Services/Kiosk/AutomatedReports/AutomatedReportsServiceTest.phptests/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 100644.github/claude-reviewer/scripts/fetch-jira-context.mjsdelete mode 100644 app/Component/ES/Processor/BatchStatusInterface.phpcreatemode 100644 app/Component/ES/Processor/RedisEntityExtractor.phpdelete mode100644 app/Component/ES/Processor/Traits/WorkerIdTrait.phpcreate mode 100644 app/Component/ES/QueuePriorityEnum.phpTrginusWorker/aTrai+: Phpcreate mode 100644 front-end/src/components/DealInsights/Modals/__tests__/AskAnythingModacreate mode100644 front-end/src/components/shared/AskAnything/__tests__/__snapshots__/Asdeletemode100644 front-end/src/components/shared/AskAnything/__tests__/__snapshots__/Ascreatemode 100644tests/Unit/Component/ES/Processor/RedisEntityExtractorTest.phpdelete mode 100644 tests/Unit/Component/ES/Processor/Traits/WorkerIdTraitTest.phpcreate mode 100644 tests/Unit/Component/ES/QueuePriorityEnumTest.phpcreate mode 100644 tests/Unit/Notifications/Activities/SmsReceivedTest.phpcreate mode 100644 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-entdocker 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] (JY-20963-fix-import-on-deleted-entdocker 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 Ruminski and contributors.PHPruntime: 8.3.30Running analysis on 7 cores with 10 files perprocess.Parallel runner is an experimental feature and may be unstable,useitat yourownrisk.Loaded config default from".php-cs-fixer.dist.php"5691/5691100%Fixed 0 of 5691 files in 96.077 seconds, 67.00 MBmemory usedAPP (..•HomeDMsActivityFilesLaterMore+ED→Jiminny ...& jiminny-x-integrati...& platform-inner-team# Channels# 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...0 Direct messagesGalya Dimitrova "o Nikolay YankovP. Aneliya Angelova. Stoyan Tanev2o James Grahamlahl100% <478•Fri 22 May 13:34:58Describe what you are looking for# releases8 22• MessagesC Files• Bookmarks+fetch PR data vi- CitLlnh API0f883d21 - Re.Today~orking version1be25ca1 - Add github_token to Claude Codeaction for enhanced authenticationShow more( jiminny/app| Added by GitHubNewCircleCl APP 1:26 PMDeployment Successful!Project: appWhen:05/22/202610:26:05Tag:View JobGitHub APP 1:27 PM4 new commits pushed to master byTodorStamatovJiminnycbf9b72b - JY-20955: fix calendar eventduplication checkafe8dceg - Merge branch 'master' into JY-20955-multiple-calendars-events218a8602 - Merge branch 'master' into JY-20955-multiple-calendars-eventsbe560cbf - Merge pull request #12119 fromjiminny/JY-20955-multiple-calendars-eventsjiminny/app| Added by GitHubMessage #releases+..•...
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Switch workspaces… (Jiminny Inc) Has new messages
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Today at 12:08:14 PM
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New commits deployed to Prophet Prod-EU:
[055b97b](
https://github.com/jiminny/prophet/commit/055b97ba1bd347e4ca514ccbc5a467a76b4801d2
https://github.com/jiminny/prophet/commit/055b97ba1bd347e4ca514ccbc5a467a76b4801d2
) - [JY-20410](
https://jiminny.atlassian.net/browse/JY-20410
https://jiminny.atlassian.net/browse/JY-20410
): Improve activity type suggestions (#519) (steliyan-g)
GitHub
APP
Today at 12:59:25 PM
12:59 PM
15 new commits
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master
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by
nikolay-yankov
nikolay-yankov
aacdb336
aacdb336
- Add Jira ticket context fetching to Claude workflow
1704bba0
1704bba0
- JY: inline Jira fetch script into workflow to avoid pre-checkout file-not-found error
1e31f03e
1e31f03e
- JY: fix Jira fetch - write to temp file, fetch PR data via GitHub API
0f883d21
0f883d21
- Revert last working version
1be25ca1
1be25ca1
- Add github_token to Claude Code action for enhanced authentication
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jiminny/app
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Today at 1:26:05 PM
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Deployment Successful! tada emoji
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Today at 1:27:02 PM
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4 new commits
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TodorStamatovJiminny
TodorStamatovJiminny
cbf9b72b
cbf9b72b
- JY-20955: fix calendar event duplication check
afe8dce9
afe8dce9
- Merge branch 'master' into JY-20955-multiple-calendars-events
218a8602
218a8602
- Merge branch 'master' into JY-20955-multiple-calendars-events
be560cbf
be560cbf
- Merge pull request #12119 from jiminny/JY-20955-multiple-calendars-events
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idle
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hybrid
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Switch workspaces… (Jiminny Inc) Has new messages
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Today at 12:08:14 PM
12:08
New commits deployed to Prophet Prod-EU:
[055b97b](
https://github.com/jiminny/prophet/commit/055b97ba1bd347e4ca514ccbc5a467a76b4801d2
https://github.com/jiminny/prophet/commit/055b97ba1bd347e4ca514ccbc5a467a76b4801d2
) - [JY-20410](
https://jiminny.atlassian.net/browse/JY-20410
https://jiminny.atlassian.net/browse/JY-20410
): Improve activity type suggestions (#519) (steliyan-g)
GitHub
APP
Today at 12:59:25 PM
12:59 PM
15 new commits
15 new commits
pushed to
master
master
by
nikolay-yankov
nikolay-yankov
aacdb336
aacdb336
- Add Jira ticket context fetching to Claude workflow
1704bba0
1704bba0
- JY: inline Jira fetch script into workflow to avoid pre-checkout file-not-found error
1e31f03e
1e31f03e
- JY: fix Jira fetch - write to temp file, fetch PR data via GitHub API
0f883d21
0f883d21
- Revert last working version
1be25ca1
1be25ca1
- Add github_token to Claude Code action for enhanced authentication
Show more
jiminny/app
jiminny/app
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Added by
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New
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APP
Today at 1:26:05 PM
1:26 PM
Deployment Successful! tada emoji
Deployment Successful!
Project
: app
When
: 05/22/2026 10:26:05
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:
View Job
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APP
Today at 1:27:02 PM
1:27 PM
4 new commits
4 new commits
pushed to
master
master
by
TodorStamatovJiminny
TodorStamatovJiminny
cbf9b72b
cbf9b72b
- JY-20955: fix calendar event duplication check
afe8dce9
afe8dce9
- Merge branch 'master' into JY-20955-multiple-calendars-events
218a8602
218a8602
- Merge branch 'master' into JY-20955-multiple-calendars-events
be560cbf
be560cbf
- Merge pull request #12119 from jiminny/JY-20955-multiple-calendars-events
jiminny/app
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Processing uploaded file… complete! Message ready to be sent.
Channel releases
rireroy•0 l[JY-20963] Fix foreign key violati-7 (JY-209121 Fallback mechanism fdJY-20915 add alias for EU by Laky!Service-Desk - Queues - PlatfornfJY-20676 delete AJ reports relatecf JY-20915 add alias for EU by Laky!Pipelines - jiminny/appl SevenShores|Hubspot|Exceptions|8 Jiminnv(UY-20879) Enable users to use thiSentry error)f JY-20842 add delete events for es(VY-20813) Twilio number is nc X- New TabProtllesWindow00O JIMINNY@ For you• Recent|# Starred8$ Apps0, Spaces+ ...2 Jiminny (New) + ...I 00 Platform TeamIID Capture TeamID Enterprise Stability I…..W Processing TeamIN SE KanbanService-Desk= More spaces= FiltersCB DashboardsC Operations& Confluence:: Teams"= Customise sidebarEwYThkZjQ5YjI4NGUyOTkyNjZiYmUOYmJmNWUOMmEiLCJwljoiamlyYS1zbGFjay1pbnQifQ&issueKey=JY-20813&subProduct=jira-softwareQ 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+ Create‹$0 M O A X 100%C8 8• Fri 22 May 13:35:24Ask Rovo ® Ê Qo= ..1lallllald 111Days* 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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/Users/lukas/.screenpipe/data/data/2026-05-22/1779 /Users/lukas/.screenpipe/data/data/2026-05-22/1779446140865_m1.jpg...
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Switch workspaces… (Jiminny Inc) Has new messages
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Today at 12:08:14 PM
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New commits deployed to Prophet Prod-EU:
[055b97b](
https://github.com/jiminny/prophet/commit/055b97ba1bd347e4ca514ccbc5a467a76b4801d2
https://github.com/jiminny/prophet/commit/055b97ba1bd347e4ca514ccbc5a467a76b4801d2
) - [JY-20410](
https://jiminny.atlassian.net/browse/JY-20410...
|
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Prod-EU:","depth":24,"bounds":{"left":0.7465278,"top":0.16111112,"width":0.20347223,"height":0.0011111111},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"[055b97b](","depth":24,"bounds":{"left":0.7465278,"top":0.16111112,"width":0.047916666,"height":0.0011111111},"on_screen":true,"role_description":"text"},{"role":"AXLink","text":"https://github.com/jiminny/prophet/commit/055b97ba1bd347e4ca514ccbc5a467a76b4801d2","depth":24,"bounds":{"left":0.7465278,"top":0.16111112,"width":0.23125,"height":0.0011111111},"on_screen":true,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"https://github.com/jiminny/prophet/commit/055b97ba1bd347e4ca514ccbc5a467a76b4801d2","depth":25,"bounds":{"left":0.7465278,"top":0.16111112,"width":0.23125,"height":0.0011111111},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":") - [JY-20410](","depth":24,"bounds":{"left":0.7465278,"top":0.16111112,"width":0.21736111,"height":0.0011111111},"on_screen":true,"role_description":"text"},{"role":"AXLink","text":"https://jiminny.atlassian.net/browse/JY-20410","depth":24,"bounds":{"left":0.7465278,"top":0.16111112,"width":0.23472223,"height":0.0011111111},"on_screen":true,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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Switch workspaces… (Jiminny Inc) Has new messages
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Today at 12:08:14 PM
12:08
New commits deployed to Prophet Prod-EU:
[055b97b](
https://github.com/jiminny/prophet/commit/055b97ba1bd347e4ca514ccbc5a467a76b4801d2
https://github.com/jiminny/prophet/commit/055b97ba1bd347e4ca514ccbc5a467a76b4801d2
) - [JY-20410](
https://jiminny.atlassian.net/browse/JY-20410
SlackFileEditViewGoHistoryWindowHelpDOCKERDEV (-zsh)O $82APP (-zsh)tests/Unit/Services/Activity/RingCentral/ServiceTest.phptests/Unit/Services/Activity/TwilioVideo/ServiceTest.phptests/Unit/Services/Activity/TwilioVideo/TwilioVideoMetadataHandlerTest.phptests/Unit/Services/Kiosk/AutomatedReports/AutomatedReportsServiceTest.phptests/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 100644.github/claude-reviewer/scripts/fetch-jira-context.mjsdelete mode 100644 app/Component/ES/Processor/BatchStatusInterface.phpcreatemode 100644 app/Component/ES/Processor/RedisEntityExtractor.phpdelete mode100644 app/Component/ES/Processor/Traits/WorkerIdTrait.phpcreate mode 100644 app/Component/ES/QueuePriorityEnum.phpcreate mode 100644 front-end/src/components/DealInsights/Modals/__tests__/AskAnythingModacreate mode100644 front-end/src/components/shared/AskAnything/__tests__/__snapshots__/Asdeletemode100644 front-end/src/components/shared/AskAnything/__tests__/__snapshots__/Ascreatemode 100644 tests/Unit/Component/ES/Processor/RedisEntityExtractorTest.phpdelete mode 100644 tests/Unit/Component/ES/Processor/Traits/WorkerIdTraitTest.phpcreate mode 100644 tests/Unit/Component/ES/QueuePriorityEnumTest.phpcreate mode 100644 tests/Unit/Notifications/Activities/SmsReceivedTest.phpcreate mode 100644 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-entdocker 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] (JY-20963-fix-import-on-deleted-entdocker 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 Ruminski and contributors.PHPruntime: 8.3.30Running analysis on 7 cores with 10 files perprocess.Parallel runner is an experimental feature and may be unstable,useitat yourownrisk.Loaded config default from".php-cs-fixer.dist.php"5691/5691100%Fixed 0 of 5691 files in 96.077 seconds, 67.00 MBmemory usedAPP (..•HomeDMsActivityFilesLater+ED→Jiminny ...& jiminny-x-integrati...& platform-inner-team# Channels# 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...0 Direct messagesGalya Dimitrova "o Nikolay YankovP. Aneliya Angelova. Stoyan Tanev2o James Grahamlahl100% <478•Fri 22 May 13:35:40Describe what you are looking for# releases8 22• MessagesC Files• Bookmarks+fetch PR data vi- CitLlnh API0f883d21 - Re.Today~orking version1be25ca1 - Add github_token to Claude Codeaction for enhanced authenticationShow more( jiminny/app| Added by GitHubNewCircleCI APP 1:26 PMDeployment Successful!Project: appWhen:05/22/202610:26:05Tag:View JobGitHub APP 1:27 PM4 new commits pushed to master byTodorStamatovJiminnycbf9b72b - JY-20955: fix calendar eventduplication checkafe8dceg - Merge branch 'master' into JY-20955-multiple-calendars-events218a8602 - Merge branch 'master' into JY-20955-multiple-calendars-eventsbe560cbf - Merge pull request #12119 fromjiminny/JY-20955-multiple-calendars-eventsjiminny/app| Added by GitHubMessage #releases+..•...
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Switch workspaces… (Jiminny Inc) Has new messages
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Today at 12:08:14 PM
12:08
New commits deployed to Prophet Prod-EU:
[055b97b](
https://github.com/jiminny/prophet/commit/055b97ba1bd347e4ca514ccbc5a467a76b4801d2
https://github.com/jiminny/prophet/commit/055b97ba1bd347e4ca514ccbc5a467a76b4801d2
) - [JY-20410](
https://jiminny.atlassian.net/browse/JY-20410
https://jiminny.atlassian.net/browse/JY-20410
): Improve activity type suggestions (#519) (steliyan-g)
GitHub
APP
Today at 12:59:25 PM
12:59 PM
15 new commits
15 new commits
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nikolay-yankov
nikolay-yankov
aacdb336
aacdb336
- Add Jira ticket context fetching to Claude workflow
1704bba0
1704bba0
- JY: inline Jira fetch script into workflow to avoid pre-checkout file-not-found error
1e31f03e
1e31f03e
- JY: fix Jira fetch - write to temp file, fetch PR data via GitHub API
0f883d21
0f883d21
- Revert last working version
1be25ca1
1be25ca1
- Add github_token to Claude Code action for enhanced authentication
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jiminny/app
jiminny/app
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4 new commits
4 new commits
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TodorStamatovJiminny
TodorStamatovJiminny
cbf9b72b
cbf9b72b
- JY-20955: fix calendar event duplication check
afe8dce9
afe8dce9
- Merge branch 'master' into JY-20955-multiple-calendars-events
218a8602
218a8602
- Merge branch 'master' into JY-20955-multiple-calendars-events
be560cbf
be560cbf
- Merge pull request #12119 from jiminny/JY-20955-multiple-calendars-events
jiminny/app
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idle
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hybrid
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NULL
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Switch workspaces… (Jiminny Inc) Has new messages
Switch workspaces… (Jiminny Inc) Has new messages
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Today at 12:08:14 PM
12:08
New commits deployed to Prophet Prod-EU:
[055b97b](
https://github.com/jiminny/prophet/commit/055b97ba1bd347e4ca514ccbc5a467a76b4801d2
https://github.com/jiminny/prophet/commit/055b97ba1bd347e4ca514ccbc5a467a76b4801d2
) - [JY-20410](
https://jiminny.atlassian.net/browse/JY-20410
https://jiminny.atlassian.net/browse/JY-20410
): Improve activity type suggestions (#519) (steliyan-g)
GitHub
APP
Today at 12:59:25 PM
12:59 PM
15 new commits
15 new commits
pushed to
master
master
by
nikolay-yankov
nikolay-yankov
aacdb336
aacdb336
- Add Jira ticket context fetching to Claude workflow
1704bba0
1704bba0
- JY: inline Jira fetch script into workflow to avoid pre-checkout file-not-found error
1e31f03e
1e31f03e
- JY: fix Jira fetch - write to temp file, fetch PR data via GitHub API
0f883d21
0f883d21
- Revert last working version
1be25ca1
1be25ca1
- Add github_token to Claude Code action for enhanced authentication
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jiminny/app
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Today at 1:26:05 PM
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Deployment Successful! tada emoji
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Today at 1:27:02 PM
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TodorStamatovJiminny
TodorStamatovJiminny
cbf9b72b
cbf9b72b
- JY-20955: fix calendar event duplication check
afe8dce9
afe8dce9
- Merge branch 'master' into JY-20955-multiple-calendars-events
218a8602
218a8602
- Merge branch 'master' into JY-20955-multiple-calendars-events
be560cbf
be560cbf
- Merge pull request #12119 from jiminny/JY-20955-multiple-calendars-events
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rireroy•0 l[JY-20963] Fix foreign key violati-7 (JY-209121 Fallback mechanism fdJY-20915 add alias for EU by Laky!Service-Desk - Queues - PlatfornfJY-20676 delete AJ reports relatecf JY-20915 add alias for EU by Laky!Pipelines - jiminny/appl SevenShores|Hubspot|Exceptions|8 Jiminnv(UY-20879) Enable users to use thiSentry error)f JY-20842 add delete events for es(VY-20813) Twilio number is nc X- New TabProtllesWindow00O JIMINNY@ For you• Recent|# Starred8$ Apps0, Spaces+ ...2 Jiminny (New) + ...I 00 Platform TeamIID Capture TeamID Enterprise Stability I…..W Processing TeamIN SE KanbanService-Desk= More spaces= FiltersCB DashboardsC Operations& Confluence:: Teams"= Customise sidebarEwYThkZjQ5YjI4NGUyOTkyNjZiYmUOYmJmNWUOMmEiLCJwljoiamlyYS1zbGFjay1pbnQifQ&issueKey=JY-20813&subProduct=jira-softwareQ 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+ Create‹$0 M O A X 100%C8 8• Fri 22 May 13:35:55Ask Rovo ® Ê Qo= ..1llldllll111Days* 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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Switch workspaces… (Jiminny Inc) Has new messages
Switch workspaces… (Jiminny Inc) Has new messages
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Today at 12:08:14 PM
12:08
New commits deployed to Prophet Prod-EU:
[055b97b](
https://github.com/jiminny/prophet/commit/055b97ba1bd347e4ca514ccbc5a467a76b4801d2
https://github.com/jiminny/prophet/commit/055b97ba1bd347e4ca514ccbc5a467a76b4801d2
) - [JY-20410](
https://jiminny.atlassian.net/browse/JY-20410
https://jiminny.atlassian.net/browse/JY-20410
): Improve activity type suggestions (#519) (steliyan-g)
GitHub
APP
Today at 12:59:25 PM
12:59 PM
15 new commits
15 new commits
pushed to
master
master
by
nikolay-yankov
nikolay-yankov
aacdb336
aacdb336
- Add Jira ticket context fetching to Claude workflow
1704bba0
1704bba0
- JY: inline Jira fetch script into workflow to avoid pre-checkout file-not-found error
1e31f03e
1e31f03e
- JY: fix Jira fetch - write to temp file, fetch PR data via GitHub API
0f883d21
0f883d21
- Revert last working version
1be25ca1
1be25ca1
- Add github_token to Claude Code action for enhanced authentication
Show more
jiminny/app
jiminny/app
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Today at 1:26:05 PM
1:26 PM
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9027492151632469605
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idle
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hybrid
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NULL
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Switch workspaces… (Jiminny Inc) Has new messages
Switch workspaces… (Jiminny Inc) Has new messages
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Today at 12:08:14 PM
12:08
New commits deployed to Prophet Prod-EU:
[055b97b](
https://github.com/jiminny/prophet/commit/055b97ba1bd347e4ca514ccbc5a467a76b4801d2
https://github.com/jiminny/prophet/commit/055b97ba1bd347e4ca514ccbc5a467a76b4801d2
) - [JY-20410](
https://jiminny.atlassian.net/browse/JY-20410
https://jiminny.atlassian.net/browse/JY-20410
): Improve activity type suggestions (#519) (steliyan-g)
GitHub
APP
Today at 12:59:25 PM
12:59 PM
15 new commits
15 new commits
pushed to
master
master
by
nikolay-yankov
nikolay-yankov
aacdb336
aacdb336
- Add Jira ticket context fetching to Claude workflow
1704bba0
1704bba0
- JY: inline Jira fetch script into workflow to avoid pre-checkout file-not-found error
1e31f03e
1e31f03e
- JY: fix Jira fetch - write to temp file, fetch PR data via GitHub API
0f883d21
0f883d21
- Revert last working version
1be25ca1
1be25ca1
- Add github_token to Claude Code action for enhanced authentication
Show more
jiminny/app
jiminny/app
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APP
Today at 1:26:05 PM
1:26 PM
Deployment Successful! tada emoji
Deployment Successful!
Project
: app
When
: 05/22/2026 10:26:05
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:
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SlackFileEditViewGoHistoryWindowHelpDOCKERDEV (-zsh)O $82APP (-zsh)tests/Unit/Services/Activity/RingCentral/ServiceTest.phptests/Unit/Services/Activity/TwilioVideo/ServiceTest.phptests/Unit/Services/Activity/TwilioVideo/TwilioVideoMetadataHandlerTest.phptests/Unit/Services/Kiosk/AutomatedReports/AutomatedReportsServiceTest.phptests/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 100644.github/claude-reviewer/scripts/fetch-jira-context.mjsdelete mode 100644 app/Component/ES/Processor/BatchStatusInterface.phpcreatemode 100644 app/Component/ES/Processor/RedisEntityExtractor.phpdelete mode100644 app/Component/ES/Processor/Traits/WorkerIdTrait.phpcreate mode 100644 app/Component/ES/QueuePriorityEnum.phpcreate mode 100644 front-end/src/components/DealInsights/Modals/__tests__/AskAnythingModacreate mode100644 front-end/src/components/shared/AskAnything/__tests__/__snapshots__/Asdeletemode100644 front-end/src/components/shared/AskAnything/__tests__/__snapshots__/Ascreatemode 100644 tests/Unit/Component/ES/Processor/RedisEntityExtractorTest.phpdelete mode 100644 tests/Unit/Component/ES/Processor/Traits/WorkerIdTraitTest.phpcreate mode 100644 tests/Unit/Component/ES/QueuePriorityEnumTest.phpcreate mode 100644 tests/Unit/Notifications/Activities/SmsReceivedTest.phpcreate mode 100644 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-entdocker 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] (JY-20963-fix-import-on-deleted-entdocker 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 Ruminski and contributors.PHPruntime: 8.3.30Running analysis on 7 cores with 10 files perprocess.Parallel runner is an experimental feature and may be unstable,useitat yourownrisk.Loaded config default from".php-cs-fixer.dist.php"5691/5691100%Fixed 0 of 5691 files in 96.077 seconds, 67.00 MBmemory usedAPP (..•HomeDMsActivityFilesLater+ED→Jiminny ...& jiminny-x-integrati...& platform-inner-team# Channels# 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...0 Direct messagesGalya Dimitrova "o Nikolay YankovP. Aneliya Angelova. Stoyan Tanev2o James Grahamlahl100% <478•Fri 22 May 13:36:12Describe what you are looking for# releases8 22• MessagesC Files• Bookmarks+fetch PR data vi- CitLlnh API0f883d21| - Re.Today~orking version1be25ca1 - Add github_token to Claude Codeaction for enhanced authenticationShow more( jiminny/app| Added by GitHubNewCircleCI APP 1:26 PMDeployment Successful!Project: appWhen:05/22/202610:26:05Tag:View JobGitHub APP 1:27 PM4 new commits pushed to master byTodorStamatovJiminnycbf9b72b - JY-20955: fix calendar eventduplication checkafe8dceg - Merge branch 'master' into JY-20955-multiple-calendars-events218a8602 - Merge branch 'master' into JY-20955-multiple-calendars-eventsbe560cbf - Merge pull request #12119 fromjiminny/JY-20955-multiple-calendars-eventsjiminny/app| Added by GitHubMessage #releases+..•...
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SlackFileEditViewGoHistoryWindowHelpAPP (DOCKER₴81 SlackFileEditViewGoHistoryWindowHelpAPP (DOCKER₴81DEV (-zsh)O $82APP (-zsh)tests/Unit/Services/Activity/RingCentral/ServiceTest.phptests/Unit/Services/Activity/TwilioVideo/ServiceTest.phptests/Unit/Services/Activity/TwilioVideo/TwilioVideoMetadataHandlerTest.phptests/Unit/Services/Kiosk/AutomatedReports/AutomatedReportsServiceTest.phptests/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 100644 .github/claude-reviewer/scripts/fetch-jira-context.mjsdelete mode 100644 app/Component/ES/Processor/BatchStatusInterface.phpcreatemode 100644 app/Component/ES/Processor/RedisEntityExtractor.phpdelete modecreate mode 100644 app/Component/ES/QueuePriorityEnum.phpcreate mode 100644 front-end/src/components/DealInsights/Modals/__tests__/AskAnythingModacreate mode100644 front-end/src/components/shared/AskAnything/__tests__/__snapshots__/Asdeletemode100644 front-end/src/components/shared/AskAnything/__tests__/__snapshots__/Ascreatemode 100644 tests/Unit/Component/ES/Processor/RedisEntityExtractorTest.phpdelete mode 100644 tests/Unit/Component/ES/Processor/Traits/WorkerIdTraitTest.phpcreate mode 100644 tests/Unit/Component/ES/QueuePriorityEnumTest.phpcreate mode 100644 tests/Unit/Notifications/Activities/SmsReceivedTest.phpcreate mode 100644 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-entdocker 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] (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 Ruminski and contributors.PHPruntime: 8.3.30Running analysis on 7 cores with 10 files perprocess.Parallel runner is an experimental feature and may be unstable,useitat yourownrisk.Loaded config default from".php-cs-fixer.dist.php"5691/5691100%Fixed 0 of 5691 files in 96.077 seconds, 67.00 MBmemory used•HomeDMsActivityFilesLaterMore+ED→Jiminny ...& jiminny-x-integrati...& platform-inner-team# Channels# 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...0 Direct messagesGalya Dimitrova "o Nikolay YankovP. Aneliya Angelova. Stoyan Tanev2o James Graham(all100% <478•Fri 22 May 13:36:18Describe what you are looking for# releases8 22• MessagesC Files• Bookmarks+fetch PR data vi- CitLlnh API0f883d21 - RevToday~orking version1be25ca1 - Add github_token to Claude Codeaction for enhanced authenticationShow more( jiminny/app| Added by GitHubNewCircleCl APP 1:26 PMDeployment Successful!Project: appWhen:05/22/202610:26:05Tag:View JobGitHub APP 1:27 PM4 new commits pushed to master byTodorStamatovJiminnycbf9b72b - JY-20955: fix calendar eventduplication checkafe8dceg - Merge branch 'master' into JY-20955-multiple-calendars-events218a8602 - Merge branch 'master' into JY-20955-multiple-calendars-eventsbe560cbf - Merge pull request #12119 fromjiminny/JY-20955-multiple-calendars-eventsjiminny/app| Added by GitHubMessage #releases+..•...
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SlackFileEditViewGoHistoryWindowHelpAPP (DOCKER₴81 SlackFileEditViewGoHistoryWindowHelpAPP (DOCKER₴81DEV (-zsh)O $82APP (-zsh)tests/Unit/Services/Activity/RingCentral/ServiceTest.phptests/Unit/Services/Activity/TwilioVideo/ServiceTest.phptests/Unit/Services/Activity/TwilioVideo/TwilioVideoMetadataHandlerTest.phptests/Unit/Services/Kiosk/AutomatedReports/AutomatedReportsServiceTest.phptests/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 100644 .github/claude-reviewer/scripts/fetch-jira-context.mjsdelete mode 100644 app/Component/ES/Processor/BatchStatusInterface.phpcreatemode 100644 app/Component/ES/Processor/RedisEntityExtractor.phpdelete modecreate mode 100644 app/Component/ES/QueuePriorityEnum.phpcreate mode 100644 front-end/src/components/DealInsights/Modals/__tests__/AskAnythingModacreate mode100644 front-end/src/components/shared/AskAnything/__tests__/__snapshots__/Asdeletemode100644 front-end/src/components/shared/AskAnything/__tests__/__snapshots__/Ascreatemode 100644 tests/Unit/Component/ES/Processor/RedisEntityExtractorTest.phpdelete mode 100644 tests/Unit/Component/ES/Processor/Traits/WorkerIdTraitTest.phpcreate mode 100644 tests/Unit/Component/ES/QueuePriorityEnumTest.phpcreate mode 100644 tests/Unit/Notifications/Activities/SmsReceivedTest.phpcreate mode 100644 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-entdocker 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] (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 Ruminski and contributors.PHPruntime: 8.3.30Running analysis on 7 cores with 10 files perprocess.Parallel runner is an experimental feature and may be unstable,useitat yourownrisk.Loaded config default from".php-cs-fixer.dist.php"5691/5691100%Fixed 0 of 5691 files in 96.077 seconds, 67.00 MBmemory used•HomeDMsActivityFilesLaterMore+ED→Jiminny ...& jiminny-x-integrati...& platform-inner-team# Channels# 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...0 Direct messagesGalya Dimitrova "o Nikolay YankovP. Aneliya Angelova. Stoyan Tanev2o James Graham(all100% <478•Fri 22 May 13:36:18Describe what you are looking for# releases8 22• MessagesC Files• Bookmarks+fetch PR data vi- CitLlnh API0f883d21 - RevToday~orking version1be25ca1 - Add github_token to Claude Codeaction for enhanced authenticationShow more( jiminny/app| Added by GitHubNewCircleCl APP 1:26 PMDeployment Successful!Project: appWhen:05/22/202610:26:05Tag:View JobGitHub APP 1:27 PM4 new commits pushed to master byTodorStamatovJiminnycbf9b72b - JY-20955: fix calendar eventduplication checkafe8dceg - Merge branch 'master' into JY-20955-multiple-calendars-events218a8602 - Merge branch 'master' into JY-20955-multiple-calendars-eventsbe560cbf - Merge pull request #12119 fromjiminny/JY-20955-multiple-calendars-eventsjiminny/app| Added by GitHubMessage #releases+..•...
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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% 152• Fri 22 May 13:36:19+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% 152• Fri 22 May 13:36:19+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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JY-20963
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Amend commit
Sign-off commit
Create extra commit with file movements
Commit Checks
Update copyright
Reformat code
Rearrange code
Optimize imports
Cleanup
Choose profile...
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1 modified
JY-20963
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Amend commit
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Create extra commit with file movements
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JY-20963
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Git
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Amend commit
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Create extra commit with file movements
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Update copyright
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PhostormProiect vVIewINavigarecoderravsco.s?9 JY-20963-fix-© ServiceTest.php XT DeleteObjectsTrait.php© DeleteOpportunityJob.php= custom.log= laravel.log« 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.onp14 432 A168 V1 V.28 A V1rowv5OU+tii crm_configurations [EU] X A console [STAGING]Commit Chanaesdeclare strict-cypes=l)namespace Tests Unit Services CrmChangelist: Changesuse...class Servicelest extends Testcasev V MServices/Crm/Salesforce 1 filev © Service.php> _ U config 1 file= env.local1 modifiedAuthorAmend commitSian-oft commito) 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> 0 OpportunityMatcher199 % >225 vs254V403 %435 %478 %Local 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 fileduse 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, $crmDatSthis->handle0bjectDeletion(Slead, ScrmDatd)pUbLic tunccion cesthacchexacypublic function testMatchlomas.netunn Slead.19971087 Mif (Slead->trashed0) {neturn null.1090public tunction testbulldlaskspublic tunction testMapermubnereturn $lead;$this->importOpportunityCrmFieldData($1433public tunction testbetinstallnuolic tunction testsyncprorilCancecommitUl l onnortunitv assianment rule+ → a Side-by-side viewer ~Do not ianore vHiahliaht words yXô ?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% 128• Fri 22 May 13:36:22+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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JY-20963 fix
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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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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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JY-20963 fix
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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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JY-20963 fix
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SlackFileEditViewGoHistoryWindowHelpAPP (DOCKERDEV (-zsh)O $82APP (-zsh)tests/Unit/Services/Activity/RingCentral/ServiceTest.phptests/Unit/Services/Activity/TwilioVideo/ServiceTest.phptests/Unit/Services/Activity/TwilioVideo/TwilioVideoMetadataHandlerTest.phptests/Unit/Services/Kiosk/AutomatedReports/AutomatedReportsServiceTest.phptests/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 100644 .github/claude-reviewer/scripts/fetch-jira-context.mjsdelete mode 100644 app/Component/ES/Processor/BatchStatusInterface.phpcreatemode 100644 app/Component/ES/Processor/RedisEntityExtractor.phpdelete modecreate mode 100644 app/Component/ES/QueuePriorityEnum.phpcreate mode 100644 front-end/src/components/DealInsights/Modals/__tests__/AskAnythingModacreate mode100644 front-end/src/components/shared/AskAnything/__tests__/__snapshots__/Asdeletemode100644 front-end/src/components/shared/AskAnything/__tests__/__snapshots__/Ascreatemode 100644 tests/Unit/Component/ES/Processor/RedisEntityExtractorTest.phpdelete mode 100644 tests/Unit/Component/ES/Processor/Traits/WorkerIdTraitTest.phpcreate mode 100644 tests/Unit/Component/ES/QueuePriorityEnumTest.phpcreate mode 100644 tests/Unit/Notifications/Activities/SmsReceivedTest.phpcreate mode 100644 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-entdocker 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] (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 Ruminski and contributors.PHPruntime: 8.3.30Running analysis on 7 cores with 10 files perprocess.Parallel runner is an experimental feature and may be unstable,useitat yourownrisk.Loaded config default from".php-cs-fixer.dist.php"5691/5691100%Fixed 0 of 5691 files in 96.077 seconds, 67.00 MBmemory used•HomeDMsActivityFilesLaterMore+ED→Jiminny ...& jiminny-x-integrati...& platform-inner-teamE Channels# 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...0 Direct messagesGalya Dimitrova "R. Nikolay YankovP. Aneliya Angelova. Stoyan Tanev2o James Graham> 0100% С8 • Fri 22 May 13:36:27Describe what you are looking for# releases8 22• MessagesC Files• Bookmarks+fetch PR data vi~ CitLluh API0f883d21 - RevToday~orking version1be25ca1 - Add github_token to Claude Codeaction for enhanced authenticationShow more( jiminny/app| Added by GitHubNewCircleCl APP 1:26 PMDeployment Successful!Project: appWhen:05/22/202610:26:05Tag:View JobGitHub APP 1:27 PM4 new commits pushed to master byTodorStamatovJiminnycbf9b72b - JY-20955: fix calendar eventduplication checkafe8dceg - Merge branch 'master' into JY-20955-multiple-calendars-events218a8602 - Merge branch 'master' into JY-20955-multiple-calendars-eventsbe560cbf - Merge pull request #12119 fromjiminny/JY-20955-multiple-calendars-eventsjiminny/app| Added by GitHubMessage #releases+..•...
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JY-20963 fix i
Commit Message
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Git
Author:
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Amend commit
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Create extra commit with file movements
Commit Checks
Update copyright
Reformat code
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Optimize imports
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Choose profile
Check malicious dependencies
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Configure
Perform SonarQube for IDE analysis
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Run Git hooks
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Upload files to:
Upload files to:
<None>
Always use selected server or group of servers...
|
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1 modified
JY-20963 fix i
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>
Always use selected server or group of servers...
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1 modified
JY-20963 fix i
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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>
Always use selected server or group of servers
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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();
...
|
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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}]...
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-7851939513083163707
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accessibility
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NULL
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JY-20963 fix i
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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();
...
|
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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}]...
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JY-20963 fix deleted
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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?->getUserI...
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Editing","depth":2,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Settings","depth":2,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Help","depth":2,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"4 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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JY-20963 fix deleted obje
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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?->getUserI...
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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?-...
|
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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},{"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}]...
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JY-20963 fix deleted object import
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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?-...
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SlackFileEditViewGoHistoryWindowHelpAPP (DOCKER₴81 SlackFileEditViewGoHistoryWindowHelpAPP (DOCKER₴81DEV (-zsh)O $82APP (-zsh)tests/Unit/Services/Activity/RingCentral/ServiceTest.phptests/Unit/Services/Activity/TwilioVideo/ServiceTest.phptests/Unit/Services/Activity/TwilioVideo/TwilioVideoMetadataHandlerTest.phptests/Unit/Services/Kiosk/AutomatedReports/AutomatedReportsServiceTest.phptests/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 100644 .github/claude-reviewer/scripts/fetch-jira-context.mjsdelete mode 100644 app/Component/ES/Processor/BatchStatusInterface.phpcreatemode 100644 app/Component/ES/Processor/RedisEntityExtractor.phpdelete modecreate mode 100644 app/Component/ES/QueuePriorityEnum.phpcreate mode 100644 front-end/src/components/DealInsights/Modals/__tests__/AskAnythingModacreate mode100644 front-end/src/components/shared/AskAnything/__tests__/__snapshots__/Asdeletemode100644 front-end/src/components/shared/AskAnything/__tests__/__snapshots__/Ascreatemode 100644 tests/Unit/Component/ES/Processor/RedisEntityExtractorTest.phpdelete mode 100644 tests/Unit/Component/ES/Processor/Traits/WorkerIdTraitTest.phpcreate mode 100644 tests/Unit/Component/ES/QueuePriorityEnumTest.phpcreate mode 100644 tests/Unit/Notifications/Activities/SmsReceivedTest.phpcreate mode 100644 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-entdocker 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] (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 Ruminski and contributors.PHPruntime: 8.3.30Running analysis on 7 cores with 10 files perprocess.Parallel runner is an experimental feature and may be unstable,useitat yourownrisk.Loaded config default from".php-cs-fixer.dist.php"5691/5691100%Fixed 0 of 5691 files in 96.077 seconds, 67.00 MBmemory used•HomeDMsActivityFilesLaterMore+ED→Jiminny ...& jiminny-x-integrati...& platform-inner-teamE Channels# 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...0 Direct messagesGalya Dimitrova "R. Nikolay YankovP. Aneliya Angelova. Stoyan Tanev2o James Graham> 0100% С8 • Fri 22 May 13:36:40Describe what you are looking for# releases8 22•MessagesC Files• Bookmarks+fetch PR data vi~ CitLluh API0f883d21 - RevToday~orking version1be25ca1 - Add github_token to Claude Codeaction for enhanced authenticationShow more( jiminny/app| Added by GitHubNewCircleCl APP 1:26 PMDeployment Successful!Project: appWhen:05/22/202610:26:05Tag:View JobGitHub APP 1:27 PM4 new commits pushed to master byTodorStamatovJiminnycbf9b72b - JY-20955: fix calendar eventduplication checkafe8dceg - Merge branch 'master' into JY-20955-multiple-calendars-events218a8602 - Merge branch 'master' into JY-20955-multiple-calendars-eventsbe560cbf - Merge pull request #12119 fromjiminny/JY-20955-multiple-calendars-eventsjiminny/app| Added by GitHubMessage #releases..•...
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SlackFileEditViewGoHistoryWindowHelpAPP (DOCKER₴81 SlackFileEditViewGoHistoryWindowHelpAPP (DOCKER₴81DEV (-zsh)O $82APP (-zsh)tests/Unit/Services/Activity/RingCentral/ServiceTest.phptests/Unit/Services/Activity/TwilioVideo/ServiceTest.phptests/Unit/Services/Activity/TwilioVideo/TwilioVideoMetadataHandlerTest.phptests/Unit/Services/Kiosk/AutomatedReports/AutomatedReportsServiceTest.phptests/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 100644 .github/claude-reviewer/scripts/fetch-jira-context.mjsdelete mode 100644 app/Component/ES/Processor/BatchStatusInterface.phpcreatemode 100644 app/Component/ES/Processor/RedisEntityExtractor.phpdelete modecreate mode 100644 app/Component/ES/QueuePriorityEnum.phpcreate mode 100644 front-end/src/components/DealInsights/Modals/__tests__/AskAnythingModacreate mode100644 front-end/src/components/shared/AskAnything/__tests__/__snapshots__/Asdeletemode100644 front-end/src/components/shared/AskAnything/__tests__/__snapshots__/Ascreatemode 100644 tests/Unit/Component/ES/Processor/RedisEntityExtractorTest.phpdelete mode 100644 tests/Unit/Component/ES/Processor/Traits/WorkerIdTraitTest.phpcreate mode 100644 tests/Unit/Component/ES/QueuePriorityEnumTest.phpcreate mode 100644 tests/Unit/Notifications/Activities/SmsReceivedTest.phpcreate mode 100644 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-entdocker 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] (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 Ruminski and contributors.PHPruntime: 8.3.30Running analysis on 7 cores with 10 files perprocess.Parallel runner is an experimental feature and may be unstable,useitat yourownrisk.Loaded config default from".php-cs-fixer.dist.php"5691/5691100%Fixed 0 of 5691 files in 96.077 seconds, 67.00 MBmemory used•HomeDMsActivityFilesLaterMore+ED→Jiminny ...& jiminny-x-integrati...& platform-inner-teamE Channels# 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...0 Direct messagesGalya Dimitrova "R. Nikolay YankovP. Aneliya Angelova. Stoyan Tanev2o James Graham> 0100% С8 • Fri 22 May 13:36:40Describe what you are looking for# releases8 22•MessagesC Files• Bookmarks+fetch PR data vi~ CitLluh API0f883d21 - RevToday~orking version1be25ca1 - Add github_token to Claude Codeaction for enhanced authenticationShow more( jiminny/app| Added by GitHubNewCircleCl APP 1:26 PMDeployment Successful!Project: appWhen:05/22/202610:26:05Tag:View JobGitHub APP 1:27 PM4 new commits pushed to master byTodorStamatovJiminnycbf9b72b - JY-20955: fix calendar eventduplication checkafe8dceg - Merge branch 'master' into JY-20955-multiple-calendars-events218a8602 - Merge branch 'master' into JY-20955-multiple-calendars-eventsbe560cbf - Merge pull request #12119 fromjiminny/JY-20955-multiple-calendars-eventsjiminny/app| Added by GitHubMessage #releases..•...
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PhostormVIewINavicarecoderTavsco.s°9 JY-20963-fix- PhostormVIewINavicarecoderTavsco.s°9 JY-20963-fix-Proiect v• m Zoom• MZ00mBotcoomrnoneC ActivitvCrmfieldsResolverlest.ong© ActivityProviderClientTest.php©) ActivityProviderRegistryTest.php©) ActivityProviderServiceTest.php© CallDenormalizerRegistryTest.phpg crmownerkesolverlest.onpc) Meeuingbotserviceonmeeuingstaneoc MeeuingbotserviceonsharingData lesc) Meeungbotservicekequestkecoraingo) PanicipantConsencservicelesc.onoe) Panicioanisservicelest.onoc) ResponseValidationTraitTest.onoc) TrackRecordingFileSizeServiceTest.or150 Vsc) TrackRecordingSizeEntorcerTest.onoc)ValidateEmitProspectEventTraitTest.r199 % >ActivitvProviders•Avatar225 vsN CalendanN Conference254VD CrmM Bullhorn201 VCloseM Conner• M CrmOhiectsn Helpers• D HubspotD IntegrationApp403 %• hlictenercPipedrive435 %• MSalesforce> C Fields> 0 OpportunityMatcher478 %Local 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 filed© ServiceTest.php XT DeleteObjectsTrait.php© DeleteOpportunityJob.php= custom.log= laravel.log4 SF jiminny@localhost]T SoftDeletes.pngyMatchactvitycrmbata.ong© CrmActivityService.php© RecordSelector.phpo Acuivily.onptii crm_configurations [EU] X A console [STAGING]siohp44 432 168 V1 V.28 A V1rowvsOU+Commit Chanaesdeclare strict-cypes=l)namespace Tests Unit Services CrmChangelist: Changesv V MServices/Crm/Salesforce 1 fileAuthoruse...class Servicelest extends Testcasev © Service.php> _ U config 1 file= env.localAmend commitSian-oft commit1 modifieduse TestPrivatelethod:Commit checksCommit MessageJY-20963 fix deleted obiect importlUpdate copvriahioublic function testFetchAndAs.Poformat codeoublic function testFetchAndAs.Rearrange codeOouimize impor'spublic function testFetchAndAsv Diftpublic function testFetchAndAs:Do notignore4 omerenceso laee/aaoCurrent versionpublic function testFetchAndAs:$this->handle0bjectDeletion(Slead, $crmDatpUbLic tunccion cesthacchexacyehie-shandteObjectDeletion (sLead, ScrmDatdy)public function testMatchlomas.netunn Slead.19971087 Mif (Slead->trashed0) {neturn null.1090public tunction testbulldlaskspublic tunction testhapermubnereturn $lead;$this->importOpportunityCrmFieldData($1433public tunction testbetinstallnuolic tunction testsyncprorilCancecommit! lonnortunitv assianment rule+ → alDo not ianore vHichliaht words wXô ?1aee7aad app/private function importContact(ScrmData): ContactContante mav not havo accounteif (isset(ScrmData['AccountId'])) {/** @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% 152• Fri 22 May 13:36:40+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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PhostormVIewINavicarecoderTavsco.s°9 JY-20963-fix- PhostormVIewINavicarecoderTavsco.s°9 JY-20963-fix-Proiect v• m Zoom• MZ00mBotcoomrnoneC ActivitvCrmfieldsResolverlest.ong© ActivityProviderClientTest.php©) ActivityProviderRegistryTest.php©) ActivityProviderServiceTest.php© CallDenormalizerRegistryTest.phpg crmownerkesolverlest.onpc) Meeuingbotserviceonmeeuingstaneoc MeeuingbotserviceonsharingData lesc) Meeungbotservicekequestkecoraingo) PanicipantConsencservicelesc.onoe) Panicioanisservicelest.onoc) ResponseValidationTraitTest.onoc) TrackRecordingFileSizeServiceTest.or150 Vsc) TrackRecordingSizeEntorcerTest.onoc)ValidateEmitProspectEventTraitTest.r199 % >ActivitvProviders•Avatar225 vsN CalendanN Conference254VD CrmM Bullhorn201 VCloseM Conner• M CrmOhiectsn Helpers• D HubspotD IntegrationApp403 %• hlictenercPipedrive435 %• MSalesforce> C Fields> 0 OpportunityMatcher478 %Local 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 filed© ServiceTest.php XT DeleteObjectsTrait.php© DeleteOpportunityJob.php= custom.log= laravel.log4 SF jiminny@localhost]T SoftDeletes.pngyMatchactvitycrmbata.ong© CrmActivityService.php© RecordSelector.phpo Acuivily.onptii crm_configurations [EU] X A console [STAGING]siohp44 432 168 V1 V.28 A V1rowvsOU+Commit Chanaesdeclare strict-cypes=l)namespace Tests Unit Services CrmChangelist: Changesv V MServices/Crm/Salesforce 1 fileAuthoruse...class Servicelest extends Testcasev © Service.php> _ U config 1 file= env.localAmend commitSian-oft commit1 modifieduse TestPrivatelethod:Commit checksCommit MessageJY-20963 fix deleted obiect importlUpdate copvriahioublic function testFetchAndAs.Poformat codeoublic function testFetchAndAs.Rearrange codeOouimize impor'spublic function testFetchAndAsv Diftpublic function testFetchAndAs:Do notignore4 omerenceso laee/aaoCurrent versionpublic function testFetchAndAs:$this->handle0bjectDeletion(Slead, $crmDatpUbLic tunccion cesthacchexacyehie-shandteObjectDeletion (sLead, ScrmDatdy)public function testMatchlomas.netunn Slead.19971087 Mif (Slead->trashed0) {neturn null.1090public tunction testbulldlaskspublic tunction testhapermubnereturn $lead;$this->importOpportunityCrmFieldData($1433public tunction testbetinstallnuolic tunction testsyncprorilCancecommit! lonnortunitv assianment rule+ → alDo not ianore vHichliaht words wXô ?1aee7aad app/private function importContact(ScrmData): ContactContante mav not havo accounteif (isset(ScrmData['AccountId'])) {/** @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% 152• Fri 22 May 13:36:40+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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SlackFileEditViewGoHistoryWindowHelpAPP (DOCKERDEV SlackFileEditViewGoHistoryWindowHelpAPP (DOCKERDEV (-zsh)О 882APP (-zsh)tests/Unit/Services/Activity/RingCentral/ServiceTest.phptests/Unit/Services/Activity/TwilioVideo/ServiceTest.phptests/Unit/Services/Activity/TwilioVideo/TwilioVideoMetadataHandlerTest.phptests/Unit/Services/Kiosk/AutomatedReports/AutomatedReportsServiceTest.phptests/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 100644 .github/claude-reviewer/scripts/fetch-jira-context.mjsdelete mode 100644 app/Component/ES/Processor/BatchStatusInterface.phpcreatemode 100644 app/Component/ES/Processor/RedisEntityExtractor.phpdelete mode100644 app/Component/ES/Processor/Traits/WorkerIdTrait.phpcreate mode 100644 app/Component/ES/QueuePriorityEnum.phpTrginusWorker/aTrai+: Phpcreate mode 100644 front-end/src/components/DealInsights/Modals/__tests__/AskAnythingModacreate mode100644 front-end/src/components/shared/AskAnything/__tests__/__snapshots__/Asdeletemode100644 front-end/src/components/shared/AskAnything/__tests__/__snapshots__/Ascreatemode 100644 tests/Unit/Component/ES/Processor/RedisEntityExtractorTest.phpdelete mode 100644 tests/Unit/Component/ES/Processor/Traits/WorkerIdTraitTest.phpcreate mode 100644 tests/Unit/Component/ES/QueuePriorityEnumTest.phpcreate mode 100644 tests/Unit/Notifications/Activities/SmsReceivedTest.phpcreate mode 100644 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-entdocker 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] (JY-20963-fix-import-on-deleted-entdocker 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 Ruminski and contributors.PHPruntime: 8.3.30Running analysis on 7 cores with 10 files perprocess.Parallel runner is an experimental feature and may be unstable,useitat yourownrisk.Loaded config default from".php-cs-fixer.dist.php"5691/5691100%Fixed 0 of 5691 files in 96.077 seconds, 67.00 MBmemory used•HomeDMsActivityFilesLaterMore+ED→Jiminny ...& jiminny-x-integrati...& platform-inner-teamE Channels# 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...0 Direct messagesGalya Dimitrova "R. Nikolay YankovP. Aneliya Angelova. Stoyan Tanev2o James Graham> 0100% С8 • Fri 22 May 13:36:53Describe what you are looking for# releases8 22•MessagesC Files• Bookmarks+fetch PR data vi~ CitLluh API0f883d21 - RevToday~orking version1be25ca1 - Add github_token to Claude Codeaction for enhanced authenticationShow more( jiminny/app| Added by GitHubNewCircleCl APP 1:26 PMDeployment Successful!Project: appWhen:05/22/202610:26:05Tag:View JobGitHub APP 1:27 PM4 new commits pushed to master byTodorStamatovJiminnycbf9b72b - JY-20955: fix calendar eventduplication checkafe8dceg - Merge branch 'master' into JY-20955-multiple-calendars-events218a8602 - Merge branch 'master' into JY-20955-multiple-calendars-eventsbe560cbf - Merge pull request #12119 fromjiminny/JY-20955-multiple-calendars-eventsjiminny/app| Added by GitHubMessage #releases..•...
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SlackFileEditViewGoHistoryWindowHelpAPP (DOCKERDEV SlackFileEditViewGoHistoryWindowHelpAPP (DOCKERDEV (-zsh)О 882APP (-zsh)tests/Unit/Services/Activity/RingCentral/ServiceTest.phptests/Unit/Services/Activity/TwilioVideo/ServiceTest.phptests/Unit/Services/Activity/TwilioVideo/TwilioVideoMetadataHandlerTest.phptests/Unit/Services/Kiosk/AutomatedReports/AutomatedReportsServiceTest.phptests/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 100644 .github/claude-reviewer/scripts/fetch-jira-context.mjsdelete mode 100644 app/Component/ES/Processor/BatchStatusInterface.phpcreatemode 100644 app/Component/ES/Processor/RedisEntityExtractor.phpdelete mode100644 app/Component/ES/Processor/Traits/WorkerIdTrait.phpcreate mode 100644 app/Component/ES/QueuePriorityEnum.phpTrginusWorker/aTrai+: Phpcreate mode 100644 front-end/src/components/DealInsights/Modals/__tests__/AskAnythingModacreate mode100644 front-end/src/components/shared/AskAnything/__tests__/__snapshots__/Asdeletemode100644 front-end/src/components/shared/AskAnything/__tests__/__snapshots__/Ascreatemode 100644 tests/Unit/Component/ES/Processor/RedisEntityExtractorTest.phpdelete mode 100644 tests/Unit/Component/ES/Processor/Traits/WorkerIdTraitTest.phpcreate mode 100644 tests/Unit/Component/ES/QueuePriorityEnumTest.phpcreate mode 100644 tests/Unit/Notifications/Activities/SmsReceivedTest.phpcreate mode 100644 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-entdocker 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] (JY-20963-fix-import-on-deleted-entdocker 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 Ruminski and contributors.PHPruntime: 8.3.30Running analysis on 7 cores with 10 files perprocess.Parallel runner is an experimental feature and may be unstable,useitat yourownrisk.Loaded config default from".php-cs-fixer.dist.php"5691/5691100%Fixed 0 of 5691 files in 96.077 seconds, 67.00 MBmemory used•HomeDMsActivityFilesLaterMore+ED→Jiminny ...& jiminny-x-integrati...& platform-inner-teamE Channels# 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...0 Direct messagesGalya Dimitrova "R. Nikolay YankovP. Aneliya Angelova. Stoyan Tanev2o James Graham> 0100% С8 • Fri 22 May 13:36:53Describe what you are looking for# releases8 22•MessagesC Files• Bookmarks+fetch PR data vi~ CitLluh API0f883d21 - RevToday~orking version1be25ca1 - Add github_token to Claude Codeaction for enhanced authenticationShow more( jiminny/app| Added by GitHubNewCircleCl APP 1:26 PMDeployment Successful!Project: appWhen:05/22/202610:26:05Tag:View JobGitHub APP 1:27 PM4 new commits pushed to master byTodorStamatovJiminnycbf9b72b - JY-20955: fix calendar eventduplication checkafe8dceg - Merge branch 'master' into JY-20955-multiple-calendars-events218a8602 - Merge branch 'master' into JY-20955-multiple-calendars-eventsbe560cbf - Merge pull request #12119 fromjiminny/JY-20955-multiple-calendars-eventsjiminny/app| Added by GitHubMessage #releases..•...
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PhostormProiectVIewINavicarecoderTavsco.s°9 JY-209 PhostormProiectVIewINavicarecoderTavsco.s°9 JY-20963-fix-© ServiceTest.php XT DeleteObjectsTrait.php© DeleteOpportunityJob.php= custom.log= laravel.log« 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.onp14 432 H168 V1 V.28 A V1rowvOU+tii crm_configurations [EU] X A console [STAGING]declare scrict-cypes=l)namespace Tests Unit Services CrmChangelist:Changesuse...class Servicelest extends Testcasev V MServices/Crm/Salesforce 1 filev © Service.php> _ U config 1 file= env.local1 modifiedAuthorAmend commitSian-oft commito) PanicipantConsencservicelesc.onoe) Panicioanisservicelest.onoc) ResponseValidationTraitTest.onoc) TrackRecordingFileSizeServiceTest.or150 Vsc) TrackRecordingSizeEntorcerTest.onoc)ValidateEmitProspectEventTraitTest.rActivitvProviders•AvatarN CalendanN ConferenceD CrmM BullhornCloseM Conner• M CrmOhiectsn Helpers• D HubspotD IntegrationApp• hlictenercPipedrive• MSalesforce> C Fields> 0 OpportunityMatcher199 % >225 vs254V403 %435 %478 YSLocal 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 fileduse TestPrivatelethod:Commit checksCommit MessageJY-20965 F1x deleted obnect amoortUpdate copvriahioublic function testfetchAndAs:Poformat codeoublic function testFetchAndAs.Rearrange codeCommitting..orispublic function testFetchAndAs:v Diftpublic function testFetchAndAs:Analyzing code…side-oy-sldevpp/Services/Crm/Salesforce/Service.oho4 omerenceso laee/aaopublic function testFetchAndAs:$this->handle0bjectDeletion(Slead, $crmDat19841985)pUbLic tunccion cesthacchexacypublic function testMatchlomas.netunn Slead.198719851A8A1087 MSthis->handle0bjectDeletion(Slead, ScrmDatd)if (Slead->trashed0) {neturn null.1090public tunction testbulldlaskspublic tunction testhapurmubnereturn $lead;$this->importOpportunityCrmFieldData($1433public tunction testbetinstallnuolic tunction testsuncprotilCancecommitulonnortunitv assianment ruleonen-recentlv-undated+ → al1aee7aad app/Do not ianore vHighlight words x 13 B ?private function importContact(ScrmData): ContactContante mav not havo accounteif (isset(ScrmData['AccountId'])) {/** @var Contact Scontact */Scontact = Sthis->confiq->contacts(->update0rCreate(['crm_provider id' => ScrmData['Id']]. $data):Sthis->handle0biectDeletion(Scontact, ScrmData):4 HS_local [jiminny@localhost]ozyosbeyad/& console [PROD]* console (EUCascadeInvestigate Foreign KeJira Ticket:100% 152• Fri 22 May 13:36:53+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 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 leudiectbeletionuphoschas→nano levo ectvelecion sopportunaty, scruvata"if (Sopportunity->trashed)) {return null:return Sopportunity:Ask anything (&OL)|': "3m" "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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PhostormProiectVIewINavicarecoderTavsco.s°9 JY-209 PhostormProiectVIewINavicarecoderTavsco.s°9 JY-20963-fix-© ServiceTest.php XT DeleteObjectsTrait.php© DeleteOpportunityJob.php= custom.log= laravel.log« 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.onp14 432 H168 V1 V.28 A V1rowvOU+tii crm_configurations [EU] X A console [STAGING]declare scrict-cypes=l)namespace Tests Unit Services CrmChangelist:Changesuse...class Servicelest extends Testcasev V MServices/Crm/Salesforce 1 filev © Service.php> _ U config 1 file= env.local1 modifiedAuthorAmend commitSian-oft commito) PanicipantConsencservicelesc.onoe) Panicioanisservicelest.onoc) ResponseValidationTraitTest.onoc) TrackRecordingFileSizeServiceTest.or150 Vsc) TrackRecordingSizeEntorcerTest.onoc)ValidateEmitProspectEventTraitTest.rActivitvProviders•AvatarN CalendanN ConferenceD CrmM BullhornCloseM Conner• M CrmOhiectsn Helpers• D HubspotD IntegrationApp• hlictenercPipedrive• MSalesforce> C Fields> 0 OpportunityMatcher199 % >225 vs254V403 %435 %478 YSLocal 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 fileduse TestPrivatelethod:Commit checksCommit MessageJY-20965 F1x deleted obnect amoortUpdate copvriahioublic function testfetchAndAs:Poformat codeoublic function testFetchAndAs.Rearrange codeCommitting..orispublic function testFetchAndAs:v Diftpublic function testFetchAndAs:Analyzing code…side-oy-sldevpp/Services/Crm/Salesforce/Service.oho4 omerenceso laee/aaopublic function testFetchAndAs:$this->handle0bjectDeletion(Slead, $crmDat19841985)pUbLic tunccion cesthacchexacypublic function testMatchlomas.netunn Slead.198719851A8A1087 MSthis->handle0bjectDeletion(Slead, ScrmDatd)if (Slead->trashed0) {neturn null.1090public tunction testbulldlaskspublic tunction testhapurmubnereturn $lead;$this->importOpportunityCrmFieldData($1433public tunction testbetinstallnuolic tunction testsuncprotilCancecommitulonnortunitv assianment ruleonen-recentlv-undated+ → al1aee7aad app/Do not ianore vHighlight words x 13 B ?private function importContact(ScrmData): ContactContante mav not havo accounteif (isset(ScrmData['AccountId'])) {/** @var Contact Scontact */Scontact = Sthis->confiq->contacts(->update0rCreate(['crm_provider id' => ScrmData['Id']]. $data):Sthis->handle0biectDeletion(Scontact, ScrmData):4 HS_local [jiminny@localhost]ozyosbeyad/& console [PROD]* console (EUCascadeInvestigate Foreign KeJira Ticket:100% 152• Fri 22 May 13:36:53+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 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 leudiectbeletionuphoschas→nano levo ectvelecion sopportunaty, scruvata"if (Sopportunity->trashed)) {return null:return Sopportunity:Ask anything (&OL)|': "3m" "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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/Users/lukas/.screenpipe/data/data/2026-05-22/1779 /Users/lukas/.screenpipe/data/data/2026-05-22/1779446217845_m2.jpg...
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PhpStorm
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faVsco.js – ServiceTest.php
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1
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monitor_2
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Committing…
Project: faVsco.js, menu
JY-20963-fix- Committing…
Project: faVsco.js, menu
JY-20963-fix-import-on-deleted-entity, menu
Start Listening for PHP Debug Connections
ServiceTest
Run 'ServiceTest'...
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Committing…
Project: faVsco.js, menu
JY-20963-fix- Committing…
Project: faVsco.js, menu
JY-20963-fix-import-on-deleted-entity, menu
Start Listening for PHP Debug Connections
ServiceTest
Run 'ServiceTest'
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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...
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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...
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2026-05-22T10:36:59.363991+00:00
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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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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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SlackFileEditViewGoHistoryWindowHelpAPP (DOCKER₴61 SlackFileEditViewGoHistoryWindowHelpAPP (DOCKER₴61DEV (-zsh)О 882APP (-zsh)tests/Unit/Services/Activity/RingCentral/ServiceTest.phptests/Unit/Services/Activity/TwilioVideo/ServiceTest.phptests/Unit/Services/Activity/TwilioVideo/TwilioVideoMetadataHandlerTest.phptests/Unit/Services/Kiosk/AutomatedReports/AutomatedReportsServiceTest.phptests/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 100644.github/claude-reviewer/scripts/fetch-jira-context.mjsdelete mode 100644 app/Component/ES/Processor/BatchStatusInterface.phpcreatemode 100644 app/Component/ES/Processor/RedisEntityExtractor.phpdelete mode100644 app/Component/ES/Processor/Traits/WorkerIdTrait.phpcreate mode 100644 app/Component/ES/QueuePriorityEnum.phpAT ryetusworkersaifrat t: phpcreate mode 100644 front-end/src/components/DealInsights/Modals/__tests__/AskAnythingModacreate mode100644 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 mode 100644 tests/Unit/Component/ES/Processor/Traits/WorkerIdTraitTest.phpcreate mode 100644 tests/Unit/Component/ES/QueuePriorityEnumTest.phpcreate mode 100644 tests/Unit/Notifications/Activities/SmsReceivedTest.phpcreate mode 100644 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-entdocker 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] (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 Ruminski and contributors.PHPruntime: 8.3.30Running analysis on 7 cores with 10 files perprocess.Parallel runner is an experimental feature and may be unstable, useat yourownrisk.Loaded config default from".php-cs-fixer.dist.php"5691/5691100%Fixed 0 of 5691 files in 96.077 seconds, 67.00 MBmemory used• •ED→HomeDMsActivityFilesLaterMore+Jiminny ...& jiminny-x-integrati...& platform-inner-teamE Channels# ai-chapter# alerts# backend# bugs# confusion-clinic# curiosity _lab# engineering# general# happy_birthday 31# jiminny-bg# platform-tickets# product_launches# random# releases# sofia-office# support# thank-yous# the_people_of jimi...0 Direct messagesGalya Dimitrova "o Nikolay YankovP. Aneliya Angelova. Stoyan Tanev2o James Graham> 0(all100% [8 • Fri 22 May 13:36:59Describe what you are looking for# releases8 22•MessagesC Files• Bookmarks+fetch PR data vi- CiLiuh API0f883d21 - RevToday~orking version1be25ca1 - Add github_token to Claude Codeaction for enhanced authenticationShow more( jiminny/app| Added by GitHubNewCircleCl APP 1:26 PMDeployment Successful!Project: appWhen:05/22/202610:26:05Tag:View JobNGitHub APP 1:27 PM4 new commits pushed to master byTodorStamatovJiminnycbf9b72b - JY-20955: fix calendar eventduplication checkafe8dceg - Merge branch 'master' into JY-20955-multiple-calendars-events218a8602 - Merge branch 'master' into JY-20955-multiple-calendars-eventsbe560cbf - Merge pull request #12119 fromjiminny/JY-20955-multiple-calendars-eventsjiminny/app| Added by GitHubMessage #releases+Aa...
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SlackFileEditViewGoHistoryWindowHelpAPP (DOCKER₴61 SlackFileEditViewGoHistoryWindowHelpAPP (DOCKER₴61DEV (-zsh)О 882APP (-zsh)tests/Unit/Services/Activity/RingCentral/ServiceTest.phptests/Unit/Services/Activity/TwilioVideo/ServiceTest.phptests/Unit/Services/Activity/TwilioVideo/TwilioVideoMetadataHandlerTest.phptests/Unit/Services/Kiosk/AutomatedReports/AutomatedReportsServiceTest.phptests/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 100644.github/claude-reviewer/scripts/fetch-jira-context.mjsdelete mode 100644 app/Component/ES/Processor/BatchStatusInterface.phpcreatemode 100644 app/Component/ES/Processor/RedisEntityExtractor.phpdelete mode100644 app/Component/ES/Processor/Traits/WorkerIdTrait.phpcreate mode 100644 app/Component/ES/QueuePriorityEnum.phpAT ryetusworkersaifrat t: phpcreate mode 100644 front-end/src/components/DealInsights/Modals/__tests__/AskAnythingModacreate mode100644 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 mode 100644 tests/Unit/Component/ES/Processor/Traits/WorkerIdTraitTest.phpcreate mode 100644 tests/Unit/Component/ES/QueuePriorityEnumTest.phpcreate mode 100644 tests/Unit/Notifications/Activities/SmsReceivedTest.phpcreate mode 100644 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-entdocker 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] (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 Ruminski and contributors.PHPruntime: 8.3.30Running analysis on 7 cores with 10 files perprocess.Parallel runner is an experimental feature and may be unstable, useat yourownrisk.Loaded config default from".php-cs-fixer.dist.php"5691/5691100%Fixed 0 of 5691 files in 96.077 seconds, 67.00 MBmemory used• •ED→HomeDMsActivityFilesLaterMore+Jiminny ...& jiminny-x-integrati...& platform-inner-teamE Channels# ai-chapter# alerts# backend# bugs# confusion-clinic# curiosity _lab# engineering# general# happy_birthday 31# jiminny-bg# platform-tickets# product_launches# random# releases# sofia-office# support# thank-yous# the_people_of jimi...0 Direct messagesGalya Dimitrova "o Nikolay YankovP. Aneliya Angelova. Stoyan Tanev2o James Graham> 0(all100% [8 • Fri 22 May 13:36:59Describe what you are looking for# releases8 22•MessagesC Files• Bookmarks+fetch PR data vi- CiLiuh API0f883d21 - RevToday~orking version1be25ca1 - Add github_token to Claude Codeaction for enhanced authenticationShow more( jiminny/app| Added by GitHubNewCircleCl APP 1:26 PMDeployment Successful!Project: appWhen:05/22/202610:26:05Tag:View JobNGitHub APP 1:27 PM4 new commits pushed to master byTodorStamatovJiminnycbf9b72b - JY-20955: fix calendar eventduplication checkafe8dceg - Merge branch 'master' into JY-20955-multiple-calendars-events218a8602 - Merge branch 'master' into JY-20955-multiple-calendars-eventsbe560cbf - Merge pull request #12119 fromjiminny/JY-20955-multiple-calendars-eventsjiminny/app| Added by GitHubMessage #releases+Aa...
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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
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
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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70731
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2541
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2026-05-22T10:37:31.797398+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-22/1779 /Users/lukas/.screenpipe/data/data/2026-05-22/1779446251797_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
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
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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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[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
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...
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70728
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70732
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2540
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17
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2026-05-22T10:37:33.284849+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-22/1779 /Users/lukas/.screenpipe/data/data/2026-05-22/1779446253284_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
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
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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
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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released when Voice role is removed from user","depth":11,"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,"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXMenuButton","text":"Add or create work related to this Bug","depth":12,"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,"on_screen":true,"help_text":"","role_description":"menu 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Voice","depth":15,"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"role and has an assigned Twilio softphone number.","depth":14,"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Steps to reproduce:","depth":15,"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Log in to Jiminny as an admin user.","depth":16,"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Navigate to Organization Settings > User page","depth":16,"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"/settings/organization/members","depth":17,"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Remove the Voice role from user 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in","depth":16,"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"phone_numbers","depth":17,"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"table is deleted ==> CORRECT","depth":16,"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXHeading","text":"Steps to reproduce","depth":12,"on_screen":true,"help_text":"","role_description":"heading","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Steps to reproduce","depth":13,"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXMenuButton","text":"More information about","depth":12,"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},{"role":"AXStaticText","text":"None","depth":13,"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Actual outcome","depth":13,"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXMenuButton","text":"More information about","depth":12,"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 Actual outcome","depth":13,"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,"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Expected outcome","depth":13,"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXMenuButton","text":"More information about","depth":12,"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,"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,"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXHeading","text":"Subtasks","depth":11,"on_screen":true,"help_text":"","role_description":"heading","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Subtasks","depth":12,"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXButton","text":"Add subtask","depth":12,"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,"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"},{"role":"AXHeading","text":"Linked work items","depth":11,"on_screen":true,"help_text":"","role_description":"heading","subrole":"AXUnknown"},{"role":"AXStaticText","text":"Linked work items","depth":12,"on_screen":true,"help_text":"","role_description":"text","subrole":"AXUnknown"}]...
|
-3597533146257637433
|
5986945994789705412
|
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
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)
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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...
|
70730
|
NULL
|
NULL
|
NULL
|
|
70733
|
2541
|
16
|
2026-05-22T10:38:02.451116+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-22/1779 /Users/lukas/.screenpipe/data/data/2026-05-22/1779446282451_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
|
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
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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Jiminny (New)
Create board
Create board
More actions for Jiminny (New)
More actions for Jiminny (New)
Platform Team
Platform Team
Board actions
Board actions
Capture Team
Capture Team
Board actions
Board actions
Enterprise Stability Issues 🤕
Enterprise Stability Issues 🤕
Board actions
Board actions
Processing Team
Processing Team
Board actions
Board actions
SE Kanban
SE Kanban
Board actions
Board actions
Service-Desk
Service-Desk
More actions for Service-Desk
More actions for Service-Desk
More spaces
More spaces
Filters
Filters
More actions for Filters
More actions for Filters
Dashboards
Dashboards
Create dashboard
Create dashboard
More actions for Dashboards
More actions for Dashboards
Operations
Operations
More actions for Operations
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”...
|
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676803635185891390
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5986805273405380292
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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
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
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”...
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2540
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2026-05-22T10:38:03.682008+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-22/1779 /Users/lukas/.screenpipe/data/data/2026-05-22/1779446283682_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
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”...
|
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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
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”...
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2026-05-22T10:38:20.943577+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-22/1779 /Users/lukas/.screenpipe/data/data/2026-05-22/1779446300943_m1.jpg...
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JY-20842 add delete events for es by Vasil-Jiminny JY-20842 add delete events for es by Vasil-Jiminny · Pull Request #12120 · jiminny/app — Work...
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1
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github.com/jiminny/app/pull/12120/changes
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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
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
Close tab
[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
New Tab...
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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
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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[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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github.com/jiminny/app/pull/12120/changes
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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
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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[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
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
Close tab
[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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